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TOYO WHARF & WAREHOUSE, First Half Ordinary Profit Increases by 62%, Jul-Sep Ordinary Profit Increases by 4.5 times

Fri Oct 31, 2025 4:00 pm JST Earnings

9351 TOYO WHARF & WAREHOUSE CO.,LTD. 【J-GAAP】

Earnings Report

TOYO WHARF & WAREHOUSE CO.,LTD. <9351> [TSE Std] announced its financial results after the market closed on October 31st (16:00). The consolidated ordinary profit for the cumulative second quarter of the fiscal year ending March 2026 (April to September) expanded 1.01 billion yen, an increase 61.6% compared to the same period last year. Progress toward the full-year plan of 1.50 billion yen was 67.5%, also surpassing the five-year average of 61.8%.

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 drop 35.7% from the same period last year to 0.48 billion yen.

In the most recent three-month period, from July to September (2Q), the consolidated ordinary profit surged 4.5 times that of the same period last year, reaching 0.36 billion yen. The operating profit margin improved from 1.0% in the same period last year to 3.6%.

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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 17,808 686 749 483 64.6 65.0 Nov 1, 2023 J-GAAP
Apr - Sep, 2024 17,537 494 627 468 63.2 45.3 Nov 1, 2024 J-GAAP
Apr - Sep, 2025 18,572 781 1,013 672 91.7 67.5 Oct 31, 2025 J-GAAP
YoY +5.9% +58.1% +61.6% +43.6% +45.2%

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 － 30 May 15, 2025 J-GAAP
Apr - Sep, 2025 Results 18,572 781 1,013 672 91.7 30 Oct 31, 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 17,563 661 757 656 88.6 35 May 15, 2025 J-GAAP
Oct - Mar, 2025 Guidance 19,428 519 487 328 45.2 30 Oct 31, 2025 J-GAAP
YoY +10.6% -21.5% -35.7% -50.0% -48.9%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2024 34,697 978 1,152 980 131.6 55 May 14, 2024 J-GAAP
Mar, 2025 35,100 1,155 1,384 1,124 151.8 60 May 15, 2025 J-GAAP
Mar, 2026 Guidance 38,000 1,300 1,500 1,000 137.9 60 May 15, 2025 J-GAAP
YoY +8.3% +12.6% +8.4% -11.0% -9.1%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Jul - Sep, 2024 8,541 84 81 149 20.1 1.0 Nov 1, 2024 J-GAAP
Oct - Dec, 2024 8,862 253 374 309 41.7 2.9 Feb 4, 2025 J-GAAP
Jan - Mar, 2025 8,701 408 383 347 46.9 4.7 May 15, 2025 J-GAAP
Apr - Jun, 2025 9,417 452 649 411 56.1 4.8 Jul 31, 2025 J-GAAP
Jul - Sep, 2025 9,155 329 364 261 35.6 3.6 Oct 31, 2025 J-GAAP
YoY +7.2% +291.7% +349.4% +75.2% +77.2%

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