TOSE, The Current Fiscal Year Ordinary Profit Revised Upward by 60%

About Information Provided on This Site

The information provided on our website 'Kabutan.com' is not intended to constitute investment solicitation or investment advisory services.
All investment decisions should be made at your own discretion and judgment.
The data on our website is provided by Tokyo Stock Exchange, Osaka Exchange, Nagoya Securities Exchange, JPX Market Innovation & Research, Japannext, and other sources.
Copyright of the Nikkei Stock Average belongs to Nikkei Inc. Stock price charts displayed on Kabutan.com are provided solely for the purpose of reviewing historical price movements of the securities.
These charts neither suggest nor guarantee future price movements of the securities and do not constitute recommendations to buy or sell.
In our financial results coverage, the term 'Surprise Results' identifies securities that demonstrate a significant degree of surprise in their earnings announcements.
This significance is quantitatively assessed based on multiple factors, including: the nature of the announcement (full-year or quarterly results); types of revisions (earnings or dividend forecasts); and numerical analysis comparing the announced results with both the company's previous forecasts and historical performance.
The 'Surprise Ranking' presents these results in order of their calculated surprise factor. Please note that neither these results nor rankings are intended to suggest or guarantee future performance of the listed securities, nor should they be construed as recommendations to buy or sell.

Thu Apr 10, 2025 3:30 pm JST Earnings

4728 TOSE CO.,LTD. 【J-GAAP】

Earnings Report

TOSE CO.,LTD. <4728> [TSE Std] announced its financial results after the market closed on April 10th (15:30). The consolidated ordinary profit/loss for the cumulative second quarter of the fiscal year ending August 2025 (September 2024 to February 2025) turned into a profit of 321 million yen (compared to a loss of 451 million yen in the same period last year).

In addition, the full-year consolidated ordinary profit has been revised upward 59.6%, from the previous forecast of 260 million yen to 415 million yen (compared to a loss of 501 million yen in the previous period). However, the full-year consolidated net income has decreased 50.0%, from the previous forecast of 160 million yen to 80 million yen (compared to a loss of 260 million yen in the previous period).

Based on the first-half performance announced by the company and the full-year plan, our calculation indicates that the consolidated ordinary profit/loss for the March to August period (2H) is expected to turn into a profit of 94 million yen (compared to a loss of 50 million yen in the same period last year).

In the most recent three-month period, from December to February (2Q), the consolidated ordinary profit/loss turned to a profit of 27 million yen (compared to a loss of 245 million yen in the same period last year). The operating profit/loss margin drastically improved from -22.9% in the same period last year to 1.6%.

Kabutan News

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
Sep - Feb, 2022	3,037	258	274	201	26.6	51.6	Apr 13, 2023	J-GAAP
Sep - Feb, 2023	2,013	-459	-451	-315	-41.7	ー	Apr 11, 2024	J-GAAP
Sep - Feb, 2024	3,154	319	321	94	12.5	77.3	Apr 10, 2025	J-GAAP
YoY	+56.7%	－	－	－	－

First Half Results vs. Previous Guidance

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Adj. Dividend	Announce	Accounting Standards
Sep - Feb, 2024 Guidance	ー	ー	ー	ー	－	12.50	Oct 10, 2024	J-GAAP
Sep - Feb, 2024 Results	3,154	319	321	94	12.5	12.50	Apr 10, 2025	J-GAAP
Revision Rate	－	－	－	－	－

Guidance Update

Full Year Update

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Adj. Dividend	Announce	Accounting Standards
Aug, 2025 Prev	5,600	280	260	160	21.1	25	Oct 10, 2024	J-GAAP
Aug, 2025 New	6,000	420	415	80	10.6	25	Apr 10, 2025	J-GAAP
Revision Rate	+7.1%	+50.0%	+59.6%	-50.0%	-50.0%

Current Period Guidance

Second Half Results

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Adj. Dividend	Announce	Accounting Standards
Mar - Aug, 2024	2,602	-63	-50	55	7.3	12.50	Oct 10, 2024	J-GAAP
Mar - Aug, 2025 Guidance	2,846	101	94	-14	-1.9	12.50	Apr 10, 2025	J-GAAP
YoY	+9.4%	－	－	－	－

Current Period Guidance

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Adj. Dividend	Announce	Accounting Standards
Aug, 2023	5,783	488	531	499	65.9	25	Oct 12, 2023	J-GAAP
Aug, 2024	4,615	-522	-501	-260	-34.4	25	Oct 10, 2024	J-GAAP
Aug, 2025 Guidance	6,000	420	415	80	10.6	25	Apr 10, 2025	J-GAAP
YoY	+30.0%	－	－	－	－

Quarterly Results

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Operating Profit Margin	Announce	Accounting Standards
Dec - Feb, 2023	1,077	-247	-245	-176	-23.3	-22.9	Apr 11, 2024	J-GAAP
Mar - May, 2024	1,230	-140	-129	-52	-6.9	-11.4	Jul 4, 2024	J-GAAP
Jun - Aug, 2024	1,372	77	79	107	14.2	5.6	Oct 10, 2024	J-GAAP
Sep - Nov, 2024	1,719	296	294	213	28.2	17.2	Jan 9, 2025	J-GAAP
Dec - Feb, 2024	1,435	23	27	-119	-15.8	1.6	Apr 10, 2025	J-GAAP
YoY	+33.2%	－	－	+32.4%	+32.1%