ROHTO PHARMA, Ordinary Profit Forecast for the Fiscal Year Revised Upward by 6%, Exceeded Record Profit Forecast, Dividend Revised Upward by 1 Yen

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Thu Feb 12, 2026 3:30 pm JST Earnings

4527 ROHTO PHARMACEUTICAL CO.,LTD. 【J-GAAP】

Earnings Report

ROHTO PHARMACEUTICAL CO.,LTD. <4527> [TSE Prime] announced its financial results after the market closed on February 12th (15:30). The consolidated ordinary profit for the cumulative third quarter of the fiscal year ending March 2026 (April to December) increased 20.5% from the same period last year, reaching 39.8 billion yen.

In addition, the full-year forecast for consolidated ordinary profit has been revised upward 5.7%, from the previous forecast of 44.0 billion yen to 46.5 billion yen (compared to 40.4 billion yen in the previous period), increasing the growth rate from 8.8% to 15.0%. The company has further increased its previous forecast of record profits for the first time in two years.

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 12.9%, from the previous forecast of 19.3 billion yen to 21.8 billion yen (compared to 21.8 billion yen in the same period of the previous year), turning to a 0.2% increase in the consolidated ordinary profit outlook.

In light of the strong performance, the company has increased its planned annual dividend for the current fiscal year from the original plan of 43 yen to 44 yen (compared to 36 yen in the previous period).

In the most recent three-month period, from October to December (3Q), the consolidated ordinary profit grew 5.2% from the same period last year, reaching 15.2 billion yen. However, the operating profit margin decreased from 16.3% in the same period last year to 16.1%.

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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	201,163	35,262	37,247	26,157	114.7	87.8	Feb 9, 2024	J-GAAP
Apr - Dec, 2024	225,895	31,960	33,076	24,744	108.5	81.8	Feb 12, 2025	J-GAAP
Apr - Dec, 2025	253,071	33,575	39,852	28,279	125.2	85.7	Feb 12, 2026	J-GAAP
YoY	+12.0%	+5.1%	+20.5%	+14.3%	+15.4%

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	174,243	20,183	19,391	14,348	63.5	22	Nov 13, 2025	J-GAAP
Oct - Mar, 2025 New	176,243	21,183	21,891	15,348	67.9	23	Feb 12, 2026	J-GAAP
Revision Rate	+1.1%	+5.0%	+12.9%	+7.0%	+7.0%

Full Year Update

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Adj. Dividend	Announce	Accounting Standards
Mar, 2026 Prev	338,500	39,500	44,000	32,000	141.6	43	Nov 13, 2025	J-GAAP
Mar, 2026 New	340,500	40,500	46,500	33,000	146.0	44	Feb 12, 2026	J-GAAP
Revision Rate	+0.6%	+2.5%	+5.7%	+3.1%	+3.1%

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	169,543	21,148	21,840	18,085	79.4	20	May 13, 2025	J-GAAP
Oct - Mar, 2025 Guidance	176,243	21,183	21,891	15,348	67.9	23	Feb 12, 2026	J-GAAP
YoY	+4.0%	+0.2%	+0.2%	-15.1%	-14.4%

Current Period Guidance

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Adj. Dividend	Announce	Accounting Standards
Mar, 2024	270,840	40,048	42,434	30,936	135.6	27	May 13, 2024	J-GAAP
Mar, 2025	308,625	38,939	40,430	31,006	136.1	36	May 13, 2025	J-GAAP
Mar, 2026 Guidance	340,500	40,500	46,500	33,000	146.0	44	Feb 12, 2026	J-GAAP
YoY	+10.3%	+4.0%	+15.0%	+6.4%	+7.3%

Quarterly Results

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Operating Profit Margin	Announce	Accounting Standards
Oct - Dec, 2024	86,813	14,169	14,486	11,823	51.8	16.3	Feb 12, 2025	J-GAAP
Jan - Mar, 2025	82,730	6,979	7,354	6,262	27.5	8.4	May 13, 2025	J-GAAP
Apr - Jun, 2025	81,964	11,699	16,127	11,769	52.1	14.3	Aug 6, 2025	J-GAAP
Jul - Sep, 2025	82,293	7,618	8,482	5,883	26.0	9.3	Nov 13, 2025	J-GAAP
Oct - Dec, 2025	88,814	14,258	15,243	10,627	47.0	16.1	Feb 12, 2026	J-GAAP
YoY	+2.3%	+0.6%	+5.2%	-10.1%	-9.2%