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Toyokumo, Ordinary Profit Forecast for the Fiscal Year Revised Upward by 7%, Raises Record High Profit Forecast

Thu Nov 13, 2025 11:30 am JST Earnings

4058 Toyokumo, Inc. 【J-GAAP】

Earnings Report

Toyokumo, Inc. <4058> [TSE Growth] announced its financial results at noon (11:30) on November 13th. The consolidated ordinary profit for the cumulative third quarter of the fiscal year ending December 2025 (January to September) expanded 1.30 billion yen, an increase 54.9% compared to the same period last year.

In addition, the full-year forecast for consolidated ordinary profit has been revised upward 7.1%, from the previous forecast of 1.40 billion yen to 1.50 billion yen (compared to 1.16 billion yen in the previous period), increasing the growth rate from 20.5% to 29.1%, further surpassing the previous forecast of record-high profits for six consecutive terms.

Based on the full-year plan announced by the company after the upward revision, our estimate of the consolidated ordinary profit for the July to December period (second half) is expected to increase 18.4%, from the previous forecast of 0.54 billion yen to 0.64 billion yen (compared to 0.60 billion yen in the same period of the previous year), turning to a 6.8% increase in the consolidated ordinary profit outlook.

In the most recent three-month period, from July to September (3Q), the consolidated ordinary profit increased 58.3% from the same period last year, reaching 0.44 billion yen. The operating profit margin remained almost flat, changing from 35.2% in the same period last year to 35.2%.

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Actual Results

Accumulated Results 3rd Quarter
Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Progress Rate vs. First Half Announce Accounting Standards
Jan - Sep, 2023 1,764 663 663 459 43.8 75.8 Nov 13, 2023 J-GAAP
Jan - Sep, 2024 2,250 841 842 582 53.5 72.5 Nov 13, 2024 J-GAAP
Jan - Sep, 2025 3,512 1,301 1,304 850 78.0 86.9 Nov 13, 2025 J-GAAP
YoY +56.1% +54.7% +54.9% +46.0% +45.8%

Guidance Update

Second Half Update

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Jul - Dec, 2025 Prev 2,353 544 544 538 49.1 20 Aug 13, 2025 J-GAAP
Jul - Dec, 2025 New 2,553 644 644 538 49.1 20 Nov 13, 2025 J-GAAP
Revision Rate +8.5% +18.4% +18.4% 0.0% 0.0%

Full Year Update

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Dec, 2025 Prev 4,600 1,400 1,400 1,100 100.4 20 Feb 13, 2025 J-GAAP
Dec, 2025 New 4,800 1,500 1,500 1,100 100.4 20 Nov 13, 2025 J-GAAP
Revision Rate +4.3% +7.1% +7.1% 0.0% 0.0%

Current Period Guidance

Second Half Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Jul - Dec, 2024 1,698 603 603 455 41.8 14 Feb 13, 2025 J-GAAP
Jul - Dec, 2025 Guidance 2,553 644 644 538 49.1 20 Nov 13, 2025 J-GAAP
YoY +50.4% +6.8% +6.8% +18.2% +17.6%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Dec, 2023 2,434 875 875 631 59.6 10 Feb 13, 2024 J-GAAP
Dec, 2024 3,146 1,162 1,162 841 77.2 14 Feb 13, 2025 J-GAAP
Dec, 2025 Guidance 4,800 1,500 1,500 1,100 100.4 20 Nov 13, 2025 J-GAAP
YoY +52.6% +29.1% +29.1% +30.8% +30.1%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Jul - Sep, 2024 802 282 283 196 18.0 35.2 Nov 13, 2024 J-GAAP
Oct - Dec, 2024 896 321 320 259 23.8 35.8 Feb 13, 2025 J-GAAP
Jan - Mar, 2025 1,077 331 332 219 20.2 30.7 May 14, 2025 J-GAAP
Apr - Jun, 2025 1,170 525 524 343 31.5 44.9 Aug 13, 2025 J-GAAP
Jul - Sep, 2025 1,265 445 448 288 26.4 35.2 Nov 13, 2025 J-GAAP
YoY +57.7% +57.8% +58.3% +46.9% +46.7%

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