TAKEUCHI MFG, Ordinary Profit Forecast for the Fiscal Year Revised Upward to an Unexpected 5% Increase, Raises Record High Profit, Dividend Revised Upward by 10 Yen

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Fri Oct 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 October 10th (15:30). The consolidated ordinary profit for the cumulative second quarter of the fiscal year ending February 2026 (March to August) was 23.6 billion yen, a 2.2% increase compared to the same period last year, resulting in an increase in profits compared to the previous forecast of a 10.3% decrease.

In addition, the full-year forecast for consolidated ordinary profit has been revised upward 13.7%, from the previous forecast of 32.8 billion yen to 37.3 billion yen (compared to 35.6 billion yen in the previous period), record profits reach five consecutive terms, turning to a 4.8% increase in the consolidated ordinary profit outlook.

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 September to February period (second half) is expected to grow 9.6% from the same period last year, reaching 13.6 billion yen.

In light of the strong performance, the company has increased its planned year-end lump-sum dividend for the current fiscal year from the original plan of 200 yen to 210 yen (compared to 200 yen in the previous period).

In the most recent three-month period, from June to August (2Q), the consolidated ordinary profit grew 16.0% from the same period last year, reaching 13.2 billion yen. However, the operating profit margin decreased from 25.3% in the same period last year to 19.5%.

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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
Mar - Aug, 2023	105,176	16,969	17,072	12,670	265.8	48.2	Oct 12, 2023	J-GAAP
Mar - Aug, 2024	109,606	24,867	23,187	16,854	353.6	65.1	Oct 10, 2024	J-GAAP
Mar - Aug, 2025	114,103	23,402	23,692	17,055	369.1	63.5	Oct 10, 2025	J-GAAP
YoY	+4.1%	-5.9%	+2.2%	+1.2%	+4.4%

First Half Results vs. Previous Guidance

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Adj. Dividend	Announce	Accounting Standards
Mar - Aug, 2025 Guidance	109,400	21,800	20,800	14,800	320.3	0	Jul 10, 2025	J-GAAP
Mar - Aug, 2025 Results	114,103	23,402	23,692	17,055	369.1	0	Oct 10, 2025	J-GAAP
Revision Rate	+4.3%	+7.3%	+13.9%	+15.2%	+15.2%

Guidance Update

Full Year Update

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Adj. Dividend	Announce	Accounting Standards
Feb, 2026 Prev	211,200	33,600	32,800	23,200	502.2	200	Jul 10, 2025	J-GAAP
Feb, 2026 New	223,000	38,000	37,300	26,400	571.5	210	Oct 10, 2025	J-GAAP
Revision Rate	+5.6%	+13.1%	+13.7%	+13.8%	+13.8%

Current Period Guidance

Second Half Results

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Adj. Dividend	Announce	Accounting Standards
Sep - Feb, 2024	103,624	12,275	12,421	9,259	195.9	200	Apr 11, 2025	J-GAAP
Sep - Feb, 2025 Guidance	108,897	14,598	13,608	9,345	202.3	210	Oct 10, 2025	J-GAAP
YoY	+5.1%	+18.9%	+9.6%	+0.9%	+3.3%

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	223,000	38,000	37,300	26,400	571.5	210	Oct 10, 2025	J-GAAP
YoY	+4.6%	+2.3%	+4.8%	+1.1%	+3.5%

Quarterly Results

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Operating Profit Margin	Announce	Accounting Standards
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
Jun - Aug, 2025	63,483	12,404	13,279	9,637	208.6	19.5	Oct 10, 2025	J-GAAP
YoY	+16.6%	-9.8%	+16.0%	+14.9%	+18.5%