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Tokuyama, First Half Ordinary Profit Increases by 39%, Jul-Sep Ordinary Profit Increases by 2.2 times

Wed Oct 29, 2025 9:00 am JST Earnings

4043 Tokuyama Corporation 【J-GAAP】

Earnings Report

Tokuyama Corporation <4043> [TSE Prime] announced its financial results in the morning on October 29th (09:00). The consolidated ordinary profit for the cumulative second quarter of the fiscal year ending March 2026 (April to September) expanded 18.9 billion yen, an increase 39.2% compared to the same period last year. However, Progress toward the full-year plan of 41.5 billion yen was 45.6%, almost the same as the five-year average of 48.1%.

Based on the first-half performance announced by the company and the unchanged full-year plan, our calculation indicates that the consolidated ordinary profit for the October to March period (second half) is expected to expand 41.1% from the same period last year, reaching 22.5 billion yen.

In the most recent three-month period, from July to September (2Q), the consolidated ordinary profit surged 2.2 times that of the same period last year, reaching 11.3 billion yen. The operating profit margin drastically improved from 7.8% in the same period last year to 13.8%.

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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
Apr - Sep, 2023 166,105 8,576 8,962 6,228 86.6 34.1 Oct 27, 2023 J-GAAP
Apr - Sep, 2024 165,538 13,958 13,606 11,641 161.8 46.0 Oct 29, 2024 J-GAAP
Apr - Sep, 2025 163,756 19,152 18,944 12,145 168.8 45.6 Oct 29, 2025 J-GAAP
YoY -1.1% +37.2% +39.2% +4.3% +4.3%

First Half Results vs. Previous Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Apr - Sep, 2025 Guidance ー ー ー ー － 60 Apr 28, 2025 J-GAAP
Apr - Sep, 2025 Results 163,756 19,152 18,944 12,145 168.8 60 Oct 29, 2025 J-GAAP
Revision Rate － － － － －

Current Period Guidance

Second Half Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Oct - Mar, 2024 177,535 16,010 15,982 11,747 163.3 50 Apr 28, 2025 J-GAAP
Oct - Mar, 2025 Guidance 200,744 22,348 22,556 16,855 234.3 60 Oct 29, 2025 J-GAAP
YoY +13.1% +39.6% +41.1% +43.5% +43.5%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2024 341,990 25,637 26,292 17,751 246.7 80 Apr 26, 2024 J-GAAP
Mar, 2025 343,073 29,968 29,588 23,388 325.1 100 Apr 28, 2025 J-GAAP
Mar, 2026 Guidance 364,500 41,500 41,500 29,000 403.1 120 Apr 28, 2025 J-GAAP
YoY +6.2% +38.5% +40.3% +24.0% +24.0%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Jul - Sep, 2024 83,014 6,456 5,182 4,239 58.9 7.8 Oct 29, 2024 J-GAAP
Oct - Dec, 2024 87,849 7,113 8,374 5,277 73.4 8.1 Jan 31, 2025 J-GAAP
Jan - Mar, 2025 89,686 8,897 7,608 6,470 89.9 9.9 Apr 28, 2025 J-GAAP
Apr - Jun, 2025 81,828 7,884 7,602 4,911 68.3 9.6 Jul 29, 2025 J-GAAP
Jul - Sep, 2025 81,928 11,268 11,342 7,234 100.6 13.8 Oct 29, 2025 J-GAAP
YoY -1.3% +74.5% +118.9% +70.7% +70.7%

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