TAKAOKA TOKO, Ordinary Profit Forecast for the Fiscal Year Revised Upward by 18%, Highest in Two Terms, Dividend Revised Upward by 9 Yen

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Fri Jan 30, 2026 2:30 pm JST Earnings

6617 TAKAOKA TOKO CO., LTD. 【J-GAAP】

Earnings Report

TAKAOKA TOKO CO., LTD. <6617> [TSE Prime] announced its financial results in the afternoon session on January 30th (14:30). The consolidated ordinary profit for the cumulative third quarter of the fiscal year ending March 2026 (April to December) expanded 6.62 billion yen, an increase 52.7% compared to the same period last year.

In addition, the full-year forecast for consolidated ordinary profit has been revised upward 18.1%, from the previous forecast of 7.20 billion yen to 8.50 billion yen (compared to 6.30 billion yen in the previous period), increasing the growth rate from 14.2% to 34.9%, reaches new record high for the first time in two terms.

Based on the full-year plan announced by the company after the upward revision, our estimate of the consolidated ordinary profit for the October to March period (second half) is expected to increase 35.9%, from the previous forecast of 3.62 billion yen to 4.92 billion yen (compared to 4.22 billion yen in the same period of the previous year), turning to a 16.6% increase in the consolidated ordinary profit outlook.

In light of the strong performance, the company has increased its planned annual dividend for the current fiscal year from the original plan of 86 yen to 95 yen (compared to 50 yen in the previous period).

In the most recent three-month period, from October to December (3Q), the consolidated ordinary profit increased 34.9% from the same period last year, reaching 3.04 billion yen. The operating profit margin improved from 8.6% in the same period last year to 11.0%.

Kabutan News

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
Apr - Dec, 2023	72,484	5,320	5,500	3,337	207.3	68.6	Jan 29, 2024	J-GAAP
Apr - Dec, 2024	73,554	4,192	4,337	2,480	154.6	68.8	Jan 28, 2025	J-GAAP
Apr - Dec, 2025	75,629	6,402	6,624	4,083	254.4	77.9	Jan 30, 2026	J-GAAP
YoY	+2.8%	+52.7%	+52.7%	+64.6%	+64.5%

Guidance Update

Second Half Update

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Adj. Dividend	Announce	Accounting Standards
Oct - Mar, 2025 Prev	61,600	3,596	3,625	2,412	150.3	49	Oct 31, 2025	J-GAAP
Oct - Mar, 2025 New	63,600	4,896	4,925	3,012	187.6	58	Jan 30, 2026	J-GAAP
Revision Rate	+3.2%	+36.2%	+35.9%	+24.9%	+24.9%

Full Year Update

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Adj. Dividend	Announce	Accounting Standards
Mar, 2026 Prev	110,000	7,000	7,200	4,600	286.6	86	Oct 31, 2025	J-GAAP
Mar, 2026 New	112,000	8,300	8,500	5,200	324.0	95	Jan 30, 2026	J-GAAP
Revision Rate	+1.8%	+18.6%	+18.1%	+13.0%	+13.0%

Current Period Guidance

Second Half Results

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Adj. Dividend	Announce	Accounting Standards
Oct - Mar, 2024	59,018	4,133	4,225	2,730	170.2	25	Apr 25, 2025	J-GAAP
Oct - Mar, 2025 Guidance	63,600	4,896	4,925	3,012	187.6	58	Jan 30, 2026	J-GAAP
YoY	+7.8%	+18.5%	+16.6%	+10.3%	+10.3%

Current Period Guidance

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Adj. Dividend	Announce	Accounting Standards
Mar, 2024	107,378	8,247	8,017	4,668	290.3	60	Apr 25, 2024	J-GAAP
Mar, 2025	106,624	6,094	6,302	3,824	238.4	50	Apr 25, 2025	J-GAAP
Mar, 2026 Guidance	112,000	8,300	8,500	5,200	324.0	95	Jan 30, 2026	J-GAAP
YoY	+5.0%	+36.2%	+34.9%	+36.0%	+35.9%

Quarterly Results

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Operating Profit Margin	Announce	Accounting Standards
Oct - Dec, 2024	25,948	2,231	2,260	1,386	86.4	8.6	Jan 28, 2025	J-GAAP
Jan - Mar, 2025	33,070	1,902	1,965	1,344	83.8	5.8	Apr 25, 2025	J-GAAP
Apr - Jun, 2025	23,100	1,473	1,575	952	59.4	6.4	Jul 25, 2025	J-GAAP
Jul - Sep, 2025	25,300	1,931	2,000	1,236	77.0	7.6	Oct 31, 2025	J-GAAP
Oct - Dec, 2025	27,229	2,998	3,049	1,895	118.1	11.0	Jan 30, 2026	J-GAAP
YoY	+4.9%	+34.4%	+34.9%	+36.7%	+36.6%