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TOC, First Half Ordinary Profit Increases by 44%, Jul-Sep Ordinary Profit Increases by 82%

Tue Nov 11, 2025 3:30 pm JST Earnings

8841 TOC Co.,Ltd 【J-GAAP】

Earnings Report

TOC Co.,Ltd <8841> [TSE Std] announced its financial results after the market closed on November 11th (15:30). The consolidated ordinary profit for the cumulative second quarter of the fiscal year ending March 2026 (April to September) expanded 1.41 billion yen, an increase 43.7% compared to the same period last year. Progress toward the full-year plan of 2.50 billion yen was 56.5%, also surpassing the five-year average of 53.0%.

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 16.3% from the same period last year, reaching 1.08 billion yen.

In the most recent three-month period, from July to September (2Q), the consolidated ordinary profit increased 81.7% from the same period last year, reaching 0.79 billion yen. The operating profit margin jumped from 11.2% in the same period last year to 17.1%.

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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 6,824 1,239 1,452 5,922 63.0 54.5 Nov 7, 2023 J-GAAP
Apr - Sep, 2024 6,275 681 983 1,268 13.6 51.3 Nov 12, 2024 J-GAAP
Apr - Sep, 2025 7,131 1,047 1,413 971 11.0 56.5 Nov 11, 2025 J-GAAP
YoY +13.6% +53.7% +43.7% -23.4% -18.8%

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 7,130 1,040 1,410 970 11.0 5 Nov 4, 2025 J-GAAP
Apr - Sep, 2025 Results 7,131 1,047 1,413 971 11.0 5 Nov 11, 2025 J-GAAP
Revision Rate +0.0% +0.7% +0.2% +0.1% +0.2%

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 6,877 737 935 519 5.6 5 May 13, 2025 J-GAAP
Oct - Mar, 2025 Guidance 7,869 903 1,087 829 9.4 5 Nov 11, 2025 J-GAAP
YoY +14.4% +22.5% +16.3% +59.7% +67.6%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2024 13,715 2,285 2,664 5,123 54.6 10 May 14, 2024 J-GAAP
Mar, 2025 13,152 1,418 1,918 1,787 19.3 10 May 13, 2025 J-GAAP
Mar, 2026 Guidance 15,000 1,950 2,500 1,800 20.4 10 May 13, 2025 J-GAAP
YoY +14.1% +37.5% +30.3% +0.7% +5.6%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Jul - Sep, 2024 3,282 369 437 882 9.4 11.2 Nov 12, 2024 J-GAAP
Oct - Dec, 2024 3,382 608 704 486 5.2 18.0 Feb 4, 2025 J-GAAP
Jan - Mar, 2025 3,495 129 231 33 0.4 3.7 May 13, 2025 J-GAAP
Apr - Jun, 2025 3,465 419 619 414 4.7 12.1 Aug 5, 2025 J-GAAP
Jul - Sep, 2025 3,666 628 794 557 6.3 17.1 Nov 11, 2025 J-GAAP
YoY +11.7% +70.2% +81.7% -36.8% -33.1%

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