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TOLI , First Half Ordinary Profit Increases by 49%, Jul-Sep Ordinary Profit Increases by 2.2 times
7971 TOLI Corporation 【J-GAAP】
Earnings ReportTOLI Corporation <7971> [TSE Std] announced its financial results in the afternoon session on November 5th (14:00). The consolidated ordinary profit for the cumulative second quarter of the fiscal year ending March 2026 (April to September) expanded 1.71 billion yen, an increase 49.1% compared to the same period last year. Progress toward the full-year plan of 5.50 billion yen was 31.1%, exceeding the five-year average of 17.6%.
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 grow 7.7% from the same period last year, reaching 3.79 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 1.06 billion yen. The operating profit margin improved from 2.1% in the same period last year to 3.6%.
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Actual Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Progress Rate vs. First Half | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Apr - Sep, 2023 | 46,448 | 1,304 | 1,447 | 869 | 14.4 | 27.6 | Nov 2, 2023 | J-GAAP |
| Apr - Sep, 2024 | 47,418 | 1,012 | 1,147 | 689 | 11.6 | 24.6 | Nov 1, 2024 | J-GAAP |
| Apr - Sep, 2025 | 52,292 | 1,399 | 1,710 | 1,090 | 18.7 | 31.1 | Nov 5, 2025 | J-GAAP |
| YoY | +10.3% | +38.2% | +49.1% | +58.2% | +60.9% |
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 | 52,250 | 1,350 | 1,700 | 1,050 | 18.0 | 10 | Oct 31, 2025 | J-GAAP |
| Apr - Sep, 2025 Results | 52,292 | 1,399 | 1,710 | 1,090 | 18.7 | 10 | Nov 5, 2025 | J-GAAP |
| Revision Rate | +0.1% | +3.6% | +0.6% | +3.8% | +3.9% |
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 | 58,291 | 3,364 | 3,518 | 2,818 | 47.9 | 16 | May 8, 2025 | J-GAAP |
| Oct - Mar, 2025 Guidance | 58,708 | 3,701 | 3,790 | 2,910 | 50.0 | 22 | Nov 5, 2025 | J-GAAP |
| YoY | +0.7% | +10.0% | +7.7% | +3.3% | +4.3% |
Current Period Guidance
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Mar, 2024 | 102,470 | 4,978 | 5,240 | 3,689 | 61.7 | 19 | May 8, 2024 | J-GAAP |
| Mar, 2025 | 105,709 | 4,376 | 4,665 | 3,507 | 59.6 | 21 | May 8, 2025 | J-GAAP |
| Mar, 2026 Guidance | 111,000 | 5,100 | 5,500 | 4,000 | 68.7 | 32 | Oct 31, 2025 | J-GAAP |
| YoY | +5.0% | +16.5% | +17.9% | +14.1% | +15.2% |
Quarterly Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Operating Profit Margin | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Jul - Sep, 2024 | 24,746 | 531 | 490 | 290 | 4.9 | 2.1 | Nov 1, 2024 | J-GAAP |
| Oct - Dec, 2024 | 27,628 | 1,159 | 1,300 | 968 | 16.4 | 4.2 | Feb 5, 2025 | J-GAAP |
| Jan - Mar, 2025 | 30,663 | 2,205 | 2,218 | 1,850 | 31.5 | 7.2 | May 8, 2025 | J-GAAP |
| Apr - Jun, 2025 | 25,056 | 418 | 642 | 379 | 6.5 | 1.7 | Jul 30, 2025 | J-GAAP |
| Jul - Sep, 2025 | 27,236 | 981 | 1,068 | 711 | 12.2 | 3.6 | Nov 5, 2025 | J-GAAP |
| YoY | +10.1% | +84.7% | +118.0% | +145.2% | +149.4% |
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