Financial Presentation for the Second Quarter of the Fiscal Year Ending March 2027

Overview of Results

The Tokuden Group achieved interim net sales of 5,537 million yen for the second quarter, a 4.3% increase year-over-year, driven by strengthened sales of welding materials and deeper customer engagement. Operating income expanded to 420 million yen (+39.6%), ordinary income reached 430 million yen (+36.9%), and interim net income attributable to owners of parent was 294 million yen (+31.6%), showing a profit-increasing trend. By segment, the Construction & Installation business performed steadily at 4,184 million yen, while the Environmental Equipment business grew substantially to 355 million yen, indicating that growth drivers are dispersed across segments.

Outlook and Shareholder Returns

The company has revised its full-year earnings forecast upward, expecting net sales of 11,245 million yen, operating income of 730 million yen, ordinary income of 749 million yen, and net income attributable to owners of parent of 513 million yen. The dividend policy targets a DOE of approximately 2%, and at the board meeting in October 2026 the company announced a dividend of 51 yen per share. Adding a year-end dividend of 54 yen, the annual dividend is expected to be 105 yen per share.