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Winner, Winner: The Chicken McNugget Story
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Tokai Carbon
Tokai Carbon (5301) investor relations material
Tokai Carbon Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2026 earnings summary5 Nov, 2026
Executive summary
Jan–Sep 2026 net sales rose 15.3% YoY to ¥273,674m; operating income increased 32.0% to ¥27,507m, while parent-attributable net income rose 0.8% to ¥16,259m.
EBITDA increased 26.0% to ¥55,261m; EBITDA margin reached 20.2%, up 1.7 points YoY and meeting the Long-Term Vision target.
Fine Carbon and Smelting & Lining led growth; Thai Carbon Black operations contributed despite lower tire-sector volumes.
Financial highlights
Jan–Sep 2026 net sales were ¥273,674m, gross profit ¥70,437m, operating income ¥27,507m and ordinary income ¥26,148m.
EBITDA was ¥55,261m, up 26.0% YoY; EBITDA margin was 20.2%, versus 18.5% a year earlier.
Parent-attributable net income was ¥16,259m, up 0.8% YoY; comprehensive income was ¥25,897m versus ¥8,386m.
Outlook and guidance
FY2026 forecast: net sales ¥386.0bn, operating income ¥35.0bn, ordinary income ¥34.3bn, EBITDA ¥72.4bn, EBITDA margin 18.8% and parent-attributable net income ¥22.0bn.
FY2026 forecast EPS is ¥108.73; guidance was revised upward in August on AI manufacturing-equipment demand and improving graphite-electrode conditions.
FY2026 forecast capital investment is ¥43.1bn, depreciation and amortization ¥33.3bn, and R&D expenses ¥5.2bn.
Vision 2030 targets net sales of ¥500bn, EBITDA margin of 20% and ROIC of 12%.
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Latest events from Tokai Carbon
- Net sales and operating income increased, but net income fell; guidance and dividends were raised.5301
Q2 2026 - Sales rose 1.7% but profits fell sharply; FY2026 outlook and shareholder returns were upgraded.5301Q1 2026
- Vision 2030 aims for ¥500B sales and 20% EBITDA margin, led by Fine Carbon and Industrial Furnaces.5301Investor presentation
- Operating income surged 33.3% despite a 7.8% sales drop; net income returned to profit.5301Q4 2025
- Operating and net income surged despite lower sales, with an improved full-year outlook.5301Q3 2025
- Operating income surged 65.7% despite a 7.5% sales decline, reflecting successful reforms.5301Q2 2025
- Profits fell sharply on weak demand and losses in key segments, but Fine Carbon grew strongly.5301Q3 2024
- Profits plunged and major restructuring in graphite electrodes marked a challenging H1 2024.5301Q2 2024
- Operating income more than doubled, offsetting lower sales and segment pressures.5301Q1 2025
Next Tokai Carbon earnings date
Q4 202612 Feb, 2027
Tokai Carbon
Next Tokai Carbon earnings date
Q4 202612 Feb, 2027
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Frequently asked questions
Tokai Carbon Co., Ltd. is a Japanese company specializing in the manufacture and sale of carbon-based materials and products. Its offerings include graphite electrodes for steelmaking, carbon black for rubber and plastics, and fine carbon products for semiconductors and electronics. The company also produces friction materials and industrial ceramics, catering to industries such as automotive, metallurgy, and energy. The company is headquartered in Tokyo, Japan, and its shares are listed on the Tokyo Stock Exchange.