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TS TECH, Net Income Forecast for the Fiscal Year Revised Downward to an Unexpected 19% Decrease

Fri Nov 14, 2025 3:30 pm JST Earnings

7313 TS TECH CO., LTD. 【IFRS】

Earnings Report

TS TECH CO., LTD. <7313> [TSE Prime] announced its financial results (based on IFRS) after the market closed on November 14th (15:30). The consolidated net income for the cumulative second quarter of the fiscal year ending March 2026 (April to September) significantly dropped 71.8% from the same period last year to 1.28 billion yen.

In addition, the full-year forecast for consolidated net income has decreased 26.3%, from the previous forecast of 9.50 billion yen to 7.00 billion yen (compared to 8.63 billion yen in the previous period). This changes the outlook from an anticipated profit increase to a projection of an 18.9% decrease in profit.

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 expand 39.6% from the same period last year, reaching 5.72 billion yen.

In the most recent three-month period, from July to September (2Q), the consolidated net income significantly dropped to 0.69 billion yen, a 66.3% decrease compared to the same period last year. The operating profit margin worsened from 3.8% in the same period last year to 1.1%.

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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 202,312 5,077 7,328 3,023 23.7 33.7 Nov 10, 2023 IFRS
Apr - Sep, 2024 222,705 6,677 8,041 4,532 36.4 40.1 Nov 8, 2024 IFRS
Apr - Sep, 2025 207,135 2,703 4,854 1,280 10.8 31.3 Nov 14, 2025 IFRS
YoY -7.0% -59.5% -39.6% -71.8% -70.4%

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 － 44 May 14, 2025 IFRS
Apr - Sep, 2025 Results 207,135 2,703 4,854 1,280 10.8 44 Nov 14, 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 430,000 16,500 20,000 9,500 80.7 90 May 14, 2025 IFRS
Mar, 2026 New 420,000 12,000 15,500 7,000 59.5 90 Nov 14, 2025 IFRS
Revision Rate -2.3% -27.3% -22.5% -26.3% -26.3%

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 237,809 9,751 12,017 4,098 33.6 43 May 14, 2025 IFRS
Oct - Mar, 2025 Guidance 212,865 9,297 10,646 5,720 48.6 46 Nov 14, 2025 IFRS
YoY -10.5% -4.7% -11.4% +39.6% +44.8%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2024 441,713 17,507 21,746 10,214 80.1 73 May 10, 2024 IFRS
Mar, 2025 460,514 16,428 20,058 8,630 70.7 83 May 14, 2025 IFRS
Mar, 2026 Guidance 420,000 12,000 15,500 7,000 59.5 90 Nov 14, 2025 IFRS
YoY -8.8% -27.0% -22.7% -18.9% -15.9%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Jul - Sep, 2024 110,189 4,182 4,231 2,059 16.5 3.8 Nov 8, 2024 IFRS
Oct - Dec, 2024 116,914 4,655 6,179 3,580 29.1 4.0 Feb 7, 2025 IFRS
Jan - Mar, 2025 120,895 5,096 5,838 518 4.2 4.2 May 14, 2025 IFRS
Apr - Jun, 2025 102,698 1,517 2,360 587 4.9 1.5 Aug 8, 2025 IFRS
Jul - Sep, 2025 104,437 1,186 2,494 693 5.8 1.1 Nov 14, 2025 IFRS
YoY -5.2% -71.6% -41.1% -66.3% -64.7%

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