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TAISEI, Ordinary Profit Forecast for the Fiscal Year Revised Upward by 26%, Highest in Eight Terms, Dividend Revised Upward by 60 Yen

Mon Mar 30, 2026 1:00 pm JST Revision

1801 TAISEI CORPORATION 【J-GAAP】

Guidance Update Report

TAISEI CORPORATION <1801> [TSE Prime] announced a revision to its performance and dividend in the afternoon session on March 30th (13:00). The consolidated ordinary profit forecast for the fiscal year ending March 2026 has been revised upward 26.3%, from the previous forecast of 152 billion yen to 192 billion yen (compared to 134 billion yen in the previous period), increasing the growth rate from 13.0% to 42.7%, reaches new record high for the first time in eight terms.

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 is expected to increase 58.7%, from the previous forecast of 68.0 billion yen to 108 billion yen (compared to 84.7 billion yen in the same period of the previous year), turning to a 27.5% increase in the consolidated ordinary profit outlook.

In light of the strong performance, the company has increased its planned annual dividend for the current fiscal year from the original plan of 250 yen to 310 yen (compared to 210 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 1,182,128 66,715 68,092 73,358 450.0 125 Nov 11, 2025 J-GAAP
Oct - Mar, 2025 New 1,182,128 102,715 108,092 103,358 623.5 185 Mar 30, 2026 J-GAAP
Revision Rate 0.0% +54.0% +58.7% +40.9% +38.5%

Full Year Update

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2026 Prev 2,090,000 148,000 152,000 137,000 840.4 250 Nov 11, 2025 J-GAAP
Mar, 2026 New 2,090,000 184,000 192,000 167,000 1,007.4 310 Mar 30, 2026 J-GAAP
Revision Rate 0.0% +24.3% +26.3% +21.9% +19.9%

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 1,201,925 79,627 84,757 78,975 435.5 145 May 13, 2025 J-GAAP
Oct - Mar, 2025 Guidance 1,182,128 102,715 108,092 103,358 623.5 185 Mar 30, 2026 J-GAAP
YoY -1.6% +29.0% +27.5% +30.9% +43.2%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2024 1,765,023 26,480 38,910 40,272 215.8 130 May 13, 2024 J-GAAP
Mar, 2025 2,154,223 120,160 134,505 123,824 682.8 210 May 13, 2025 J-GAAP
Mar, 2026 Guidance 2,090,000 184,000 192,000 167,000 1,007.4 310 Mar 30, 2026 J-GAAP
YoY -3.0% +53.1% +42.7% +34.9% +47.5%

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