TANAKEN (1450) Q3 2025 earnings summary

Executive summary

• Revenue for the nine months ended December 31, 2024, increased 16.5% year-over-year to ¥8,779 million, with operating profit up 87.3% and net profit up 83.3% due to robust order environment and productivity gains from large projects.

• The company is executing a mid-term plan focused on strengthening its workforce, technology, and alliances, aiming to enhance brand value and sustain growth.

Financial highlights

• Operating profit reached ¥1,724 million, up 87.3% year-over-year; net profit was ¥1,080 million, up 83.3%.

• EPS for the period was ¥124.18, compared to ¥67.74 in the prior year, reflecting a stock split adjustment.

• Gross profit margin improved, with gross profit at ¥2,392 million versus ¥1,574 million a year earlier.

Outlook and guidance

• Full-year revenue forecast revised to ¥12,000 million (up 12.4% year-over-year), with operating and ordinary profit both projected at ¥2,000 million (up 24.4% and 21.9%, respectively), and net profit at ¥1,300 million (up 19.2%).

• EPS for the full year is forecast at ¥149.45.

• Dividend forecast revised upward to ¥80 per share (pre-split basis), reflecting increased earnings.