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TPR, Ordinary Profit Forecast for the Fiscal Year Revised Upward by 19%, Dividend Effectively Increased
6463 TPR CO .,LTD. 【J-GAAP】
Guidance Update ReportTPR CO .,LTD. <6463> [TSE Prime] announced a revision to its performance and dividend in the afternoon session on March 27th (13:45). The consolidated ordinary profit forecast for the fiscal year ending March 2026 has been revised upward 18.6%, from the previous forecast of 12.9 billion yen to 15.3 billion yen (compared to 15.7 billion yen in the previous period), and the declining rate is expected to decrease from 18.3% to 3.1%.
Based on the upwardly revised full-year plan announced by the company, our calculation indicates that the October to March period (second half) consolidated ordinary profit has been revised upward 39.2%, from the previous forecast of 6.12 billion yen to 8.52 billion yen (compared to 8.81 billion yen in the same period of the previous year), and the declining rate is expected to decrease from 30.5% to 3.3%.
At the same time, due to a planned 2-for-1 forward stock split is scheduled for September 30, the annual dividend for the current fiscal year has been revised from the original plan of 75 yen to 77 yen (equivalent to 104 yen before the forward stock split) This effectively represents a 4.0% increase in the annual dividend.
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 | 93,059 | 5,026 | 6,126 | 2,347 | 36.4 | 25 | Nov 13, 2025 | J-GAAP |
| Oct - Mar, 2025 New | 99,459 | 5,226 | 8,526 | 3,447 | 53.5 | 27 | Mar 27, 2026 | J-GAAP |
| Revision Rate | +6.9% | +4.0% | +39.2% | +46.9% | +46.9% |
Full Year Update
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Mar, 2026 Prev | 183,400 | 9,400 | 12,900 | 7,300 | 113.3 | 50 | Aug 8, 2025 | J-GAAP |
| Mar, 2026 New | 189,800 | 9,600 | 15,300 | 8,400 | 130.3 | 52 | Mar 27, 2026 | J-GAAP |
| Revision Rate | +3.5% | +2.1% | +18.6% | +15.1% | +15.1% |
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 | 97,556 | 6,397 | 8,818 | 5,519 | 82.1 | 25 | May 15, 2025 | J-GAAP |
| Oct - Mar, 2025 Guidance | 99,459 | 5,226 | 8,526 | 3,447 | 53.5 | 27 | Mar 27, 2026 | J-GAAP |
| YoY | +2.0% | -18.3% | -3.3% | -37.5% | -34.8% |
Current Period Guidance
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Mar, 2024 | 193,834 | 12,526 | 16,066 | 8,195 | 121.5 | 35 | May 15, 2024 | J-GAAP |
| Mar, 2025 | 192,494 | 11,214 | 15,790 | 8,866 | 131.9 | 50 | May 15, 2025 | J-GAAP |
| Mar, 2026 Guidance | 189,800 | 9,600 | 15,300 | 8,400 | 130.3 | 52 | Mar 27, 2026 | J-GAAP |
| YoY | -1.4% | -14.4% | -3.1% | -5.3% | -1.2% |
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The Nikkei 225 fell below the 53,000 yen level for the first time in 3 days
Nikkei 225 open on the 27th = 364 yen lower, 53,239 yen