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TSUBAKIMOTO CHAIN, Ordinary Profit Forecast for the Fiscal Year Revised Downward by 4%

Fri Oct 31, 2025 3:30 pm JST Earnings

6371 TSUBAKIMOTO CHAIN CO. 【J-GAAP】

Earnings Report

TSUBAKIMOTO CHAIN CO. <6371> [TSE Prime] announced its financial results after the market closed on October 31st (15:30). The consolidated ordinary profit for the cumulative second quarter of the fiscal year ending March 2026 (April to September) decreased 9.9% from the same period last year to 10.1 billion yen.

In addition, the full-year forecast for consolidated ordinary profit has decreased 4.3%, from the previous forecast of 23.0 billion yen to 22.0 billion yen (compared to 25.3 billion yen in the previous period), leading to an increase in the profit decline rate from 9.2% to 13.2%.

Based on the first-half performance announced by the company and the full-year plan, our calculation indicates that the consolidated ordinary profit for the October to March period (second half) is expected to decrease 15.8% from the same period last year to 11.8 billion yen.

In the most recent three-month period, from July to September (2Q), the consolidated ordinary profit grew 11.5% from the same period last year, reaching 5.76 billion yen. However, the operating profit margin worsened from 7.7% in the same period last year to 7.1%.

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Actual Results

Accumulated Results 2nd Quarter
Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Progress Rate vs. First Half Announce Accounting Standards
Apr - Sep, 2023 128,760 8,622 10,364 7,300 66.4 44.2 Oct 31, 2023 J-GAAP
Apr - Sep, 2024 136,360 9,459 11,225 10,014 95.0 44.3 Oct 31, 2024 J-GAAP
Apr - Sep, 2025 135,634 8,302 10,116 9,921 99.1 46.0 Oct 31, 2025 J-GAAP
YoY -0.5% -12.2% -9.9% -0.9% +4.4%

First Half Results vs. Previous Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Apr - Sep, 2025 Guidance 140,000 9,500 10,000 10,000 102.0 40 May 14, 2025 J-GAAP
Apr - Sep, 2025 Results 135,634 8,302 10,116 9,921 99.1 40 Oct 31, 2025 J-GAAP
Revision Rate -3.1% -12.6% +1.2% -0.8% -2.8%

Guidance Update

Full Year Update

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2026 Prev 290,000 21,500 23,000 20,000 205.2 80 May 14, 2025 J-GAAP
Mar, 2026 New 284,000 20,000 22,000 19,000 194.9 80 Oct 31, 2025 J-GAAP
Revision Rate -2.1% -7.0% -4.3% -5.0% -5.0%

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 142,833 13,395 14,107 12,108 116.4 47 May 14, 2025 J-GAAP
Oct - Mar, 2025 Guidance 148,366 11,698 11,884 9,079 93.1 40 Oct 31, 2025 J-GAAP
YoY +3.9% -12.7% -15.8% -25.0% -20.0%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2024 266,812 21,262 23,450 18,551 170.6 53.33 May 14, 2024 J-GAAP
Mar, 2025 279,193 22,854 25,332 22,122 212.7 80 May 14, 2025 J-GAAP
Mar, 2026 Guidance 284,000 20,000 22,000 19,000 194.9 80 Oct 31, 2025 J-GAAP
YoY +1.7% -12.5% -13.2% -14.1% -8.3%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Jul - Sep, 2024 69,905 5,370 5,167 3,631 34.4 7.7 Oct 31, 2024 J-GAAP
Oct - Dec, 2024 70,250 6,404 7,149 4,938 47.3 9.1 Feb 7, 2025 J-GAAP
Jan - Mar, 2025 72,583 6,991 6,958 7,170 68.9 9.6 May 14, 2025 J-GAAP
Apr - Jun, 2025 65,317 3,280 4,354 4,496 44.2 5.0 Jul 30, 2025 J-GAAP
Jul - Sep, 2025 70,317 5,022 5,762 5,425 54.2 7.1 Oct 31, 2025 J-GAAP
YoY +0.6% -6.5% +11.5% +49.4% +57.4%

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