Toyo Seikan Group Holdings Raises FY2027 Earnings Forecast on Steel Sheet Demand

Toyo Seikan Group Holdings, Ltd. (TSE:5901) raised its earnings guidance for the fiscal year ending March 2027, citing stronger-than-expected sales volumes in its steel sheet business.

ItemBeforeAfterChange
連結売上高JPY 525.0bnJPY 535.0bn+1.9%
連結営業利益JPY 20.0bnJPY 28.0bn+40.0%
連結経常利益JPY 22.5bnJPY 29.5bn+31.1%
親会社株主に帰属する中間純利益JPY 19.0bnJPY 22.0bn+15.8%
１株当たり中間純利益JPY 126MJPY 146M+15.6%

For the second quarter ending September 2026, the company now projects revenue of JPY 535.0bn, up JPY 10.0bn from its prior forecast. Operating profit (eigyo rieki) is expected to reach JPY 28.0bn, a 40% increase from the previous JPY 20.0bn estimate. Ordinary income (keijo rieki), a Japan-specific metric encompassing operating profit plus non-operating items, is forecast at JPY 29.5bn versus JPY 22.5bn previously. The interim net profit attributable to parent company shareholders is raised to JPY 22.0bn from JPY 19.0bn, with earnings per share climbing to JPY 146.10 from JPY 126.35.

For the full fiscal year, revenue guidance increased modestly to JPY 1,040.0bn from JPY 1,030.0bn. Operating profit was lifted to JPY 38.0bn from JPY 30.0bn, reflecting the stronger second-quarter performance. Full-year ordinary income is now JPY 40.5bn versus JPY 35.0bn, while net profit is projected at JPY 31.5bn compared to JPY 30.0bn. The company maintained its dividend policy unchanged.

The revision underscores robust demand in Toyo Seikan’s core packaging business. However, investors should note that full-year net profit growth (5.0%) lags operating profit growth (26.7%), as equity method investment income is expected to decline, partially offsetting operational gains.

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.