4043.T earnings: revenue missed by 8.8%
Tokuyama Corporation reported results (Jul 29, 2026). EPS came in at ¥72.82. Revenue was ¥86.2B versus ¥94.5B expected, missed by 8.8%.
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From the call / model-read, verbatim-grounded
Sentiment
-0.06
Net tone of the full call — above 0 positive, below 0 negative
Guidance Tone
0.18
Tone of the forward-guidance language
Novelty Share
100%
Language not seen in this company's prior calls
Guidance “For polycrystalline silicon, sales volume decreased year on year. <Approach to the Full-Year Forecast for the Fiscal Year Ending March 2027> Q: Regarding the full -year forecast for the fiscal year ending March 2027, operating profit is planned to decrease by ¥3.0 billion year on year.”
Guidance “Q: The full-year operating profit forecast for Cement is ¥7.0 billion, a decrease of ¥2.5 billion year on year.”
4 more flagged statements from this call are in the Pro read.
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The quarter in numbers
| Metric | Actual | Consensus | Surprise |
|---|---|---|---|
| EPS | ¥72.82 | n/a | n/a |
| Revenue | ¥86.2B | ¥94.5B | missed by 8.8% |
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The trend
Revenue is up 9.2% from the same quarter last year. Gross margin sits at 34.9%, 340 bps off its 8-quarter high.
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How it stacks up
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Go deeper on 4043.T
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