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TOKYO OHKA, Ordinary Profit Forecast for the Fiscal Year Revised Upward by 7%, Raises Record High Profit Forecast

Wed Aug 6, 2025 2:00 pm JST Earnings

4186 TOKYO OHKA KOGYO CO., LTD. 【J-GAAP】

Earnings Report

TOKYO OHKA KOGYO CO., LTD. <4186> [TSE Prime] announced its financial results in the afternoon session on August 6th (14:00). The consolidated ordinary profit for the cumulative second quarter of the fiscal year ending December 2025 (January to June) expanded 20.3 billion yen, an increase 44.4% compared to the same period last year.

In addition, the full-year forecast for consolidated ordinary profit has been revised upward 7.3%, from the previous forecast of 38.2 billion yen to 41.0 billion yen (compared to 34.5 billion yen in the previous period), increasing the growth rate from 10.6% to 18.7%, further surpassing the previous forecast of record-high profits for two consecutive terms.

Based on the first-half performance announced by the company and the full-year plan, our calculation indicates that the consolidated ordinary profit for the July to December period (second half) is expected to nearly flat at 20.6 billion yen, up 0.9% from the same period last year.

In the most recent three-month period, from April to June (2Q), the consolidated ordinary profit increased 30.6% from the same period last year, reaching 10.5 billion yen. The operating profit margin rose from 15.4% in the same period last year to 17.5%.

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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
Jan - Jun, 2023 77,674 10,904 11,806 5,355 44.3 48.7 Aug 8, 2023 J-GAAP
Jan - Jun, 2024 94,736 13,443 14,110 9,143 75.5 40.8 Aug 6, 2024 J-GAAP
Jan - Jun, 2025 111,623 19,846 20,381 13,619 113.8 49.7 Aug 6, 2025 J-GAAP
YoY +17.8% +47.6% +44.4% +49.0% +50.8%

First Half Results vs. Previous Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Jan - Jun, 2025 Guidance 106,600 17,500 17,900 11,400 95.1 35 Feb 12, 2025 J-GAAP
Jan - Jun, 2025 Results 111,623 19,846 20,381 13,619 113.8 35 Aug 6, 2025 J-GAAP
Revision Rate +4.7% +13.4% +13.9% +19.5% +19.7%

Guidance Update

Full Year Update

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Dec, 2025 Prev 222,000 37,300 38,200 24,600 205.2 70 Feb 12, 2025 J-GAAP
Dec, 2025 New 227,000 40,000 41,000 26,500 221.1 70 Aug 6, 2025 J-GAAP
Revision Rate +2.3% +7.2% +7.3% +7.7% +7.7%

Current Period Guidance

Second Half Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Jul - Dec, 2024 106,230 19,647 20,444 13,540 111.8 34 Feb 12, 2025 J-GAAP
Jul - Dec, 2025 Guidance 115,377 20,154 20,619 12,881 107.5 35 Aug 6, 2025 J-GAAP
YoY +8.6% +2.6% +0.9% -4.9% -3.9%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Dec, 2023 162,270 22,706 24,260 12,712 105.1 56 Feb 13, 2024 J-GAAP
Dec, 2024 200,966 33,090 34,554 22,683 187.3 63 Feb 12, 2025 J-GAAP
Dec, 2025 Guidance 227,000 40,000 41,000 26,500 221.1 70 Aug 6, 2025 J-GAAP
YoY +13.0% +20.9% +18.7% +16.8% +18.0%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Apr - Jun, 2024 49,719 7,650 8,071 5,544 45.8 15.4 Aug 6, 2024 J-GAAP
Jul - Sep, 2024 51,811 9,800 9,924 6,493 53.6 18.9 Nov 12, 2024 J-GAAP
Oct - Dec, 2024 54,419 9,847 10,520 7,047 58.2 18.1 Feb 12, 2025 J-GAAP
Jan - Mar, 2025 54,272 9,801 9,843 7,526 62.9 18.1 May 12, 2025 J-GAAP
Apr - Jun, 2025 57,351 10,045 10,538 6,093 50.9 17.5 Aug 6, 2025 J-GAAP
YoY +15.4% +31.3% +30.6% +9.9% +11.2%

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