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TAMAGAWA HOLDINGS, Net Income Forecast for the Fiscal Year Revised Upward by 2.5 times, Dividend Revised Upward by 5 Yen

Mon Jun 15, 2026 4:00 pm JST Earnings

6838 TAMAGAWA HOLDINGS CO.,LTD. 【J-GAAP】

Earnings Report

TAMAGAWA HOLDINGS CO.,LTD. <6838> [TSE Std] announced its financial results (based on IFRS) after the market closed on June 15th (16:00). The consolidated net income for the cumulative second quarter of the fiscal year ending October 2026 (November 2025 to April 2026) surged 29 times that of the same period last year, reaching 1832 million yen.

In addition, the full-year forecast for consolidated net income has been revised upward 2.5 times, from the previous forecast of 730 million yen to 1835 million yen.

In light of the strong performance, the company has significantly increased its planned year-end lump-sum dividend for the current fiscal year from the original plan of 5 yen to 10 yen (compared to 5 yen in the previous period).

In the most recent three-month period, from February to April (2Q), the consolidated net income/loss turned to a profit of 1091 million yen (compared to a loss of 7 million yen in the same period last year). The operating profit margin drastically improved from 6.0% in the same period last year to 15.1%.

Kabutan News

Actual Performance and Financial Trends

Accumulated Results 2nd Quarter
Fiscal Year Revenue Operating
Profit		 Ordinary
Profit		 Net
Profit		 Adj.
EPS		 Progress Rate
vs. First Half		 Announce Accounting
Standards
Changed
Apr - Oct, 2024 		2,356M -47M -51M -113M -17.5 ー Dec 13, 2024 J-GAAP
Nov - Apr, 2024 		2,576M 200M 138M 63M 9.7 59.7 Jun 13, 2025 IFRS
Nov - Apr, 2025 		3,742M 751M 2,307M 1,832M 253.6 ー Jun 15, 2026 IFRS
YoY +45.3% +275.5% +1,571.7% +2,807.9% +2,514.1%
First Half Results vs. Previous Guidance
Fiscal Year Revenue Operating
Profit		 Ordinary
Profit		 Net
Profit		 Adj.
EPS		 Adj.
Dividend		 Announce Accounting
Standards
Nov - Apr, 2025 Guidance ー ー ー ー － 0 Dec 15, 2025 IFRS
Nov - Apr, 2025 Results 3,742M 751M 2,307M 1,832M 253.6 0 Jun 15, 2026 IFRS
Revision Rate － － － － －

Guidance Update

Full Year Update
Fiscal Year Revenue Operating
Profit		 Ordinary
Profit		 Net
Profit		 Adj.
EPS		 Adj.
Dividend		 Announce Accounting
Standards
Oct, 2026 Prev 6,620M 560M ー 730M 82.5 5 Mar 16, 2026 IFRS
Oct, 2026 New 6,950M 820M ー 1,835M 207.3 10 Jun 15, 2026 IFRS
Revision Rate +5.0% +46.4% － +151.4% +151.4%

Current Period Guidance

Second Half Results
Fiscal Year Revenue Operating
Profit		 Ordinary
Profit		 Net
Profit		 Adj.
EPS		 Adj.
Dividend		 Announce Accounting
Standards
May - Oct, 2025 		3,011M 78M 93M 205M 31.5 5 Dec 15, 2025 J-GAAP
Guidance
May - Oct, 2026 		3,208M 69M ー 3M 0.3 10 Jun 15, 2026 IFRS
YoY － － － － －
Current Period Guidance
Fiscal Year Revenue Operating
Profit		 Ordinary
Profit		 Net
Profit		 Adj.
EPS		 Adj.
Dividend		 Announce Accounting
Standards
Changed
Oct, 2024 		2,356M -47M -51M -113M -17.5 3 Dec 13, 2024 J-GAAP
Oct, 2025 		5,587M 278M 231M 268M 41.2 5 Dec 15, 2025 J-GAAP
Guidance
Oct, 2026 		6,950M 820M ー 1,835M 207.3 10 Jun 15, 2026 IFRS
YoY － － － － －

Quarterly Results

Fiscal Year Revenue Operating
Profit		 Ordinary
Profit		 Net
Profit		 Adj.
EPS		 Operating
Profit Margin		 Announce Accounting
Standards
Feb - Apr, 2025 		1,469M 88M 46M -7M -1.1 6.0 Jun 13, 2025 IFRS
May - Jul, 2025 		1,471M 15M -1M -2M -0.3 1.0 Sep 16, 2025 J-GAAP
Aug - Oct, 2025 		1,597M 104M 111M 82M 12.6 6.5 Dec 15, 2025 J-GAAP
Nov - Jan, 2025 		2,051M 496M 966M 741M 111.1 24.2 Mar 16, 2026 IFRS
Feb - Apr, 2026 		1,691M 255M 1,341M 1,091M 151.0 15.1 Jun 15, 2026 IFRS
YoY +15.1% +189.8% +2,815.2% － －

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