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TAYCA, Ordinary Profit Forecast for the Fiscal Year Revised Downward by 42%, Dividend Revised Upward by 20 Yen

Fri Feb 6, 2026 4:00 pm JST Earnings

4027 TAYCA CORPORATION 【J-GAAP】

Earnings Report

TAYCA CORPORATION <4027> [TSE Prime] announced its financial results after the market closed on February 6th (16:00). The consolidated ordinary profit for the cumulative third quarter of the fiscal year ending March 2026 (April to December) dropped 42.5% from the same period last year to 1.92 billion yen.

In addition, the full-year forecast for consolidated ordinary profit has decreased 41.7%, from the previous forecast of 3.60 billion yen to 2.10 billion yen (compared to 3.74 billion yen in the previous period), leading to an increase in the profit decline rate from 3.9% to 44.0%.

Based on the full-year plan announced by the company after the downward revision, our estimate of the consolidated ordinary profit for the October to March period (second half) has decreased 73.6%, from the previous forecast of 2.03 billion yen to 0.53 billion yen (compared to 1.51 billion yen in the same period of the previous year). This changes the outlook from an anticipated profit increase to a projection of a 64.4% decrease in profit.

At the same time, the company has significantly increased its planned annual dividend for the current fiscal year from the original plan of 40 yen to 60 yen (compared to 38 yen in the previous period).

In the most recent three-month period, from October to December (3Q), the consolidated ordinary profit significantly dropped to 0.36 billion yen, a 67.4% decrease compared to the same period last year. The operating profit margin drastically worsened from 5.4% in the same period last year to 0.3%.

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Actual Results

Accumulated Results 3rd Quarter
Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Progress Rate vs. First Half Announce Accounting Standards
Apr - Dec, 2023 40,479 1,534 1,827 1,154 49.8 65.2 Feb 7, 2024 J-GAAP
Apr - Dec, 2024 41,238 2,903 3,347 2,113 91.9 89.3 Feb 7, 2025 J-GAAP
Apr - Dec, 2025 41,872 1,455 1,924 1,244 54.5 91.6 Feb 6, 2026 J-GAAP
YoY +1.5% -49.9% -42.5% -41.1% -40.7%

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 31,944 1,893 2,039 1,353 59.3 20 Nov 12, 2025 J-GAAP
Oct - Mar, 2025 New 30,944 293 539 253 11.1 40 Feb 6, 2026 J-GAAP
Revision Rate -3.1% -84.5% -73.6% -81.3% -81.3%

Full Year Update

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2026 Prev 59,000 3,300 3,600 2,400 105.1 40 May 14, 2025 J-GAAP
Mar, 2026 New 58,000 1,700 2,100 1,300 56.9 60 Feb 6, 2026 J-GAAP
Revision Rate -1.7% -48.5% -41.7% -45.8% -45.8%

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 27,780 1,342 1,514 954 41.5 20 May 14, 2025 J-GAAP
Oct - Mar, 2025 Guidance 30,944 293 539 253 11.1 40 Feb 6, 2026 J-GAAP
YoY +11.4% -78.2% -64.4% -73.5% -73.3%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2024 52,993 2,325 2,802 1,866 80.6 38 May 10, 2024 J-GAAP
Mar, 2025 55,737 3,525 3,747 2,422 105.5 38 May 14, 2025 J-GAAP
Mar, 2026 Guidance 58,000 1,700 2,100 1,300 56.9 60 Feb 6, 2026 J-GAAP
YoY +4.1% -51.8% -44.0% -46.3% -46.0%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Oct - Dec, 2024 13,281 720 1,114 645 28.1 5.4 Feb 7, 2025 J-GAAP
Jan - Mar, 2025 14,499 622 400 309 13.5 4.3 May 14, 2025 J-GAAP
Apr - Jun, 2025 13,681 957 1,091 748 32.8 7.0 Aug 8, 2025 J-GAAP
Jul - Sep, 2025 13,375 450 470 299 13.1 3.4 Nov 12, 2025 J-GAAP
Oct - Dec, 2025 14,816 48 363 197 8.6 0.3 Feb 6, 2026 J-GAAP
YoY +11.6% -93.3% -67.4% -69.5% -69.2%

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