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TOTETSU KOGYO, First Half Ordinary Profit Increases by 51%, Jul-Sep Ordinary Profit Increases by 42%

Thu Nov 13, 2025 3:30 pm JST Earnings

1835 TOTETSU KOGYO CO.,LTD. 【J-GAAP】

Earnings Report

TOTETSU KOGYO CO.,LTD. <1835> [TSE Prime] announced its financial results after the market closed on November 13th (15:30). The consolidated ordinary profit for the cumulative second quarter of the fiscal year ending March 2026 (April to September) expanded 6.65 billion yen, an increase 51.3% compared to the same period last year. Progress toward the full-year plan of 16.5 billion yen was 40.3%, exceeding the five-year average of 30.1%.

Based on the first-half performance announced by the company and the unchanged full-year plan, our calculation indicates that the consolidated ordinary profit for the October to March period (second half) is expected to decrease 15.4% from the same period last year to 9.85 billion yen.

In the most recent three-month period, from July to September (2Q), the consolidated ordinary profit increased 42.0% from the same period last year, reaching 4.01 billion yen. The operating profit margin improved from 7.8% in the same period last year to 10.8%.

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Actual Results

Accumulated Results 2nd Quarter
Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Progress Rate vs. First Half Announce Accounting Standards
Apr - Sep, 2023 56,649 2,953 3,181 2,168 63.0 26.3 Nov 9, 2023 J-GAAP
Apr - Sep, 2024 61,989 4,120 4,396 3,227 93.7 27.4 Nov 7, 2024 J-GAAP
Apr - Sep, 2025 65,688 6,270 6,650 4,474 129.9 40.3 Nov 13, 2025 J-GAAP
YoY +6.0% +52.2% +51.3% +38.6% +38.6%

First Half Results vs. Previous Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Apr - Sep, 2025 Guidance ー ー ー ー － 70 May 15, 2025 J-GAAP
Apr - Sep, 2025 Results 65,688 6,270 6,650 4,474 129.9 70 Nov 13, 2025 J-GAAP
Revision Rate － － － － －

Current Period Guidance

Second Half Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Oct - Mar, 2024 98,058 11,406 11,639 8,337 242.1 85 May 15, 2025 J-GAAP
Oct - Mar, 2025 Guidance 99,312 9,730 9,850 7,526 218.5 70 Nov 13, 2025 J-GAAP
YoY +1.3% -14.7% -15.4% -9.7% -9.8%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2024 141,845 11,751 12,106 8,296 241.0 97 May 15, 2024 J-GAAP
Mar, 2025 160,047 15,526 16,035 11,564 335.9 135 May 15, 2025 J-GAAP
Mar, 2026 Guidance 165,000 16,000 16,500 12,000 348.4 140 May 15, 2025 J-GAAP
YoY +3.1% +3.1% +2.9% +3.8% +3.7%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Jul - Sep, 2024 35,782 2,793 2,826 1,806 52.5 7.8 Nov 7, 2024 J-GAAP
Oct - Dec, 2024 41,363 5,121 5,314 3,679 106.9 12.4 Feb 7, 2025 J-GAAP
Jan - Mar, 2025 56,695 6,285 6,325 4,658 135.3 11.1 May 15, 2025 J-GAAP
Apr - Jun, 2025 29,229 2,338 2,637 1,723 50.1 8.0 Aug 7, 2025 J-GAAP
Jul - Sep, 2025 36,459 3,932 4,013 2,751 79.9 10.8 Nov 13, 2025 J-GAAP
YoY +1.9% +40.8% +42.0% +52.3% +52.3%

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