kabutan

TOYOBO, Ordinary Profit Forecast for the Fiscal Year Revised Upward by 11%

Mon Feb 9, 2026 1:00 pm JST Earnings

3101 TOYOBO CO.,LTD. 【J-GAAP】

Earnings Report

TOYOBO CO.,LTD. <3101> [TSE Prime] announced its financial results in the afternoon session on February 9th (13:00). The consolidated ordinary profit for the cumulative third quarter of the fiscal year ending March 2026 (April to December) surged 2.9 times that of the same period last year, reaching 15.8 billion yen.

In addition, the full-year forecast for consolidated ordinary profit has been revised upward 11.4%, from the previous forecast of 17.5 billion yen to 19.5 billion yen (compared to 10.5 billion yen in the previous period), increasing the growth rate from 65.2% to 84.1%.

Based on the full-year plan announced by the company after the upward revision, our estimate of the consolidated ordinary profit for the October to March period (second half) is expected to increase 26.9%, from the previous forecast of 7.44 billion yen to 9.44 billion yen (compared to 7.41 billion yen in the same period of the previous year), increasing the growth rate from 0.4% to 27.4%.

In the most recent three-month period, from October to December (3Q), the consolidated ordinary profit surged 2.5 times that of the same period last year, reaching 5.77 billion yen. The operating profit margin significantly improved from 3.1% in the same period last year to 6.3%.

Kabutan News

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 307,323 4,992 2,395 1,573 17.9 34.4 Feb 8, 2024 J-GAAP
Apr - Dec, 2024 314,229 10,175 5,534 721 8.2 52.3 Feb 12, 2025 J-GAAP
Apr - Dec, 2025 307,515 18,273 15,836 7,827 88.7 81.2 Feb 9, 2026 J-GAAP
YoY -2.1% +79.6% +186.2% +985.6% +984.6%

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 220,984 11,210 7,442 768 8.7 40 Nov 10, 2025 J-GAAP
Oct - Mar, 2025 New 225,984 12,210 9,442 2,768 31.4 40 Feb 9, 2026 J-GAAP
Revision Rate +2.3% +8.9% +26.9% +260.4% +260.6%

Full Year Update

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2026 Prev 425,000 23,000 17,500 6,500 73.7 40 Nov 10, 2025 J-GAAP
Mar, 2026 New 430,000 24,000 19,500 8,500 96.3 40 Feb 9, 2026 J-GAAP
Revision Rate +1.2% +4.3% +11.4% +30.8% +30.8%

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 212,871 9,722 7,411 1,889 21.4 40 May 12, 2025 J-GAAP
Oct - Mar, 2025 Guidance 225,984 12,210 9,442 2,768 31.4 40 Feb 9, 2026 J-GAAP
YoY +6.2% +25.6% +27.4% +46.5% +46.3%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2024 414,265 8,995 6,962 2,455 27.9 40 May 13, 2024 J-GAAP
Mar, 2025 422,032 16,653 10,591 2,003 22.7 40 May 12, 2025 J-GAAP
Mar, 2026 Guidance 430,000 24,000 19,500 8,500 96.3 40 Feb 9, 2026 J-GAAP
YoY +1.9% +44.1% +84.1% +324.4% +323.8%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Oct - Dec, 2024 105,068 3,244 2,354 607 6.9 3.1 Feb 12, 2025 J-GAAP
Jan - Mar, 2025 107,803 6,478 5,057 1,282 14.6 6.0 May 12, 2025 J-GAAP
Apr - Jun, 2025 102,910 5,566 4,267 1,573 17.8 5.4 Aug 7, 2025 J-GAAP
Jul - Sep, 2025 101,106 6,224 5,791 4,159 47.2 6.2 Nov 10, 2025 J-GAAP
Oct - Dec, 2025 103,499 6,483 5,778 2,095 23.8 6.3 Feb 9, 2026 J-GAAP
YoY -1.5% +99.8% +145.5% +245.1% +244.7%

Related Articles