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TANSEISHA, First Half Ordinary Profit Increases by 2.8 times, May-Jul Ordinary Profit Increases by 2.2 times

Fri Sep 12, 2025 3:30 pm JST Earnings

9743 TANSEISHA CO.,LTD. 【J-GAAP】

Earnings Report

TANSEISHA CO.,LTD. <9743> [TSE Prime] announced its financial results after the market closed on September 12th (15:30). The consolidated ordinary profit for the cumulative second quarter of the fiscal year ending January 2026 (February to July) surged 2.8 times that of the same period last year, reaching 5.67 billion yen. Progress toward the full-year plan of 7.60 billion yen was 74.6%, also surpassing the five-year average of 48.2%.

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 August to January period (second half) is expected to drop 41.2% from the same period last year to 1.93 billion yen.

In the most recent three-month period, from May to July (2Q), the consolidated ordinary profit surged 2.2 times that of the same period last year, reaching 1.09 billion yen. The operating profit margin improved from 2.4% 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
Feb - Jul, 2023 38,871 1,357 1,402 926 19.5 35.1 Sep 13, 2023 J-GAAP
Feb - Jul, 2024 41,024 1,927 2,035 1,484 31.4 38.3 Sep 13, 2024 J-GAAP
Feb - Jul, 2025 56,043 5,615 5,670 3,831 81.2 74.6 Sep 12, 2025 J-GAAP
YoY +36.6% +191.4% +178.6% +158.2% +158.6%

First Half Results vs. Previous Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Feb - Jul, 2025 Guidance 54,000 5,000 5,000 3,400 72.1 35 Jun 13, 2025 J-GAAP
Feb - Jul, 2025 Results 56,043 5,615 5,670 3,831 81.2 35 Sep 12, 2025 J-GAAP
Revision Rate +3.8% +12.3% +13.4% +12.7% +12.6%

Current Period Guidance

Second Half Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Aug - Jan, 2024 50,834 3,220 3,281 2,391 50.7 30 Mar 17, 2025 J-GAAP
Aug - Jan, 2025 Guidance 43,957 1,885 1,930 1,369 29.0 35 Sep 12, 2025 J-GAAP
YoY -13.5% -41.5% -41.2% -42.7% -42.8%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Jan, 2024 81,200 3,883 3,995 2,771 58.1 30 Mar 15, 2024 J-GAAP
Jan, 2025 91,858 5,147 5,316 3,875 82.2 45 Mar 17, 2025 J-GAAP
Jan, 2026 Guidance 100,000 7,500 7,600 5,200 110.1 70 Jun 13, 2025 J-GAAP
YoY +8.9% +45.7% +43.0% +34.2% +34.0%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
May - Jul, 2024 18,291 430 494 329 7.0 2.4 Sep 13, 2024 J-GAAP
Aug - Oct, 2024 23,190 1,645 1,682 1,078 22.9 7.1 Dec 13, 2024 J-GAAP
Nov - Jan, 2024 27,644 1,575 1,599 1,313 27.8 5.7 Mar 17, 2025 J-GAAP
Feb - Apr, 2025 33,995 4,552 4,571 3,106 65.9 13.4 Jun 13, 2025 J-GAAP
May - Jul, 2025 22,048 1,063 1,099 725 15.4 4.8 Sep 12, 2025 J-GAAP
YoY +20.5% +147.2% +122.5% +120.4% +120.8%

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