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TAKEUCHI MFG, Ordinary Profit Forecast for the Fiscal Year Revised Downward to an Unexpected 8% Decrease, The Undecided Dividend Set at 200 Yen

Thu Jul 10, 2025 3:30 pm JST Earnings

6432 TAKEUCHI MFG.CO.,LTD. 【J-GAAP】

Earnings Report

TAKEUCHI MFG.CO.,LTD. <6432> [TSE Prime] announced its financial results after the market closed on July 10th (15:30). The consolidated ordinary profit for the first quarter of the fiscal year ending February 2026 (March to May) decreased 11.3% from the same period last year to 10.4 billion yen.

In addition, the full-year forecast for consolidated ordinary profit has decreased 20.0%, from the previous forecast of 41.0 billion yen to 32.8 billion yen (compared to 35.6 billion yen in the previous period). This changes the outlook from an anticipated profit increase to a projection of a 7.9% decrease in profit.

At the same time, the March to August period (first half) consolidated ordinary profit has decreased 3.3%, from the previous forecast of 21.5 billion yen to 20.8 billion yen (compared to 23.1 billion yen in the same period of the previous year), leading to an increase in the profit decline rate from 7.3% to 10.3%.

In addition, the company has decided to implement a year-end lump-sum dividend of 200 yen for the current fiscal year, which was previously undecided (compared to 200 yen in the prior term).

In the most recent three-month period, from March to May (1Q), the operating profit margin rose from 20.2% in the same period last year to 21.7%.

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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
Mar - May, 2023 53,039 8,542 8,383 6,103 128.0 49.1 Jul 13, 2023 J-GAAP
Mar - May, 2024 55,174 11,121 11,739 8,464 177.6 50.6 Jul 12, 2024 J-GAAP
Mar - May, 2025 50,620 10,998 10,413 7,418 160.5 50.1 Jul 10, 2025 J-GAAP
YoY -8.3% -1.1% -11.3% -12.4% -9.6%

Guidance Update

First Half Update

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar - Aug, 2025 Prev 113,000 22,600 21,500 15,300 331.1 0 Apr 11, 2025 J-GAAP
Mar - Aug, 2025 New 109,400 21,800 20,800 14,800 320.3 0 Jul 10, 2025 J-GAAP
Revision Rate -3.2% -3.5% -3.3% -3.3% -3.3%

Full Year Update

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Feb, 2026 Prev 225,000 42,000 41,000 29,200 632.1 － Apr 11, 2025 J-GAAP
Feb, 2026 New 211,200 33,600 32,800 23,200 502.2 200 Jul 10, 2025 J-GAAP
Revision Rate -6.1% -20.0% -20.0% -20.5% -20.5%

Current Period Guidance

H1 Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar - Aug, 2024 109,606 24,867 23,187 16,854 353.6 0 Oct 10, 2024 J-GAAP
Mar - Aug, 2025 Guidance 109,400 21,800 20,800 14,800 320.3 0 Jul 10, 2025 J-GAAP
YoY -0.2% -12.3% -10.3% -12.2% -9.4%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Feb, 2024 212,627 35,296 35,455 26,149 548.6 158 Apr 12, 2024 J-GAAP
Feb, 2025 213,230 37,142 35,608 26,113 552.5 200 Apr 11, 2025 J-GAAP
Feb, 2026 Guidance 211,200 33,600 32,800 23,200 502.2 200 Jul 10, 2025 J-GAAP
YoY -1.0% -9.5% -7.9% -11.2% -9.1%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Mar - May, 2024 55,174 11,121 11,739 8,464 177.6 20.2 Jul 12, 2024 J-GAAP
Jun - Aug, 2024 54,432 13,746 11,448 8,390 176.0 25.3 Oct 10, 2024 J-GAAP
Sep - Nov, 2024 56,797 8,948 9,186 6,530 137.3 15.8 Jan 10, 2025 J-GAAP
Dec - Feb, 2024 46,827 3,327 3,235 2,729 57.7 7.1 Apr 11, 2025 J-GAAP
Mar - May, 2025 50,620 10,998 10,413 7,418 160.5 21.7 Jul 10, 2025 J-GAAP
YoY -8.3% -1.1% -11.3% -12.4% -9.6%

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