Taikisha (1979) Q4 2026 earnings summary

Executive summary

• Achieved record highs in orders received (¥351.7bn, +26.8% YoY), ordinary income (¥24.7bn, +24.3% YoY), and profit attributable to owners (¥15.5bn, +41.4% YoY) for FY2025, driven by strong demand in semiconductors, automotive, and data centers.

• Operating income increased 29.8% to ¥23.3bn, and comprehensive income doubled to ¥24.9bn.

• Both Green Technology and Paint Finishing segments contributed to growth.

Financial highlights

• Orders received: ¥351.7bn (+26.8% YoY), Net sales: ¥286.1bn (+3.6% YoY), Ordinary income: ¥24.7bn (+24.3% YoY), Profit attributable to owners: ¥15.5bn (+41.4% YoY).

• EPS rose to ¥245.14, ROE improved to 10.1%, and gross profit margin increased to 19.3%.

• Cash and cash equivalents at period end: ¥86.3bn, up from ¥42.0bn YoY.

• Net assets increased to ¥170.2bn, and operating cash flow turned positive at ¥64.7bn.

Outlook and guidance

• FY2026/FY2027 forecasts: Orders received ¥330.5bn, Net sales ¥307.0bn, Ordinary income ¥25.0bn, Profit attributable to owners ¥18.0bn, ROE 11.0%, EPS ¥285.72.

• Green Technology segment expected to drive growth; Paint Finishing to maintain high order levels.

• Dividend planned to increase to ¥119 in FY2026/FY2027.