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TAIYO YUDEN, Net Income Forecast for the Fiscal Year Revised Upward by 13%

Thu Nov 6, 2025 3:30 pm JST Earnings

6976 TAIYO YUDEN CO., LTD. 【J-GAAP】

Earnings Report

TAIYO YUDEN CO., LTD. <6976> [TSE Prime] announced its financial results after the market closed on November 6th (15:30). The consolidated net income for the cumulative second quarter of the fiscal year ending March 2026 (April to September) expanded 5.54 billion yen, an increase 55.3% compared to the same period last year.

In addition, the full-year forecast for consolidated net income has been revised upward 12.5%, from the previous forecast of 8.00 billion yen to 9.00 billion yen (compared to 2.32 billion yen in the previous period), increasing the growth rate from 3.4 times to 3.9 times.

Based on the first-half performance announced by the company and the full-year plan, our calculation indicates that the consolidated net income/loss for the October to March period (second half) is expected to turn into a profit of 3.46 billion yen (compared to a loss of 1.23 billion yen in the same period last year).

In the most recent three-month period, from July to September (2Q), the consolidated net income/loss turned to a profit of 6.41 billion yen (compared to a loss of 2.74 billion yen in the same period last year). The operating profit margin improved from 5.7% in the same period last year to 6.3%.

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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 155,427 2,143 6,287 3,400 27.3 45.7 Nov 7, 2023 J-GAAP
Apr - Sep, 2024 167,856 7,576 6,759 3,567 28.6 64.3 Nov 7, 2024 J-GAAP
Apr - Sep, 2025 177,624 9,024 8,106 5,540 44.4 54.0 Nov 6, 2025 J-GAAP
YoY +5.8% +19.1% +19.9% +55.3% +55.1%

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 － 45 May 9, 2025 J-GAAP
Apr - Sep, 2025 Results 177,624 9,024 8,106 5,540 44.4 45 Nov 6, 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 340,000 16,000 15,000 8,000 64.0 90 May 9, 2025 J-GAAP
Mar, 2026 New 347,500 18,000 15,000 9,000 72.0 90 Nov 6, 2025 J-GAAP
Revision Rate +2.2% +12.5% 0.0% +12.5% +12.5%

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 173,582 2,883 3,758 -1,239 -9.9 45 May 9, 2025 J-GAAP
Oct - Mar, 2025 Guidance 169,876 8,976 6,894 3,460 27.7 45 Nov 6, 2025 J-GAAP
YoY -2.1% +211.3% +83.4% － －

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2024 322,647 9,079 13,757 8,317 66.8 90 May 8, 2024 J-GAAP
Mar, 2025 341,438 10,459 10,517 2,328 18.7 90 May 9, 2025 J-GAAP
Mar, 2026 Guidance 347,500 18,000 15,000 9,000 72.0 90 Nov 6, 2025 J-GAAP
YoY +1.8% +72.1% +42.6% +286.6% +285.5%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Jul - Sep, 2024 86,718 4,946 -1,618 -2,742 -22.0 5.7 Nov 7, 2024 J-GAAP
Oct - Dec, 2024 86,868 826 6,926 4,599 36.9 1.0 Feb 7, 2025 J-GAAP
Jan - Mar, 2025 86,714 2,057 -3,168 -5,838 -46.8 2.4 May 9, 2025 J-GAAP
Apr - Jun, 2025 84,810 3,142 256 -876 -7.0 3.7 Aug 5, 2025 J-GAAP
Jul - Sep, 2025 92,814 5,882 7,850 6,416 51.4 6.3 Nov 6, 2025 J-GAAP
YoY +7.0% +18.9% － － －

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