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TOKURA, Ordinary Profit Forecast for the Fiscal Year Revised Upward by 17%, Highest in Four Terms

Fri Feb 13, 2026 1:00 pm JST Earnings

1892 TOKURA CORPORATION 【J-GAAP】

Earnings Report

TOKURA CORPORATION <1892> [NSE Main] announced its financial results in the afternoon session on February 13th (13:00). The consolidated ordinary profit for the cumulative third quarter of the fiscal year ending March 2026 (April to December) surged 2.6 times that of the same period last year, reaching 2.52 billion yen.

In addition, the full-year forecast for consolidated ordinary profit has been revised upward 16.7%, from the previous forecast of 2.40 billion yen to 2.80 billion yen (compared to 1.64 billion yen in the previous period), increasing the growth rate from 45.8% to 70.1%, reaches new record high for the first time in four terms.

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 34.4%, from the previous forecast of 1.16 billion yen to 1.56 billion yen (compared to 1.15 billion yen in the same period of the previous year), increasing the growth rate from 0.3% to 34.9%.

In the most recent three-month period, from October to December (3Q), the consolidated ordinary profit surged 2.7 times that of the same period last year, reaching 1.28 billion yen. The operating profit margin significantly improved from 2.1% in the same period last year to 6.5%.

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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 43,593 1,006 1,085 683 326.5 63.2 Feb 9, 2024 J-GAAP
Apr - Dec, 2024 52,019 848 955 775 374.5 58.0 Feb 12, 2025 J-GAAP
Apr - Dec, 2025 50,000 2,326 2,523 1,833 881.2 90.1 Feb 13, 2026 J-GAAP
YoY -3.9% +174.3% +164.2% +136.5% +135.3%

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 43,082 1,251 1,163 748 357.7 200 Nov 14, 2025 J-GAAP
Oct - Mar, 2025 New 38,082 1,551 1,563 1,248 596.8 200 Feb 13, 2026 J-GAAP
Revision Rate -11.6% +24.0% +34.4% +66.8% +66.8%

Full Year Update

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2026 Prev 75,000 2,400 2,400 1,600 765.1 200 May 13, 2025 J-GAAP
Mar, 2026 New 70,000 2,700 2,800 2,100 1,004.2 200 Feb 13, 2026 J-GAAP
Revision Rate -6.7% +12.5% +16.7% +31.3% +31.2%

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 37,426 1,076 1,159 934 451.1 180 May 13, 2025 J-GAAP
Oct - Mar, 2025 Guidance 38,082 1,551 1,563 1,248 596.8 200 Feb 13, 2026 J-GAAP
YoY +1.8% +44.1% +34.9% +33.6% +32.3%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2024 63,691 1,616 1,717 1,163 555.3 150 May 10, 2024 J-GAAP
Mar, 2025 71,516 1,553 1,646 1,352 653.0 180 May 13, 2025 J-GAAP
Mar, 2026 Guidance 70,000 2,700 2,800 2,100 1,004.2 200 Feb 13, 2026 J-GAAP
YoY -2.1% +73.9% +70.1% +55.3% +53.8%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Oct - Dec, 2024 17,929 371 468 357 172.5 2.1 Feb 12, 2025 J-GAAP
Jan - Mar, 2025 19,497 705 691 577 278.7 3.6 May 13, 2025 J-GAAP
Apr - Jun, 2025 13,976 314 332 211 101.7 2.2 Aug 12, 2025 J-GAAP
Jul - Sep, 2025 17,942 835 905 641 308.8 4.7 Nov 14, 2025 J-GAAP
Oct - Dec, 2025 18,082 1,177 1,286 981 471.6 6.5 Feb 13, 2026 J-GAAP
YoY +0.9% +217.3% +174.8% +174.8% +173.4%

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