たけびし raised its ordinary profit forecast for the current fiscal year by 6.4% from its previous forecast and lifted its full-year profit forecast to ¥5.5 billion. First-half results increased substantially year on year, and the company indicated that it expects to maintain its improvement trend in the second half.
According to the earnings announcement, consolidated ordinary profit for the cumulative second quarter (April–September) of the fiscal year ending March 2027 was ¥3.35 billion, up 53.0% year on year and exceeding the previous forecast of ¥2.9 billion.
The full-year consolidated ordinary profit forecast was revised upward from ¥5.17 billion to ¥5.5 billion, expanding the forecast growth rate from 16.1% to 23.5%. This further raised the previous forecast for record profit for the second consecutive fiscal year.
In the most recent 3-month period, ordinary profit for the July–September quarter (2Q) was ¥1.78 billion, up 66.2% year on year, while the operating margin on sales improved from 3.8% to 5.1%.
The company cited strong demand related to AI and semiconductors as a reason for the revision, along with its promotion of multilayered solution proposals to meet customers' capital investment needs. The outlook for the second half is now expected to exceed the previous forecast, while incorporating the impact of one-time expenses related to the acquisition of shares.