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TAIYO HOLDINGS, Ordinary Profit Forecast for the Fiscal Year Revised Upward by 10%, Raises Record High Profit Forecast

Wed Feb 4, 2026 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 February 4th. The consolidated ordinary profit for the cumulative third quarter of the fiscal year ending March 2026 (April to December) expanded 24.2 billion yen, an increase 36.5% compared to the same period last year.

In addition, the full-year forecast for consolidated ordinary profit has been revised upward 9.8%, from the previous forecast of 26.5 billion yen to 29.1 billion yen (compared to 21.5 billion yen in the previous period), increasing the growth rate from 22.8% to 34.9%, further surpassing the previous forecast of record-high profits for two consecutive terms.

Based on the full-year plan announced by the company after the upward revision, our estimate of the consolidated ordinary profit for the October to March period (second half) is expected to increase 22.8%, from the previous forecast of 11.4 billion yen to 14.0 billion yen (compared to 9.15 billion yen in the same period of the previous year), increasing the growth rate from 24.7% to 53.1%.

In the most recent three-month period, from October to December (3Q), the consolidated ordinary profit increased 71.6% from the same period last year, reaching 9.14 billion yen. The operating profit margin jumped from 18.2% in the same period last year to 26.1%.

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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 78,040 14,256 13,771 10,196 91.3 79.6 Feb 2, 2024 J-GAAP
Apr - Dec, 2024 90,682 18,020 17,746 12,965 116.0 82.2 Feb 5, 2025 J-GAAP
Apr - Dec, 2025 103,742 24,571 24,219 17,447 156.9 83.2 Feb 4, 2026 J-GAAP
YoY +14.4% +36.4% +36.5% +34.6% +35.3%

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 60,970 11,713 11,422 7,378 66.3 72.50 Nov 6, 2025 J-GAAP
Oct - Mar, 2025 New 65,170 14,413 14,022 9,078 81.6 72.50 Feb 4, 2026 J-GAAP
Revision Rate +6.9% +23.1% +22.8% +23.0% +23.0%

Full Year Update

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2026 Prev 128,800 26,900 26,500 18,400 165.4 155 Nov 6, 2025 J-GAAP
Mar, 2026 New 133,000 29,600 29,100 20,100 180.6 155 Feb 4, 2026 J-GAAP
Revision Rate +3.3% +10.0% +9.8% +9.2% +9.2%

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 59,111 9,637 9,159 1,571 14.1 75 Apr 30, 2025 J-GAAP
Oct - Mar, 2025 Guidance 65,170 14,413 14,022 9,078 81.6 72.50 Feb 4, 2026 J-GAAP
YoY +10.3% +49.6% +53.1% +477.8% +479.4%

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 133,000 29,600 29,100 20,100 180.6 155 Feb 4, 2026 J-GAAP
YoY +11.8% +34.1% +34.9% +86.5% +87.0%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
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
Jul - Sep, 2025 34,651 8,132 8,421 6,386 57.5 23.5 Nov 6, 2025 J-GAAP
Oct - Dec, 2025 35,912 9,384 9,141 6,425 57.8 26.1 Feb 4, 2026 J-GAAP
YoY +16.7% +67.9% +71.6% +71.1% +71.9%

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