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TAIHO KOGYO, Ordinary Profit Forecast for the Fiscal Year Revised Upward by 9%

Thu Oct 30, 2025 2:00 pm JST Earnings

6470 TAIHO KOGYO CO.,LTD. 【J-GAAP】

Earnings Report

TAIHO KOGYO CO.,LTD. <6470> [TSE Std] announced its financial results in the afternoon session on October 30th (14:00). The consolidated ordinary profit/loss for the cumulative second quarter of the fiscal year ending March 2026 (April to September) turned into a profit of 1.49 billion yen (compared to a loss of 0.31 billion yen in the same period last year).

In addition, the full-year forecast for consolidated ordinary profit has been revised upward 8.7%, from the previous forecast of 2.30 billion yen to 2.50 billion yen (compared to 0.91 billion yen in the previous period), increasing the growth rate from 2.5 times to 2.7 times.

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 17.8% from the same period last year to 1.00 billion yen.

In the most recent three-month period, from July to September (2Q), the consolidated ordinary profit/loss turned to a profit of 0.80 billion yen (compared to a loss of 0.62 billion yen in the same period last year). The operating profit/loss margin significantly improved from -1.0% in the same period last year to 2.6%.

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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 55,558 879 1,570 1,073 37.2 48.5 Oct 30, 2023 J-GAAP
Apr - Sep, 2024 54,687 -369 -318 -3,363 -116.4 ー Oct 30, 2024 J-GAAP
Apr - Sep, 2025 58,548 1,400 1,491 857 30.3 59.6 Oct 30, 2025 J-GAAP
YoY +7.1% － － － －

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 ー ー ー ー － 10 Apr 24, 2025 J-GAAP
Apr - Sep, 2025 Results 58,548 1,400 1,491 857 30.3 10 Oct 30, 2025 J-GAAP
Revision Rate － － － － －

Guidance Update

Full Year Update

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2026 Prev 117,000 2,100 2,300 1,100 38.9 20 Apr 24, 2025 J-GAAP
Mar, 2026 New 117,000 2,300 2,500 1,300 45.9 20 Oct 30, 2025 J-GAAP
Revision Rate 0.0% +9.5% +8.7% +18.2% +18.2%

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 58,102 979 1,228 -824 -28.7 10 Apr 24, 2025 J-GAAP
Oct - Mar, 2025 Guidance 58,452 900 1,009 443 15.6 10 Oct 30, 2025 J-GAAP
YoY +0.6% -8.1% -17.8% － －

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2024 112,044 2,489 3,236 1,747 60.6 20 Apr 25, 2024 J-GAAP
Mar, 2025 112,789 610 910 -4,187 -145.7 20 Apr 24, 2025 J-GAAP
Mar, 2026 Guidance 117,000 2,300 2,500 1,300 45.9 20 Oct 30, 2025 J-GAAP
YoY +3.7% +277.0% +174.7% － －

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Jul - Sep, 2024 27,925 -285 -623 -3,585 -124.0 -1.0 Oct 30, 2024 J-GAAP
Oct - Dec, 2024 28,680 371 699 260 9.0 1.3 Jan 30, 2025 J-GAAP
Jan - Mar, 2025 29,422 608 529 -1,084 -37.7 2.1 Apr 24, 2025 J-GAAP
Apr - Jun, 2025 29,191 637 685 338 12.0 2.2 Jul 30, 2025 J-GAAP
Jul - Sep, 2025 29,357 763 806 519 18.4 2.6 Oct 30, 2025 J-GAAP
YoY +5.1% － － － －

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