TMHTMH Inc.280A東証グロース卸売業FY ending Nov 2025, consolidated, J-GAAP

TMH revenue and profit

Out of every ¥100 of sales, about ¥4 is left as operating profit. Revenue changed +43.4% from the prior year, operating profit +9.9%.

Five-year trend

Revenue¥8.63B
FY ending Nov 2023: ¥1.75B¥1.75BFY ending Nov 2024: ¥6.02B¥6.02BFY ending Nov 2025: ¥8.63B¥8.63BFY23FY24FY25
Operating income¥355.6M
FY ending Nov 2023: -¥127.3M-¥127.3MFY ending Nov 2024: ¥323.6M¥323.6MFY ending Nov 2025: ¥355.6M¥355.6MFY23FY24FY25
Operating margin4.1%
FY ending Nov 2023: -7.3%-7.3%FY ending Nov 2024: 5.4%5.4%FY ending Nov 2025: 4.1%4.1%FY23FY24FY25

What drives ROE

Net margin × asset turnover = ROA; ROA × financial leverage = ROE

Net margin2.9%
Asset turnover3.11×
ROA9.0%
ROA9.0%
Financial leverage1.94×
ROE17.4%

Denominators: ending assets and ending equity. Derived from reported values; ROE is shown only for positive profit and equity.

Net margin2.9%
2023: 6.7%6.7%2024: 4.5%4.5%2025: 2.9%2.9%232425
Asset turnover3.11×
2023: 1.03×1.03×2024: 2.18×2.18×2025: 3.11×3.11×232425
ROA9.0%
2023: 6.9%6.9%2024: 9.9%9.9%2025: 9.0%9.0%232425
Financial leverage1.94×
2023: 3.33×3.33×2024: 4.27×4.27×2025: 1.94×1.94×232425
ROE17.4%
2023: 22.9%22.9%2024: 42.2%42.2%2025: 17.4%17.4%232425
PeriodNet marginAsset turnoverROAFinancial leverageROE
20236.7%1.03×6.9%3.33×22.9%
20244.5%2.18×9.9%4.27×42.2%
20252.9%3.11×9.0%1.94×17.4%

Financial leverage can raise ROE; a higher value alone does not describe a company's overall condition.

Asset intensity and goodwill

Annual trends in tangible-asset ratios and goodwill balance.

PPE ÷ revenue2.5%
2025: 2.5%2.5%25
PPE ÷ total assets7.7%
2025: 7.7%7.7%25

Ratios are derived from reported values. Goodwill is shown only when separately reported; it is not inferred from combined intangible assets. Definition

Income statement (JPY millions)

ItemFY ending Nov 2023FY ending Nov 2024FY ending Nov 2025
Revenue1,7476,0178,628
Cost of revenue1,4065,1557,658
Gross profit341863970
SG&A468539615
Operating income-127324356
Pretax income118306338
Income tax13489
Net income attributable to owners117273249
Operating margin-7.3%5.4%4.1%

Balance sheet (reported items)

Year-end figures from filings. Unreported items are omitted. Interest-bearing debt excludes lease liabilities.

Assets

Cash 23%
8%
1%
Other assets 68%

Funding

Other liabilities 49%
Equity 51%
0%

Each bar totals 100% of assets; other is the residual.

ItemFY ending Nov 2023FY ending Nov 2024FY ending Nov 2025
Cash and equivalents¥1.07B¥2.53B¥633.9M
Total assets¥1.7B¥3.82B¥2.77B
Net assets¥509.3M¥781.8M¥1.42B
Share capital¥100M¥100M¥299.1M
Property, plant and equipment¥96.4M¥213.8M¥213.2M
Intangible assets excluding goodwill¥3.3M¥7.7M¥24M
Current assets¥1.58B¥3.55B¥2.48B
Current liabilities¥1.01B¥2.86B¥1.2B
Short-term borrowings——¥200M
Long-term borrowings¥179.8M¥173.7M¥142.4M
Total liabilities¥1.19B¥3.04B¥1.35B
Equity attributable to owners of parent¥509.3M¥781.8M¥1.43B
Retained earnings¥315.3M¥587.8M¥837.1M

Sources

Show source documents (2)
  • EDINET (FSA Japan)

    有価証券報告書-第14期(2024/12/01-2025/11/30)

    ID S100XNNH2026-02-27Open
  • EDINET (FSA Japan)

    有価証券報告書-第13期(2023/12/01-2024/11/30)

    ID S100VB6E2025-02-28Open

Extracted from XBRL: 41 / Derived from other figures: 1

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