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TSUBAKIMOTO KOGYO, First Half Ordinary Profit Increases by 23%

Fri Oct 31, 2025 4:00 pm JST Earnings

8052 TSUBAKIMOTO KOGYO CO.,LTD. 【J-GAAP】

Earnings Report

TSUBAKIMOTO KOGYO CO.,LTD. <8052> [TSE Prime] announced its financial results after the market closed on October 31st (16:00). The consolidated ordinary profit for the cumulative second quarter of the fiscal year ending March 2026 (April to September) increased 23.0% from the same period last year, reaching 3.43 billion yen. Progress toward the full-year plan of 6.90 billion yen was 49.8%, exceeding the five-year average of 46.2%.

Based on the first-half performance announced by the company and the unchanged full-year plan, our calculation indicates that the consolidated ordinary profit for the October to March period (second half) is expected to decrease 6.9% from the same period last year to 3.46 billion yen.

In the most recent three-month period, from July to September (2Q), the consolidated ordinary profit decreased to 1.68 billion yen, a 9.6% decrease compared to the same period last year. The operating profit margin worsened from 5.7% in the same period last year to 4.8%.

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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 55,893 2,636 2,841 1,927 102.6 50.9 Oct 27, 2023 J-GAAP
Apr - Sep, 2024 56,600 2,566 2,795 1,888 100.5 42.9 Oct 31, 2024 J-GAAP
Apr - Sep, 2025 64,826 3,175 3,438 2,312 125.9 49.8 Oct 31, 2025 J-GAAP
YoY +14.5% +23.7% +23.0% +22.5% +25.3%

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 62,500 3,170 3,450 2,420 131.8 20 May 8, 2025 J-GAAP
Apr - Sep, 2025 Results 64,826 3,175 3,438 2,312 125.9 20 Oct 31, 2025 J-GAAP
Revision Rate +3.7% +0.2% -0.3% -4.5% -4.5%

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 67,723 3,455 3,718 2,803 150.6 65 May 8, 2025 J-GAAP
Oct - Mar, 2025 Guidance 60,174 3,175 3,462 2,538 138.2 60 Oct 31, 2025 J-GAAP
YoY -11.1% -8.1% -6.9% -9.5% -8.3%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2024 113,503 5,233 5,577 4,000 212.9 60 May 8, 2024 J-GAAP
Mar, 2025 124,323 6,021 6,513 4,691 252.0 80 May 8, 2025 J-GAAP
Mar, 2026 Guidance 125,000 6,350 6,900 4,850 264.0 80 May 8, 2025 J-GAAP
YoY +0.5% +5.5% +5.9% +3.4% +4.8%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Jul - Sep, 2024 32,081 1,841 1,863 1,320 70.3 5.7 Oct 31, 2024 J-GAAP
Oct - Dec, 2024 31,912 1,601 1,848 1,329 71.1 5.0 Jan 31, 2025 J-GAAP
Jan - Mar, 2025 35,811 1,854 1,870 1,474 79.2 5.2 May 8, 2025 J-GAAP
Apr - Jun, 2025 30,502 1,520 1,753 1,205 65.7 5.0 Jul 25, 2025 J-GAAP
Jul - Sep, 2025 34,324 1,655 1,685 1,107 60.3 4.8 Oct 31, 2025 J-GAAP
YoY +7.0% -10.1% -9.6% -16.1% -14.2%

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