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Tokyo Electron, Apr-Dec (Cumulative 3Q) Ordinary Profit Increases by 65%, Oct-Dec Ordinary Profit Increases by 49%

Thu Feb 6, 2025 4:00 pm JST Earnings

8035 Tokyo Electron Limited 【J-GAAP】

Earnings Report

Tokyo Electron Limited <8035> [TSE Prime] announced its financial results after the market closed on February 6th (16:00). The consolidated ordinary profit for the cumulative third quarter of the fiscal year ending March 2025 (April to December) expanded 521 billion yen, an increase 65.0% compared to the same period last year. The progress rate toward the full-year plan of 692 billion yen was 75.3%, also surpassing the five-year average of 70.2%.

Based on the cumulative third-quarter performance announced by the company and the unchanged full-year plan, our calculation indicates that the consolidated ordinary profit for the January to March period (4Q) is expected to grow 15.9% from the same period last year, reaching 170 billion yen.

In the most recent three-month period, from October to December (3Q), the consolidated ordinary profit increased 48.7% from the same period last year, reaching 200 billion yen. The operating profit margin rose from 28.6% in the same period last year to 30.5%.

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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 1,650,729 464,936 470,229 352,920 754.4 75.2 Feb 9, 2023 J-GAAP
Apr - Dec, 2023 1,283,234 311,038 315,964 239,024 514.2 68.2 Feb 9, 2024 J-GAAP
Apr - Dec, 2024 1,776,166 513,521 521,391 401,167 870.4 75.3 Feb 6, 2025 J-GAAP
YoY +38.4% +65.1% +65.0% +67.8% +69.3%

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 1,010,955 277,685 281,903 226,472 487.7 245 May 10, 2024 J-GAAP
Oct - Mar, 2024 Guidance 1,278,374 366,096 370,819 282,097 615.9 306 Nov 12, 2024 J-GAAP
YoY +26.5% +31.8% +31.5% +24.6% +26.3%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2023 2,209,025 617,723 625,185 471,584 1,007.8 570.33 May 11, 2023 J-GAAP
Mar, 2024 1,830,527 456,263 463,185 363,963 783.8 393 May 10, 2024 J-GAAP
Mar, 2025 Guidance 2,400,000 680,000 692,000 526,000 1,148.4 571 Nov 12, 2024 J-GAAP
YoY +31.1% +49.0% +49.4% +44.5% +46.5%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Oct - Dec, 2023 463,662 132,460 134,682 101,533 218.4 28.6 Feb 9, 2024 J-GAAP
Jan - Mar, 2024 547,293 145,225 147,221 124,939 269.0 26.5 May 10, 2024 J-GAAP
Apr - Jun, 2024 555,071 165,733 167,398 126,189 273.2 29.9 Aug 8, 2024 J-GAAP
Jul - Sep, 2024 566,555 148,171 153,783 117,714 255.2 26.2 Nov 12, 2024 J-GAAP
Oct - Dec, 2024 654,540 199,617 200,210 157,264 341.2 30.5 Feb 6, 2025 J-GAAP
YoY +41.2% +50.7% +48.7% +54.9% +56.2%

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