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Takachiho, Ordinary Profit Forecast for the Fiscal Year Revised Upward by 7%, Exceeded Record Profit Forecast, Dividend Revised Upward by 20 Yen

Thu Feb 12, 2026 3:00 pm JST Earnings

8225 Takachiho Co.,Ltd 【J-GAAP】

Earnings Report

Takachiho Co.,Ltd <8225> [TSE Std] announced its financial results in the afternoon session on February 12th (15:00). The consolidated ordinary profit for the cumulative third quarter of the fiscal year ending March 2026 (April to December) increased 21.9% from the same period last year, reaching 562 million yen.

In addition, the full-year forecast for consolidated ordinary profit has been revised upward 6.7%, from the previous forecast of 450 million yen to 480 million yen (compared to 436 million yen in the previous period), increasing the growth rate from 3.2% to 10.1%. The company has further increased its previous forecast of record profits for the first time in two years.

Based on the full-year plan announced by the company after the upward revision, our estimate of the consolidated ordinary profit/loss for the October to March period (second half) has been revised upward from an expected loss of 35 million yen to a loss of 5 million yen (compared to a profit of 79 million yen in the same period of the previous year), indicating a reduction in the loss margin.

In light of the strong performance, the company has increased its planned year-end lump-sum dividend for the current fiscal year from the original plan of 80 yen to 100 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 decreased to 77 million yen, a 26.0% decrease compared to the same period last year. The operating profit margin worsened from 4.8% in the same period last year to 3.2%.

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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 6,453 456 456 369 577.4 103.6 Feb 13, 2024 J-GAAP
Apr - Dec, 2024 6,871 460 461 351 545.2 105.7 Feb 12, 2025 J-GAAP
Apr - Dec, 2025 7,998 558 562 424 607.6 117.1 Feb 12, 2026 J-GAAP
YoY +16.4% +21.3% +21.9% +20.8% +11.4%

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 3,527 -24 -35 -49 -70.1 80 Nov 12, 2025 J-GAAP
Oct - Mar, 2025 New 3,927 1 -5 -24 -34.3 100 Feb 12, 2026 J-GAAP
Revision Rate +11.3% － +85.7% +51.0% +51.0%

Full Year Update

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2026 Prev 9,200 460 450 315 450.4 80 May 13, 2025 J-GAAP
Mar, 2026 New 9,600 485 480 340 486.2 100 Feb 12, 2026 J-GAAP
Revision Rate +4.3% +5.4% +6.7% +7.9% +7.9%

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 3,859 82 79 37 57.4 50 May 13, 2025 J-GAAP
Oct - Mar, 2025 Guidance 3,927 1 -5 -24 -34.3 100 Feb 12, 2026 J-GAAP
YoY +1.8% -98.8% － － －

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2024 8,015 439 440 423 660.6 40 May 13, 2024 J-GAAP
Mar, 2025 8,536 437 436 308 477.8 50 May 13, 2025 J-GAAP
Mar, 2026 Guidance 9,600 485 480 340 486.2 100 Feb 12, 2026 J-GAAP
YoY +12.5% +11.0% +10.1% +10.4% +1.8%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Oct - Dec, 2024 2,194 105 104 80 124.3 4.8 Feb 12, 2025 J-GAAP
Jan - Mar, 2025 1,665 -23 -25 -43 -66.7 -1.4 May 13, 2025 J-GAAP
Apr - Jun, 2025 2,566 195 196 152 218.8 7.6 Aug 13, 2025 J-GAAP
Jul - Sep, 2025 3,107 289 289 212 304.1 9.3 Nov 12, 2025 J-GAAP
Oct - Dec, 2025 2,325 74 77 60 86.0 3.2 Feb 12, 2026 J-GAAP
YoY +6.0% -29.5% -26.0% -25.0% -30.8%

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