TOBA INC, Ordinary Profit Forecast for the Fiscal Year Revised Downward to an Unexpected 13% Decrease, Dividend Revised Upward by 20 Yen

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Fri Feb 6, 2026 3:30 pm JST Earnings

7472 TOBA,INC. 【J-GAAP】

Earnings Report

TOBA,INC. <7472> [TSE Std] 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) decreased 5.6% from the same period last year to 1.15 billion yen.

In addition, the full-year forecast for consolidated ordinary profit has decreased 19.1%, from the previous forecast of 1.95 billion yen to 1.57 billion yen (compared to 1.81 billion yen in the previous period). This changes the outlook from an anticipated profit increase to a projection of a 12.9% 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 32.4%, from the previous forecast of 1.14 billion yen to 0.77 billion yen (compared to 1.08 billion yen in the same period of the previous year). This changes the outlook from an anticipated profit increase to a projection of a 28.4% decrease in profit.

At the same time, the company has increased its planned year-end lump-sum dividend for the current fiscal year from the original plan of 130 yen to 150 yen (compared to 130 yen in the previous period).

In the most recent three-month period, from October to December (3Q), the consolidated ordinary profit decreased to 0.35 billion yen, a 28.7% decrease compared to the same period last year. The operating profit margin worsened from 5.6% in the same period last year to 4.6%.

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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	21,355	1,173	1,249	855	209.9	77.2	Feb 8, 2024	J-GAAP
Apr - Dec, 2024	22,444	1,127	1,223	828	209.0	67.5	Feb 5, 2025	J-GAAP
Apr - Dec, 2025	21,550	1,075	1,155	795	202.1	73.2	Feb 6, 2026	J-GAAP
YoY	-4.0%	-4.6%	-5.6%	-4.0%	-3.3%

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	18,579	1,101	1,148	792	202.4	130	Nov 7, 2025	J-GAAP
Oct - Mar, 2025 New	15,079	721	776	519	132.6	150	Feb 6, 2026	J-GAAP
Revision Rate	-18.8%	-34.5%	-32.4%	-34.5%	-34.5%

Full Year Update

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Adj. Dividend	Announce	Accounting Standards
Mar, 2026 Prev	33,000	1,850	1,950	1,350	345.0	130	May 9, 2025	J-GAAP
Mar, 2026 New	29,500	1,470	1,578	1,077	275.2	150	Feb 6, 2026	J-GAAP
Revision Rate	-10.6%	-20.5%	-19.1%	-20.2%	-20.2%

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	17,379	1,022	1,084	738	186.4	130	May 9, 2025	J-GAAP
Oct - Mar, 2025 Guidance	15,079	721	776	519	132.6	150	Feb 6, 2026	J-GAAP
YoY	-13.2%	-29.5%	-28.4%	-29.7%	-28.8%

Current Period Guidance

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Adj. Dividend	Announce	Accounting Standards
Mar, 2024	28,449	1,514	1,618	1,074	264.9	120	May 10, 2024	J-GAAP
Mar, 2025	31,565	1,684	1,812	1,231	310.9	130	May 9, 2025	J-GAAP
Mar, 2026 Guidance	29,500	1,470	1,578	1,077	275.2	150	Feb 6, 2026	J-GAAP
YoY	-6.5%	-12.7%	-12.9%	-12.5%	-11.5%

Quarterly Results

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Operating Profit Margin	Announce	Accounting Standards
Oct - Dec, 2024	8,258	465	495	335	84.5	5.6	Feb 5, 2025	J-GAAP
Jan - Mar, 2025	9,121	557	589	403	101.8	6.1	May 9, 2025	J-GAAP
Apr - Jun, 2025	7,539	416	452	319	80.7	5.5	Aug 7, 2025	J-GAAP
Jul - Sep, 2025	6,882	333	350	239	60.6	4.8	Nov 7, 2025	J-GAAP
Oct - Dec, 2025	7,129	326	353	237	60.2	4.6	Feb 6, 2026	J-GAAP
YoY	-13.7%	-29.9%	-28.7%	-29.3%	-28.7%