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TRADERS HOLDINGS, First Half Ordinary Profit Decreases by 43%, Jul-Sep Ordinary Profit Decreases by 54%

Fri Oct 31, 2025 3:30 pm JST Earnings

8704 TRADERS HOLDINGS CO.,LTD. 【J-GAAP】

Earnings Report

TRADERS HOLDINGS CO.,LTD. <8704> [TSE Std] announced its financial results after the market closed on October 31st (15:30). The consolidated ordinary profit for the cumulative second quarter of the fiscal year ending March 2026 (April to September) dropped 43.0% from the same period last year to 2.44 billion yen. Progress toward the full-year plan of 7.00 billion yen was 34.9%, also falling below the five-year average of 46.0%.

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 expand 92.6% from the same period last year, reaching 4.55 billion yen.

In the most recent three-month period, from July to September (2Q), the consolidated ordinary profit significantly dropped to 1.02 billion yen, a 53.9% decrease compared to the same period last year. The operating profit margin significantly dropped from 53.5% in the same period last year to 36.5%.

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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 4,614 1,863 1,846 1,505 52.5 42.1 Nov 13, 2023 J-GAAP
Apr - Sep, 2024 7,657 4,273 4,284 2,885 103.7 64.4 Oct 31, 2024 J-GAAP
Apr - Sep, 2025 5,856 2,430 2,442 1,747 65.0 34.9 Oct 31, 2025 J-GAAP
YoY -23.5% -43.1% -43.0% -39.4% -37.3%

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 ー ー ー ー － 16 Apr 30, 2025 J-GAAP
Apr - Sep, 2025 Results 5,856 2,430 2,442 1,747 65.0 16 Oct 31, 2025 J-GAAP
Revision Rate － － － － －

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 5,772 2,361 2,366 1,662 60.2 20 Apr 30, 2025 J-GAAP
Oct - Mar, 2025 Guidance 8,844 4,570 4,558 3,053 115.9 － Oct 31, 2025 J-GAAP
YoY +53.2% +93.6% +92.6% +83.7% +92.7%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2024 10,103 4,412 4,389 3,334 117.4 24 Apr 30, 2024 J-GAAP
Mar, 2025 13,429 6,634 6,650 4,547 164.6 32 Apr 30, 2025 J-GAAP
Mar, 2026 Guidance 14,700 7,000 7,000 4,800 182.3 － Apr 30, 2025 J-GAAP
YoY +9.5% +5.5% +5.3% +5.6% +10.7%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Jul - Sep, 2024 4,144 2,219 2,233 1,400 50.3 53.5 Oct 31, 2024 J-GAAP
Oct - Dec, 2024 2,904 1,338 1,333 940 33.9 46.1 Jan 31, 2025 J-GAAP
Jan - Mar, 2025 2,868 1,023 1,033 722 26.1 35.7 Apr 30, 2025 J-GAAP
Apr - Jun, 2025 3,018 1,395 1,413 1,079 39.6 46.2 Jul 31, 2025 J-GAAP
Jul - Sep, 2025 2,838 1,035 1,029 668 24.9 36.5 Oct 31, 2025 J-GAAP
YoY -31.5% -53.4% -53.9% -52.3% -50.6%

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