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TOSO, Ordinary Profit Forecast for Last Fiscal Year Revised Upward to an Unexpected 27% Increase, Dividend Revised Upward by 5.5 Yen
5956 TOSO CO., LTD. 【J-GAAP】
Guidance Update ReportTOSO CO., LTD. <5956> [TSE Std] announced a revision to its performance and dividend after the market closed on May 12th (15:30). The consolidated ordinary profit forecast for the fiscal year ending March 2026 has been revised upward 56.0%, from the previous forecast of 630 million yen to 983 million yen (compared to 773 million yen in the previous period), turning to a 27.2% 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 2.1 times, from the previous forecast of 336 million yen to 689 million yen (compared to 763 million yen in the same period of the previous year), and the declining rate is expected to decrease from 56.0% to 9.7%.
In light of the strong performance, the company has significantly increased its planned annual dividend for the last fiscal year from the original plan of 10 yen to 15.5 yen (compared to 11.5 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 | 12,356 | 320 | 336 | 222 | 25.1 | 5 | Nov 6, 2025 | J-GAAP |
| Oct - Mar, 2025 New | 12,109 | 675 | 689 | 493 | 55.7 | 10.50 | May 12, 2026 | J-GAAP |
| Revision Rate | -2.0% | +110.9% | +105.1% | +122.1% | +121.7% |
Full Year Update
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Mar, 2026 Prev | 23,500 | 600 | 630 | 400 | 45.3 | 10 | May 13, 2025 | J-GAAP |
| Mar, 2026 New | 23,253 | 955 | 983 | 671 | 75.8 | 15.50 | May 12, 2026 | J-GAAP |
| Revision Rate | -1.1% | +59.2% | +56.0% | +67.8% | +67.4% |
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 | 12,256 | 748 | 763 | 537 | 60.2 | 6.50 | May 13, 2025 | J-GAAP |
| Oct - Mar, 2025 Guidance | 12,109 | 675 | 689 | 493 | 55.7 | 10.50 | May 12, 2026 | J-GAAP |
| YoY | -1.2% | -9.8% | -9.7% | -8.2% | -7.5% |
Current Period Guidance
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Mar, 2024 | 21,605 | 483 | 534 | 294 | 32.8 | 10 | May 10, 2024 | J-GAAP |
| Mar, 2025 | 22,789 | 746 | 773 | 500 | 56.1 | 11.50 | May 13, 2025 | J-GAAP |
| Mar, 2026 Guidance | 23,253 | 955 | 983 | 671 | 75.8 | 15.50 | May 12, 2026 | J-GAAP |
| YoY | +2.0% | +28.0% | +27.2% | +34.2% | +35.2% |
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