TOYO Corporation

8151.T
Scientific & Technical Instruments
2026/11/11 12:12 Updated
Market Cap: $230.5M (¥36.5B)
Stock Price: $11.04 (¥1,749)
Exchange Rate: 1 USD = ¥158.48

Earnings Presentation for Fiscal Year Ended September 2026

Net sales increased 17.9% year-over-year to 38,371 million yen, and operating income rose sharply 83.5% to 3,512 million yen. Orders decreased 1.4% year-over-year while backlog increased 4.9%. The TY2027 mid-term plan targets net sales of 45 hundred million yen plus, ROE of 11% and a final-year ROE of 12.0%. Contributions came from many high value-added projects and new consolidated subsidiaries such as Sonic Guard. Shareholder returns include introduction of DOE, share buybacks and retirements, and stable dividend increases. Growth strategy focuses on defense, decarbonization and advanced mobility. Full-year forecast for fiscal 2027 (September year-end) is net sales 50,000 million yen, operating income 4,500 million yen, ROE 12.0%, and net income attributable to owners of parent 3,500 million yen.

Importance:
Page Updated: November 11, 2026
IR Disclosure Date: November 11, 2026

Key Figures

  • Net Sales: 38,371 million yen (Year-over-Year +17.9%)
  • Operating Income: 3,512 million yen (Year-over-Year +83.5%)
  • Net Income Attributable to Owners of Parent: 2,397 million yen (Year-over-Year +100.5%)

AI要約

Overview of Results

The consolidated results for the fiscal year ended September 2026 reached a record high in net sales, and operating income increased substantially. While orders were slightly down year-over-year, backlog expanded, and all segments achieved growth driven by numerous high value-added projects and contributions from newly consolidated subsidiaries. M&A and expansion of new businesses are being promoted as growth strategies toward TY2027.

Outlook and Capital Policy

For TY2027, the company targets net sales of 50,000 million yen and operating income of 4,500 million yen. It aims for an ROE of 12.0% and plans to utilize external funds for growth investments. Shareholder returns will include the introduction of DOE, share buybacks and retirements, and continuation of stable dividends. The company will focus on defense, decarbonization, and advanced mobility, while strengthening overseas expansion and recurring revenue models.

Net Sales Trend

Operating Income Trend

Revenue by Segment

Segment Profit Analysis

Comparison of Forecast and Results

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TOYO Corporation

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