Tose Co., Ltd.

4728.T
Electronic Gaming & Multimedia
2026/10/23 17:43 Updated
Market Cap: $30.2M (¥4.7B)
Stock Price: $3.98 (¥625)
Exchange Rate: 1 USD = ¥156.99

Earnings Presentation for Fiscal Year Ended August 2026

For the fiscal year ended August 2026, revenue is expected to decline due to suspension of large contracts, but operating profit is expected to improve. Suspension of large overseas projects created operational gaps from Q3 onward. Special gains/losses include write-downs related to construction of the new Nagaokakyo office building and consolidation of bases, but medium- to long-term plans include improving profitability in the game business and creating new businesses in non-game areas. Dividends are forecast at a total of 25 yen (interim 12.5 yen, year-end 12.5 yen).

Importance:
Page Updated: October 15, 2026
IR Disclosure Date: October 15, 2026

Key Figures

  • Revenue: 6,000 million yen (Year-over-Year -5.0%)
  • Operating Income: 415 million yen (Year-over-Year +130 million yen)
  • Net Income Attributable to Owners of Parent: 280 million yen (Year-over-Year -437 million yen)

AI要約

Performance Overview

Consolidated revenue for the fiscal year ended August 2026 is projected at 6,000 million yen, approximately a 5% decrease year-over-year, while operating income is forecast at 415 million yen, approximately a 45.9% increase year-over-year; net income is expected to decline significantly. The game business will see some revenue decreases due to completion of major projects and delays in new project launches, but overall gross margin improvement and reduced external outsourcing costs are expected to drive operating profit improvement.

Initiatives and Outlook

The company will improve productivity through construction of the new Nagaokakyo office building and consolidation of bases, and strengthen development systems leveraging advanced technologies such as AI. It will promote creation of new businesses in non-game areas and aim to expand in education and entertainment fields. These measures are planned to enhance orders and revenue contribution from the fiscal year ending August 2027 and beyond.

Revenue Trend

Operating Income Trend

Segment Revenue Breakdown

Margin Analysis

This page uses AI to summarize IR materials from TDnet. Please refer to the original document for investment decisions.

Tose Co., Ltd.

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