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TDK, Net Income Forecast for the Fiscal Year Revised Upward to a 180 Billion Yen, Dividend Revised Upward by 2 Yen

Fri Oct 31, 2025 3:30 pm JST Earnings

6762 TDK Corporation 【IFRS】

Earnings Report

TDK Corporation <6762> [TSE Prime] announced its financial results (based on IFRS) after the market closed on October 31st (15:30). The consolidated net income for the cumulative second quarter of the fiscal year ending March 2026 (April to September) increased 5.4% from the same period last year, reaching 111 billion yen.

In addition, the full-year forecast for consolidated net income has been revised upward from the previous range of 135 billion to 170 billion yen to a new 180 billion yen.

Based on the first-half performance announced by the company and the full-year plan, our calculation indicates that the consolidated net income for the October to March period (second half) is expected to grow 11.6% from the same period last year, reaching 68.5 billion yen.

At the same time, the company has increased its planned annual dividend for the current fiscal year from the original plan of 30 yen to 32 yen.

In the most recent three-month period, from July to September (2Q), the consolidated net income increased 51.8% from the same period last year, reaching 69.9 billion yen. The operating profit margin rose from 13.2% in the same period last year to 14.1%.

Note: If the earnings forecast is disclosed as a range, the article is based on the midpoint of that range.

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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 1,059,711 85,548 80,242 54,188 28.6 44.8 Nov 1, 2023 IFRS
Apr - Sep, 2024 1,089,501 133,302 137,304 105,710 55.7 57.7 Nov 1, 2024 IFRS
Apr - Sep, 2025 1,183,363 147,627 147,477 111,406 58.7 59.0 Oct 31, 2025 IFRS
YoY +8.6% +10.7% +7.4% +5.4% +5.3%

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 － 15 Apr 28, 2025 IFRS
Apr - Sep, 2025 Results 1,183,363 147,627 147,477 111,406 58.7 16 Oct 31, 2025 IFRS
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 2,160,000 202,500 215,500 152,500 80.4 30 Apr 28, 2025 IFRS
Mar, 2026 New 2,370,000 245,000 250,000 180,000 94.8 32 Oct 31, 2025 IFRS
Revision Rate +9.7% +21.0% +16.0% +18.0% +18.0%

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 1,115,305 90,890 100,504 61,451 32.4 16 Apr 28, 2025 IFRS
Oct - Mar, 2025 Guidance 1,186,637 97,373 102,523 68,594 36.1 16 Oct 31, 2025 IFRS
YoY +6.4% +7.1% +2.0% +11.6% +11.6%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2024 2,103,876 172,893 179,241 124,687 65.7 23.20 Apr 26, 2024 IFRS
Mar, 2025 2,204,806 224,192 237,808 167,161 88.1 30 Apr 28, 2025 IFRS
Mar, 2026 Guidance 2,370,000 245,000 250,000 180,000 94.8 32 Oct 31, 2025 IFRS
YoY +7.5% +9.3% +5.1% +7.7% +7.7%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Jul - Sep, 2024 570,692 75,430 67,741 46,083 24.3 13.2 Nov 1, 2024 IFRS
Oct - Dec, 2024 581,043 75,791 80,778 55,159 29.1 13.0 Jan 31, 2025 IFRS
Jan - Mar, 2025 534,262 15,099 19,726 6,292 3.3 2.8 Apr 28, 2025 IFRS
Apr - Jun, 2025 535,753 56,419 57,630 41,462 21.9 10.5 Aug 1, 2025 IFRS
Jul - Sep, 2025 647,610 91,208 89,847 69,944 36.9 14.1 Oct 31, 2025 IFRS
YoY +13.5% +20.9% +32.6% +51.8% +51.7%

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