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Revision of earnings forecasts7472TOBA,INC.Trading & Wholesale

Notice Regarding Revisions to Full-Year Earnings Forecast

The full-year forecast for the fiscal year ending March 2026 was revised downward for revenue, operating profit, ordinary profit and net profit attributable to owners of the parent. Revenue is expected to be ¥29.5 billion and net profit is expected to be ¥1.077 billion.

Worth reading
63In focus
0–100. This measures how worthwhile something is to read, not how good or bad the company is.
Direction
Deterioration
Direction inferred from the company’s description.
Scale
-3500
¥ million (change in net sales)
Wording
Avoiding a definitive answer
How definitive the wording is.

Revised forecast

Fiscal year ending March 2026 · Full yearPrevious forecast published Announced 9 May 2025
Net Sales33,000→29,500million
-10.6%
Operating profit1,850→1,470million
-20.5%
Ordinary income1,950→1,578million
-19.1%
Profit attributable to owners of the parent1,350→1,077million
-20.2%
Net income per share341.51→273.68yen and sen
-19.9%

The bar length represents the relative magnitude of change, based on the item that changed the most in this document. The percentage change shown by the dotted line is calculated from the two reported figures because the company did not provide the rate.

Reason for the revision

AI半導体向け需要は旺盛に推移する一方、メモリ半導体の需要回復は緩やかで、車載向けパワー半導体もEV市場の成長鈍化に伴うサプライチェーン全体の在庫調整の影響を受けて販売が伸び悩んでいる。加えて、米国の関税政策や世界的なEV市場の低迷により自動車関連企業が設備投資を控え、自動車・車載部品関連の得意先への販売が前年同期を大きく下回っているため。

Previous-period results売上高:31,565百万円、営業利益:1,684百万円、経常利益:1,812百万円、親会社株主に帰属する当期純利益:1,231百万円、1株当たり当期純利益:310.89円
Consolidated / non-consolidatedConsolidated
Revised forecast
ItemDetails
Net Sales¥33,000 million → ¥29,500 million(-10.6%)
Operating profit¥1,850 million → ¥1,470 million(-20.5%)
Ordinary income¥1,950 million → ¥1,578 million(-19.1%)
Profit attributable to owners of the parent¥1,350 million → ¥1,077 million(-20.2%)
Net income per share341.51 yen and sen → 273.68 yen and sen
Fiscal Period CoveredFiscal year ending March 2026
Period CoveredFull year
Publication date of previous forecastAnnounced 9 May 2025
Previous-period results売上高:31,565百万円、営業利益:1,684百万円、経常利益:1,812百万円、親会社株主に帰属する当期純利益:1,231百万円、1株当たり当期純利益:310.89円
Reason for the revisionAI半導体向け需要は旺盛に推移する一方、メモリ半導体の需要回復は緩やかで、車載向けパワー半導体もEV市場の成長鈍化に伴うサプライチェーン全体の在庫調整の影響を受けて販売が伸び悩んでいる。加えて、米国の関税政策や世界的なEV市場の低迷により自動車関連企業が設備投資を控え、自動車・車載部品関連の得意先への販売が前年同期を大きく下回っているため。
Consolidated / non-consolidatedConsolidated
Items this document does not state (2)
Details and amount of extraordinary lossDividend forecast revision

These are items the company does not state in this document. We do not leave them blank, nor fill them in from other sources or by inference.

The reasons the company gives

The company's own explanation, not something inferred from the numbers.

AI半導体向け需要は旺盛な一方、メモリ半導体の需要回復が緩やかで、車載向けパワー半導体もEV市場の成長鈍化と在庫調整の影響で販売が伸び悩んでいる。さらに、米国の関税政策や世界的なEV市場の低迷を受けて自動車関連企業が設備投資を控え、自動車・車載部品関連の得意先への販売が前年同期を大きく下回っているため。

How to read this page

This is not the documentKomori reads the disclosure the company filed and writes this summary. Figures are as stated by the company and are not audited.
Weight is not a verdictIt measures how much this changes what the company had already told the market. It is not a view on the shares.
Corrections happenIf the company reissues this disclosure, the page is rebuilt from the corrected version and the revision number moves up.
Notice Regarding Revisions to Full-Year Earnings Forecast | TOBA,INC. (7472) timely disclosure | Komori