TAISEI, Ordinary Profit Forecast for the Fiscal Year Revised Upward to an Unexpected 13% Increase, Dividend Revised Upward by 100 Yen

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Tue Nov 11, 2025 1:00 pm JST Earnings

1801 TAISEI CORPORATION 【J-GAAP】

Earnings Report

TAISEI CORPORATION <1801> [TSE Prime] announced its financial results in the afternoon session on November 11th (13:00). The consolidated ordinary profit for the cumulative second quarter of the fiscal year ending March 2026 (April to September) expanded 83.9 billion yen, an increase 68.7% compared to the same period last year.

In addition, the full-year forecast for consolidated ordinary profit has been revised upward 44.8%, from the previous forecast of 105 billion yen to 152 billion yen (compared to 134 billion yen in the previous period), turning to a 13.0% increase in the consolidated ordinary profit outlook.

Based on the first-half performance announced by the company and the full-year plan, our calculation indicates that the consolidated ordinary profit for the October to March period (second half) is expected to decrease 19.7% from the same period last year to 68.0 billion yen.

In light of the strong performance, the company has significantly increased its planned annual dividend for the current fiscal year from the original plan of 150 yen to 250 yen (compared to 210 yen in the previous period).

In the most recent three-month period, from July to September (2Q), the consolidated ordinary profit increased 97.6% from the same period last year, reaching 42.7 billion yen. The operating profit margin significantly improved from 4.4% in the same period last year to 9.0%.

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Actual Results

Accumulated Results 2nd Quarter

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Progress Rate vs. First Half	Announce	Accounting Standards
Apr - Sep, 2023	738,133	13,069	18,306	14,873	79.2	47.0	Nov 13, 2023	J-GAAP
Apr - Sep, 2024	952,298	40,533	49,748	44,849	244.0	37.0	Nov 7, 2024	J-GAAP
Apr - Sep, 2025	907,872	81,285	83,908	63,642	378.3	55.2	Nov 11, 2025	J-GAAP
YoY	-4.7%	+100.5%	+68.7%	+41.9%	+55.0%

First Half Results vs. Previous Guidance

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Adj. Dividend	Announce	Accounting Standards
Apr - Sep, 2025 Guidance	ー	ー	ー	ー	－	75	May 13, 2025	J-GAAP
Apr - Sep, 2025 Results	907,872	81,285	83,908	63,642	378.3	125	Nov 11, 2025	J-GAAP
Revision Rate	－	－	－	－	－

Guidance Update

Full Year Update

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Adj. Dividend	Announce	Accounting Standards
Mar, 2026 Prev	1,960,000	101,000	105,000	80,000	490.8	150	May 13, 2025	J-GAAP
Mar, 2026 New	2,090,000	148,000	152,000	137,000	840.4	250	Nov 11, 2025	J-GAAP
Revision Rate	+6.6%	+46.5%	+44.8%	+71.3%	+71.3%

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	66,715	68,092	73,358	450.0	125	Nov 11, 2025	J-GAAP
YoY	-1.6%	-16.2%	-19.7%	-7.1%	+3.3%

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	148,000	152,000	137,000	840.4	250	Nov 11, 2025	J-GAAP
YoY	-3.0%	+23.2%	+13.0%	+10.6%	+23.1%

Quarterly Results

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Operating Profit Margin	Announce	Accounting Standards
Jul - Sep, 2024	495,234	21,743	21,641	21,493	116.9	4.4	Nov 7, 2024	J-GAAP
Oct - Dec, 2024	575,242	39,425	42,825	38,921	212.4	6.9	Feb 7, 2025	J-GAAP
Jan - Mar, 2025	626,683	40,202	41,932	40,054	220.9	6.4	May 13, 2025	J-GAAP
Apr - Jun, 2025	440,339	39,287	41,145	29,501	173.4	8.9	Aug 8, 2025	J-GAAP
Jul - Sep, 2025	467,533	41,998	42,763	34,141	202.9	9.0	Nov 11, 2025	J-GAAP
YoY	-5.6%	+93.2%	+97.6%	+58.8%	+73.6%