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TOYODA GOSEI, Net Income Forecast for the Fiscal Year Revised Upward by 23%, Highest in Two Terms

Tue Feb 3, 2026 1:25 pm JST Earnings

7282 TOYODA GOSEI CO.,LTD. 【IFRS】

Earnings Report

TOYODA GOSEI CO.,LTD. <7282> [TSE Prime] announced its financial results (based on IFRS) in the afternoon session on February 3rd (13:25). The consolidated net income for the cumulative third quarter of the fiscal year ending March 2026 (April to December) expanded 43.8 billion yen, an increase 36.0% compared to the same period last year.

In addition, the full-year forecast for consolidated net income has been revised upward 23.3%, from the previous forecast of 43.0 billion yen to 53.0 billion yen (compared to 36.3 billion yen in the previous period), increasing the growth rate from 18.4% to 45.9%, reaches new record high for the first time in two terms.

Based on the full-year plan announced by the company after the upward revision, our estimate of the consolidated net income for the October to March period (second half) is expected to increase 65.5%, from the previous forecast of 15.2 billion yen to 25.2 billion yen (compared to 18.1 billion yen in the same period of the previous year), turning to a 39.5% increase in the consolidated net income outlook.

In the most recent three-month period, from October to December (3Q), the consolidated net income grew 15.0% from the same period last year, reaching 16.1 billion yen. However, the operating profit margin remained almost flat, changing from 6.7% in the same period last year to 6.6%.

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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 804,222 55,900 58,342 41,284 319.9 81.3 Feb 2, 2024 IFRS
Apr - Dec, 2024 786,954 47,079 49,306 32,267 254.0 83.3 Jan 31, 2025 IFRS
Apr - Dec, 2025 830,618 52,516 60,437 43,893 345.4 77.5 Feb 3, 2026 IFRS
YoY +5.5% +11.5% +22.6% +36.0% +36.0%

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 514,355 27,080 28,296 15,270 120.0 60 Oct 31, 2025 IFRS
Oct - Mar, 2025 New 604,355 37,080 42,296 25,270 198.6 60 Feb 3, 2026 IFRS
Revision Rate +17.5% +36.9% +49.5% +65.5% +65.5%

Full Year Update

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2026 Prev 1,050,000 60,000 64,000 43,000 337.9 110 Oct 31, 2025 IFRS
Mar, 2026 New 1,140,000 70,000 78,000 53,000 416.5 110 Feb 3, 2026 IFRS
Revision Rate +8.6% +16.7% +21.9% +23.3% +23.3%

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 543,860 30,971 33,848 18,121 142.7 55 Apr 25, 2025 IFRS
Oct - Mar, 2025 Guidance 604,355 37,080 42,296 25,270 198.6 60 Feb 3, 2026 IFRS
YoY +11.1% +19.7% +25.0% +39.5% +39.2%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2024 1,071,107 67,703 71,801 51,454 400.2 95 Apr 26, 2024 IFRS
Mar, 2025 1,059,798 59,844 59,168 36,331 286.0 105 Apr 25, 2025 IFRS
Mar, 2026 Guidance 1,140,000 70,000 78,000 53,000 416.5 110 Feb 3, 2026 IFRS
YoY +7.6% +17.0% +31.8% +45.9% +45.6%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Oct - Dec, 2024 271,016 18,206 23,986 14,057 110.7 6.7 Jan 31, 2025 IFRS
Jan - Mar, 2025 272,844 12,765 9,862 4,064 32.0 4.7 Apr 25, 2025 IFRS
Apr - Jun, 2025 260,417 18,373 18,233 13,473 106.0 7.1 Jul 31, 2025 IFRS
Jul - Sep, 2025 275,228 14,547 17,471 14,257 112.2 5.3 Oct 31, 2025 IFRS
Oct - Dec, 2025 294,973 19,596 24,733 16,163 127.2 6.6 Feb 3, 2026 IFRS
YoY +8.8% +7.6% +3.1% +15.0% +14.9%

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