TODA, Ordinary Profit Forecast for the Fiscal Year Revised Upward by 7%, Dividend Revised Upward by 5 Yen

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Fri Feb 13, 2026 2:00 pm JST Earnings

1860 TODA CORPORATION 【J-GAAP】

Earnings Report

TODA CORPORATION <1860> [TSE Prime] announced its financial results in the afternoon session on February 13th (14:00). The consolidated ordinary profit for the cumulative third quarter of the fiscal year ending March 2026 (April to December) surged 2.3 times that of the same period last year, reaching 33.0 billion yen.

In addition, the full-year forecast for consolidated ordinary profit has been revised upward 7.2%, from the previous forecast of 33.3 billion yen to 35.7 billion yen (compared to 29.0 billion yen in the previous period), increasing the growth rate from 14.5% to 22.7%.

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) has been revised upward 13.4%, from the previous forecast of 17.9 billion yen to 20.3 billion yen (compared to 21.2 billion yen in the same period of the previous year), and the declining rate is expected to decrease from 15.4% to 4.1%.

In light of the strong performance, the company has increased its planned annual dividend for the current fiscal year from the original plan of 40 yen to 45 yen (compared to 30 yen in the previous period).

In the most recent three-month period, from October to December (3Q), the consolidated ordinary profit surged 2.6 times that of the same period last year, reaching 17.7 billion yen. The operating profit margin significantly improved from 4.4% in the same period last year to 9.0%.

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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	352,752	7,787	15,022	6,618	21.4	58.9	Feb 13, 2024	J-GAAP
Apr - Dec, 2024	380,752	12,048	14,557	14,057	46.6	50.0	Feb 12, 2025	J-GAAP
Apr - Dec, 2025	460,206	28,386	33,079	28,323	94.4	92.7	Feb 13, 2026	J-GAAP
YoY	+20.9%	+135.6%	+127.2%	+101.5%	+102.6%

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	341,099	17,065	17,968	15,630	52.1	20	Nov 13, 2025	J-GAAP
Oct - Mar, 2025 New	341,099	18,565	20,368	16,230	54.1	25	Feb 13, 2026	J-GAAP
Revision Rate	0.0%	+8.8%	+13.4%	+3.8%	+3.8%

Full Year Update

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Adj. Dividend	Announce	Accounting Standards
Mar, 2026 Prev	630,000	30,000	33,300	28,400	94.6	40	Nov 13, 2025	J-GAAP
Mar, 2026 New	630,000	31,500	35,700	29,000	96.6	45	Feb 13, 2026	J-GAAP
Revision Rate	0.0%	+5.0%	+7.2%	+2.1%	+2.1%

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	345,400	20,669	21,247	18,010	59.8	15.50	May 15, 2025	J-GAAP
Oct - Mar, 2025 Guidance	341,099	18,565	20,368	16,230	54.1	25	Feb 13, 2026	J-GAAP
YoY	-1.2%	-10.2%	-4.1%	-9.9%	-9.6%

Current Period Guidance

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Adj. Dividend	Announce	Accounting Standards
Mar, 2024	522,434	17,908	25,483	16,101	52.2	28	May 15, 2024	J-GAAP
Mar, 2025	586,661	26,638	29,088	25,185	83.6	30	May 15, 2025	J-GAAP
Mar, 2026 Guidance	630,000	31,500	35,700	29,000	96.6	45	Feb 13, 2026	J-GAAP
YoY	+7.4%	+18.3%	+22.7%	+15.1%	+15.6%

Quarterly Results

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Operating Profit Margin	Announce	Accounting Standards
Oct - Dec, 2024	139,491	6,079	6,716	6,882	22.8	4.4	Feb 12, 2025	J-GAAP
Jan - Mar, 2025	205,909	14,590	14,531	11,128	36.9	7.1	May 15, 2025	J-GAAP
Apr - Jun, 2025	131,339	4,059	6,196	3,541	11.8	3.1	Aug 8, 2025	J-GAAP
Jul - Sep, 2025	157,562	8,876	9,136	9,229	30.8	5.6	Nov 13, 2025	J-GAAP
Oct - Dec, 2025	171,305	15,451	17,747	15,553	51.8	9.0	Feb 13, 2026	J-GAAP
YoY	+22.8%	+154.2%	+164.2%	+126.0%	+127.2%