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Toho (9602) investor relations material
Toho Q2 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2026 earnings summary16 Oct, 2025
Executive summary
Operating revenue for 2Q FY2/26 reached ¥191.6 billion, up 17.1% year-over-year, with operating profit at ¥41.1 billion, up 0.6%, and profit attributable to owners of parent up 26.3% to ¥33.5 billion.
The group revised its full-year earnings forecast upward, reflecting strong performance across all business segments and a focus on IP and Anime as a new growth area.
The film business outperformed due to box office hits like Demon Slayer and KOKUHO, offsetting the absence of prior-year streaming revenue and temporary theater closures.
Announced a treasury share buyback (up to 2 million shares, ¥17.56 billion) to enhance EPS and ROE.
Implemented the “TOHO Mid-Term Plan 2028” and reclassified reportable segments, establishing “IP and Anime business” as a new growth area.
Financial highlights
Operating revenue: ¥191.6 billion (+17.1% YoY); operating profit: ¥41.1 billion (+0.6% YoY); profit attributable to owners of parent: ¥33.5 billion (+26.3% YoY).
Ordinary profit: ¥42.2 billion (+6.1% YoY); comprehensive income: ¥41.2 billion (+28.5% YoY).
Extraordinary income included an ¥8.9 billion gain on sale of investment securities.
Basic earnings per share increased to ¥197.27 from ¥155.11 year-on-year.
Cash flows from operating activities: ¥47.8 billion; cash and cash equivalents at period end: ¥96.6 billion.
Outlook and guidance
Full-year operating revenue forecast revised to ¥360 billion (+15% YoY); operating profit to ¥65 billion; profit attributable to owners of parent to ¥47.5 billion (+9.6% YoY).
Segment forecasts: Film business ¥179 billion, IP and Anime business ¥75.9 billion, Theatrical business ¥22.5 billion, Real Estate business ¥81.3 billion.
Year-end dividend forecast is ¥85/share; policy targets a payout ratio of 35%+.
Continued focus on flexible share buybacks and capital efficiency.
Explain profit decline in key Film/IP segments
Is investment security gain a recurring strategy?
IP/Anime profit decline vs. Mid-Term Plan goals?
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Q3 202513 Jan, 2026
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Frequently asked questions
Toho Co., Ltd. is a Japanese company engaged in the production, distribution, and exhibition of films and theatrical performances. The company is known for its role in film production, including iconic Japanese movies, as well as its distribution network for domestic and international films. Toho also operates a chain of cinemas across Japan and is involved in producing stage plays and musicals. The company is headquartered in Tokyo, Japan, and its shares are listed on the Tokyo Stock Exchange (TSE).
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