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TAMURA, Net Income Forecast for the Fiscal Year Revised Downward by 63%, Dividend Revised Upward by 3 Yen

Fri Feb 6, 2026 1:00 pm JST Earnings

6768 TAMURA CORPORATION 【J-GAAP】

Earnings Report

TAMURA CORPORATION <6768> [TSE Prime] announced its financial results in the afternoon session on February 6th (13:00). The consolidated net income for the cumulative third quarter of the fiscal year ending March 2026 (April to December) significantly dropped 63.1% from the same period last year to 0.67 billion yen.

In addition, the full-year forecast for consolidated net income has decreased 62.5%, from the previous forecast of 1.60 billion yen to 0.60 billion yen (compared to 2.78 billion yen in the previous period), leading to an increase in the profit decline rate from 42.5% to 78.4%.

Based on the full-year plan announced by the company after the downward revision, our estimate of the consolidated net income for the October to March period (second half) has decreased 78.1%, from the previous forecast of 1.28 billion yen to 0.28 billion yen (compared to 1.84 billion yen in the same period of the previous year), leading to an increase in the profit decline rate from 30.4% to 84.7%.

At the same time, the company has significantly increased its planned annual dividend for the current fiscal year from the original plan of 10 yen to 13 yen (compared to 13 yen in the previous period).

In the most recent three-month period, from October to December (3Q), the consolidated net income significantly dropped to 0.35 billion yen, a 60.0% decrease compared to the same period last year. The operating profit margin worsened from 5.0% in the same period last year to 2.9%.

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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 78,906 3,223 3,138 738 9.0 63.3 Feb 5, 2024 J-GAAP
Apr - Dec, 2024 82,630 3,170 3,147 1,831 22.4 62.2 Feb 6, 2025 J-GAAP
Apr - Dec, 2025 89,766 3,793 3,551 675 8.4 80.7 Feb 6, 2026 J-GAAP
YoY +8.6% +19.7% +12.8% -63.1% -62.5%

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 61,811 2,116 1,825 1,281 16.1 5 Nov 10, 2025 J-GAAP
Oct - Mar, 2025 New 61,811 2,116 1,825 281 3.5 8 Feb 6, 2026 J-GAAP
Revision Rate 0.0% 0.0% 0.0% -78.1% -78.1%

Full Year Update

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2026 Prev 120,000 5,000 4,400 1,600 20.1 10 Nov 10, 2025 J-GAAP
Mar, 2026 New 120,000 5,000 4,400 600 7.5 13 Feb 6, 2026 J-GAAP
Revision Rate 0.0% 0.0% 0.0% -62.5% -62.5%

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 61,598 3,535 3,299 1,840 22.5 8 May 12, 2025 J-GAAP
Oct - Mar, 2025 Guidance 61,811 2,116 1,825 281 3.5 8 Feb 6, 2026 J-GAAP
YoY +0.3% -40.1% -44.7% -84.7% -84.3%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2024 106,622 4,940 4,956 2,240 27.4 10 May 10, 2024 J-GAAP
Mar, 2025 114,051 5,195 5,061 2,782 34.0 13 May 12, 2025 J-GAAP
Mar, 2026 Guidance 120,000 5,000 4,400 600 7.5 13 Feb 6, 2026 J-GAAP
YoY +5.2% -3.8% -13.1% -78.4% -77.8%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Oct - Dec, 2024 30,177 1,510 1,385 889 10.9 5.0 Feb 6, 2025 J-GAAP
Jan - Mar, 2025 31,421 2,025 1,914 951 11.6 6.4 May 12, 2025 J-GAAP
Apr - Jun, 2025 28,872 1,178 923 246 3.0 4.1 Aug 6, 2025 J-GAAP
Jul - Sep, 2025 29,317 1,706 1,652 73 0.9 5.8 Nov 10, 2025 J-GAAP
Oct - Dec, 2025 31,577 909 976 356 4.4 2.9 Feb 6, 2026 J-GAAP
YoY +4.6% -39.8% -29.5% -60.0% -59.2%

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