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TOHO, Ordinary Profit Forecast for the Fiscal Year Revised Downward by 4%

Thu Sep 11, 2025 3:30 pm JST Earnings

8142 TOHO Co.,Ltd. 【J-GAAP】

Earnings Report

TOHO Co.,Ltd. <8142> [TSE Prime] announced its financial results after the market closed on September 11th (15:30). The consolidated ordinary profit for the cumulative second quarter of the fiscal year ending January 2026 (February to July) decreased 4.0% from the same period last year to 3.48 billion yen, resulting in a decrease in profits compared to the previous forecast of a 10.2% increase.

In addition, the full-year forecast for consolidated ordinary profit has decreased 3.6%, from the previous forecast of 8.30 billion yen to 8.00 billion yen (compared to 7.69 billion yen in the previous period), leading to a reduction in the profit growth rate from 7.9% to 4.0%.

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 August to January period (second half) is expected to grow 11.1% from the same period last year, reaching 4.51 billion yen.

In the most recent three-month period, from May to July (2Q), the consolidated ordinary profit grew 6.3% from the same period last year, reaching 1.68 billion yen. The operating profit margin remained almost flat, changing from 2.5% 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
Feb - Jul, 2023 119,028 3,682 3,777 1,776 165.1 47.4 Sep 11, 2023 J-GAAP
Feb - Jul, 2024 121,196 3,471 3,631 2,281 212.1 47.2 Sep 10, 2024 J-GAAP
Feb - Jul, 2025 123,092 3,454 3,487 1,793 167.3 43.6 Sep 11, 2025 J-GAAP
YoY +1.6% -0.5% -4.0% -21.4% -21.1%

First Half Results vs. Previous Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Feb - Jul, 2025 Guidance 123,000 3,900 4,000 2,300 216.4 75 Mar 13, 2025 J-GAAP
Feb - Jul, 2025 Results 123,092 3,454 3,487 1,793 167.3 75 Sep 11, 2025 J-GAAP
Revision Rate +0.1% -11.4% -12.8% -22.0% -22.7%

Guidance Update

Full Year Update

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Jan, 2026 Prev 253,000 8,200 8,300 4,700 442.2 150 Mar 13, 2025 J-GAAP
Jan, 2026 New 260,000 7,900 8,000 4,700 442.2 150 Sep 11, 2025 J-GAAP
Revision Rate +2.8% -3.7% -3.6% 0.0% 0.0%

Current Period Guidance

Second Half Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Aug - Jan, 2024 125,269 4,025 4,062 2,204 204.9 70 Mar 13, 2025 J-GAAP
Aug - Jan, 2025 Guidance 136,908 4,446 4,513 2,907 273.5 75 Sep 11, 2025 J-GAAP
YoY +9.3% +10.5% +11.1% +31.9% +33.5%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Jan, 2024 244,930 7,819 7,971 3,605 335.2 90 Mar 11, 2024 J-GAAP
Jan, 2025 246,465 7,496 7,693 4,485 416.9 125 Mar 13, 2025 J-GAAP
Jan, 2026 Guidance 260,000 7,900 8,000 4,700 442.2 150 Sep 11, 2025 J-GAAP
YoY +5.5% +5.4% +4.0% +4.8% +6.1%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
May - Jul, 2024 59,655 1,466 1,588 1,209 112.4 2.5 Sep 10, 2024 J-GAAP
Aug - Oct, 2024 60,679 1,827 1,857 1,027 95.5 3.0 Dec 12, 2024 J-GAAP
Nov - Jan, 2024 64,590 2,198 2,205 1,177 109.4 3.4 Mar 13, 2025 J-GAAP
Feb - Apr, 2025 61,275 1,804 1,799 1,094 101.7 2.9 Jun 12, 2025 J-GAAP
May - Jul, 2025 61,817 1,650 1,688 699 65.2 2.7 Sep 11, 2025 J-GAAP
YoY +3.6% +12.6% +6.3% -42.2% -42.0%

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