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Tama Home, Ordinary Profit Forecast for the Fiscal Year Revised Downward by 52%

Tue Jan 13, 2026 3:30 pm JST Earnings

1419 Tama Home Co., Ltd. 【J-GAAP】

Earnings Report

Tama Home Co., Ltd. <1419> [TSE Prime] announced its financial results after the market closed on January 13th (15:30). The consolidated ordinary loss for the cumulative second quarter of the fiscal year ending May 2026 (June to November) was a reduced loss of 1.06 billion yen (compared to a loss of 2.35 billion yen in the same period last year).

However, the full-year forecast for consolidated ordinary profit has decreased 52.2%, from the previous forecast of 9.00 billion yen to 4.30 billion yen (compared to 3.78 billion yen in the previous period), leading to a reduction in the profit growth rate from 2.4 times to 13.5%.

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 December to May period (second half) is expected to decrease 12.7% from the same period last year to 5.36 billion yen.

In the most recent three-month period, from September to November (2Q), the consolidated ordinary profit surged 2.2 times that of the same period last year, reaching 3.37 billion yen. The operating profit margin improved from 2.6% in the same period last year to 5.6%.

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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
Jun - Nov, 2023 112,757 3,007 3,186 1,903 65.7 24.7 Jan 11, 2024 J-GAAP
Jun - Nov, 2024 93,739 -2,279 -2,352 -1,876 -64.7 ー Jan 14, 2025 J-GAAP
Jun - Nov, 2025 88,443 -1,123 -1,062 -932 -32.2 ー Jan 13, 2026 J-GAAP
YoY -5.6% +50.7% +54.8% +50.3% +50.3%

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 ー ー ー ー － 0 Jul 11, 2025 J-GAAP
Jun - Nov, 2025 Results 88,443 -1,123 -1,062 -932 -32.2 0 Jan 13, 2026 J-GAAP
Revision Rate － － － － －

Guidance Update

Full Year Update

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
May, 2026 Prev 235,000 9,300 9,000 6,000 207.0 196 Jul 11, 2025 J-GAAP
May, 2026 New 209,000 4,700 4,300 1,350 46.6 196 Jan 13, 2026 J-GAAP
Revision Rate -11.1% -49.5% -52.2% -77.5% -77.5%

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 107,078 6,392 6,141 3,354 115.7 195 Jul 11, 2025 J-GAAP
Dec - May, 2025 Guidance 120,557 5,823 5,362 2,282 78.7 196 Jan 13, 2026 J-GAAP
YoY +12.6% -8.9% -12.7% -32.0% -32.0%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
May, 2024 247,733 12,586 12,877 8,752 301.9 190 Jul 11, 2024 J-GAAP
May, 2025 200,817 4,113 3,789 1,478 51.0 195 Jul 11, 2025 J-GAAP
May, 2026 Guidance 209,000 4,700 4,300 1,350 46.6 196 Jan 13, 2026 J-GAAP
YoY +4.1% +14.3% +13.5% -8.7% -8.7%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Sep - Nov, 2024 56,980 1,484 1,524 661 22.8 2.6 Jan 14, 2025 J-GAAP
Dec - Feb, 2024 30,148 -2,660 -2,904 -2,097 -72.4 -8.8 Apr 10, 2025 J-GAAP
Mar - May, 2025 76,930 9,052 9,045 5,451 188.1 11.8 Jul 11, 2025 J-GAAP
Jun - Aug, 2025 29,095 -4,435 -4,439 -2,833 -97.8 -15.2 Oct 14, 2025 J-GAAP
Sep - Nov, 2025 59,348 3,312 3,377 1,901 65.6 5.6 Jan 13, 2026 J-GAAP
YoY +4.2% +123.2% +121.6% +187.6% +187.7%

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