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Taiyo Holdings (4626) investor relations material
Taiyo Holdings Q2 2027 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
H1 FY2027 net sales rose 15.7% to ¥78,480m; operating income increased 46.4% to ¥22,230m and profit attributable to owners rose 57.0% to ¥17,305m.
FY2027 forecasts were raised after stronger-than-expected Electronics results; a ¥2,052m securities-sale gain also boosted net income.
Financial highlights
H1 gross profit was ¥41,291m versus ¥32,580m; SG&A was ¥19,061m versus ¥17,393m.
Ordinary income was ¥22,739m versus ¥14,562m on a reclassified comparison basis; EBITDA was ¥26,630m versus ¥19,477m.
Operating margin was 28% versus 22%; EBITDA margin was 34% versus 29%.
Basic EPS was ¥155.52 versus ¥99.18, calculated with the December 2025 2-for-1 stock split applied from the prior period's start.
Outlook and guidance
FY2027 forecast: net sales ¥152,500m, operating income ¥39,600m, ordinary income ¥39,700m, attributable profit ¥29,600m and EBITDA ¥48,500m.
Versus July 31, forecast revisions were +2% for sales, +9% for operating and ordinary income, +17% for net income and +7% for EBITDA; H2 assumes ¥150.0/US$.
No FY2027 year-end dividend is planned; dividend forecast revisions were none.
Forecast achievement is not assured, and actual results may differ substantially based on assumptions and other factors.
- Q1 FY2027 net sales up 26% YoY; full-year outlook raised, with one-time extraordinary losses.4626
Q1 2027 - Strong sales and profit growth driven by electronics and medical, with robust FY2027/3 outlook.4626
Q4 2026 - Double-digit sales and profit growth, revised forecasts, and a stock split impact.4626
Q3 2026 - Strong sales and profit growth, raised guidance, higher dividends, and a stock split announced.4626
Q2 2026 - First-quarter sales and profits soared, led by electronics, with upgraded full-year outlook.4626
Q1 2025 - Strong sales and profit growth, but comprehensive income fell on currency impacts.4626
Q2 2025 - Strong 1Q growth, raised FY2026 outlook, and a one-time loss for shareholder meeting expenses.4626
Q1 2026 - Strong sales and profit growth led to upward forecast revisions and improved equity ratio.4626
Q3 2025 - Strong sales and profit growth, led by electronics, with mixed outlook across segments.4626
Q4 2025
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