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TOYO DENKI SEIZO, Jun-Feb (Cumulative 3Q) Ordinary Profit Increases by 32%, Dec-Feb Ordinary Profit Increases by 89%
6505 TOYO DENKI SEIZO K.K. 【J-GAAP】
Earnings ReportTOYO DENKI SEIZO K.K. <6505> [TSE Std] announced its financial results after the market closed on April 13th (15:30). The consolidated ordinary profit for the cumulative third quarter of the fiscal year ending May 2026 (June 2025 to February 2026) expanded 2.24 billion yen, an increase 31.9% compared to the same period last year. Progress toward the full-year plan of 2.50 billion yen was 89.6%, also surpassing the five-year average of 41.9%.
Based on the cumulative third-quarter performance announced by the company and the unchanged full-year plan, our calculation indicates that the consolidated ordinary profit for the March to May period (4Q) is expected to significant drop 70.7% from the same period last year to 0.25 billion yen.
In the most recent three-month period, from December to February (3Q), the consolidated ordinary profit increased 88.9% from the same period last year, reaching 1.34 billion yen. The operating profit margin drastically improved from 5.2% in the same period last year to 11.3%.
Kabutan News
Actual Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Progress Rate vs. First Half | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Jun - Feb, 2023 | 22,231 | 159 | 658 | 446 | 47.4 | 44.3 | Apr 11, 2024 | J-GAAP |
| Jun - Feb, 2024 | 29,032 | 1,287 | 1,699 | 1,262 | 136.6 | 65.8 | Apr 11, 2025 | J-GAAP |
| Jun - Feb, 2025 | 28,961 | 1,895 | 2,241 | 1,851 | 205.1 | 89.6 | Apr 13, 2026 | J-GAAP |
| YoY | -0.2% | +47.2% | +31.9% | +46.7% | +50.2% |
Current Period Guidance
Second Half Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Dec - May, 2024 | 21,524 | 1,622 | 1,597 | 1,328 | 144.3 | 70 | Jul 14, 2025 | J-GAAP |
| Dec - May, 2025 Guidance | 21,821 | 1,723 | 1,604 | 1,385 | 153.6 | 75 | Jan 13, 2026 | J-GAAP |
| YoY | +1.4% | +6.2% | +0.4% | +4.3% | +6.4% |
Current Period Guidance
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| May, 2024 | 32,140 | 927 | 1,487 | 935 | 99.5 | 30 | Jul 12, 2024 | J-GAAP |
| May, 2025 | 40,539 | 2,384 | 2,584 | 2,128 | 231.3 | 70 | Jul 14, 2025 | J-GAAP |
| May, 2026 Guidance | 40,000 | 2,400 | 2,500 | 2,250 | 249.5 | 75 | Jul 14, 2025 | J-GAAP |
| YoY | -1.3% | +0.7% | -3.3% | +5.7% | +7.9% |
Quarterly Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Operating Profit Margin | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Dec - Feb, 2024 | 10,017 | 525 | 712 | 462 | 50.0 | 5.2 | Apr 11, 2025 | J-GAAP |
| Mar - May, 2025 | 11,507 | 1,097 | 885 | 866 | 94.1 | 9.5 | Jul 14, 2025 | J-GAAP |
| Jun - Aug, 2025 | 8,409 | 367 | 533 | 465 | 51.5 | 4.4 | Oct 15, 2025 | J-GAAP |
| Sep - Nov, 2025 | 9,770 | 310 | 363 | 400 | 44.3 | 3.2 | Jan 13, 2026 | J-GAAP |
| Dec - Feb, 2025 | 10,782 | 1,218 | 1,345 | 986 | 109.3 | 11.3 | Apr 13, 2026 | J-GAAP |
| YoY | +7.6% | +132.0% | +88.9% | +113.4% | +118.5% |
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