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TOYODA GOSEI, Net Income Forecast for the Fiscal Year Revised Upward by 13%

Fri Oct 31, 2025 1:25 pm JST Earnings

7282 TOYODA GOSEI CO.,LTD. 【IFRS】

Earnings Report

TOYODA GOSEI CO.,LTD. <7282> [TSE Prime] announced its financial results (based on IFRS) in the afternoon session on October 31st (13:25). The consolidated net income for the cumulative second quarter of the fiscal year ending March 2026 (April to September) expanded 27.7 billion yen, an increase 52.3% compared to the same period last year.

In addition, the full-year forecast for consolidated net income has been revised upward 13.2%, from the previous forecast of 38.0 billion yen to 43.0 billion yen (compared to 36.3 billion yen in the previous period), increasing the growth rate from 4.6% to 18.4%.

Based on the first-half performance announced by the company and the full-year plan, our calculation indicates that the consolidated net income for the October to March period (second half) is expected to decrease 15.7% from the same period last year to 15.2 billion yen.

In the most recent three-month period, from July to September (2Q), the consolidated net income surged 2.2 times that of the same period last year, reaching 14.2 billion yen. The operating profit margin improved from 4.6% in the same period last year to 5.3%.

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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 522,849 33,691 34,124 23,270 179.7 47.5 Oct 31, 2023 IFRS
Apr - Sep, 2024 515,938 28,873 25,320 18,210 143.4 42.8 Oct 31, 2024 IFRS
Apr - Sep, 2025 535,645 32,920 35,704 27,730 218.2 55.8 Oct 31, 2025 IFRS
YoY +3.8% +14.0% +41.0% +52.3% +52.2%

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 ー ー ー ー － 50 Apr 25, 2025 IFRS
Apr - Sep, 2025 Results 535,645 32,920 35,704 27,730 218.2 50 Oct 31, 2025 IFRS
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 1,000,000 55,000 58,000 38,000 298.6 110 Apr 25, 2025 IFRS
Mar, 2026 New 1,050,000 60,000 64,000 43,000 337.9 110 Oct 31, 2025 IFRS
Revision Rate +5.0% +9.1% +10.3% +13.2% +13.2%

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 543,860 30,971 33,848 18,121 142.7 55 Apr 25, 2025 IFRS
Oct - Mar, 2025 Guidance 514,355 27,080 28,296 15,270 120.0 60 Oct 31, 2025 IFRS
YoY -5.4% -12.6% -16.4% -15.7% -15.9%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2024 1,071,107 67,703 71,801 51,454 400.2 95 Apr 26, 2024 IFRS
Mar, 2025 1,059,798 59,844 59,168 36,331 286.0 105 Apr 25, 2025 IFRS
Mar, 2026 Guidance 1,050,000 60,000 64,000 43,000 337.9 110 Oct 31, 2025 IFRS
YoY -0.9% +0.3% +8.2% +18.4% +18.2%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Jul - Sep, 2024 251,603 11,651 6,960 6,371 50.2 4.6 Oct 31, 2024 IFRS
Oct - Dec, 2024 271,016 18,206 23,986 14,057 110.7 6.7 Jan 31, 2025 IFRS
Jan - Mar, 2025 272,844 12,765 9,862 4,064 32.0 4.7 Apr 25, 2025 IFRS
Apr - Jun, 2025 260,417 18,373 18,233 13,473 106.0 7.1 Jul 31, 2025 IFRS
Jul - Sep, 2025 275,228 14,547 17,471 14,257 112.2 5.3 Oct 31, 2025 IFRS
YoY +9.4% +24.9% +151.0% +123.8% +123.7%

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