TANSEISHA, Ordinary Profit Forecast for the Fiscal Year Revised Upward by 13%, Exceeded Record Profit Forecast, Dividend Revised Upward by 2 Yen

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Fri Dec 12, 2025 3:30 pm JST Earnings

9743 TANSEISHA CO.,LTD. 【J-GAAP】

Earnings Report

TANSEISHA CO.,LTD. <9743> [TSE Prime] announced its financial results after the market closed on December 12th (15:30). The consolidated ordinary profit for the cumulative third quarter of the fiscal year ending January 2026 (February to October) surged 2.1 times that of the same period last year, reaching 7.85 billion yen.

In addition, the full-year forecast for consolidated ordinary profit has been revised upward 13.2%, from the previous forecast of 7.60 billion yen to 8.60 billion yen (compared to 5.31 billion yen in the previous period), increasing the growth rate from 43.0% to 61.8%. The company has further increased its previous forecast of record profits for the first time in six years.

Based on the full-year plan announced by the company after the upward revision, our estimate of the consolidated ordinary profit for the August to January period (second half) has been revised upward 51.8%, from the previous forecast of 1.93 billion yen to 2.93 billion yen (compared to 3.28 billion yen in the same period of the previous year), and the declining rate is expected to decrease from 41.2% to 10.7%.

In light of the strong performance, the company has increased its planned annual dividend for the current fiscal year from the original plan of 70 yen to 72 yen (compared to 45 yen in the previous period).

In the most recent three-month period, from August to October (3Q), the consolidated ordinary profit grew 29.8% from the same period last year, reaching 2.18 billion yen. The operating profit margin improved from 7.1% in the same period last year to 8.7%.

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Actual Results

Accumulated Results 3rd Quarter

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Progress Rate vs. First Half	Announce	Accounting Standards
Feb - Oct, 2023	58,273	1,948	2,013	1,350	28.3	50.4	Dec 14, 2023	J-GAAP
Feb - Oct, 2024	64,214	3,572	3,717	2,562	54.3	69.9	Dec 13, 2024	J-GAAP
Feb - Oct, 2025	82,535	7,915	7,854	5,297	112.2	91.3	Dec 12, 2025	J-GAAP
YoY	+28.5%	+121.6%	+111.3%	+106.8%	+106.7%

Guidance Update

Second Half Update

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Adj. Dividend	Announce	Accounting Standards
Aug - Jan, 2025 Prev	43,957	1,885	1,930	1,369	29.0	35	Sep 12, 2025	J-GAAP
Aug - Jan, 2025 New	49,957	2,985	2,930	2,169	45.9	37	Dec 12, 2025	J-GAAP
Revision Rate	+13.6%	+58.4%	+51.8%	+58.4%	+58.4%

Full Year Update

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Adj. Dividend	Announce	Accounting Standards
Jan, 2026 Prev	100,000	7,500	7,600	5,200	110.1	70	Jun 13, 2025	J-GAAP
Jan, 2026 New	106,000	8,600	8,600	6,000	127.0	72	Dec 12, 2025	J-GAAP
Revision Rate	+6.0%	+14.7%	+13.2%	+15.4%	+15.4%

Current Period Guidance

Second Half Results

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Adj. Dividend	Announce	Accounting Standards
Aug - Jan, 2024	50,834	3,220	3,281	2,391	50.7	30	Mar 17, 2025	J-GAAP
Aug - Jan, 2025 Guidance	49,957	2,985	2,930	2,169	45.9	37	Dec 12, 2025	J-GAAP
YoY	-1.7%	-7.3%	-10.7%	-9.3%	-9.5%

Current Period Guidance

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Adj. Dividend	Announce	Accounting Standards
Jan, 2024	81,200	3,883	3,995	2,771	58.1	30	Mar 15, 2024	J-GAAP
Jan, 2025	91,858	5,147	5,316	3,875	82.2	45	Mar 17, 2025	J-GAAP
Jan, 2026 Guidance	106,000	8,600	8,600	6,000	127.0	72	Dec 12, 2025	J-GAAP
YoY	+15.4%	+67.1%	+61.8%	+54.8%	+54.6%

Quarterly Results

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Operating Profit Margin	Announce	Accounting Standards
Aug - Oct, 2024	23,190	1,645	1,682	1,078	22.9	7.1	Dec 13, 2024	J-GAAP
Nov - Jan, 2024	27,644	1,575	1,599	1,313	27.8	5.7	Mar 17, 2025	J-GAAP
Feb - Apr, 2025	33,995	4,552	4,571	3,106	65.9	13.4	Jun 13, 2025	J-GAAP
May - Jul, 2025	22,048	1,063	1,099	725	15.4	4.8	Sep 12, 2025	J-GAAP
Aug - Oct, 2025	26,492	2,300	2,184	1,466	31.1	8.7	Dec 12, 2025	J-GAAP
YoY	+14.2%	+39.8%	+29.8%	+36.0%	+35.9%