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TEIJIN LIMITED, Net Income Forecast for the Fiscal Year Revised Downward to a Loss

Wed Nov 5, 2025 12:00 pm JST Earnings

3401 TEIJIN LIMITED 【J-GAAP】

Earnings Report

TEIJIN LIMITED <3401> [TSE Prime] announced its financial results (based on IFRS) at noon (12:00) on November 5th. The consolidated net loss for the cumulative second quarter of the fiscal year ending March 2026 (April to September) expanded to a loss of 54.8 billion yen (compared to a loss of 53.3 billion yen in the same period last year).

In addition, the full-year forecast for consolidated net income/loss has been revised downward from an expected profit of 12.0 billion yen to a loss of 10.0 billion yen (compared to a profit of 28.3 billion yen in the previous period), turning to a loss outlook.

Based on the first-half performance announced by the company and the full-year plan, our calculation indicates that the consolidated net income for the October to March period (second half) is expected to drop 45.1% from the same period last year to 44.8 billion yen.

In the most recent three-month period, from July to September (2Q), the consolidated net loss improved to a deficit of 54.0 billion yen (compared to a loss of 57.8 billion yen in the same period last year). However, the operating profit/loss margin drastically worsened from -22.1% in the same period last year to -27.1%.

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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
Apr - Sep, 2023 472,165 1,799 1,908 -1,957 -10.2 ー Nov 6, 2023 IFRS
Apr - Sep, 2024 507,503 -47,685 -50,852 -53,361 -277.1 ー Nov 7, 2024 IFRS
Apr - Sep, 2025 451,043 -54,082 -55,765 -54,835 -284.4 ー Nov 5, 2025 IFRS
YoY -11.1% -13.4% -9.7% -2.8% -2.7%

First Half Results vs. Previous Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Apr - Sep, 2025 Guidance ー ー ー ー － 25 May 12, 2025 IFRS
Apr - Sep, 2025 Results 451,043 -54,082 -55,765 -54,835 -284.4 25 Nov 5, 2025 IFRS
Revision Rate － － － － －

Guidance Update

Full Year Update

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2026 Prev 860,000 20,000 ー 12,000 62.2 50 May 12, 2025 IFRS
Mar, 2026 New 860,000 5,000 ー -10,000 -51.8 50 Nov 5, 2025 IFRS
Revision Rate 0.0% -75.0% － － －

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 497,968 -24,143 -27,186 81,708 424.2 25 May 12, 2025 IFRS
Oct - Mar, 2025 Guidance 408,957 59,082 ー 44,835 232.4 25 Nov 5, 2025 IFRS
YoY -17.9% － － -45.1% -45.2%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2024 960,459 -4,912 -5,138 -11,712 -60.9 30 May 13, 2024 IFRS
Mar, 2025 1,005,471 -71,828 -78,038 28,347 147.2 50 May 12, 2025 IFRS
Mar, 2026 Guidance 860,000 5,000 ー -10,000 -51.8 50 Nov 5, 2025 IFRS
YoY -14.5% － － － －

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Jul - Sep, 2024 252,162 -55,726 -59,241 -57,812 -300.2 -22.1 Nov 7, 2024 IFRS
Oct - Dec, 2024 248,609 3,958 5,485 104,341 541.7 1.6 Feb 6, 2025 IFRS
Jan - Mar, 2025 249,359 -28,101 -32,671 -22,633 -117.5 -11.3 May 12, 2025 IFRS
Apr - Jun, 2025 243,117 2,295 62 -740 -3.8 0.9 Aug 5, 2025 IFRS
Jul - Sep, 2025 207,926 -56,377 -55,827 -54,095 -280.6 -27.1 Nov 5, 2025 IFRS
YoY -17.5% -1.2% +5.8% +6.4% +6.5%

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