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TOWA, Ordinary Profit Forecast for the Fiscal Year Revised Downward to an Unexpected 26% Decrease

Fri Feb 6, 2026 3:30 pm JST Earnings

6315 TOWA CORPORATION 【J-GAAP】

Earnings Report

TOWA CORPORATION <6315> [TSE Prime] announced its financial results after the market closed on February 6th (15:30). The consolidated ordinary profit for the cumulative third quarter of the fiscal year ending March 2026 (April to December) dropped 47.8% from the same period last year to 3.69 billion yen.

In addition, the full-year forecast for consolidated ordinary profit has decreased 28.6%, from the previous forecast of 9.80 billion yen to 7.00 billion yen (compared to 9.40 billion yen in the previous period). This changes the outlook from an anticipated profit increase to a projection of a 25.5% 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 37.8%, from the previous forecast of 7.40 billion yen to 4.60 billion yen (compared to 4.17 billion yen in the same period of the previous year), leading to a reduction in the profit growth rate from 77.6% to 10.4%.

In the most recent three-month period, from October to December (3Q), the consolidated ordinary profit decreased to 1.30 billion yen, a 29.7% decrease compared to the same period last year. The operating profit margin decreased from 10.6% in the same period last year to 8.8%.

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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 32,032 4,075 4,318 3,112 41.5 47.6 Feb 7, 2024 J-GAAP
Apr - Dec, 2024 39,259 6,521 7,082 5,152 68.7 75.3 Feb 6, 2025 J-GAAP
Apr - Dec, 2025 36,930 3,685 3,696 2,627 35.0 52.8 Feb 6, 2026 J-GAAP
YoY -5.9% -43.5% -47.8% -49.0% -49.0%

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 32,551 7,307 7,406 5,011 66.8 20 Nov 7, 2025 J-GAAP
Oct - Mar, 2025 New 31,051 4,507 4,606 3,101 41.3 20 Feb 6, 2026 J-GAAP
Revision Rate -4.6% -38.3% -37.8% -38.1% -38.1%

Full Year Update

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2026 Prev 56,000 9,800 9,800 6,860 91.4 20 May 9, 2025 J-GAAP
Mar, 2026 New 54,500 7,000 7,000 4,950 66.0 20 Feb 6, 2026 J-GAAP
Revision Rate -2.7% -28.6% -28.6% -27.8% -27.8%

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 26,081 3,619 4,171 4,295 57.3 20 May 9, 2025 J-GAAP
Oct - Mar, 2025 Guidance 31,051 4,507 4,606 3,101 41.3 20 Feb 6, 2026 J-GAAP
YoY +19.1% +24.5% +10.4% -27.8% -27.8%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2024 50,471 8,661 9,079 6,444 85.9 13.33 May 10, 2024 J-GAAP
Mar, 2025 53,479 8,880 9,400 8,121 108.3 20 May 9, 2025 J-GAAP
Mar, 2026 Guidance 54,500 7,000 7,000 4,950 66.0 20 Feb 6, 2026 J-GAAP
YoY +1.9% -21.2% -25.5% -39.0% -39.1%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Oct - Dec, 2024 11,861 1,260 1,853 1,326 17.7 10.6 Feb 6, 2025 J-GAAP
Jan - Mar, 2025 14,220 2,359 2,318 2,969 39.6 16.6 May 9, 2025 J-GAAP
Apr - Jun, 2025 8,080 -581 -732 -528 -7.1 -7.2 Aug 7, 2025 J-GAAP
Jul - Sep, 2025 15,369 3,074 3,126 2,377 31.7 20.0 Nov 7, 2025 J-GAAP
Oct - Dec, 2025 13,481 1,192 1,302 778 10.4 8.8 Feb 6, 2026 J-GAAP
YoY +13.7% -5.4% -29.7% -41.3% -41.3%

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