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Toyo Logistics, First Half Ordinary Profit Increases by 1%

Tue Nov 11, 2025 2:40 pm JST Earnings

9306 Toyo Logistics Co.,Ltd. 【J-GAAP】

Earnings Report

Toyo Logistics Co.,Ltd. <9306> [TSE Std] announced its financial results in the afternoon session on November 11th (14:40). The consolidated ordinary profit for the cumulative second quarter of the fiscal year ending March 2026 (April to September) was 0.92 billion yen, a 0.7% increase compared to the same period last year. Progress toward the full-year plan of 1.75 billion yen was 53.0%, also surpassing the five-year average of 49.5%.

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 12.1% from the same period last year to 0.82 billion yen.

In the most recent three-month period, from July to September (2Q), the consolidated ordinary profit decreased to 0.39 billion yen, an 11.9% decrease compared to the same period last year. The operating profit margin worsened from 4.5% in the same period last year to 4.1%.

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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 13,917 664 976 751 99.6 53.6 Nov 9, 2023 J-GAAP
Apr - Sep, 2024 14,449 593 922 694 91.8 49.6 Nov 11, 2024 J-GAAP
Apr - Sep, 2025 14,935 665 928 899 119.2 53.0 Nov 11, 2025 J-GAAP
YoY +3.4% +12.1% +0.7% +29.5% +29.9%

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 14,900 665 930 900 120.0 30 Oct 30, 2025 J-GAAP
Apr - Sep, 2025 Results 14,935 665 928 899 119.2 30 Nov 11, 2025 J-GAAP
Revision Rate +0.2% 0.0% -0.2% -0.1% -0.6%

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 14,737 648 935 801 105.9 30 May 12, 2025 J-GAAP
Oct - Mar, 2025 Guidance 14,565 585 822 401 53.4 40 Nov 11, 2025 J-GAAP
YoY -1.2% -9.7% -12.1% -49.9% -49.6%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2024 27,875 1,129 1,820 1,369 181.4 55 May 10, 2024 J-GAAP
Mar, 2025 29,186 1,241 1,857 1,495 197.7 60 May 12, 2025 J-GAAP
Mar, 2026 Guidance 29,500 1,250 1,750 1,300 173.2 70 May 12, 2025 J-GAAP
YoY +1.1% +0.7% -5.8% -13.0% -12.4%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Jul - Sep, 2024 7,312 329 446 340 45.0 4.5 Nov 11, 2024 J-GAAP
Oct - Dec, 2024 7,628 420 613 543 71.8 5.5 Feb 10, 2025 J-GAAP
Jan - Mar, 2025 7,109 228 322 258 34.1 3.2 May 12, 2025 J-GAAP
Apr - Jun, 2025 7,364 355 535 560 74.0 4.8 Aug 8, 2025 J-GAAP
Jul - Sep, 2025 7,571 310 393 339 45.0 4.1 Nov 11, 2025 J-GAAP
YoY +3.5% -5.8% -11.9% -0.3% 0.0%

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