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TAKEUCHI MFG, Mar-Nov (Cumulative 3Q) Ordinary Profit Increases by 2%
6432 TAKEUCHI MFG.CO.,LTD. 【J-GAAP】
Earnings ReportTAKEUCHI MFG.CO.,LTD. <6432> [TSE Prime] announced its financial results after the market closed on January 13th (15:30). The consolidated ordinary profit for the cumulative third quarter of the fiscal year ending February 2026 (March to November) was 32.8 billion yen, a 1.6% increase compared to the same period last year. Progress toward the full-year plan of 37.3 billion yen was 88.2%, also surpassing the five-year average of 77.6%.
Based on the cumulative third-quarter performance announced by the company and the unchanged full-year plan, our calculation indicates that the consolidated ordinary profit for the December to February period (4Q) is expected to expand 36.5% from the same period last year, reaching 4.41 billion yen.
In the most recent three-month period, from September to November (3Q), the consolidated ordinary profit amounted to 9.19 billion yen, an increase of 0.1% compared to the same period last year. However, the operating profit margin decreased from 15.8% in the same period last year to 13.7%.
Kabutan News
Actual Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Progress Rate vs. First Half | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Mar - Nov, 2023 | 158,831 | 25,621 | 25,798 | 18,948 | 397.5 | 72.8 | Jan 12, 2024 | J-GAAP |
| Mar - Nov, 2024 | 166,403 | 33,815 | 32,373 | 23,384 | 491.8 | 90.9 | Jan 10, 2025 | J-GAAP |
| Mar - Nov, 2025 | 172,833 | 31,434 | 32,884 | 23,473 | 508.1 | 88.2 | Jan 13, 2026 | J-GAAP |
| YoY | +3.9% | -7.0% | +1.6% | +0.4% | +3.3% |
Current Period Guidance
Second Half Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Sep - Feb, 2024 | 103,624 | 12,275 | 12,421 | 9,259 | 195.9 | 200 | Apr 11, 2025 | J-GAAP |
| Sep - Feb, 2025 Guidance | 108,897 | 14,598 | 13,608 | 9,345 | 202.3 | 210 | Oct 10, 2025 | J-GAAP |
| YoY | +5.1% | +18.9% | +9.6% | +0.9% | +3.3% |
Current Period Guidance
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Feb, 2024 | 212,627 | 35,296 | 35,455 | 26,149 | 548.6 | 158 | Apr 12, 2024 | J-GAAP |
| Feb, 2025 | 213,230 | 37,142 | 35,608 | 26,113 | 552.5 | 200 | Apr 11, 2025 | J-GAAP |
| Feb, 2026 Guidance | 223,000 | 38,000 | 37,300 | 26,400 | 571.5 | 210 | Oct 10, 2025 | J-GAAP |
| YoY | +4.6% | +2.3% | +4.8% | +1.1% | +3.5% |
Quarterly Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Operating Profit Margin | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Sep - Nov, 2024 | 56,797 | 8,948 | 9,186 | 6,530 | 137.3 | 15.8 | Jan 10, 2025 | J-GAAP |
| Dec - Feb, 2024 | 46,827 | 3,327 | 3,235 | 2,729 | 57.7 | 7.1 | Apr 11, 2025 | J-GAAP |
| Mar - May, 2025 | 50,620 | 10,998 | 10,413 | 7,418 | 160.5 | 21.7 | Jul 10, 2025 | J-GAAP |
| Jun - Aug, 2025 | 63,483 | 12,404 | 13,279 | 9,637 | 208.6 | 19.5 | Oct 10, 2025 | J-GAAP |
| Sep - Nov, 2025 | 58,730 | 8,032 | 9,192 | 6,418 | 138.9 | 13.7 | Jan 13, 2026 | J-GAAP |
| YoY | +3.4% | -10.2% | +0.1% | -1.7% | +1.2% |
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