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Toyo Tire, Ordinary Profit Forecast for the Fiscal Year Revised Upward by 15%

Wed Nov 12, 2025 11:00 am JST Earnings

5105 Toyo Tire Corporation 【J-GAAP】

Earnings Report

Toyo Tire Corporation <5105> [TSE Prime] announced its financial results in the morning on November 12th (11:00). The consolidated ordinary profit for the cumulative third quarter of the fiscal year ending December 2025 (January to September) decreased 9.1% from the same period last year to 70.7 billion yen.

However, the full-year forecast for consolidated ordinary profit has been revised upward 15.4%, from the previous forecast of 78.0 billion yen to 90.0 billion yen (compared to 102 billion yen in the previous period), and the declining rate is expected to decrease from 23.6% to 11.9%.

Based on the full-year plan announced by the company after the upward revision, our estimate of the consolidated ordinary profit for the July to December period (second half) is expected to increase 35.0%, from the previous forecast of 34.2 billion yen to 46.2 billion yen (compared to 42.3 billion yen in the same period of the previous year), turning to a 9.3% increase in the consolidated ordinary profit outlook.

In the most recent three-month period, from July to September (3Q), the consolidated ordinary profit increased 49.6% from the same period last year, reaching 26.9 billion yen. However, the operating profit margin decreased from 19.5% in the same period last year to 15.7%.

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Actual Results

Accumulated Results 3rd Quarter
Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Progress Rate vs. First Half Announce Accounting Standards
Jan - Sep, 2023 409,221 50,324 64,489 56,768 368.7 74.9 Nov 14, 2023 J-GAAP
Jan - Sep, 2024 420,608 76,237 77,808 55,196 358.5 76.2 Nov 13, 2024 J-GAAP
Jan - Sep, 2025 435,289 72,068 70,712 53,057 344.6 78.6 Nov 12, 2025 J-GAAP
YoY +3.5% -5.5% -9.1% -3.9% -3.9%

Guidance Update

Second Half Update

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Jul - Dec, 2025 Prev 301,590 41,824 34,270 22,670 147.2 70 Aug 8, 2025 J-GAAP
Jul - Dec, 2025 New 306,590 46,824 46,270 31,670 205.7 70 Nov 12, 2025 J-GAAP
Revision Rate +1.7% +12.0% +35.0% +39.7% +39.7%

Full Year Update

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Dec, 2025 Prev 585,000 90,000 78,000 56,000 363.6 130 Aug 8, 2025 J-GAAP
Dec, 2025 New 590,000 95,000 90,000 65,000 422.1 130 Nov 12, 2025 J-GAAP
Revision Rate +0.9% +5.6% +15.4% +16.1% +16.1%

Current Period Guidance

Second Half Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Jul - Dec, 2024 291,857 46,412 42,347 32,805 213.1 70 Feb 14, 2025 J-GAAP
Jul - Dec, 2025 Guidance 306,590 46,824 46,270 31,670 205.7 70 Nov 12, 2025 J-GAAP
YoY +5.0% +0.9% +9.3% -3.5% -3.5%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Dec, 2023 552,825 76,899 86,047 72,273 469.4 100 Feb 14, 2024 J-GAAP
Dec, 2024 565,358 93,981 102,117 74,810 485.9 120 Feb 14, 2025 J-GAAP
Dec, 2025 Guidance 590,000 95,000 90,000 65,000 422.1 130 Nov 12, 2025 J-GAAP
YoY +4.4% +1.1% -11.9% -13.1% -13.1%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Jul - Sep, 2024 147,107 28,668 18,038 13,191 85.7 19.5 Nov 13, 2024 J-GAAP
Oct - Dec, 2024 144,750 17,744 24,309 19,614 127.4 12.3 Feb 14, 2025 J-GAAP
Jan - Mar, 2025 135,510 22,419 18,256 13,505 87.7 16.5 May 13, 2025 J-GAAP
Apr - Jun, 2025 147,900 25,757 25,474 19,825 128.8 17.4 Aug 8, 2025 J-GAAP
Jul - Sep, 2025 151,879 23,892 26,982 19,727 128.1 15.7 Nov 12, 2025 J-GAAP
YoY +3.2% -16.7% +49.6% +49.5% +49.5%

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