)
Visual
test
Tokai Carbon
Tokai Carbon (5301) investor relations material
Tokai Carbon Q3 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2025 earnings summary7 Nov, 2025
Executive summary
Consolidated net sales for the first nine months of FY2025 decreased 8.2% year-over-year to ¥237,336 million, mainly due to the divestment of a German site in the Graphite Electrodes business and lower sales/prices in other segments, despite growth in Fine Carbon from U.S. subsidiary consolidation and memory semiconductor demand recovery.
Operating income rose 40.0% year-over-year to ¥21,301 million, driven by a return to profitability in Graphite Electrodes and Smelting and Lining, aided by structural reforms, cost reductions, and prior-year impairment reversals.
Net income attributable to owners surged 192.9% year-over-year to ¥16,354 million, supported by extraordinary gains including the sale of investment securities.
The acquisition of Bridgestone's carbon black subsidiary in Thailand was completed, strengthening global collaboration and advancing a project to recover carbon black from used tires.
Full-year performance outlook for FY2025 was revised upward based on recent trends, with continued focus on growth and sustainability initiatives.
Financial highlights
Net sales: ¥237,336 million (-8.2% YoY); Operating income: ¥21,301 million (+40.0% YoY); Net income attributable to owners: ¥16,354 million (+192.9% YoY); Ordinary income: ¥21,061 million (+30.8% YoY); EBITDA: ¥44.0 billion (-5.9% YoY); EBITDA margin: 18.5% (+0.4pts).
Gross profit for the period was ¥59,999 million, down from ¥61,107 million year-over-year.
Comprehensive income dropped 44.4% year-over-year to ¥8,620 million.
Extraordinary income included a ¥4,163 million gain on sales of investment securities.
Outlook and guidance
FY2025 net sales forecast revised down by ¥20.0 billion to ¥321,000 million, mainly due to lower Carbon Black sales.
Operating income forecast increased by ¥0.7 billion to ¥24,000 million, with additional Q4 costs from M&A and acquisition-related expenses.
Net income attributable to owners forecast raised by ¥7.0 billion to ¥18,000 million, reflecting extraordinary gains.
Dividend forecast for FY2025 is ¥30.00 per share, unchanged from the previous year.
Explain operating income surge despite sales drop
Assess structural reform impact on segment profitability
What factors led to the amended earnings forecast?
Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.
Latest summaries
- TimeTickerHeadlineOpen
- 032640
Net income surged 61.9% year-over-year, with strong wireless and enterprise growth. - LOT
A$76M equity raise supports Kayelekera ramp-up and Letlhakane development amid strong uranium demand. - SYM
Revenue up 29% to $630M, net income $13.36M, $22.3B backlog, strong cash, legal risks persist. - BPT
H1 FY26 revenue hit AUD 1B, with strong gas prices and LNG cargoes driving results. - CPAY
2026 guidance targets 16% revenue and 22% adjusted EPS growth, led by strong Corporate Payments. - TENB
Record 2025 results with double-digit growth, strong cash flow, and expanding AI-driven platform. - DHX
Q4 2025 revenue down 10% YoY; FY 2026 guidance targets $118M–$122M revenue. - COHR
Q2 FY26 revenue up 17% to $1.69B, with strong EPS growth and robust datacenter demand. - ALGT
Q4 2025 saw record results and margin growth, with 2026 outlook boosted by Sun Country deal. - STC
Record bookings, strong cash flow, and margin expansion drive improved outlook.
Next Tokai Carbon earnings date
Q4 202513 Feb, 2026
Tokai Carbon
Next Tokai Carbon earnings date
Q4 202513 Feb, 2026
The essential earnings season companion
The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
)
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
)
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
)
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
)
)
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.
Quartr provides global coverage of all investor relation material from public companies.
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Yes, the Quartr mobile app is free on both iOS and Android.
Yes. Quartr provides global, industry-leading live coverage of company events such as regular earnings calls, capital markets days, M&A announcements, and investor conferences. Live with zero delays. Just click and listen.
Yes, capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Yes. Follow the companies that matter to you. Get a personalized feed with real-time updates, a tailored earnings calendar, and instant alerts when earnings calls go live.
Yes. Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned, regardless of who's talking.
Explore our global coverage