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DAIKO TSUSAN, First Half Ordinary Profit Increases by 10%, Sep-Nov Ordinary Profit Increases by 17%
7673 DAIKO TSUSAN CO.,LTD. 【J-GAAP】
Earnings ReportDAIKO TSUSAN CO.,LTD. <7673> [TSE Std] announced its financial results after the market closed on January 9th (15:30). The ordinary profit (non-consolidated) for the cumulative second quarter of the fiscal year ending May 2026 (June to November) increased 9.5% from the same period last year, reaching 0.67 billion yen. Progress toward the full-year plan of 1.23 billion yen was 54.9%, also surpassing the five-year average of 48.9%.
Based on the first-half performance announced by the company and the unchanged full-year plan, our calculation indicates that the ordinary profit for the December to May period (second half) is expected to decrease 3.5% from the same period last year to 0.55 billion yen.
In the most recent three-month period, from September to November (2Q), the ordinary profit grew 17.1% from the same period last year, reaching 0.43 billion yen. The operating profit margin improved from 6.6% in the same period last year to 7.0%.
Kabutan News
Actual Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Progress Rate vs. First Half | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Jun - Nov, 2023 | 8,293 | 402 | 406 | 270 | 50.8 | 45.3 | Jan 12, 2024 | J-GAAP |
| Jun - Nov, 2024 | 10,319 | 607 | 618 | 420 | 78.8 | 51.8 | Jan 10, 2025 | J-GAAP |
| Jun - Nov, 2025 | 10,999 | 661 | 677 | 467 | 87.6 | 54.9 | Jan 9, 2026 | J-GAAP |
| YoY | +6.6% | +8.9% | +9.5% | +11.2% | +11.2% |
First Half Results vs. Previous Guidance
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Jun - Nov, 2025 Guidance | 10,999 | 660 | 676 | 454 | 85.1 | 0 | Dec 11, 2025 | J-GAAP |
| Jun - Nov, 2025 Results | 10,999 | 661 | 677 | 467 | 87.6 | 0 | Jan 9, 2026 | J-GAAP |
| Revision Rate | 0.0% | +0.2% | +0.1% | +2.9% | +2.9% |
Current Period Guidance
Second Half Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Dec - May, 2024 | 11,409 | 564 | 576 | 396 | 74.3 | 60 | Jul 10, 2025 | J-GAAP |
| Dec - May, 2025 Guidance | 10,261 | 541 | 556 | 363 | 68.1 | 63 | Jan 9, 2026 | J-GAAP |
| YoY | -10.1% | -4.1% | -3.5% | -8.3% | -8.4% |
Current Period Guidance
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| May, 2024 | 17,222 | 885 | 896 | 602 | 112.9 | 49 | Jul 10, 2024 | J-GAAP |
| May, 2025 | 21,728 | 1,171 | 1,194 | 816 | 153.1 | 60 | Jul 10, 2025 | J-GAAP |
| May, 2026 Guidance | 21,260 | 1,202 | 1,233 | 830 | 155.7 | 63 | Jul 10, 2025 | J-GAAP |
| YoY | -2.2% | +2.6% | +3.3% | +1.7% | +1.7% |
Quarterly Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Operating Profit Margin | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Sep - Nov, 2024 | 5,641 | 374 | 375 | 256 | 48.0 | 6.6 | Jan 10, 2025 | J-GAAP |
| Dec - Feb, 2024 | 6,340 | 345 | 353 | 226 | 42.4 | 5.4 | Apr 10, 2025 | J-GAAP |
| Mar - May, 2025 | 5,069 | 219 | 223 | 170 | 31.9 | 4.3 | Jul 10, 2025 | J-GAAP |
| Jun - Aug, 2025 | 4,832 | 228 | 238 | 167 | 31.4 | 4.7 | Oct 10, 2025 | J-GAAP |
| Sep - Nov, 2025 | 6,167 | 433 | 439 | 300 | 56.3 | 7.0 | Jan 9, 2026 | J-GAAP |
| YoY | +9.3% | +15.8% | +17.1% | +17.2% | +17.2% |
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