kabutan

Tohoku Steel, Apr-Dec (Cumulative 3Q) Ordinary Profit Increases by 4%, Oct-Dec Ordinary Profit Increases by 33%

Tue Jan 27, 2026 4:00 pm JST Earnings

5484 Tohoku Steel Co.,Ltd. 【J-GAAP】

Earnings Report

Tohoku Steel Co.,Ltd. <5484> [TSE Std] announced its financial results after the market closed on January 27th (16:00). The consolidated ordinary profit for the cumulative third quarter of the fiscal year ending March 2026 (April to December) increased 4.3% from the same period last year, reaching 1.09 billion yen. Progress toward the full-year plan of 1.19 billion yen was 91.7%, also surpassing the five-year average of 74.7%.

Based on the cumulative third-quarter performance announced by the company and the unchanged full-year plan, our calculation indicates that the consolidated ordinary profit for the January to March period (4Q) is expected to significant drop 69.6% from the same period last year to 0.09 billion yen.

In the most recent three-month period, from October to December (3Q), the consolidated ordinary profit increased 32.6% from the same period last year, reaching 0.37 billion yen. The operating profit margin improved from 3.9% in the same period last year to 5.9%.

Kabutan News

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
Apr - Dec, 2023 15,962 817 930 844 112.2 67.2 Jan 29, 2024 J-GAAP
Apr - Dec, 2024 16,142 903 1,046 732 97.3 76.2 Jan 29, 2025 J-GAAP
Apr - Dec, 2025 15,339 908 1,091 892 120.2 91.7 Jan 27, 2026 J-GAAP
YoY -5.0% +0.6% +4.3% +21.9% +23.5%

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 10,385 555 611 461 61.4 20 May 14, 2025 J-GAAP
Oct - Mar, 2025 Guidance 10,784 498 477 331 44.6 20 Oct 30, 2025 J-GAAP
YoY +3.8% -10.3% -21.9% -28.2% -27.4%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2024 21,337 1,263 1,384 974 129.4 26 May 14, 2024 J-GAAP
Mar, 2025 21,178 1,249 1,372 1,008 134.2 40 May 14, 2025 J-GAAP
Mar, 2026 Guidance 20,900 1,100 1,190 850 114.4 35 May 14, 2025 J-GAAP
YoY -1.3% -11.9% -13.3% -15.7% -14.7%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Oct - Dec, 2024 5,349 209 285 185 24.6 3.9 Jan 29, 2025 J-GAAP
Jan - Mar, 2025 5,036 346 326 276 36.8 6.9 May 14, 2025 J-GAAP
Apr - Jun, 2025 5,088 383 420 303 40.9 7.5 Jul 29, 2025 J-GAAP
Jul - Sep, 2025 5,028 219 293 216 29.1 4.4 Oct 30, 2025 J-GAAP
Oct - Dec, 2025 5,223 306 378 373 50.3 5.9 Jan 27, 2026 J-GAAP
YoY -2.4% +46.4% +32.6% +101.6% +104.4%

Related Articles