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TAKEDA MACHINERY, Ordinary Profit Unexpectedly Turn to Loss for Last Fiscal Year, 21% Decrease in The Current Fiscal Year
6150 TAKEDA MACHINERY CO., LTD. 【J-GAAP】
Earnings ReportTAKEDA MACHINERY CO., LTD. <6150> [TSE Std] announced its financial results in the afternoon session on July 15th (15:00). The consolidated ordinary profit for the fiscal year ended May 2025 dropped by 33.1% from the previous period to 441 million yen, falling below the forecast of 600 million yen. For the fiscal year ending May 2026, the consolidated ordinary profit is expected to decrease by 20.6% from the previous period to 350 million yen.
In the most recent three-month period, from March to May (4Q), the consolidated ordinary profit decreased to 92 million yen, a 22.0% decrease compared to the same period last year. The operating profit margin worsened from 7.8% in the same period last year to 7.4%.
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Actual Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| May, 2023 | 4,689 | 383 | 416 | 316 | 344.6 | 60 | Jul 14, 2023 | J-GAAP |
| May, 2024 | 5,464 | 636 | 659 | 427 | 464.5 | 80 | Jul 16, 2024 | J-GAAP |
| May, 2025 | 4,890 | 431 | 441 | 293 | 319.4 | 80 | Jul 15, 2025 | J-GAAP |
| YoY | -10.5% | -32.2% | -33.1% | -31.4% | -31.2% |
Full Year Results vs. Previous Guidance
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| May, 2025 Guidance | 5,500 | 560 | 600 | 390 | 424.2 | 80 | Jul 16, 2024 | J-GAAP |
| May, 2025 Results | 4,890 | 431 | 441 | 293 | 319.4 | 80 | Jul 15, 2025 | J-GAAP |
| Revision Rate | -11.1% | -23.0% | -26.5% | -24.9% | -24.7% |
Current Period Guidance
H1 Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Jun - Nov, 2024 | 2,578 | 286 | 294 | 196 | 213.7 | 0 | Jan 14, 2025 | J-GAAP |
| Jun - Nov, 2025 Guidance | 2,500 | 220 | 220 | 140 | 152.3 | 0 | Jul 15, 2025 | J-GAAP |
| YoY | -3.0% | -23.1% | -25.2% | -28.6% | -28.7% |
Current Period Guidance
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| May, 2024 | 5,464 | 636 | 659 | 427 | 464.5 | 80 | Jul 16, 2024 | J-GAAP |
| May, 2025 | 4,890 | 431 | 441 | 293 | 319.4 | 80 | Jul 15, 2025 | J-GAAP |
| May, 2026 Guidance | 5,000 | 360 | 350 | 230 | 250.2 | 80 | Jul 15, 2025 | J-GAAP |
| YoY | +2.2% | -16.5% | -20.6% | -21.5% | -21.7% |
Quarterly Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Operating Profit Margin | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Mar - May, 2024 | 1,439 | 112 | 118 | 72 | 78.3 | 7.8 | Jul 16, 2024 | J-GAAP |
| Jun - Aug, 2024 | 1,133 | 97 | 99 | 63 | 69.2 | 8.6 | Oct 15, 2024 | J-GAAP |
| Sep - Nov, 2024 | 1,445 | 189 | 195 | 133 | 145.0 | 13.1 | Jan 14, 2025 | J-GAAP |
| Dec - Feb, 2024 | 1,070 | 53 | 55 | 34 | 37.1 | 5.0 | Apr 14, 2025 | J-GAAP |
| Mar - May, 2025 | 1,242 | 92 | 92 | 63 | 68.7 | 7.4 | Jul 15, 2025 | J-GAAP |
| YoY | -13.7% | -17.9% | -22.0% | -12.5% | -12.3% |
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