kabutan

TAIYO YUDEN, Ordinary Profit Forecast for the Fiscal Year Revised Upward by 47%

Fri Feb 6, 2026 3:30 pm JST Earnings

6976 TAIYO YUDEN CO., LTD. 【J-GAAP】

Earnings Report

TAIYO YUDEN CO., LTD. <6976> [TSE Prime] announced its financial results after the market closed on February 6th (15:30). The consolidated ordinary profit for the cumulative third quarter of the fiscal year ending March 2026 (April to December) expanded 19.8 billion yen, an increase 44.7% compared to the same period last year.

In addition, the full-year forecast for consolidated ordinary profit has been revised upward 46.7%, from the previous forecast of 15.0 billion yen to 22.0 billion yen (compared to 10.5 billion yen in the previous period), increasing the growth rate from 42.6% to 2.1 times.

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 2.0 times, from the previous forecast of 6.89 billion yen to 13.8 billion yen (compared to 3.75 billion yen in the same period of the previous year), increasing the growth rate from 83.4% to 3.7 times.

In the most recent three-month period, from October to December (3Q), the consolidated ordinary profit increased 68.8% from the same period last year, reaching 11.6 billion yen. The operating profit margin drastically improved from 1.0% in the same period last year to 8.5%.

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 241,813 7,043 7,456 3,676 29.5 54.2 Feb 7, 2024 J-GAAP
Apr - Dec, 2024 254,724 8,402 13,685 8,166 65.5 130.1 Feb 7, 2025 J-GAAP
Apr - Dec, 2025 266,139 16,519 19,800 12,626 101.1 90.0 Feb 6, 2026 J-GAAP
YoY +4.5% +96.6% +44.7% +54.6% +54.3%

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 169,876 8,976 6,894 3,460 27.7 45 Nov 6, 2025 J-GAAP
Oct - Mar, 2025 New 176,376 11,976 13,894 7,460 59.7 45 Feb 6, 2026 J-GAAP
Revision Rate +3.8% +33.4% +101.5% +115.6% +115.6%

Full Year Update

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2026 Prev 347,500 18,000 15,000 9,000 72.0 90 Nov 6, 2025 J-GAAP
Mar, 2026 New 354,000 21,000 22,000 13,000 104.0 90 Feb 6, 2026 J-GAAP
Revision Rate +1.9% +16.7% +46.7% +44.4% +44.4%

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 173,582 2,883 3,758 -1,239 -9.9 45 May 9, 2025 J-GAAP
Oct - Mar, 2025 Guidance 176,376 11,976 13,894 7,460 59.7 45 Feb 6, 2026 J-GAAP
YoY +1.6% +315.4% +269.7% － －

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2024 322,647 9,079 13,757 8,317 66.8 90 May 8, 2024 J-GAAP
Mar, 2025 341,438 10,459 10,517 2,328 18.7 90 May 9, 2025 J-GAAP
Mar, 2026 Guidance 354,000 21,000 22,000 13,000 104.0 90 Feb 6, 2026 J-GAAP
YoY +3.7% +100.8% +109.2% +458.4% +456.8%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Oct - Dec, 2024 86,868 826 6,926 4,599 36.9 1.0 Feb 7, 2025 J-GAAP
Jan - Mar, 2025 86,714 2,057 -3,168 -5,838 -46.8 2.4 May 9, 2025 J-GAAP
Apr - Jun, 2025 84,810 3,142 256 -876 -7.0 3.7 Aug 5, 2025 J-GAAP
Jul - Sep, 2025 92,814 5,882 7,850 6,416 51.4 6.3 Nov 6, 2025 J-GAAP
Oct - Dec, 2025 88,515 7,495 11,694 7,086 56.7 8.5 Feb 6, 2026 J-GAAP
YoY +1.9% +807.4% +68.8% +54.1% +53.8%

Related Articles