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TOREX SEMICON, Ordinary Profit Forecast for the Fiscal Year Revised Upward by 50%

Fri Nov 14, 2025 4:00 pm JST Earnings

6616 TOREX SEMICONDUCTOR LTD. 【J-GAAP】

Earnings Report

TOREX SEMICONDUCTOR LTD. <6616> [TSE Prime] announced its financial results after the market closed on November 14th (16:00). The consolidated ordinary profit for the cumulative second quarter of the fiscal year ending March 2026 (April to September) surged 5.5 times that of the same period last year, reaching 381 million yen.

In addition, the full-year forecast for consolidated ordinary profit has been revised upward 50.0%, from the previous forecast of 400 million yen to 600 million yen (compared to a loss of 820 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 October to March period (second half) is expected to turn into a profit of 219 million yen (compared to a loss of 889 million yen in the same period last year).

In the most recent three-month period, from July to September (2Q), the consolidated ordinary profit/loss turned to a profit of 317 million yen (compared to a loss of 271 million yen in the same period last year). The operating profit/loss margin significantly improved from -0.5% in the same period last year to 4.1%.

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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 13,252 89 -266 -199 -18.2 ー Nov 14, 2023 J-GAAP
Apr - Sep, 2024 12,524 336 69 5 0.5 ー Nov 14, 2024 J-GAAP
Apr - Sep, 2025 11,879 414 381 336 31.7 63.5 Nov 14, 2025 J-GAAP
YoY -5.2% +23.2% +452.2% +6,620.0% +6,119.6%

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 ー ー ー ー － 28 May 14, 2025 J-GAAP
Apr - Sep, 2025 Results 11,879 414 381 336 31.7 28 Nov 14, 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
Mar, 2026 Prev 25,500 400 400 300 28.3 56 May 14, 2025 J-GAAP
Mar, 2026 New 24,500 600 600 400 37.8 56 Nov 14, 2025 J-GAAP
Revision Rate -3.9% +50.0% +50.0% +33.3% +33.3%

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 11,433 -968 -889 -2,363 -215.1 28 May 14, 2025 J-GAAP
Oct - Mar, 2025 Guidance 12,621 186 219 64 6.0 28 Nov 14, 2025 J-GAAP
YoY +10.4% － － － －

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2024 25,751 -1,778 -2,452 -4,297 -390.7 56 May 14, 2024 J-GAAP
Mar, 2025 23,957 -632 -820 -2,358 -214.6 56 May 14, 2025 J-GAAP
Mar, 2026 Guidance 24,500 600 600 400 37.8 56 Nov 14, 2025 J-GAAP
YoY +2.3% － － － －

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Jul - Sep, 2024 6,273 -29 -271 -78 -8.0 -0.5 Nov 14, 2024 J-GAAP
Oct - Dec, 2024 5,781 -440 -242 -239 -21.8 -7.6 Feb 14, 2025 J-GAAP
Jan - Mar, 2025 5,652 -528 -647 -2,124 -193.3 -9.3 May 14, 2025 J-GAAP
Apr - Jun, 2025 5,865 165 64 35 3.4 2.8 Aug 12, 2025 J-GAAP
Jul - Sep, 2025 6,014 249 317 301 28.4 4.1 Nov 14, 2025 J-GAAP
YoY -4.1% － － － －

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