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Toagosei (4045) investor relations material
Toagosei Q2 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
Net sales for the six months ended June 30, 2026, increased by 2.6% year-over-year to ¥82,405 million.
Operating income rose 12.7% year-over-year to ¥7,912 million, while ordinary profit decreased by 1.5% to ¥7,018 million.
Net income attributable to owners of parent grew 5.3% year-over-year to ¥6,019 million.
Comprehensive income for the period was ¥11,147 million, up from ¥4,343 million in the prior year.
Financial highlights
Basic earnings per share for the six months was ¥56.56, compared to ¥51.76 in the prior year.
Total assets as of June 30, 2026, were ¥296,711 million, up from ¥289,105 million at the end of 2025.
Net assets increased to ¥220,995 million, with a net worth ratio of 74.1%.
Outlook and guidance
Full-year 2026 net sales forecast is ¥170,000 million, a 4.7% increase year-over-year.
Operating income is projected at ¥15,500 million (up 9.3%), ordinary profit at ¥16,300 million (up 8.2%), and net income at ¥11,800 million (down 7.6%).
Basic earnings per share for the year is forecast at ¥111.22.
Dividend forecast revised to ¥72.00 per share for fiscal 2026.
- Net income rose 38.7% despite a 3.0% sales drop, driven by extraordinary gains.4045
Q1 202613 May 2026 - Strong 1H FY2024 growth drives higher full-year forecasts and increased shareholder returns.4045
Q2 202410 Mar 2026 - FY2024 saw higher sales, profits, and dividends, with FY2025 targeting further profit growth.4045
Q4 202410 Mar 2026 - Strong sales, profit, and EPS growth with robust 2024 guidance and stable dividend.4045
Q3 202410 Mar 2026 - Net sales rose 2.1% year-over-year, but profits fell and dividend forecast increased amid uncertainty.4045
Q1 202510 Mar 2026 - Sales and profits fell, outlook was lowered, and U.S. adhesives business was restructured.4045
Q2 202510 Mar 2026 - Net sales and profits fell year-over-year, but the dividend payout is set to rise.4045
Q3 202510 Mar 2026 - Net sales fell but net income rose on asset sales; FY2026 targets modest growth and strong returns.4045
Q4 202510 Mar 2026
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