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TOYO DRILUBE, First Half Ordinary Profit Decreases by 17%

Fri Feb 13, 2026 3:45 pm JST Earnings

4976 TOYO DRILUBE CO.,LTD 【J-GAAP】

Earnings Report

TOYO DRILUBE CO.,LTD <4976> [TSE Std] announced its financial results after the market closed on February 13th (15:45). The consolidated ordinary profit for the cumulative second quarter of the fiscal year ending June 2026 (July to December) decreased 17.4% from the same period last year to 428 million yen. However, Progress toward the full-year plan of 821 million yen was 52.1%, also surpassing the five-year average of 48.6%.

Based on the first-half performance announced by the company and the unchanged full-year plan, our calculation indicates that the consolidated ordinary profit for the January to June period (second half) is expected to decrease 14.2% from the same period last year to 393 million yen.

In the most recent three-month period, from October to December (2Q), the consolidated ordinary profit decreased to 205 million yen, a 22.6% decrease compared to the same period last year. The operating profit margin significantly dropped from 16.5% in the same period last year to 11.5%.

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Actual Results

Accumulated Results 2nd Quarter
Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Progress Rate vs. First Half Announce Accounting Standards
Jul - Dec, 2023 2,354 375 416 315 79.6 51.5 Feb 14, 2024 J-GAAP
Jul - Dec, 2024 2,566 421 518 358 90.4 53.1 Feb 14, 2025 J-GAAP
Jul - Dec, 2025 2,668 339 428 287 72.4 52.1 Feb 13, 2026 J-GAAP
YoY +4.0% -19.5% -17.4% -19.8% -19.9%

First Half Results vs. Previous Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Jul - Dec, 2025 Guidance 2,623 342 430 305 76.8 16.67 Aug 8, 2025 J-GAAP
Jul - Dec, 2025 Results 2,668 339 428 287 72.4 16.67 Feb 13, 2026 J-GAAP
Revision Rate +1.7% -0.9% -0.5% -5.9% -5.7%

Current Period Guidance

Second Half Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Jan - Jun, 2025 2,628 359 458 344 86.7 20 Aug 8, 2025 J-GAAP
Jan - Jun, 2026 Guidance 2,532 283 393 313 78.8 16.70 Feb 13, 2026 J-GAAP
YoY -3.7% -21.2% -14.2% -9.0% -9.1%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Jun, 2024 4,699 654 807 617 155.4 19 Aug 9, 2024 J-GAAP
Jun, 2025 5,194 780 976 702 177.0 32 Aug 8, 2025 J-GAAP
Jun, 2026 Guidance 5,200 622 821 600 151.1 33.37 Nov 14, 2025 J-GAAP
YoY +0.1% -20.3% -15.9% -14.5% -14.7%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Oct - Dec, 2024 1,311 216 265 204 51.5 16.5 Feb 14, 2025 J-GAAP
Jan - Mar, 2025 1,306 190 232 164 41.3 14.5 May 15, 2025 J-GAAP
Apr - Jun, 2025 1,322 169 226 180 45.4 12.8 Aug 8, 2025 J-GAAP
Jul - Sep, 2025 1,323 184 223 113 28.6 13.9 Nov 14, 2025 J-GAAP
Oct - Dec, 2025 1,345 155 205 174 43.9 11.5 Feb 13, 2026 J-GAAP
YoY +2.6% -28.2% -22.6% -14.7% -14.8%

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