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TAOKA CHEMICAL, Ordinary Profit Forecast for the Fiscal Year Revised Downward to an Unexpected 3% Decrease

Wed Jan 28, 2026 3:00 pm JST Earnings

4113 TAOKA CHEMICAL COMPANY, LIMITED 【J-GAAP】

Earnings Report

TAOKA CHEMICAL COMPANY, LIMITED <4113> [TSE Std] announced its financial results in the afternoon session on January 28th (15:00). The consolidated ordinary profit for the cumulative third quarter of the fiscal year ending March 2026 (April to December) increased 22.8% from the same period last year, reaching 1.80 billion yen.

However, the full-year forecast for consolidated ordinary profit has decreased 26.9%, from the previous forecast of 2.60 billion yen to 1.90 billion yen (compared to 1.96 billion yen in the previous period). This changes the outlook from an anticipated profit increase to a projection of a 3.3% decrease in profit.

Based on the full-year plan announced by the company after the downward revision, our estimate of the consolidated ordinary profit for the October to March period (second half) has decreased 60.0%, from the previous forecast of 1.16 billion yen to 0.46 billion yen (compared to 1.01 billion yen in the same period of the previous year). This changes the outlook from an anticipated profit increase to a projection of a 54.0% decrease in profit.

In the most recent three-month period, from October to December (3Q), the consolidated ordinary profit decreased to 0.37 billion yen, a 28.8% decrease compared to the same period last year. The operating profit margin worsened from 6.8% in the same period last year to 4.7%.

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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
Apr - Dec, 2023 21,492 833 885 628 43.8 77.5 Jan 31, 2024 J-GAAP
Apr - Dec, 2024 22,382 1,399 1,469 1,086 75.8 74.8 Jan 31, 2025 J-GAAP
Apr - Dec, 2025 25,382 1,769 1,804 1,321 92.2 94.9 Jan 28, 2026 J-GAAP
YoY +13.4% +26.4% +22.8% +21.6% +21.6%

Guidance Update

Second Half Update

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Oct - Mar, 2025 Prev 17,805 1,194 1,167 698 48.7 18 Oct 29, 2025 J-GAAP
Oct - Mar, 2025 New 15,305 494 467 298 20.8 18 Jan 28, 2026 J-GAAP
Revision Rate -14.0% -58.6% -60.0% -57.3% -57.3%

Full Year Update

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2026 Prev 35,500 2,600 2,600 1,750 122.1 36 Oct 29, 2025 J-GAAP
Mar, 2026 New 33,000 1,900 1,900 1,350 94.2 36 Jan 28, 2026 J-GAAP
Revision Rate -7.0% -26.9% -26.9% -22.9% -22.9%

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 14,868 989 1,016 840 58.6 22 May 12, 2025 J-GAAP
Oct - Mar, 2025 Guidance 15,305 494 467 298 20.8 18 Jan 28, 2026 J-GAAP
YoY +2.9% -50.1% -54.0% -64.5% -64.5%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2024 28,544 1,075 1,142 820 57.3 18 May 14, 2024 J-GAAP
Mar, 2025 29,930 1,887 1,964 1,478 103.2 31 May 12, 2025 J-GAAP
Mar, 2026 Guidance 33,000 1,900 1,900 1,350 94.2 36 Jan 28, 2026 J-GAAP
YoY +10.3% +0.7% -3.3% -8.7% -8.7%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Oct - Dec, 2024 7,320 501 521 448 31.3 6.8 Jan 31, 2025 J-GAAP
Jan - Mar, 2025 7,548 488 495 392 27.4 6.5 May 12, 2025 J-GAAP
Apr - Jun, 2025 8,558 741 757 554 38.7 8.7 Jul 30, 2025 J-GAAP
Jul - Sep, 2025 9,137 665 676 498 34.8 7.3 Oct 29, 2025 J-GAAP
Oct - Dec, 2025 7,687 363 371 269 18.8 4.7 Jan 28, 2026 J-GAAP
YoY +5.0% -27.5% -28.8% -40.0% -40.0%

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