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TODA KOGYO, Ordinary Profit Forecast for the Fiscal Year Revised Downward to a Loss

Tue Nov 11, 2025 3:30 pm JST Earnings

4100 TODA KOGYO CORP. 【J-GAAP】

Earnings Report

TODA KOGYO CORP. <4100> [TSE Std] announced its financial results after the market closed on November 11th (15:30). The consolidated ordinary profit/loss for the cumulative second quarter of the fiscal year ending March 2026 (April to September) turned into a profit of 0.01 billion yen (compared to a loss of 0.26 billion yen in the same period last year).

However, the full-year forecast for consolidated ordinary profit/loss has been revised downward from an expected profit of 0.60 billion yen to a loss of 0.30 billion yen (compared to a loss of 1.41 billion yen in the previous period), turning to a loss outlook.

Based on the first-half performance announced by the company and the full-year plan, our calculation indicates that the consolidated ordinary loss for the October to March period (second half) is expected to further decrease loss of 0.31 billion yen (compared to a loss of 1.14 billion yen in the same period last year).

In the most recent three-month period, from July to September (2Q), the consolidated ordinary profit/loss turned to a profit of 0.07 billion yen (compared to a loss of 0.44 billion yen in the same period last year). The operating profit/loss margin drastically improved from -3.3% in the same period last year to 4.5%.

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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 12,674 -11 970 801 138.7 83.0 Nov 10, 2023 J-GAAP
Apr - Sep, 2024 14,508 -267 -266 -879 -152.2 ー Nov 11, 2024 J-GAAP
Apr - Sep, 2025 14,309 599 18 -108 -18.7 ー Nov 11, 2025 J-GAAP
YoY -1.4% － － +87.7% +87.7%

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 14,000 300 0 -300 -51.9 0 May 15, 2025 J-GAAP
Apr - Sep, 2025 Results 14,309 599 18 -108 -18.7 0 Nov 11, 2025 J-GAAP
Revision Rate +2.2% +99.7% － +64.0% +63.9%

Guidance Update

Full Year Update

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2026 Prev 29,000 900 600 200 34.6 0 May 15, 2025 J-GAAP
Mar, 2026 New 28,500 1,000 -300 -700 -121.1 0 Nov 11, 2025 J-GAAP
Revision Rate -1.7% +11.1% － － －

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 17,159 -381 -1,145 -2,684 -464.4 0 May 15, 2025 J-GAAP
Oct - Mar, 2025 Guidance 14,191 401 -318 -592 -102.4 0 Nov 11, 2025 J-GAAP
YoY -17.3% － +72.2% +77.9% +77.9%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2024 26,234 117 1,168 -3,581 -620.0 0 May 15, 2024 J-GAAP
Mar, 2025 31,667 -648 -1,411 -3,563 -616.4 0 May 15, 2025 J-GAAP
Mar, 2026 Guidance 28,500 1,000 -300 -700 -121.1 0 Nov 11, 2025 J-GAAP
YoY -10.0% － +78.7% +80.4% +80.4%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Jul - Sep, 2024 7,201 -236 -442 -907 -157.1 -3.3 Nov 11, 2024 J-GAAP
Oct - Dec, 2024 7,249 62 49 80 13.9 0.9 Feb 10, 2025 J-GAAP
Jan - Mar, 2025 9,910 -443 -1,194 -2,764 -478.2 -4.5 May 15, 2025 J-GAAP
Apr - Jun, 2025 7,295 282 -57 -112 -19.5 3.9 Aug 7, 2025 J-GAAP
Jul - Sep, 2025 7,014 317 75 4 0.7 4.5 Nov 11, 2025 J-GAAP
YoY -2.6% － － － －

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