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Tohoku Steel, First Half Ordinary Profit Decreases by 6%

Thu Oct 30, 2025 4:00 pm JST Earnings

5484 Tohoku Steel Co.,Ltd. 【J-GAAP】

Earnings Report

Tohoku Steel Co.,Ltd. <5484> [TSE Std] announced its financial results after the market closed on October 30th (16:00). The consolidated ordinary profit for the cumulative second quarter of the fiscal year ending March 2026 (April to September) decreased 6.3% from the same period last year to 0.71 billion yen. However, Progress toward the full-year plan of 1.19 billion yen was 59.9%, also surpassing the five-year average of 49.8%.

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 decrease 21.9% from the same period last year to 0.47 billion yen.

In the most recent three-month period, from July to September (2Q), the consolidated ordinary profit decreased to 0.29 billion yen, a 7.0% decrease compared to the same period last year. The operating profit margin worsened from 6.3% in the same period last year to 4.4%.

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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 10,706 501 593 609 80.9 42.8 Oct 30, 2023 J-GAAP
Apr - Sep, 2024 10,793 694 761 547 72.7 55.5 Oct 30, 2024 J-GAAP
Apr - Sep, 2025 10,116 602 713 519 69.9 59.9 Oct 30, 2025 J-GAAP
YoY -6.3% -13.3% -6.3% -5.1% -3.9%

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 10,400 480 510 350 47.1 15 May 14, 2025 J-GAAP
Apr - Sep, 2025 Results 10,116 602 713 519 69.9 15 Oct 30, 2025 J-GAAP
Revision Rate -2.7% +25.4% +39.8% +48.3% +48.4%

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 10,385 555 611 461 61.4 20 May 14, 2025 J-GAAP
Oct - Mar, 2025 Guidance 10,784 498 477 331 44.6 20 Oct 30, 2025 J-GAAP
YoY +3.8% -10.3% -21.9% -28.2% -27.4%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2024 21,337 1,263 1,384 974 129.4 26 May 14, 2024 J-GAAP
Mar, 2025 21,178 1,249 1,372 1,008 134.2 40 May 14, 2025 J-GAAP
Mar, 2026 Guidance 20,900 1,100 1,190 850 114.4 35 May 14, 2025 J-GAAP
YoY -1.3% -11.9% -13.3% -15.7% -14.7%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Jul - Sep, 2024 5,237 332 315 226 30.0 6.3 Oct 30, 2024 J-GAAP
Oct - Dec, 2024 5,349 209 285 185 24.6 3.9 Jan 29, 2025 J-GAAP
Jan - Mar, 2025 5,036 346 326 276 36.8 6.9 May 14, 2025 J-GAAP
Apr - Jun, 2025 5,088 383 420 303 40.9 7.5 Jul 29, 2025 J-GAAP
Jul - Sep, 2025 5,028 219 293 216 29.1 4.4 Oct 30, 2025 J-GAAP
YoY -4.0% -34.0% -7.0% -4.4% -3.1%

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