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Semba Tohka Industries, Ordinary Profit Forecast for the Fiscal Year Revised Downward by 9%

Fri Nov 14, 2025 3:00 pm JST Earnings

2916 Semba Tohka Industries Co.,Ltd 【J-GAAP】

Earnings Report

Semba Tohka Industries Co.,Ltd <2916> [TSE Std] announced its financial results in the afternoon session on November 14th (15:00). The consolidated ordinary profit for the cumulative second quarter of the fiscal year ending March 2026 (April to September) dropped 32.8% from the same period last year to 272 million yen.

In addition, the full-year forecast for consolidated ordinary profit has decreased 8.9%, from the previous forecast of 900 million yen to 820 million yen (compared to 816 million yen in the previous period), leading to a reduction in the profit growth rate from 10.3% to 0.5%.

Based on the first-half performance announced by the company and the full-year plan, our calculation indicates that the consolidated ordinary profit for the October to March period (second half) is expected to expand 33.3% from the same period last year, reaching 548 million yen.

In the most recent three-month period, from July to September (2Q), the consolidated ordinary profit dropped to 115 million yen, a 45.0% decrease compared to the same period last year. However, the operating profit margin improved from 3.6% in the same period last year to 4.3%.

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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 9,442 259 386 303 26.7 51.1 Nov 10, 2023 J-GAAP
Apr - Sep, 2024 9,257 299 405 261 23.0 49.6 Nov 8, 2024 J-GAAP
Apr - Sep, 2025 9,594 421 272 164 14.5 33.2 Nov 14, 2025 J-GAAP
YoY +3.6% +40.8% -32.8% -37.2% -37.1%

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 9,600 300 300 200 17.6 0 May 13, 2025 J-GAAP
Apr - Sep, 2025 Results 9,594 421 272 164 14.5 0 Nov 14, 2025 J-GAAP
Revision Rate -0.1% +40.3% -9.3% -18.0% -17.8%

Guidance Update

Full Year Update

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2026 Prev 19,700 900 900 600 52.7 15 May 13, 2025 J-GAAP
Mar, 2026 New 19,700 900 820 520 45.7 15 Nov 14, 2025 J-GAAP
Revision Rate 0.0% 0.0% -8.9% -13.3% -13.3%

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 9,444 456 411 58 5.1 15 May 13, 2025 J-GAAP
Oct - Mar, 2025 Guidance 10,106 479 548 356 31.3 15 Nov 14, 2025 J-GAAP
YoY +7.0% +5.0% +33.3% +513.8% +511.9%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2024 19,137 690 755 495 43.5 15 May 10, 2024 J-GAAP
Mar, 2025 18,701 755 816 319 28.1 15 May 13, 2025 J-GAAP
Mar, 2026 Guidance 19,700 900 820 520 45.7 15 Nov 14, 2025 J-GAAP
YoY +5.3% +19.2% +0.5% +63.0% +62.7%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Jul - Sep, 2024 4,580 164 209 158 13.9 3.6 Nov 8, 2024 J-GAAP
Oct - Dec, 2024 5,063 359 257 131 11.5 7.1 Feb 14, 2025 J-GAAP
Jan - Mar, 2025 4,381 97 154 -73 -6.4 2.2 May 13, 2025 J-GAAP
Apr - Jun, 2025 4,804 216 157 63 5.6 4.5 Aug 8, 2025 J-GAAP
Jul - Sep, 2025 4,790 205 115 101 8.9 4.3 Nov 14, 2025 J-GAAP
YoY +4.6% +25.0% -45.0% -36.1% -36.0%

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