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Tokushu Tokai Paper, First Half Ordinary Profit Increases by 9%, Jul-Sep Ordinary Profit Increases by 23%

Thu Nov 13, 2025 2:00 pm JST Earnings

3708 Tokushu Tokai Paper Co.,Ltd. 【J-GAAP】

Earnings Report

Tokushu Tokai Paper Co.,Ltd. <3708> [TSE Prime] announced its financial results in the afternoon session on November 13th (14:00). The consolidated ordinary profit for the cumulative second quarter of the fiscal year ending March 2026 (April to September) increased 8.8% from the same period last year, reaching 3.32 billion yen. However, Progress toward the full-year plan of 7.00 billion yen was 47.5%, almost the same as the five-year average of 50.2%.

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 15.9% from the same period last year, reaching 3.67 billion yen.

In the most recent three-month period, from July to September (2Q), the consolidated ordinary profit grew 23.3% from the same period last year, reaching 1.34 billion yen. The operating profit margin improved from 3.5% in the same period last year to 4.4%.

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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 42,615 783 2,949 2,328 65.4 47.7 Nov 14, 2023 J-GAAP
Apr - Sep, 2024 46,572 1,873 3,059 2,096 59.2 49.1 Nov 12, 2024 J-GAAP
Apr - Sep, 2025 47,910 2,359 3,327 2,307 66.2 47.5 Nov 13, 2025 J-GAAP
YoY +2.9% +25.9% +8.8% +10.1% +11.8%

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 ー ー ー ー － 21.67 May 15, 2025 J-GAAP
Apr - Sep, 2025 Results 47,910 2,359 3,327 2,307 66.2 21.67 Nov 13, 2025 J-GAAP
Revision Rate － － － － －

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 48,228 2,055 3,168 1,511 42.9 20 May 15, 2025 J-GAAP
Oct - Mar, 2025 Guidance 51,090 2,641 3,673 2,593 74.4 22 Nov 13, 2025 J-GAAP
YoY +5.9% +28.5% +15.9% +71.6% +73.3%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2024 86,517 2,296 6,188 4,590 129.3 40 May 15, 2024 J-GAAP
Mar, 2025 94,800 3,928 6,227 3,607 102.5 40 May 15, 2025 J-GAAP
Mar, 2026 Guidance 99,000 5,000 7,000 4,900 140.6 43.67 Aug 8, 2025 J-GAAP
YoY +4.4% +27.3% +12.4% +35.8% +37.2%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Jul - Sep, 2024 23,870 824 1,088 688 19.4 3.5 Nov 12, 2024 J-GAAP
Oct - Dec, 2024 24,679 1,003 1,763 1,604 45.4 4.1 Feb 13, 2025 J-GAAP
Jan - Mar, 2025 23,549 1,052 1,405 -93 -2.6 4.5 May 15, 2025 J-GAAP
Apr - Jun, 2025 24,284 1,325 1,985 1,370 39.3 5.5 Aug 8, 2025 J-GAAP
Jul - Sep, 2025 23,626 1,034 1,342 937 26.9 4.4 Nov 13, 2025 J-GAAP
YoY -1.0% +25.5% +23.3% +36.2% +38.3%

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