Toho Co., Ltd.
Earnings Presentation Materials
For the cumulative 2Q consolidated results, operating revenue was 185,162 million yen and operating income was 30,938 million yen. Year-on-year declines were driven by the company split impact, one-time expenses, and increased overseas investments, but expansion in distribution revenue from IP and animation limited downside. The full-year forecast was revised up for net income to 48,000 million yen. With major releases including Godzilla -0.0 scheduled for the second half, the company will strengthen overseas expansion centered on IP and animation. Dividend and shareholder return policies remain priorities in the mid-term plan.
Key Figures
- Operating Revenue: 185,162 million yen (cumulative 2Q)
- Operating Income: 30,938 million yen (cumulative 2Q)
- Net Income Attributable to Owners of Parent (interim): 20,019 million yen
- Full-Year Net Income: 480,000 million yen (amounts presented in million yen equivalent)
AI要約
Key Points on Performance
For the cumulative 2Q consolidated results, operating revenue was 185,162 million yen and operating income was 30,938 million yen, representing a year-on-year decline. However, expansion in distribution revenue from the IP and animation businesses and investments in overseas expansion helped offset some cost increases. The revenue structure across film, IP, and animation remains diversified. The presentation materials note the timing impact of the TOHO Global company split as a point of attention.
Outlook and Key Items
The company revised up its full-year net income forecast to 48,000 million yen. In the second half, the simultaneous global release of "Godzilla -0.0" is expected to accelerate IP activities such as overseas distribution and merchandise sales. Through new content investments and initiatives like TOHO-ONE to strengthen fan engagement, the company aims to build a long-term foundation while creating breakout potential.
Operating Income Trend
Segment Revenue Breakdown
Forecast vs Actual Comparison
Toho Co., Ltd.
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