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TAKARA STANDARD, Ordinary Profit Forecast for the Fiscal Year Revised Upward by 3%, Exceeded Record Profit Forecast
7981 TAKARA STANDARD CO.,LTD. 【J-GAAP】
Earnings ReportTAKARA STANDARD CO.,LTD. <7981> [TSE Prime] announced its financial results at noon (12:00) on February 3rd. The consolidated ordinary profit for the cumulative third quarter of the fiscal year ending March 2026 (April to December) increased 25.9% from the same period last year, reaching 16.6 billion yen.
In addition, the full-year forecast for consolidated ordinary profit has been revised upward 2.8%, from the previous forecast of 17.8 billion yen to 18.3 billion yen (compared to 16.0 billion yen in the previous period), increasing the growth rate from 11.2% to 14.3%. The company has further increased its previous forecast of record profits for the first time in twelve years.
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) has been revised upward 5.7%, from the previous forecast of 8.78 billion yen to 9.28 billion yen (compared to 9.86 billion yen in the same period of the previous year), and the declining rate is expected to decrease from 10.9% to 5.9%.
In the most recent three-month period, from October to December (3Q), the consolidated ordinary profit grew 7.8% from the same period last year, reaching 7.65 billion yen. The operating profit margin rose from 10.1% in the same period last year to 10.7%.
Kabutan News
Actual Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Progress Rate vs. First Half | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Apr - Dec, 2023 | 179,412 | 10,718 | 11,060 | 8,239 | 118.6 | 86.5 | Feb 1, 2024 | J-GAAP |
| Apr - Dec, 2024 | 184,316 | 12,876 | 13,241 | 9,052 | 132.7 | 82.7 | Feb 4, 2025 | J-GAAP |
| Apr - Dec, 2025 | 192,686 | 16,142 | 16,669 | 12,708 | 193.8 | 91.1 | Feb 3, 2026 | J-GAAP |
| YoY | +4.5% | +25.4% | +25.9% | +40.4% | +46.0% |
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 | 126,858 | 8,786 | 8,789 | 6,051 | 95.5 | 50 | Nov 6, 2025 | J-GAAP |
| Oct - Mar, 2025 New | 127,858 | 9,086 | 9,289 | 6,651 | 105.0 | 50 | Feb 3, 2026 | J-GAAP |
| Revision Rate | +0.8% | +3.4% | +5.7% | +9.9% | +9.9% |
Full Year Update
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Mar, 2026 Prev | 250,000 | 17,500 | 17,800 | 13,000 | 205.2 | 100 | Nov 6, 2025 | J-GAAP |
| Mar, 2026 New | 251,000 | 17,800 | 18,300 | 13,600 | 214.7 | 100 | Feb 3, 2026 | J-GAAP |
| Revision Rate | +0.4% | +1.7% | +2.8% | +4.6% | +4.6% |
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 | 127,423 | 9,678 | 9,867 | 7,207 | 106.0 | 50 | May 8, 2025 | J-GAAP |
| Oct - Mar, 2025 Guidance | 127,858 | 9,086 | 9,289 | 6,651 | 105.0 | 50 | Feb 3, 2026 | J-GAAP |
| YoY | +0.3% | -6.1% | -5.9% | -7.7% | -1.0% |
Current Period Guidance
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Mar, 2024 | 234,738 | 12,427 | 12,792 | 9,500 | 137.3 | 54 | May 9, 2024 | J-GAAP |
| Mar, 2025 | 243,380 | 15,635 | 16,005 | 11,090 | 163.2 | 78 | May 8, 2025 | J-GAAP |
| Mar, 2026 Guidance | 251,000 | 17,800 | 18,300 | 13,600 | 214.7 | 100 | Feb 3, 2026 | J-GAAP |
| YoY | +3.1% | +13.8% | +14.3% | +22.6% | +31.6% |
Quarterly Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Operating Profit Margin | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Oct - Dec, 2024 | 68,359 | 6,919 | 7,103 | 5,169 | 75.8 | 10.1 | Feb 4, 2025 | J-GAAP |
| Jan - Mar, 2025 | 59,064 | 2,759 | 2,764 | 2,038 | 30.0 | 4.7 | May 8, 2025 | J-GAAP |
| Apr - Jun, 2025 | 61,385 | 4,205 | 4,473 | 3,081 | 46.0 | 6.9 | Aug 5, 2025 | J-GAAP |
| Jul - Sep, 2025 | 61,757 | 4,509 | 4,538 | 3,868 | 58.4 | 7.3 | Nov 6, 2025 | J-GAAP |
| Oct - Dec, 2025 | 69,544 | 7,428 | 7,658 | 5,759 | 87.8 | 10.7 | Feb 3, 2026 | J-GAAP |
| YoY | +1.7% | +7.4% | +7.8% | +11.4% | +15.9% |
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