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TAMAI STEAMSHIP, Ordinary Profit Forecast for the Fiscal Year Revised Upward by 20%

Thu Nov 6, 2025 3:30 pm JST Earnings

9127 TAMAI STEAMSHIP CO., LTD. 【J-GAAP】

Earnings Report

TAMAI STEAMSHIP CO., LTD. <9127> [TSE Std] announced its financial results after the market closed on November 6th (15:30). The consolidated ordinary profit/loss for the cumulative second quarter of the fiscal year ending March 2026 (April to September) turned into a loss of 23 million yen (compared to a profit of 448 million yen in the same period last year).

However, the full-year forecast for consolidated ordinary profit has been revised upward 20.0%, from the previous forecast of 150 million yen to 180 million yen (compared to 888 million yen in the previous period), and the declining rate is expected to decrease from 83.1% to 79.7%.

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 significant drop 53.9% from the same period last year to 203 million yen.

In the most recent three-month period, from July to September (2Q), the consolidated ordinary profit increased 73.4% from the same period last year, reaching 189 million yen. However, the operating profit margin decreased from 15.0% in the same period last year to 11.9%.

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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 3,429 343 442 311 161.3 44.4 Nov 9, 2023 J-GAAP
Apr - Sep, 2024 2,780 445 448 367 190.3 50.5 Nov 7, 2024 J-GAAP
Apr - Sep, 2025 2,473 54 -23 3 1.6 ー Nov 6, 2025 J-GAAP
YoY -11.0% -87.9% － -99.2% -99.2%

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 2,300 -100 -160 -130 -67.4 － Aug 7, 2025 J-GAAP
Apr - Sep, 2025 Results 2,473 54 -23 3 1.6 － Nov 6, 2025 J-GAAP
Revision Rate +7.5% － +85.6% － －

Guidance Update

Full Year Update

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2026 Prev 5,000 160 150 90 46.6 － May 15, 2025 J-GAAP
Mar, 2026 New 5,000 260 180 100 51.8 － Nov 6, 2025 J-GAAP
Revision Rate 0.0% +62.5% +20.0% +11.1% +11.1%

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 2,609 443 440 1,728 895.6 80 May 15, 2025 J-GAAP
Oct - Mar, 2025 Guidance 2,527 206 203 97 50.3 － Nov 6, 2025 J-GAAP
YoY -3.1% -53.5% -53.9% -94.4% -94.4%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2024 6,219 870 995 731 379.0 80 May 15, 2024 J-GAAP
Mar, 2025 5,389 888 888 2,095 1,085.9 80 May 15, 2025 J-GAAP
Mar, 2026 Guidance 5,000 260 180 100 51.8 － Nov 6, 2025 J-GAAP
YoY -7.2% -70.7% -79.7% -95.2% -95.2%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Jul - Sep, 2024 1,350 203 109 113 58.6 15.0 Nov 7, 2024 J-GAAP
Oct - Dec, 2024 1,586 279 382 1,678 869.7 17.6 Feb 6, 2025 J-GAAP
Jan - Mar, 2025 1,023 164 58 50 25.9 16.0 May 15, 2025 J-GAAP
Apr - Jun, 2025 1,004 -121 -212 -145 -75.4 -12.1 Aug 7, 2025 J-GAAP
Jul - Sep, 2025 1,469 175 189 148 77.0 11.9 Nov 6, 2025 J-GAAP
YoY +8.8% -13.8% +73.4% +31.0% +31.3%

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