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TOSOH, Ordinary Profit Forecast for the Fiscal Year Revised Downward by 9%

Thu Feb 5, 2026 1:00 pm JST Earnings

4042 TOSOH CORPORATION 【J-GAAP】

Earnings Report

TOSOH CORPORATION <4042> [TSE Prime] announced its financial results in the afternoon session on February 5th (13:00). The consolidated ordinary profit for the cumulative third quarter of the fiscal year ending March 2026 (April to December) decreased 6.7% from the same period last year to 76.9 billion yen.

In addition, the full-year forecast for consolidated ordinary profit has decreased 8.7%, from the previous forecast of 103 billion yen to 94.0 billion yen (compared to 103 billion yen in the previous period), leading to an increase in the profit decline rate from 0.005% to 8.7%.

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 15.7%, from the previous forecast of 57.2 billion yen to 48.2 billion yen (compared to 57.8 billion yen in the same period of the previous year), leading to an increase in the profit decline rate from 1.1% to 16.6%.

In the most recent three-month period, from October to December (3Q), the consolidated ordinary profit decreased to 31.2 billion yen, a 16.6% decrease compared to the same period last year. The operating profit margin decreased from 10.2% in the same period last year to 9.8%.

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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 747,889 59,551 68,672 41,367 130.0 71.6 Feb 5, 2024 J-GAAP
Apr - Dec, 2024 795,696 74,600 82,545 48,525 152.4 80.1 Feb 6, 2025 J-GAAP
Apr - Dec, 2025 756,078 69,894 76,979 24,629 77.9 81.9 Feb 5, 2026 J-GAAP
YoY -5.0% -6.3% -6.7% -49.2% -48.8%

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 520,861 58,258 57,259 30,623 99.0 50 Nov 4, 2025 J-GAAP
Oct - Mar, 2025 New 510,861 45,258 48,259 22,623 73.1 50 Feb 5, 2026 J-GAAP
Revision Rate -1.9% -22.3% -15.7% -26.1% -26.1%

Full Year Update

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2026 Prev 1,020,000 103,000 103,000 38,000 122.8 100 Nov 4, 2025 J-GAAP
Mar, 2026 New 1,010,000 90,000 94,000 30,000 96.9 100 Feb 5, 2026 J-GAAP
Revision Rate -1.0% -12.6% -8.7% -21.1% -21.1%

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 535,759 51,519 57,899 33,061 103.8 50 May 13, 2025 J-GAAP
Oct - Mar, 2025 Guidance 510,861 45,258 48,259 22,623 73.1 50 Feb 5, 2026 J-GAAP
YoY -4.6% -12.2% -16.6% -31.6% -29.6%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2024 1,005,640 79,845 95,920 57,324 180.1 85 May 13, 2024 J-GAAP
Mar, 2025 1,063,382 98,906 103,005 58,002 182.1 100 May 13, 2025 J-GAAP
Mar, 2026 Guidance 1,010,000 90,000 94,000 30,000 96.9 100 Feb 5, 2026 J-GAAP
YoY -5.0% -9.0% -8.7% -48.3% -46.8%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Oct - Dec, 2024 268,073 27,213 37,439 23,584 74.1 10.2 Feb 6, 2025 J-GAAP
Jan - Mar, 2025 267,686 24,306 20,460 9,477 29.8 9.1 May 13, 2025 J-GAAP
Apr - Jun, 2025 245,128 16,078 14,082 6,529 20.5 6.6 Aug 5, 2025 J-GAAP
Jul - Sep, 2025 254,011 28,664 31,659 848 2.7 11.3 Nov 4, 2025 J-GAAP
Oct - Dec, 2025 256,939 25,152 31,238 17,252 54.6 9.8 Feb 5, 2026 J-GAAP
YoY -4.2% -7.6% -16.6% -26.8% -26.3%

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