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Tohoku Steel, Ordinary Profit Forecast for Last Fiscal Year Revised Upward to an Unexpected 17% Increase

Fri Apr 24, 2026 4:00 pm JST Revision

5484 Tohoku Steel Co.,Ltd. 【J-GAAP】

Guidance Update Report

Tohoku Steel Co.,Ltd. <5484> [TSE Std] announced a performance revision after the market closed on April 24th (16:00). The consolidated ordinary profit forecast for the fiscal year ending March 2026 has been revised upward 35.3%, from the previous forecast of 1.19 billion yen to 1.61 billion yen (compared to 1.37 billion yen in the previous period), turning to a 17.3% increase in the consolidated ordinary profit outlook.

Based on the upwardly revised full-year plan announced by the company, our calculation indicates that the October to March period (second half) consolidated ordinary profit is expected to increase 88.1%, from the previous forecast of 0.47 billion yen to 0.89 billion yen (compared to 0.61 billion yen in the same period of the previous year), turning to a 46.8% increase in the consolidated ordinary profit outlook.

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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 10,784 498 477 331 44.6 20 Oct 30, 2025 J-GAAP
Oct - Mar, 2025 New 10,814 808 897 751 101.1 20 Apr 24, 2026 J-GAAP
Revision Rate +0.3% +62.2% +88.1% +126.9% +126.9%

Full Year Update

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2026 Prev 20,900 1,100 1,190 850 114.4 35 May 14, 2025 J-GAAP
Mar, 2026 New 20,930 1,410 1,610 1,270 171.0 35 Apr 24, 2026 J-GAAP
Revision Rate +0.1% +28.2% +35.3% +49.4% +49.4%

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 10,385 555 611 461 61.4 20 May 14, 2025 J-GAAP
Oct - Mar, 2025 Guidance 10,814 808 897 751 101.1 20 Apr 24, 2026 J-GAAP
YoY +4.1% +45.6% +46.8% +62.9% +64.7%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2024 21,337 1,263 1,384 974 129.4 26 May 14, 2024 J-GAAP
Mar, 2025 21,178 1,249 1,372 1,008 134.2 40 May 14, 2025 J-GAAP
Mar, 2026 Guidance 20,930 1,410 1,610 1,270 171.0 35 Apr 24, 2026 J-GAAP
YoY -1.2% +12.9% +17.3% +26.0% +27.4%

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