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TAKAOKA TOKO, Ordinary Profit Forecast for the Fiscal Year Revised Upward to an Unexpected 14% Increase, Dividend Revised Upward by 12 Yen

Fri Oct 31, 2025 2:30 pm JST Earnings

6617 TAKAOKA TOKO CO., LTD. 【J-GAAP】

Earnings Report

TAKAOKA TOKO CO., LTD. <6617> [TSE Prime] announced its financial results in the afternoon session on October 31st (14:30). The consolidated ordinary profit for the cumulative second quarter of the fiscal year ending March 2026 (April to September) expanded 3.57 billion yen, an increase 72.1% compared to the same period last year.

In addition, the full-year forecast for consolidated ordinary profit has been revised upward 14.3%, from the previous forecast of 6.30 billion yen to 7.20 billion yen (compared to 6.30 billion yen in the previous period), turning to a 14.2% 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 October to March period (second half) is expected to decrease 14.2% from the same period last year to 3.62 billion yen.

In light of the strong performance, the company has increased its planned annual dividend for the current fiscal year from the original plan of 74 yen to 86 yen (compared to 50 yen in the previous period).

In the most recent three-month period, from July to September (2Q), the consolidated ordinary profit surged 2.2 times that of the same period last year, reaching 2.00 billion yen. The operating profit margin significantly improved from 3.4% in the same period last year to 7.6%.

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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 43,774 2,253 2,406 1,442 89.5 30.0 Oct 30, 2023 J-GAAP
Apr - Sep, 2024 47,606 1,961 2,077 1,094 68.2 33.0 Oct 28, 2024 J-GAAP
Apr - Sep, 2025 48,400 3,404 3,575 2,188 136.3 49.7 Oct 31, 2025 J-GAAP
YoY +1.7% +73.6% +72.1% +100.0% +99.9%

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 － 37 Apr 25, 2025 J-GAAP
Apr - Sep, 2025 Results 48,400 3,404 3,575 2,188 136.3 37 Oct 31, 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 108,000 6,200 6,300 3,900 243.0 74 Apr 25, 2025 J-GAAP
Mar, 2026 New 110,000 7,000 7,200 4,600 286.6 86 Oct 31, 2025 J-GAAP
Revision Rate +1.9% +12.9% +14.3% +17.9% +17.9%

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 59,018 4,133 4,225 2,730 170.2 25 Apr 25, 2025 J-GAAP
Oct - Mar, 2025 Guidance 61,600 3,596 3,625 2,412 150.3 49 Oct 31, 2025 J-GAAP
YoY +4.4% -13.0% -14.2% -11.6% -11.7%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2024 107,378 8,247 8,017 4,668 290.3 60 Apr 25, 2024 J-GAAP
Mar, 2025 106,624 6,094 6,302 3,824 238.4 50 Apr 25, 2025 J-GAAP
Mar, 2026 Guidance 110,000 7,000 7,200 4,600 286.6 86 Oct 31, 2025 J-GAAP
YoY +3.2% +14.9% +14.2% +20.3% +20.2%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Jul - Sep, 2024 23,907 818 923 518 32.3 3.4 Oct 28, 2024 J-GAAP
Oct - Dec, 2024 25,948 2,231 2,260 1,386 86.4 8.6 Jan 28, 2025 J-GAAP
Jan - Mar, 2025 33,070 1,902 1,965 1,344 83.8 5.8 Apr 25, 2025 J-GAAP
Apr - Jun, 2025 23,100 1,473 1,575 952 59.4 6.4 Jul 25, 2025 J-GAAP
Jul - Sep, 2025 25,300 1,931 2,000 1,236 77.0 7.6 Oct 31, 2025 J-GAAP
YoY +5.8% +136.1% +116.7% +138.6% +138.4%

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