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TOEI ANIMATION, First Half Ordinary Profit Unexpectedly Revised Upward by 5%

Wed Oct 29, 2025 3:30 pm JST Earnings

4816 TOEI ANIMATION CO.,LTD. 【J-GAAP】

Earnings Report

TOEI ANIMATION CO.,LTD. <4816> [TSE Std] announced its financial results after the market closed on October 29th (15:30). The consolidated ordinary profit for the cumulative second quarter of the fiscal year ending March 2026 (April to September) increased 4.7% from the same period last year, reaching 17.9 billion yen, resulting in an increase in profits compared to the previous forecast of a 3.5% decrease.

Progress toward the full-year plan of 26.7 billion yen was 67.1%, also surpassing the five-year average of 52.5%.

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 drop 45.3% from the same period last year to 8.79 billion yen.

In the most recent three-month period, from July to September (2Q), the consolidated ordinary profit grew 8.6% from the same period last year, reaching 10.7 billion yen. However, the operating profit margin decreased from 39.8% in the same period last year to 39.5%.

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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 46,184 11,365 13,857 10,240 50.1 52.4 Oct 27, 2023 J-GAAP
Apr - Sep, 2024 48,964 16,993 17,099 12,219 59.8 51.5 Oct 30, 2024 J-GAAP
Apr - Sep, 2025 44,954 16,638 17,904 12,980 63.5 67.1 Oct 29, 2025 J-GAAP
YoY -8.2% -2.1% +4.7% +6.2% +6.3%

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 48,100 16,200 16,500 11,800 57.7 0 May 16, 2025 J-GAAP
Apr - Sep, 2025 Results 44,954 16,638 17,904 12,980 63.5 0 Oct 29, 2025 J-GAAP
Revision Rate -6.5% +2.7% +8.5% +10.0% +10.0%

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 51,872 15,439 16,089 11,404 55.8 41 May 16, 2025 J-GAAP
Oct - Mar, 2025 Guidance 43,046 9,362 8,796 6,120 30.0 41 Oct 29, 2025 J-GAAP
YoY -17.0% -39.4% -45.3% -46.3% -46.3%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2024 88,654 23,364 26,453 18,795 91.9 31 May 13, 2024 J-GAAP
Mar, 2025 100,836 32,432 33,188 23,623 115.5 41 May 16, 2025 J-GAAP
Mar, 2026 Guidance 88,000 26,000 26,700 19,100 93.5 41 May 16, 2025 J-GAAP
YoY -12.7% -19.8% -19.5% -19.1% -19.1%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Jul - Sep, 2024 25,905 10,309 9,912 6,913 33.8 39.8 Oct 30, 2024 J-GAAP
Oct - Dec, 2024 23,736 6,384 7,269 4,688 22.9 26.9 Jan 30, 2025 J-GAAP
Jan - Mar, 2025 28,136 9,055 8,820 6,716 32.8 32.2 May 16, 2025 J-GAAP
Apr - Jun, 2025 19,488 6,578 7,141 5,229 25.6 33.8 Jul 30, 2025 J-GAAP
Jul - Sep, 2025 25,466 10,060 10,763 7,751 37.9 39.5 Oct 29, 2025 J-GAAP
YoY -1.7% -2.4% +8.6% +12.1% +12.2%

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