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Takamiya, First Half Ordinary Profit Increases by 49%, Jul-Sep Ordinary Profit Increases by 2.9 times

Mon Nov 10, 2025 3:30 pm JST Earnings

2445 Takamiya Co., Ltd. 【J-GAAP】

Earnings Report

Takamiya Co., Ltd. <2445> [TSE Prime] announced its financial results after the market closed on November 10th (15:30). The consolidated ordinary profit for the cumulative second quarter of the fiscal year ending March 2026 (April to September) expanded 0.95 billion yen, an increase 49.2% compared to the same period last year. However, Progress toward the full-year plan of 2.41 billion yen was 39.5%, also falling below the five-year average of 46.5%.

Based on the first-half performance announced by the company and the unchanged full-year plan, our calculation indicates that the consolidated ordinary profit for the October to March period (second half) is expected to grow 20.1% from the same period last year, reaching 1.46 billion yen.

In the most recent three-month period, from July to September (2Q), the consolidated ordinary profit surged 2.9 times that of the same period last year, reaching 0.85 billion yen. The operating profit margin significantly improved from 4.7% in the same period last year to 8.0%.

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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 20,792 1,205 1,485 1,006 21.6 41.5 Dec 14, 2023 J-GAAP
Apr - Sep, 2024 21,236 802 640 498 10.7 34.5 Nov 8, 2024 J-GAAP
Apr - Sep, 2025 21,283 1,109 955 577 12.6 39.5 Nov 10, 2025 J-GAAP
YoY +0.2% +38.3% +49.2% +15.9% +17.9%

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 21,283 1,109 955 577 12.6 6 Oct 30, 2025 J-GAAP
Apr - Sep, 2025 Results 21,283 1,109 955 577 12.6 6 Nov 10, 2025 J-GAAP
Revision Rate 0.0% 0.0% 0.0% 0.0% +0.1%

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 22,591 1,259 1,216 732 15.9 10 May 13, 2025 J-GAAP
Oct - Mar, 2025 Guidance 26,850 1,830 1,460 930 20.3 10 May 13, 2025 J-GAAP
YoY +18.9% +45.4% +20.1% +27.0% +27.9%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2024 44,127 3,404 3,580 1,887 40.5 14 May 10, 2024 J-GAAP
Mar, 2025 43,827 2,061 1,856 1,230 26.7 16 May 13, 2025 J-GAAP
Mar, 2026 Guidance 48,133 2,939 2,415 1,507 32.9 16 Oct 30, 2025 J-GAAP
YoY +9.8% +42.6% +30.1% +22.5% +23.3%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Jul - Sep, 2024 11,491 540 296 303 6.5 4.7 Nov 8, 2024 J-GAAP
Oct - Dec, 2024 11,099 514 569 369 8.0 4.6 Feb 10, 2025 J-GAAP
Jan - Mar, 2025 11,492 745 647 363 7.9 6.5 May 13, 2025 J-GAAP
Apr - Jun, 2025 9,904 204 101 4 0.1 2.1 Aug 6, 2025 J-GAAP
Jul - Sep, 2025 11,379 905 854 573 12.5 8.0 Nov 10, 2025 J-GAAP
YoY -1.0% +67.6% +188.5% +89.1% +92.5%

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