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TOSOH, Ordinary Profit Forecast for the Fiscal Year Revised Downward to an Unexpected 0.005％ Decrease

Tue Nov 4, 2025 1:00 pm JST Earnings

4042 TOSOH CORPORATION 【J-GAAP】

Earnings Report

TOSOH CORPORATION <4042> [TSE Prime] announced its financial results in the afternoon session on November 4th (13:00). The consolidated ordinary profit for the cumulative second quarter of the fiscal year ending March 2026 (April to September) was 45.7 billion yen, a 1.4% increase compared to the same period last year, resulting in an increase in profits compared to the previous forecast of a 0.2% decrease.

However, the full-year forecast for consolidated ordinary profit has decreased 2.8%, from the previous forecast of 106 billion yen to 103 billion yen (compared to 103 billion yen in the previous period). This changes the outlook from an anticipated profit increase to a projection of a 0.005% decrease in profit.

Based on the first-half performance announced by the company and the full-year plan, our calculation indicates that the consolidated ordinary profit for the October to March period (second half) is expected to decrease 1.1% from the same period last year to 57.2 billion yen.

In the most recent three-month period, from July to September (2Q), the consolidated ordinary profit increased 78.4% from the same period last year, reaching 31.6 billion yen. The operating profit margin rose from 10.0% in the same period last year to 11.3%.

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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 485,679 32,104 44,389 26,716 83.9 46.3 Nov 2, 2023 J-GAAP
Apr - Sep, 2024 527,623 47,387 45,106 24,941 78.3 43.8 Nov 5, 2024 J-GAAP
Apr - Sep, 2025 499,139 44,742 45,741 7,377 23.2 44.4 Nov 4, 2025 J-GAAP
YoY -5.4% -5.6% +1.4% -70.4% -70.4%

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 499,000 44,000 45,000 7,000 22.2 50 Oct 27, 2025 J-GAAP
Apr - Sep, 2025 Results 499,139 44,742 45,741 7,377 23.2 50 Nov 4, 2025 J-GAAP
Revision Rate +0.0% +1.7% +1.6% +5.4% +4.7%

Guidance Update

Full Year Update

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2026 Prev 1,050,000 108,000 106,000 62,000 199.2 100 May 13, 2025 J-GAAP
Mar, 2026 New 1,020,000 103,000 103,000 38,000 122.1 100 Nov 4, 2025 J-GAAP
Revision Rate -2.9% -4.6% -2.8% -38.7% -38.7%

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 535,759 51,519 57,899 33,061 103.8 50 May 13, 2025 J-GAAP
Oct - Mar, 2025 Guidance 520,861 58,258 57,259 30,623 98.4 50 Nov 4, 2025 J-GAAP
YoY -2.8% +13.1% -1.1% -7.4% -5.2%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2024 1,005,640 79,845 95,920 57,324 180.1 85 May 13, 2024 J-GAAP
Mar, 2025 1,063,382 98,906 103,005 58,002 182.1 100 May 13, 2025 J-GAAP
Mar, 2026 Guidance 1,020,000 103,000 103,000 38,000 122.1 100 Nov 4, 2025 J-GAAP
YoY -4.1% +4.1% 0.0% -34.5% -33.0%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Jul - Sep, 2024 274,761 27,571 17,747 8,709 27.4 10.0 Nov 5, 2024 J-GAAP
Oct - Dec, 2024 268,073 27,213 37,439 23,584 74.1 10.2 Feb 6, 2025 J-GAAP
Jan - Mar, 2025 267,686 24,306 20,460 9,477 29.8 9.1 May 13, 2025 J-GAAP
Apr - Jun, 2025 245,128 16,078 14,082 6,529 20.5 6.6 Aug 5, 2025 J-GAAP
Jul - Sep, 2025 254,011 28,664 31,659 848 2.7 11.3 Nov 4, 2025 J-GAAP
YoY -7.6% +4.0% +78.4% -90.3% -90.2%

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