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Tokai Carbon
Tokai Carbon (5301) investor relations material
Tokai Carbon Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary13 Feb, 2026
Executive summary
Consolidated net sales for FY2025 decreased 7.8% YoY to JPY322.9 billion, while operating income rose 33.3% to JPY25.8 billion and net income attributable to owners was JPY20.1 billion, reversing a prior year loss, mainly due to structural reforms and the absence of prior-year restructuring costs.
Profitability turnaround in Graphite Electrodes and Smelting and Lining segments was driven by cost reductions, structural reforms, and the completion of impairment losses.
All major profit metrics exceeded the full-year forecast, despite external headwinds such as U.S. tariffs, global trade frictions, and protectionist policies.
Strategic investments included the consolidation of Bridgestone's Thai carbon black subsidiary and additional acquisition of shares in Tokai Carbon Korea, while maintaining strong liquidity and stable credit ratings.
The company advanced its Vision 2030, focusing on growth, structural reform, and sustainability.
Financial highlights
Net sales: JPY322.9 billion (-7.8% YoY); Operating income: JPY25.8 billion (+33.3% YoY); Net income: JPY20.1 billion (from -JPY56.5 billion); EBITDA: JPY58.4 billion (-4.4% YoY); EBITDA margin: 18.1% (+0.6pt).
Gross profit was JPY79.7 billion, with a gross margin of 24.7% for FY2025.
Ordinary income increased 16.5% YoY to JPY26.3 billion; comprehensive income was JPY54.5 billion, up from a loss of JPY21.5 billion in FY2024.
Net income per share was JPY94.05, compared to a loss per share of JPY264.77 in the previous year.
Return on sales (ROS): 8.0% (+2.5pt YoY); ROE: 6.6%; Adjusted ROIC: 5.8%.
Outlook and guidance
FY2026 consolidated net sales forecast to rise 7.4% to JPY346.7 billion; operating income to remain nearly flat at JPY26.0 billion (+0.6%).
Net income expected to decline 47.2% to JPY10.6 billion, reflecting heightened global uncertainty.
EBITDA projected at JPY63.7 billion (+9.0% YoY); EBITDA margin to improve to 18.4%.
The company aims for 2030 targets: net sales of JPY500 billion, EBITDA margin of 20%, and ROIC of 12%.
Dividend forecast unchanged at JPY30 per year.
What drives the significant FY226 net income forecast decline?
Detail next steps for Smelting & Lining profitability
How will Carbon Black investments boost future profit?
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Next Tokai Carbon earnings date
Q1 202614 May, 2026
Tokai Carbon
Next Tokai Carbon earnings date
Q1 202614 May, 2026
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Frequently asked questions
Tokai Carbon Co., Ltd. is a Japanese company specializing in the manufacture and sale of carbon-based materials and products. Its offerings include graphite electrodes for steelmaking, carbon black for rubber and plastics, and fine carbon products for semiconductors and electronics. The company also produces friction materials and industrial ceramics, catering to industries such as automotive, metallurgy, and energy. The company is headquartered in Tokyo, Japan, and its shares are listed on the Tokyo Stock Exchange.
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