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TOHO TITANIUM, Ordinary Profit Forecast for the Fiscal Year Revised Upward by 9%

Fri Nov 7, 2025 1:00 pm JST Earnings

5727 TOHO TITANIUM COMPANY LIMITED 【J-GAAP】

Earnings Report

TOHO TITANIUM COMPANY LIMITED <5727> [TSE Prime] announced its financial results in the afternoon session on November 7th (13:00). The consolidated ordinary profit for the cumulative second quarter of the fiscal year ending March 2026 (April to September) dropped 30.7% from the same period last year to 1.18 billion yen.

However, the full-year forecast for consolidated ordinary profit has been revised upward 9.1%, from the previous forecast of 3.30 billion yen to 3.60 billion yen (compared to 5.51 billion yen in the previous period), and the declining rate is expected to decrease from 40.2% to 34.7%. However, the full-year forecast for consolidated net income has decreased 20.8%, from the previous forecast of 2.40 billion yen to 1.90 billion yen (compared to 3.72 billion yen in the previous period), leading to an increase in the profit decline rate from 35.6% to 49.0%.

Based on the first-half performance announced by the company and the full-year plan, our calculation indicates that the consolidated ordinary profit for the October to March period (second half) is expected to drop 36.5% from the same period last year to 2.41 billion yen.

In the most recent three-month period, from July to September (2Q), the consolidated ordinary profit/loss turned to a profit of 0.75 billion yen (compared to a loss of 0.48 billion yen in the same period last year). However, the operating profit margin worsened from 3.8% in the same period last year to 2.7%.

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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 36,649 2,341 3,182 2,436 34.2 50.7 Oct 26, 2023 J-GAAP
Apr - Sep, 2024 43,779 2,624 1,704 1,131 15.9 30.9 Nov 8, 2024 J-GAAP
Apr - Sep, 2025 41,044 1,324 1,181 699 9.8 32.8 Nov 7, 2025 J-GAAP
YoY -6.2% -49.5% -30.7% -38.2% -38.2%

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 41,700 1,200 700 300 4.2 9 Aug 1, 2025 J-GAAP
Apr - Sep, 2025 Results 41,044 1,324 1,181 699 9.8 9 Nov 7, 2025 J-GAAP
Revision Rate -1.6% +10.3% +68.7% +133.0% +133.5%

Guidance Update

Full Year Update

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2026 Prev 92,300 4,300 3,300 2,400 33.7 18 May 8, 2025 J-GAAP
Mar, 2026 New 81,300 4,000 3,600 1,900 26.7 18 Nov 7, 2025 J-GAAP
Revision Rate -11.9% -7.0% +9.1% -20.8% -20.8%

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 45,195 3,256 3,810 2,595 36.5 10 May 8, 2025 J-GAAP
Oct - Mar, 2025 Guidance 40,256 2,676 2,419 1,201 16.9 9 Nov 7, 2025 J-GAAP
YoY -10.9% -17.8% -36.5% -53.7% -53.7%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2024 78,404 5,628 6,273 4,951 69.6 24 May 8, 2024 J-GAAP
Mar, 2025 88,974 5,880 5,514 3,726 52.4 18 May 8, 2025 J-GAAP
Mar, 2026 Guidance 81,300 4,000 3,600 1,900 26.7 18 Nov 7, 2025 J-GAAP
YoY -8.6% -32.0% -34.7% -49.0% -49.0%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Jul - Sep, 2024 22,424 856 -480 -356 -5.0 3.8 Nov 8, 2024 J-GAAP
Oct - Dec, 2024 22,026 1,823 2,779 2,084 29.3 8.3 Feb 7, 2025 J-GAAP
Jan - Mar, 2025 23,169 1,433 1,031 511 7.2 6.2 May 8, 2025 J-GAAP
Apr - Jun, 2025 22,149 822 431 304 4.3 3.7 Aug 1, 2025 J-GAAP
Jul - Sep, 2025 18,895 502 750 395 5.6 2.7 Nov 7, 2025 J-GAAP
YoY -15.7% -41.4% － － －

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