Toyo Tanso (5310) Q3 2025 earnings summary

Executive summary

• Net sales for the nine months ended September 30, 2025, were ¥34,095 million, down 12.7% year-over-year, reflecting a challenging global environment and weak semiconductor demand.

• Operating profit declined 41.5% year-over-year to ¥5,420 million, and profit attributable to owners of parent fell 37.0% to ¥4,531 million.

• The company focused on high-value-added solutions and productivity improvements to address market shifts and customer needs.

Financial highlights

• Gross profit for the period was ¥12,096 million, down from ¥15,905 million year-over-year.

• Ordinary profit decreased 38.2% year-over-year to ¥6,014 million.

• Comprehensive income dropped 49.0% year-over-year to ¥3,890 million.

• Basic earnings per share for the period were ¥216.06, compared to ¥342.80 in the prior year.

Outlook and guidance

• Full-year 2025 forecast remains unchanged: net sales of ¥48,000 million (down 9.6% year-over-year), operating profit of ¥7,500 million (down 38.7%), and profit attributable to owners of parent of ¥5,000 million (down 49.8%).

• Dividend forecast for 2025 is ¥145 per share, unchanged from the prior year.