Toray Indus Inc Unsp/Adr (TRYIY) Q4 2026 Earnings Call

Investor webinar replay

Replay transcript excerpt

Thank you very much for joining us today despite your busy schedule. On behalf of Torre Group, I'd like to take this opportunity to extend my gratitude towards your continued understanding and your interest in our management and business activities. Now, I'd like to report Torre's business results for the fiscal year ended March 2026 and the business focus for the fiscal year ending March 2027. Now, I'd like to follow the table of contents shown on page 1. This is a summary of the business performance and forecast. Corporating income of FY2025 slightly decreased year-on-year to 141.9 billion yen due to effects from the stagnant market conditions and inventory adjustment despite the promotion of structural reform and strategic pricing. Corporating income of the fiscal year ending March 2027 is forecasted to increase year-on-year to ¥164, given the profit increase driven by business expansion in the gross business field and promotion of the structural reform while factoring in the risks associated with the situation in the Middle East. In terms of annual dividend, the company plans to pay ¥26 per share of common stock, a ¥6 increase compared with the previous fiscal year. This dividend includes a ¥3 commemorative dividend to mark its 100th anniversary as part of the interim dividend. I will explain the details starting from the next page. I'd like to begin with an overview of business results for the fiscal year ended March 2026. Please turn to page 4. Revenue for the fiscal year ended March 2026 increased 0.9% to ¥2,585.1 billion compared with the previous fiscal year and corporate income decreased 0.6% to ¥141.9 billion. Net income increased 2.1% to ¥79.5 billion. RIC was 4.7%, while ROE was 4.5%. Page 5 is about special items. Special items for the period worsened b...