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Tokuyama, Ordinary Profit Forecast for the Fiscal Year Revised Downward by 6%

Fri Jan 30, 2026 9:00 am JST Earnings

4043 Tokuyama Corporation 【J-GAAP】

Earnings Report

Tokuyama Corporation <4043> [TSE Prime] announced its financial results in the morning on January 30th (09:00). The consolidated ordinary profit for the cumulative third quarter of the fiscal year ending March 2026 (April to December) increased 24.9% from the same period last year, reaching 27.4 billion yen.

However, the full-year forecast for consolidated ordinary profit has decreased 6.0%, from the previous forecast of 41.5 billion yen to 39.0 billion yen (compared to 29.5 billion yen in the previous period), leading to a reduction in the profit growth rate from 40.3% to 31.8%.

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 11.1%, from the previous forecast of 22.5 billion yen to 20.0 billion yen (compared to 15.9 billion yen in the same period of the previous year), leading to a reduction in the profit growth rate from 41.1% to 25.5%.

In the most recent three-month period, from October to December (3Q), the consolidated ordinary profit amounted to 8.49 billion yen, an increase of 1.5% compared to the same period last year. The operating profit margin improved from 8.1% in the same period last year to 8.6%.

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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 250,255 16,937 16,980 11,907 165.5 64.6 Jan 31, 2024 J-GAAP
Apr - Dec, 2024 253,387 21,071 21,980 16,918 235.2 74.3 Jan 31, 2025 J-GAAP
Apr - Dec, 2025 251,524 26,730 27,443 18,870 262.3 70.4 Jan 30, 2026 J-GAAP
YoY -0.7% +26.9% +24.9% +11.5% +11.5%

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 200,744 22,348 22,556 16,855 234.3 60 Oct 29, 2025 J-GAAP
Oct - Mar, 2025 New 187,744 19,848 20,056 15,355 213.4 60 Jan 30, 2026 J-GAAP
Revision Rate -6.5% -11.2% -11.1% -8.9% -8.9%

Full Year Update

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2026 Prev 364,500 41,500 41,500 29,000 403.1 120 Apr 28, 2025 J-GAAP
Mar, 2026 New 351,500 39,000 39,000 27,500 382.2 120 Jan 30, 2026 J-GAAP
Revision Rate -3.6% -6.0% -6.0% -5.2% -5.2%

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 177,535 16,010 15,982 11,747 163.3 50 Apr 28, 2025 J-GAAP
Oct - Mar, 2025 Guidance 187,744 19,848 20,056 15,355 213.4 60 Jan 30, 2026 J-GAAP
YoY +5.8% +24.0% +25.5% +30.7% +30.7%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2024 341,990 25,637 26,292 17,751 246.7 80 Apr 26, 2024 J-GAAP
Mar, 2025 343,073 29,968 29,588 23,388 325.1 100 Apr 28, 2025 J-GAAP
Mar, 2026 Guidance 351,500 39,000 39,000 27,500 382.2 120 Jan 30, 2026 J-GAAP
YoY +2.5% +30.1% +31.8% +17.6% +17.6%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Oct - Dec, 2024 87,849 7,113 8,374 5,277 73.4 8.1 Jan 31, 2025 J-GAAP
Jan - Mar, 2025 89,686 8,897 7,608 6,470 89.9 9.9 Apr 28, 2025 J-GAAP
Apr - Jun, 2025 81,828 7,884 7,602 4,911 68.3 9.6 Jul 29, 2025 J-GAAP
Jul - Sep, 2025 81,928 11,268 11,342 7,234 100.6 13.8 Oct 29, 2025 J-GAAP
Oct - Dec, 2025 87,768 7,578 8,499 6,725 93.5 8.6 Jan 30, 2026 J-GAAP
YoY -0.1% +6.5% +1.5% +27.4% +27.4%

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