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TOSE, First Half Ordinary Profit Increases by 13%, Dec-Feb Ordinary Profit Increases by 3.7 times

Thu Apr 9, 2026 3:30 pm JST Earnings

4728 TOSE CO.,LTD. 【J-GAAP】

Earnings Report

TOSE CO.,LTD. <4728> [TSE Std] announced its financial results after the market closed on April 9th (15:30). The consolidated ordinary profit for the cumulative second quarter of the fiscal year ending August 2026 (September 2025 to February 2026) increased 13.1% from the same period last year, reaching 363 million yen. Progress toward the full-year plan of 410 million yen was 88.5%, also surpassing the five-year average of 41.7%.

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 March to August period (second half) is expected to significant drop 86.8% from the same period last year to 47 million yen.

In the most recent three-month period, from December to February (2Q), the consolidated ordinary profit surged 3.7 times that of the same period last year, reaching 99 million yen. The operating profit margin significantly improved from 1.6% in the same period last year to 6.2%.

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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
Sep - Feb, 2023 2,013 -459 -451 -315 -41.7 ー Apr 11, 2024 J-GAAP
Sep - Feb, 2024 3,154 319 321 94 12.5 47.4 Apr 10, 2025 J-GAAP
Sep - Feb, 2025 3,459 331 363 242 32.0 88.5 Apr 9, 2026 J-GAAP
YoY +9.7% +3.8% +13.1% +157.4% +156.2%

First Half Results vs. Previous Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Sep - Feb, 2025 Guidance ー ー ー ー － 12.50 Oct 9, 2025 J-GAAP
Sep - Feb, 2025 Results 3,459 331 363 242 32.0 12.50 Apr 9, 2026 J-GAAP
Revision Rate － － － － －

Current Period Guidance

Second Half Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar - Aug, 2025 3,482 370 356 156 20.6 12.50 Oct 9, 2025 J-GAAP
Mar - Aug, 2026 Guidance 3,051 74 47 548 72.3 12.50 Apr 9, 2026 J-GAAP
YoY -12.4% -80.0% -86.8% +251.3% +251.0%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Aug, 2024 4,615 -522 -501 -260 -34.4 25 Oct 10, 2024 J-GAAP
Aug, 2025 6,636 689 677 250 33.0 25 Oct 9, 2025 J-GAAP
Aug, 2026 Guidance 6,510 405 410 790 104.2 25 Oct 9, 2025 J-GAAP
YoY -1.9% -41.2% -39.4% +216.0% +215.8%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Dec - Feb, 2024 1,435 23 27 -119 -15.8 1.6 Apr 10, 2025 J-GAAP
Mar - May, 2025 1,709 188 182 30 4.0 11.0 Jul 10, 2025 J-GAAP
Jun - Aug, 2025 1,773 182 174 126 16.6 10.3 Oct 9, 2025 J-GAAP
Sep - Nov, 2025 1,855 232 264 186 24.6 12.5 Jan 8, 2026 J-GAAP
Dec - Feb, 2025 1,604 99 99 56 7.4 6.2 Apr 9, 2026 J-GAAP
YoY +11.8% +330.4% +266.7% － －

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