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TOYOBO, Ordinary Profit Forecast for the Fiscal Year Revised Upward by 13%

Mon Nov 10, 2025 1:00 pm JST Earnings

3101 TOYOBO CO.,LTD. 【J-GAAP】

Earnings Report

TOYOBO CO.,LTD. <3101> [TSE Prime] announced its financial results in the afternoon session on November 10th (13:00). The consolidated ordinary profit for the cumulative second quarter of the fiscal year ending March 2026 (April to September) surged 3.2 times that of the same period last year, reaching 10.0 billion yen.

In addition, the full-year forecast for consolidated ordinary profit has been revised upward 12.9%, from the previous forecast of 15.5 billion yen to 17.5 billion yen (compared to 10.5 billion yen in the previous period), increasing the growth rate from 46.4% to 65.2%.

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 October to March period (second half) is expected to nearly flat at 7.44 billion yen, up 0.4% from the same period last year.

In the most recent three-month period, from July to September (2Q), the consolidated ordinary profit surged 5.0 times that of the same period last year, reaching 5.79 billion yen. The operating profit margin improved from 3.7% in the same period last year to 6.2%.

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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 199,419 2,361 1,038 2,011 22.8 14.9 Nov 9, 2023 J-GAAP
Apr - Sep, 2024 209,161 6,931 3,180 114 1.3 30.0 Nov 7, 2024 J-GAAP
Apr - Sep, 2025 204,016 11,790 10,058 5,732 65.0 57.5 Nov 10, 2025 J-GAAP
YoY -2.5% +70.1% +216.3% +4,928.1% +4,937.2%

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 － 0 May 12, 2025 J-GAAP
Apr - Sep, 2025 Results 204,016 11,790 10,058 5,732 65.0 0 Nov 10, 2025 J-GAAP
Revision Rate － － － － －

Guidance Update

Full Year Update

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2026 Prev 440,000 21,000 15,500 4,500 51.0 40 May 12, 2025 J-GAAP
Mar, 2026 New 425,000 23,000 17,500 6,500 73.7 40 Nov 10, 2025 J-GAAP
Revision Rate -3.4% +9.5% +12.9% +44.4% +44.5%

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 212,871 9,722 7,411 1,889 21.4 40 May 12, 2025 J-GAAP
Oct - Mar, 2025 Guidance 220,984 11,210 7,442 768 8.7 40 Nov 10, 2025 J-GAAP
YoY +3.8% +15.3% +0.4% -59.3% -59.4%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2024 414,265 8,995 6,962 2,455 27.9 40 May 13, 2024 J-GAAP
Mar, 2025 422,032 16,653 10,591 2,003 22.7 40 May 12, 2025 J-GAAP
Mar, 2026 Guidance 425,000 23,000 17,500 6,500 73.7 40 Nov 10, 2025 J-GAAP
YoY +0.7% +38.1% +65.2% +224.5% +224.1%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Jul - Sep, 2024 103,986 3,842 1,165 -670 -7.6 3.7 Nov 7, 2024 J-GAAP
Oct - Dec, 2024 105,068 3,244 2,354 607 6.9 3.1 Feb 12, 2025 J-GAAP
Jan - Mar, 2025 107,803 6,478 5,057 1,282 14.6 6.0 May 12, 2025 J-GAAP
Apr - Jun, 2025 102,910 5,566 4,267 1,573 17.8 5.4 Aug 7, 2025 J-GAAP
Jul - Sep, 2025 101,106 6,224 5,791 4,159 47.2 6.2 Nov 10, 2025 J-GAAP
YoY -2.8% +62.0% +397.1% － －

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