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KAWAGUCHI CHEMICAL, First Half Ordinary Profit Decreases by 13%, Mar-May Ordinary Profit Decreases by 26%

Thu Jul 3, 2025 3:30 pm JST Earnings

4361 KAWAGUCHI CHEMICAL INDUSTRY CO.,LTD. 【J-GAAP】

Earnings Report

KAWAGUCHI CHEMICAL INDUSTRY CO.,LTD. <4361> [TSE Std] announced its financial results after the market closed on July 3rd (15:30). The consolidated ordinary profit for the cumulative second quarter of the fiscal year ending November 2025 (December 2024 to May 2025) decreased 13.3% from the same period last year to 183 million yen. Progress toward the full-year plan of 320 million yen was 57.2%, below the five-year average of 69.9%.

Based on the first-half performance announced by the company and the unchanged full-year plan, our calculation indicates that the consolidated ordinary profit for the June to November period (second half) is expected to decrease 23.5% from the same period last year to 137 million yen.

In the most recent three-month period, from March to May (2Q), the consolidated ordinary profit decreased to 107 million yen, a 26.2% decrease compared to the same period last year. The operating profit margin worsened from 6.0% in the same period last year to 5.0%.

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Actual Results

Accumulated Results 2nd Quarter
Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Progress Rate vs. First Half Announce Accounting Standards
Dec - May, 2022 4,206 156 156 120 99.2 45.3 Jul 3, 2023 J-GAAP
Dec - May, 2023 4,248 202 211 192 158.4 54.1 Jul 3, 2024 J-GAAP
Dec - May, 2024 4,314 198 183 134 110.5 57.2 Jul 3, 2025 J-GAAP
YoY +1.6% -2.0% -13.3% -30.2% -30.2%

First Half Results vs. Previous Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Dec - May, 2024 Guidance 4,500 150 150 100 82.1 0 Jan 14, 2025 J-GAAP
Dec - May, 2024 Results 4,314 198 183 134 110.5 0 Jul 3, 2025 J-GAAP
Revision Rate -4.1% +32.0% +22.0% +34.0% +34.6%

Current Period Guidance

Second Half Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Jun - Nov, 2024 4,672 176 179 144 118.4 60 Jan 14, 2025 J-GAAP
Jun - Nov, 2025 Guidance 4,686 122 137 86 70.6 50 Jul 3, 2025 J-GAAP
YoY +0.3% -30.7% -23.5% -40.3% -40.3%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Nov, 2023 8,610 353 344 255 209.9 50 Jan 15, 2024 J-GAAP
Nov, 2024 8,920 378 390 336 276.2 60 Jan 14, 2025 J-GAAP
Nov, 2025 Guidance 9,000 320 320 220 180.7 50 Jan 14, 2025 J-GAAP
YoY +0.9% -15.3% -17.9% -34.5% -34.6%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Mar - May, 2024 2,249 135 145 143 118.0 6.0 Jul 3, 2024 J-GAAP
Jun - Aug, 2024 2,204 62 66 50 41.2 2.8 Oct 11, 2024 J-GAAP
Sep - Nov, 2024 2,468 114 113 94 77.3 4.6 Jan 14, 2025 J-GAAP
Dec - Feb, 2024 1,990 82 76 56 46.7 4.1 Apr 11, 2025 J-GAAP
Mar - May, 2025 2,324 116 107 78 64.3 5.0 Jul 3, 2025 J-GAAP
YoY +3.3% -14.1% -26.2% -45.5% -45.5%

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