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TACHI-S, Ordinary Profit Forecast for the Fiscal Year Revised Upward to an Unexpected 2% Increase

Fri Nov 14, 2025 3:00 pm JST Earnings

7239 TACHI-S CO.,LTD. 【J-GAAP】

Earnings Report

TACHI-S CO.,LTD. <7239> [TSE Prime] announced its financial results in the afternoon session on November 14th (15:00). The consolidated ordinary profit for the cumulative second quarter of the fiscal year ending March 2026 (April to September) expanded 3.26 billion yen, an increase 83.6% compared to the same period last year.

In addition, the full-year forecast for consolidated ordinary profit has been revised upward 10.0%, from the previous forecast of 10.0 billion yen to 11.0 billion yen (compared to 10.7 billion yen in the previous period), turning to a 2.2% 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 14.0% from the same period last year to 7.73 billion yen.

In the most recent three-month period, from July to September (2Q), the consolidated ordinary profit surged 4.1 times that of the same period last year, reaching 2.21 billion yen. The operating profit margin remained almost flat, changing from 2.6% in the same period last year to 2.7%.

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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 137,726 1,792 1,874 1,291 37.7 21.4 Nov 10, 2023 J-GAAP
Apr - Sep, 2024 145,184 2,631 1,778 963 28.1 16.5 Nov 14, 2024 J-GAAP
Apr - Sep, 2025 127,551 2,819 3,265 2,550 74.4 29.7 Nov 14, 2025 J-GAAP
YoY -12.1% +7.1% +83.6% +164.8% +164.6%

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 － 51.90 May 14, 2025 J-GAAP
Apr - Sep, 2025 Results 127,551 2,819 3,265 2,550 74.4 51.90 Nov 14, 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 257,000 9,000 10,000 8,000 233.1 103.80 May 14, 2025 J-GAAP
Mar, 2026 New 264,000 9,000 11,000 8,000 233.1 103.80 Nov 14, 2025 J-GAAP
Revision Rate +2.7% 0.0% +10.0% 0.0% 0.0%

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 140,210 6,994 8,990 10,347 301.8 51.90 May 14, 2025 J-GAAP
Oct - Mar, 2025 Guidance 136,449 6,181 7,735 5,450 158.8 51.90 Nov 14, 2025 J-GAAP
YoY -2.7% -11.6% -14.0% -47.3% -47.4%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2024 292,947 7,205 8,755 5,422 158.3 92.80 May 15, 2024 J-GAAP
Mar, 2025 285,394 9,625 10,768 11,310 329.9 103.80 May 14, 2025 J-GAAP
Mar, 2026 Guidance 264,000 9,000 11,000 8,000 233.1 103.80 Nov 14, 2025 J-GAAP
YoY -7.5% -6.5% +2.2% -29.3% -29.3%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Jul - Sep, 2024 72,065 1,838 537 -430 -12.6 2.6 Nov 14, 2024 J-GAAP
Oct - Dec, 2024 72,969 2,391 3,773 4,175 121.8 3.3 Feb 12, 2025 J-GAAP
Jan - Mar, 2025 67,241 4,603 5,217 6,172 180.1 6.8 May 14, 2025 J-GAAP
Apr - Jun, 2025 63,943 1,119 1,055 19 0.6 1.7 Aug 6, 2025 J-GAAP
Jul - Sep, 2025 63,608 1,700 2,210 2,531 73.8 2.7 Nov 14, 2025 J-GAAP
YoY -11.7% -7.5% +311.5% － －

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