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T&D Holdings, Revenue Forecast for the Fiscal Year Revised Upward by 14%, Dividend Revised Upward by 6 Yen

Tue Mar 17, 2026 3:30 pm JST Revision

8795 T&D Holdings, Inc. 【J-GAAP】

Guidance Update Report

T&D Holdings, Inc. <8795> [TSE Prime] announced a revision to its performance and dividend after the market closed on March 17th (15:30). The consolidated revenue forecast for the fiscal year ending March 2026 has been revised upward 13.6%, from the previous forecast of 3.01 trillion yen to 3.42 trillion yen (compared to 3.73 trillion yen in the previous period), and the declining rate is expected to decrease from 19.3% to 8.3%.

Based on the upwardly revised full-year plan announced by the company, our calculation indicates that the October to March period (second half) consolidated revenue has been revised upward 31.8%, from the previous forecast of 1.29 trillion yen to 1.70 trillion yen (compared to 2.07 trillion yen in the same period of the previous year), and the declining rate is expected to decrease from 37.7% to 17.9%.

In light of the strong performance, the company has increased its planned annual dividend for the current fiscal year from the original plan of 124 yen to 130 yen (compared to 80 yen in the previous period).

Kabutan News

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 1,291,314 ー 113,180 50,663 105.6 62 Nov 14, 2025 J-GAAP
Oct - Mar, 2025 New 1,701,314 ー 113,180 50,663 105.6 68 Mar 17, 2026 J-GAAP
Revision Rate +31.8% － 0.0% 0.0% 0.0%

Full Year Update

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2026 Prev 3,010,000 ー 223,000 118,000 245.9 124 May 15, 2025 J-GAAP
Mar, 2026 New 3,420,000 ー 223,000 118,000 245.9 130 Mar 17, 2026 J-GAAP
Revision Rate +13.6% － 0.0% 0.0% 0.0%

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 2,071,489 ー 94,753 61,003 116.7 40 May 15, 2025 J-GAAP
Oct - Mar, 2025 Guidance 1,701,314 ー 113,180 50,663 105.6 68 Mar 17, 2026 J-GAAP
YoY -17.9% － +19.4% -16.9% -9.5%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2024 3,207,991 ー 159,809 98,777 183.1 70 May 15, 2024 J-GAAP
Mar, 2025 3,730,479 ー 198,595 126,384 241.7 80 May 15, 2025 J-GAAP
Mar, 2026 Guidance 3,420,000 ー 223,000 118,000 245.9 130 Mar 17, 2026 J-GAAP
YoY -8.3% － +12.3% -6.6% +1.8%

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