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Tobila Systems, First Half Ordinary Profit Unexpectedly Revised Upward by 21%

Tue Jun 10, 2025 12:00 pm JST Earnings

4441 Tobila Systems Inc. 【J-GAAP】

Earnings Report

Tobila Systems Inc. <4441> [TSE Std] announced its financial results at noon (12:00) on June 10th. The ordinary profit (non-consolidated) for the cumulative second quarter of the fiscal year ending October 2025 (November 2024 to April 2025) increased 20.6% from the same period last year, reaching 527 million yen, resulting in an increase in profits compared to the previous forecast of a 4.8% decrease.

Progress toward the full-year plan of 831 million yen was 63.4%, also surpassing the five-year average of 50.3%.

Based on the first-half performance announced by the company and the unchanged full-year plan, our calculation indicates that the ordinary profit for the May to October period (second half) is expected to decrease 22.4% from the same period last year to 304 million yen.

In the most recent three-month period, from February to April (2Q), the ordinary profit grew 14.4% from the same period last year, reaching 270 million yen. However, the operating profit margin decreased from 40.0% in the same period last year to 38.1%.

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Actual Results

Accumulated Results 2nd Quarter
Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Progress Rate vs. First Half Announce Accounting Standards
Nov - Apr, 2022 1,009 357 356 235 22.4 52.4 Jun 9, 2023 J-GAAP
Nov - Apr, 2023 1,154 437 437 312 30.0 52.7 Jun 10, 2024 J-GAAP
Nov - Apr, 2024 1,372 526 527 353 34.6 63.4 Jun 10, 2025 J-GAAP
YoY +18.9% +20.4% +20.6% +13.1% +15.5%

First Half Results vs. Previous Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Nov - Apr, 2024 Guidance 1,293 416 416 277 27.4 0 Dec 10, 2024 J-GAAP
Nov - Apr, 2024 Results 1,372 526 527 353 34.6 0 Jun 10, 2025 J-GAAP
Revision Rate +6.1% +26.4% +26.7% +27.4% +26.2%

Current Period Guidance

Second Half Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
May - Oct, 2024 1,251 394 392 289 27.8 20 Dec 10, 2024 J-GAAP
May - Oct, 2025 Guidance 1,278 306 304 201 19.9 20 Jun 10, 2025 J-GAAP
YoY +2.2% -22.3% -22.4% -30.4% -28.4%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Oct, 2023 2,061 682 679 517 49.1 17 Dec 8, 2023 J-GAAP
Oct, 2024 2,405 831 829 601 57.8 20 Dec 10, 2024 J-GAAP
Oct, 2025 Guidance 2,650 832 831 554 54.9 20 Dec 10, 2024 J-GAAP
YoY +10.2% +0.1% +0.2% -7.8% -5.0%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Feb - Apr, 2024 587 235 236 157 15.1 40.0 Jun 10, 2024 J-GAAP
May - Jul, 2024 617 232 229 153 14.7 37.6 Sep 10, 2024 J-GAAP
Aug - Oct, 2024 634 162 163 136 13.1 25.6 Dec 10, 2024 J-GAAP
Nov - Jan, 2024 672 259 257 172 16.7 38.5 Mar 10, 2025 J-GAAP
Feb - Apr, 2025 700 267 270 181 17.8 38.1 Jun 10, 2025 J-GAAP
YoY +19.3% +13.6% +14.4% +15.3% +17.7%

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