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TOEI ANIMATION, Ordinary Profit Forecast for Last Fiscal Year Revised Upward to an Unexpected 1% Increase, Raises Record High Profit, Dividend Revised Upward by 3 Yen

Mon May 11, 2026 3:30 pm JST Revision

4816 TOEI ANIMATION CO.,LTD. 【J-GAAP】

Guidance Update Report

TOEI ANIMATION CO.,LTD. <4816> [TSE Std] announced a revision to its performance and dividend after the market closed on May 11th (15:30). The consolidated ordinary profit forecast for the fiscal year ending March 2026 has been revised upward 25.1%, from the previous forecast of 26.7 billion yen to 33.4 billion yen (compared to 33.1 billion yen in the previous period), record profits reach two consecutive terms, turning to a 0.6% 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 has been revised upward 76.2%, from the previous forecast of 8.79 billion yen to 15.4 billion yen (compared to 16.0 billion yen in the same period of the previous year), and the declining rate is expected to decrease from 45.3% to 3.7%.

In light of the strong performance, the company has increased its planned year-end lump-sum dividend for the last fiscal year from the original plan of 41 yen to 44 yen (compared to 41 yen in the previous period).

Kabutan News

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 43,046 9,362 8,796 6,120 30.0 41 Oct 29, 2025 J-GAAP
Oct - Mar, 2025 New 48,646 14,362 15,496 12,020 58.8 44 May 11, 2026 J-GAAP
Revision Rate +13.0% +53.4% +76.2% +96.4% +96.4%

Full Year Update

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2026 Prev 88,000 26,000 26,700 19,100 93.5 41 May 16, 2025 J-GAAP
Mar, 2026 New 93,600 31,000 33,400 25,000 122.3 44 May 11, 2026 J-GAAP
Revision Rate +6.4% +19.2% +25.1% +30.9% +30.9%

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 51,872 15,439 16,089 11,404 55.8 41 May 16, 2025 J-GAAP
Oct - Mar, 2025 Guidance 48,646 14,362 15,496 12,020 58.8 44 May 11, 2026 J-GAAP
YoY -6.2% -7.0% -3.7% +5.4% +5.5%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2024 88,654 23,364 26,453 18,795 91.9 31 May 13, 2024 J-GAAP
Mar, 2025 100,836 32,432 33,188 23,623 115.5 41 May 16, 2025 J-GAAP
Mar, 2026 Guidance 93,600 31,000 33,400 25,000 122.3 44 May 11, 2026 J-GAAP
YoY -7.2% -4.4% +0.6% +5.8% +5.9%

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