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TAKEDA MACHINERY, Sep-Nov (2Q) Ordinary Profit Increases by 27%

Wed Jan 14, 2026 3:00 pm JST Earnings

6150 TAKEDA MACHINERY CO., LTD. 【J-GAAP】

Earnings Report

TAKEDA MACHINERY CO., LTD. <6150> [TSE Std] announced its financial results in the afternoon session on January 14th (15:00). The consolidated ordinary profit for the cumulative second quarter of the fiscal year ending May 2026 (June to November) decreased 18.7% from the same period last year to 239 million yen. However, Progress toward the full-year plan of 350 million yen was 68.3%, also surpassing the five-year average of 47.9%.

Based on the first-half performance announced by the company and the unchanged full-year plan, our calculation indicates that the consolidated ordinary profit for the December to May period (second half) is expected to decrease 24.5% from the same period last year to 111 million yen.

In the most recent three-month period, from September to November (2Q), the consolidated ordinary profit grew 27.2% from the same period last year, reaching 248 million yen. The operating profit margin rose from 13.1% in the same period last year to 16.2%.

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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 2,582 342 354 226 246.5 53.7 Jan 15, 2024 J-GAAP
Jun - Nov, 2024 2,578 286 294 196 213.7 66.7 Jan 14, 2025 J-GAAP
Jun - Nov, 2025 2,309 230 239 159 174.0 68.3 Jan 14, 2026 J-GAAP
YoY -10.4% -19.6% -18.7% -18.9% -18.6%

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 2,500 220 220 140 152.3 0 Jul 15, 2025 J-GAAP
Jun - Nov, 2025 Results 2,309 230 239 159 174.0 0 Jan 14, 2026 J-GAAP
Revision Rate -7.6% +4.5% +8.6% +13.6% +14.2%

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 2,312 145 147 97 105.8 80 Jul 15, 2025 J-GAAP
Dec - May, 2025 Guidance 2,691 130 111 71 77.2 80 Jan 14, 2026 J-GAAP
YoY +16.4% -10.3% -24.5% -26.8% -27.0%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
May, 2024 5,464 636 659 427 464.5 80 Jul 16, 2024 J-GAAP
May, 2025 4,890 431 441 293 319.4 80 Jul 15, 2025 J-GAAP
May, 2026 Guidance 5,000 360 350 230 250.2 80 Jul 15, 2025 J-GAAP
YoY +2.2% -16.5% -20.6% -21.5% -21.7%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Sep - Nov, 2024 1,445 189 195 133 145.0 13.1 Jan 14, 2025 J-GAAP
Dec - Feb, 2024 1,070 53 55 34 37.1 5.0 Apr 14, 2025 J-GAAP
Mar - May, 2025 1,242 92 92 63 68.7 7.4 Jul 15, 2025 J-GAAP
Jun - Aug, 2025 806 -13 -9 -8 -9.2 -1.6 Oct 15, 2025 J-GAAP
Sep - Nov, 2025 1,503 243 248 167 182.7 16.2 Jan 14, 2026 J-GAAP
YoY +4.0% +28.6% +27.2% +25.6% +26.0%

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