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TOHO CHEMICAL INDUSTRY, First Half Ordinary Profit Decreases by 14%

Fri Nov 7, 2025 2:00 pm JST Earnings

4409 TOHO CHEMICAL INDUSTRY COMPANY,LIMITED 【J-GAAP】

Earnings Report

TOHO CHEMICAL INDUSTRY COMPANY,LIMITED <4409> [TSE Std] announced its financial results in the afternoon session on November 7th (14:00). The consolidated ordinary profit for the cumulative second quarter of the fiscal year ending March 2026 (April to September) decreased 14.2% from the same period last year to 0.75 billion yen. Progress toward the full-year plan of 1.65 billion yen was 45.9%, which was higher than the five-year average of 31.0%.

Based on the first-half performance announced by the company and the unchanged full-year plan, our calculation indicates that the consolidated ordinary profit for the October to March period (second half) is expected to grow 2.5% from the same period last year, reaching 0.89 billion yen.

In the most recent three-month period, from July to September (2Q), the consolidated ordinary profit dropped to 0.24 billion yen, a 43.1% decrease compared to the same period last year. The operating profit margin worsened from 3.6% in the same period last year to 2.6%.

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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 24,941 256 214 131 6.3 28.8 Nov 6, 2023 J-GAAP
Apr - Sep, 2024 26,640 892 883 857 40.8 50.4 Nov 6, 2024 J-GAAP
Apr - Sep, 2025 26,003 890 758 522 24.9 45.9 Nov 7, 2025 J-GAAP
YoY -2.4% -0.2% -14.2% -39.1% -39.0%

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 26,000 790 660 450 21.4 0 May 14, 2025 J-GAAP
Apr - Sep, 2025 Results 26,003 890 758 522 24.9 0 Nov 7, 2025 J-GAAP
Revision Rate +0.0% +12.7% +14.8% +16.0% +16.2%

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 26,973 923 870 686 32.6 20 May 14, 2025 J-GAAP
Oct - Mar, 2025 Guidance 27,997 1,060 892 628 29.9 22 Nov 7, 2025 J-GAAP
YoY +3.8% +14.8% +2.5% -8.5% -8.5%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2024 50,596 771 743 546 26.0 17 May 14, 2024 J-GAAP
Mar, 2025 53,613 1,815 1,753 1,543 73.4 20 May 14, 2025 J-GAAP
Mar, 2026 Guidance 54,000 1,950 1,650 1,150 54.7 22 May 14, 2025 J-GAAP
YoY +0.7% +7.4% -5.9% -25.5% -25.5%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Jul - Sep, 2024 13,409 482 434 341 16.2 3.6 Nov 6, 2024 J-GAAP
Oct - Dec, 2024 13,285 573 604 437 20.8 4.3 Feb 5, 2025 J-GAAP
Jan - Mar, 2025 13,688 350 266 249 11.9 2.6 May 14, 2025 J-GAAP
Apr - Jun, 2025 13,102 559 511 348 16.6 4.3 Aug 5, 2025 J-GAAP
Jul - Sep, 2025 12,901 331 247 174 8.3 2.6 Nov 7, 2025 J-GAAP
YoY -3.8% -31.3% -43.1% -49.0% -48.9%

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