TOYODA GOSEI, The Current Fiscal Year Net Income Revised Upward by 8%

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Fri Jan 31, 2025 2:20 pm JST Earnings

7282 TOYODA GOSEI CO.,LTD. 【IFRS】

Earnings Report

TOYODA GOSEI CO.,LTD. <7282> [TSE Prime] announced its financial results (based on IFRS) in the afternoon session on January 31st (14:20). The consolidated net income for the cumulative third quarter of the fiscal year ending March 2025 (April to December) decreased 21.8% from the same period last year to 32.2 billion yen.

However, the full-year consolidated net income has been revised upward 8.1%, from the previous forecast of 37 billion yen to 40 billion yen (compared to 51.4 billion yen in the previous period), and the declining rate is expected to decrease from 28.1% to 22.3%.

Based on the full-year plan announced by the company after the upward revision, our estimate of the consolidated net income for the October to March period (2H) has been revised upward 16.0%, from the previous forecast of 18.7 billion yen to 21.7 billion yen (compared to 28.1 billion yen in the same period of the previous year), and the declining rate is expected to decrease from 33.3% to 22.7%.

In the most recent three-month period, from October to December (3Q), the consolidated net income decreased to 14 billion yen, a 22.0% decrease compared to the same period last year. The operating profit margin worsened from 7.9% in the same period last year to 6.7%.

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Actual Results

Accumulated Results 3rd Quarter

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Progress Rate vs. First Half	Announce	Accounting Standards
Apr - Dec, 2022	701,814	23,690	23,804	14,079	108.8	67.4	Feb 3, 2023	IFRS
Apr - Dec, 2023	804,222	55,900	58,342	41,284	319.9	81.3	Feb 2, 2024	IFRS
Apr - Dec, 2024	786,954	47,079	49,306	32,267	254.0	82.2	Jan 31, 2025	IFRS
YoY	-2.1%	-15.8%	-15.5%	-21.8%	-20.6%

Guidance Update

Second Half Update

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Adj. Dividend	Announce	Accounting Standards
Oct - Mar, 2024 Prev	534,062	24,127	29,680	18,790	147.7	55	Oct 31, 2024	IFRS
Oct - Mar, 2024 New	554,062	29,127	34,680	21,790	171.3	55	Jan 31, 2025	IFRS
Revision Rate	+3.7%	+20.7%	+16.8%	+16.0%	+16.0%

Full Year Update

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Adj. Dividend	Announce	Accounting Standards
Mar, 2025 Prev	1,050,000	53,000	55,000	37,000	290.9	105	Apr 26, 2024	IFRS
Mar, 2025 New	1,070,000	58,000	60,000	40,000	314.4	105	Jan 31, 2025	IFRS
Revision Rate	+1.9%	+9.4%	+9.1%	+8.1%	+8.1%

Current Period Guidance

Second Half Results

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Adj. Dividend	Announce	Accounting Standards
Oct - Mar, 2023	548,258	34,012	37,677	28,184	219.2	57	Apr 26, 2024	IFRS
Oct - Mar, 2024 Guidance	554,062	29,127	34,680	21,790	171.3	55	Jan 31, 2025	IFRS
YoY	+1.1%	-14.4%	-8.0%	-22.7%	-21.9%

Current Period Guidance

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Adj. Dividend	Announce	Accounting Standards
Mar, 2023	951,877	35,069	35,323	16,004	123.6	60	Apr 27, 2023	IFRS
Mar, 2024	1,071,107	67,703	71,801	51,454	400.2	95	Apr 26, 2024	IFRS
Mar, 2025 Guidance	1,070,000	58,000	60,000	40,000	314.4	105	Jan 31, 2025	IFRS
YoY	-0.1%	-14.3%	-16.4%	-22.3%	-21.4%

Quarterly Results

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Operating Profit Margin	Announce	Accounting Standards
Oct - Dec, 2023	281,373	22,209	24,218	18,014	139.6	7.9	Feb 2, 2024	IFRS
Jan - Mar, 2024	266,885	11,803	13,459	10,170	79.1	4.4	Apr 26, 2024	IFRS
Apr - Jun, 2024	264,335	17,222	18,360	11,839	93.2	6.5	Jul 31, 2024	IFRS
Jul - Sep, 2024	251,603	11,651	6,960	6,371	50.2	4.6	Oct 31, 2024	IFRS
Oct - Dec, 2024	271,016	18,206	23,986	14,057	110.7	6.7	Jan 31, 2025	IFRS
YoY	-3.7%	-18.0%	-1.0%	-22.0%	-20.7%