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TOWA PHARMA, First Half Ordinary Profit Increases by 16%, Jul-Sep Ordinary Profit Increases by 4.6 times

Mon Nov 10, 2025 3:30 pm JST Earnings

4553 TOWA PHARMACEUTICAL CO.,LTD. 【J-GAAP】

Earnings Report

TOWA PHARMACEUTICAL CO.,LTD. <4553> [TSE Prime] announced its financial results after the market closed on November 10th (15:30). The consolidated ordinary profit for the cumulative second quarter of the fiscal year ending March 2026 (April to September) increased 15.9% from the same period last year, reaching 11.9 billion yen. However, Progress toward the full-year plan of 25.3 billion yen was 47.3%, also falling below the five-year average of 55.1%.

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 decrease 15.8% from the same period last year to 13.3 billion yen.

In the most recent three-month period, from July to September (2Q), the consolidated ordinary profit surged 4.6 times that of the same period last year, reaching 8.02 billion yen. The operating profit margin remained almost flat, changing from 8.0% in the same period last year to 8.0%.

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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 107,396 7,003 10,233 6,953 141.3 41.8 Nov 13, 2023 J-GAAP
Apr - Sep, 2024 123,404 10,513 10,338 6,555 133.2 39.5 Nov 12, 2024 J-GAAP
Apr - Sep, 2025 130,476 10,443 11,979 8,214 166.9 47.3 Nov 10, 2025 J-GAAP
YoY +5.7% -0.7% +15.9% +25.3% +25.3%

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 134,500 12,000 11,100 8,000 162.5 40 May 15, 2025 J-GAAP
Apr - Sep, 2025 Results 130,476 10,443 11,979 8,214 166.9 40 Nov 10, 2025 J-GAAP
Revision Rate -3.0% -13.0% +7.9% +2.7% +2.7%

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 136,190 12,729 15,814 12,431 252.5 40 May 15, 2025 J-GAAP
Oct - Mar, 2025 Guidance 149,524 16,557 13,321 9,486 192.7 40 Nov 10, 2025 J-GAAP
YoY +9.8% +30.1% -15.8% -23.7% -23.7%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2024 227,934 17,647 24,477 16,173 328.6 60 May 14, 2024 J-GAAP
Mar, 2025 259,594 23,242 26,152 18,986 385.7 70 May 15, 2025 J-GAAP
Mar, 2026 Guidance 280,000 27,000 25,300 17,700 359.6 80 May 15, 2025 J-GAAP
YoY +7.9% +16.2% -3.3% -6.8% -6.8%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Jul - Sep, 2024 60,838 4,841 1,745 1,060 21.5 8.0 Nov 12, 2024 J-GAAP
Oct - Dec, 2024 70,333 8,098 11,418 8,069 163.9 11.5 Feb 13, 2025 J-GAAP
Jan - Mar, 2025 65,857 4,631 4,396 4,362 88.6 7.0 May 15, 2025 J-GAAP
Apr - Jun, 2025 65,149 5,206 3,953 2,513 51.1 8.0 Aug 7, 2025 J-GAAP
Jul - Sep, 2025 65,327 5,237 8,026 5,701 115.8 8.0 Nov 10, 2025 J-GAAP
YoY +7.4% +8.2% +359.9% +437.8% +437.9%

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