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TACHI-S, Apr-Dec (Cumulative 3Q) Ordinary Profit Increases by 28%
7239 TACHI-S CO.,LTD. 【J-GAAP】
Earnings ReportTACHI-S CO.,LTD. <7239> [TSE Prime] 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 28.4% from the same period last year, reaching 7.12 billion yen. Progress toward the full-year plan of 11.0 billion yen was 64.8%, exceeding the same period of the previous year of 51.6%.
Based on the cumulative third-quarter performance announced by the company and the unchanged full-year plan, our calculation indicates that the consolidated ordinary profit for the January to March period (4Q) is expected to decrease 25.8% from the same period last year to 3.87 billion yen.
In the most recent three-month period, from October to December (3Q), the consolidated ordinary profit amounted to 3.86 billion yen, an increase of 2.4% compared to the same period last year. The operating profit margin improved from 3.3% in the same period last year to 4.1%.
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Actual Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Progress Rate vs. First Half | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Apr - Dec, 2023 | 216,336 | 3,775 | 4,611 | 2,872 | 83.9 | 52.7 | Feb 9, 2024 | J-GAAP |
| Apr - Dec, 2024 | 218,153 | 5,022 | 5,551 | 5,138 | 149.9 | 51.6 | Feb 12, 2025 | J-GAAP |
| Apr - Dec, 2025 | 194,754 | 5,571 | 7,127 | 5,104 | 148.8 | 64.8 | Feb 12, 2026 | J-GAAP |
| YoY | -10.7% | +10.9% | +28.4% | -0.7% | -0.7% |
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 | 140,210 | 6,994 | 8,990 | 10,347 | 301.8 | 51.90 | May 14, 2025 | J-GAAP |
| Oct - Mar, 2025 Guidance | 136,449 | 6,181 | 7,735 | 5,450 | 158.8 | 51.90 | Nov 14, 2025 | J-GAAP |
| YoY | -2.7% | -11.6% | -14.0% | -47.3% | -47.4% |
Current Period Guidance
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Mar, 2024 | 292,947 | 7,205 | 8,755 | 5,422 | 158.3 | 92.80 | May 15, 2024 | J-GAAP |
| Mar, 2025 | 285,394 | 9,625 | 10,768 | 11,310 | 329.9 | 103.80 | May 14, 2025 | J-GAAP |
| Mar, 2026 Guidance | 264,000 | 9,000 | 11,000 | 8,000 | 233.1 | 103.80 | Nov 14, 2025 | J-GAAP |
| YoY | -7.5% | -6.5% | +2.2% | -29.3% | -29.3% |
Quarterly Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Operating Profit Margin | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Oct - Dec, 2024 | 72,969 | 2,391 | 3,773 | 4,175 | 121.8 | 3.3 | Feb 12, 2025 | J-GAAP |
| Jan - Mar, 2025 | 67,241 | 4,603 | 5,217 | 6,172 | 180.1 | 6.8 | May 14, 2025 | J-GAAP |
| Apr - Jun, 2025 | 63,943 | 1,119 | 1,055 | 19 | 0.6 | 1.7 | Aug 6, 2025 | J-GAAP |
| Jul - Sep, 2025 | 63,608 | 1,700 | 2,210 | 2,531 | 73.8 | 2.7 | Nov 14, 2025 | J-GAAP |
| Oct - Dec, 2025 | 67,203 | 2,752 | 3,862 | 2,554 | 74.5 | 4.1 | Feb 12, 2026 | J-GAAP |
| YoY | -7.9% | +15.1% | +2.4% | -38.8% | -38.9% |
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