Toei Animation Raises FY2026 Guidance on Strong Overseas Rights Business
Toei Animation Co.,Ltd. (TSE:4816) has raised its earnings and dividend forecast for the fiscal year ending March 2026, citing stronger-than-expected performance in overseas copyright licensing and favorable currency tailwinds.
| Item | Before | After | Change |
|---|---|---|---|
| Revenue | JPY 88.0bn | JPY 93.6bn | +6.4% |
| Operating Profit | JPY 26.0bn | JPY 31.0bn | +19.2% |
| Ordinary Income | JPY 26.7bn | JPY 33.4bn | +25.1% |
| 親会社株主に帰属する当期純利益 | JPY 19.1bn | JPY 25.0bn | +30.9% |
| １株当たり当期純利益 | JPY 9.34bn | JPY 12.2bn | +31.0% |
The animation studio lifted revenue guidance by JPY 5.6bn to JPY 93.6bn, while operating profit jumped 19.2% to JPY 31.0bn. Net profit attributable to parent company shareholders surged 30.9% to JPY 25.0bn. The company also raised its annual dividend per share by JPY 3.00 to JPY 44.00/share. Management attributed the upward revision to robust performance in overseas copyright licensing operations exceeding initial expectations, sustained yen weakness throughout the fiscal period, and the recognition of securities sale gains not anticipated at the start of the year.
The substantial upward revision—particularly the 30.9% net profit increase—reflects Toei Animation’s growing reliance on international revenue streams and demonstrates the material impact of foreign exchange movements on earnings. The dividend increase signals management confidence in sustained profitability. Investors should note that ordinary income (keijo rieki), a Japan-specific metric encompassing operating profit plus non-operating items, rose 25.1%, indicating strong underlying operational performance alongside favorable financial income.
Source: Original filing (TDnet) | 日本語版
This article is for informational purposes only and does not constitute investment advice. Always verify against the original filing.