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TAIYO HOLDINGS, Ordinary Profit Forecast for First Half Revised Upward to an Unexpected 2% Increase, Raises Record High Profit, Full Year also Increased

Fri Aug 1, 2025 12:00 pm JST Earnings

4626 TAIYO HOLDINGS CO.,LTD. 【J-GAAP】

Earnings Report

TAIYO HOLDINGS CO.,LTD. <4626> [TSE Prime] announced its financial results at noon (12:00) on August 1st. The consolidated ordinary profit for the first quarter of the fiscal year ending March 2026 (April to June) increased 7.7% from the same period last year, reaching 6.65 billion yen.

In addition, the April to September period (first half) consolidated ordinary profit has been revised upward 10.4%, from the previous forecast of 11.5 billion yen to 12.7 billion yen (compared to 12.4 billion yen in the same period of the previous year), record profits reach two consecutive terms, turning to a 2.3% increase in the consolidated ordinary profit outlook.

Following the strong performance in the first half, the full-year forecast for consolidated ordinary profit has been revised upward 5.3%, from the previous forecast of 22.5 billion yen to 23.7 billion yen (compared to 21.5 billion yen in the previous period), increasing the growth rate from 4.3% to 9.8%, further surpassing the previous forecast of record-high profits for two consecutive terms.

In the most recent three-month period, from April to June (1Q), the operating profit margin rose from 20.6% in the same period last year to 21.3%.

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Actual Results

Accumulated Results 1st Quarter
Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Progress Rate vs. First Half Announce Accounting Standards
Apr - Jun, 2023 23,861 3,470 3,235 2,561 23.0 37.4 Aug 1, 2023 J-GAAP
Apr - Jun, 2024 30,854 6,358 6,183 4,605 41.2 49.8 Aug 1, 2024 J-GAAP
Apr - Jun, 2025 33,179 7,055 6,657 4,636 41.8 52.4 Aug 1, 2025 J-GAAP
YoY +7.5% +11.0% +7.7% +0.7% +1.4%

Guidance Update

First Half Update

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Apr - Sep, 2025 Prev 62,500 11,800 11,500 8,500 76.5 72.50 Apr 30, 2025 J-GAAP
Apr - Sep, 2025 New 64,800 13,200 12,700 8,900 80.1 72.50 Aug 1, 2025 J-GAAP
Revision Rate +3.7% +11.9% +10.4% +4.7% +4.7%

Full Year Update

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2026 Prev 123,400 23,300 22,500 16,000 143.8 145 Apr 30, 2025 J-GAAP
Mar, 2026 New 125,700 24,700 23,700 16,000 143.8 145 Aug 1, 2025 J-GAAP
Revision Rate +1.9% +6.0% +5.3% 0.0% 0.0%

Current Period Guidance

H1 Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Apr - Sep, 2024 59,899 12,430 12,418 9,209 82.3 20 Nov 6, 2024 J-GAAP
Apr - Sep, 2025 Guidance 64,800 13,200 12,700 8,900 80.1 72.50 Aug 1, 2025 J-GAAP
YoY +8.2% +6.2% +2.3% -3.4% -2.7%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2024 104,775 18,203 17,310 8,654 77.5 40 May 1, 2024 J-GAAP
Mar, 2025 119,010 22,067 21,577 10,780 96.6 95 Apr 30, 2025 J-GAAP
Mar, 2026 Guidance 125,700 24,700 23,700 16,000 143.8 145 Aug 1, 2025 J-GAAP
YoY +5.6% +11.9% +9.8% +48.4% +48.9%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Apr - Jun, 2024 30,854 6,358 6,183 4,605 41.2 20.6 Aug 1, 2024 J-GAAP
Jul - Sep, 2024 29,045 6,072 6,235 4,604 41.1 20.9 Nov 6, 2024 J-GAAP
Oct - Dec, 2024 30,783 5,590 5,328 3,756 33.6 18.2 Feb 5, 2025 J-GAAP
Jan - Mar, 2025 28,328 4,047 3,831 -2,185 -19.6 14.3 Apr 30, 2025 J-GAAP
Apr - Jun, 2025 33,179 7,055 6,657 4,636 41.8 21.3 Aug 1, 2025 J-GAAP
YoY +7.5% +11.0% +7.7% +0.7% +1.4%

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