kabutan

TOKAI ELECTRONICS, First Half Ordinary Profit Increases by 53%

Thu Oct 30, 2025 3:00 pm JST Earnings

8071 TOKAI ELECTRONICS CO.,LTD. 【J-GAAP】

Earnings Report

TOKAI ELECTRONICS CO.,LTD. <8071> [NSE Main] announced its financial results in the afternoon session on October 30th (15:00). The consolidated ordinary profit for the cumulative second quarter of the fiscal year ending March 2026 (April to September) expanded 629 million yen, an increase 53.0% compared to the same period last year. Progress toward the full-year plan of 800 million yen was 78.6%, also surpassing the five-year average of 41.3%.

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 significant drop 75.0% from the same period last year to 171 million yen.

In the most recent three-month period, from July to September (2Q), the consolidated ordinary profit decreased to 169 million yen, a 29.3% decrease compared to the same period last year. The operating profit margin worsened from 2.0% in the same period last year to 1.2%.

Kabutan News

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 31,385 961 994 640 303.7 60.0 Oct 30, 2023 J-GAAP
Apr - Sep, 2024 27,152 399 411 257 122.1 37.5 Oct 30, 2024 J-GAAP
Apr - Sep, 2025 19,390 580 629 430 203.7 78.6 Oct 30, 2025 J-GAAP
YoY -28.6% +45.4% +53.0% +67.3% +66.8%

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 19,300 580 620 430 203.3 57 Oct 23, 2025 J-GAAP
Apr - Sep, 2025 Results 19,390 580 629 430 203.7 57 Oct 30, 2025 J-GAAP
Revision Rate +0.5% 0.0% +1.5% 0.0% +0.2%

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 29,846 700 685 385 182.4 57 Apr 28, 2025 J-GAAP
Oct - Mar, 2025 Guidance 20,610 170 171 90 42.6 57 Oct 30, 2025 J-GAAP
YoY -30.9% -75.7% -75.0% -76.6% -76.7%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2024 60,833 1,604 1,658 491 233.2 114 Apr 26, 2024 J-GAAP
Mar, 2025 56,998 1,099 1,096 642 304.1 114 Apr 28, 2025 J-GAAP
Mar, 2026 Guidance 40,000 750 800 520 245.9 114 Oct 23, 2025 J-GAAP
YoY -29.8% -31.8% -27.0% -19.0% -19.2%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Jul - Sep, 2024 13,432 262 239 195 92.6 2.0 Oct 30, 2024 J-GAAP
Oct - Dec, 2024 14,319 227 296 130 61.6 1.6 Jan 30, 2025 J-GAAP
Jan - Mar, 2025 15,527 473 389 255 120.8 3.0 Apr 28, 2025 J-GAAP
Apr - Jun, 2025 10,288 472 460 356 168.4 4.6 Jul 30, 2025 J-GAAP
Jul - Sep, 2025 9,102 108 169 74 35.1 1.2 Oct 30, 2025 J-GAAP
YoY -32.2% -58.8% -29.3% -62.1% -62.2%

Related Articles