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TESEC, Ordinary Profit Forecast for the Fiscal Year Revised Upward by 61%

Tue Jan 27, 2026 3:30 pm JST Earnings

6337 TESEC Corporation 【J-GAAP】

Earnings Report

TESEC Corporation <6337> [TSE Std] announced its financial results after the market closed on January 27th (15:30). The consolidated ordinary profit for the cumulative third quarter of the fiscal year ending March 2026 (April to December) decreased 24.5% from the same period last year to 435 million yen.

However, the full-year forecast for consolidated ordinary profit has been revised upward 61.3%, from the previous forecast of 310 million yen to 500 million yen (compared to 674 million yen in the previous period), and the declining rate is expected to decrease from 54.0% to 25.8%.

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) has been revised upward 33 times, from the previous forecast of 6 million yen to 196 million yen (compared to 505 million yen in the same period of the previous year), and the declining rate is expected to decrease from 98.8% to 61.2%.

In the most recent three-month period, from October to December (3Q), the consolidated ordinary profit significantly dropped to 131 million yen, a 67.8% decrease compared to the same period last year. The operating profit margin sharply declined from 12.2% in the same period last year to 4.6%.

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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 6,471 1,211 1,494 1,048 187.7 69.9 Jan 30, 2024 J-GAAP
Apr - Dec, 2024 4,268 365 576 394 71.3 85.5 Jan 28, 2025 J-GAAP
Apr - Dec, 2025 4,002 254 435 287 53.4 87.0 Jan 27, 2026 J-GAAP
YoY -6.2% -30.4% -24.5% -27.2% -25.1%

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 2,468 -61 6 16 3.0 100 Oct 28, 2025 J-GAAP
Oct - Mar, 2025 New 2,868 89 196 266 50.0 100 Jan 27, 2026 J-GAAP
Revision Rate +16.2% － +3,166.7% +1,562.5% +1,561.8%

Full Year Update

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2026 Prev 5,100 130 310 230 43.3 100 Oct 28, 2025 J-GAAP
Mar, 2026 New 5,500 280 500 480 90.3 100 Jan 27, 2026 J-GAAP
Revision Rate +7.8% +115.4% +61.3% +108.7% +108.7%

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 3,285 272 505 298 53.9 70 May 13, 2025 J-GAAP
Oct - Mar, 2025 Guidance 2,868 89 196 266 50.0 100 Jan 27, 2026 J-GAAP
YoY -12.7% -67.3% -61.2% -10.7% -7.2%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2024 8,619 1,731 2,137 1,515 271.9 70 May 14, 2024 J-GAAP
Mar, 2025 5,892 434 674 427 77.3 70 May 13, 2025 J-GAAP
Mar, 2026 Guidance 5,500 280 500 480 90.3 100 Jan 27, 2026 J-GAAP
YoY -6.7% -35.5% -25.8% +12.4% +16.9%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Oct - Dec, 2024 1,661 203 407 265 47.9 12.2 Jan 28, 2025 J-GAAP
Jan - Mar, 2025 1,624 69 98 33 6.0 4.2 May 13, 2025 J-GAAP
Apr - Jun, 2025 1,069 -11 19 14 2.6 -1.0 Jul 29, 2025 J-GAAP
Jul - Sep, 2025 1,563 202 285 200 37.0 12.9 Oct 28, 2025 J-GAAP
Oct - Dec, 2025 1,370 63 131 73 13.6 4.6 Jan 27, 2026 J-GAAP
YoY -17.5% -69.0% -67.8% -72.5% -71.7%

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