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SANKEI CHEMICAL, First Half Ordinary Profit Increases by 65%, Exceeds Full-Year Plan

Thu Jul 10, 2025 2:00 pm JST Earnings

4995 SANKEI CHEMICAL CO.,LTD. 【J-GAAP】

Earnings Report

SANKEI CHEMICAL CO.,LTD. <4995> [FSE] announced its financial results in the afternoon session on July 10th (14:00). The consolidated ordinary profit for the cumulative second quarter of the fiscal year ending November 2025 (December 2024 to May 2025) expanded 470 million yen, an increase 65.5% compared to the same period last year, exceeded the previous forecast of 311 million yen.

However, Progress toward the full-year plan of 273 million yen is 172.2%, but it was lower than the same period of the previous year of 204.3%.

Based on the first-half performance announced by the company and the unchanged full-year plan, our calculation indicates that the consolidated ordinary loss for the June to November period (second half) is expected to expand to a loss of 197 million yen (compared to a loss of 145 million yen in the same period last year).

In the most recent three-month period, from March to May (2Q), the consolidated ordinary profit increased 72.1% from the same period last year, reaching 444 million yen. The operating profit margin jumped from 10.7% in the same period last year to 17.9%.

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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 3,503 180 219 174 183.6 591.9 Jul 10, 2023 J-GAAP
Dec - May, 2023 3,371 210 284 223 242.9 204.3 Jul 11, 2024 J-GAAP
Dec - May, 2024 3,727 445 470 289 323.0 172.2 Jul 10, 2025 J-GAAP
YoY +10.6% +111.9% +65.5% +29.6% +33.0%

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 3,490 273 311 230 256.6 0 Jan 15, 2025 J-GAAP
Dec - May, 2024 Results 3,727 445 470 289 323.0 0 Jul 10, 2025 J-GAAP
Revision Rate +6.8% +63.0% +51.1% +25.7% +25.9%

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 2,681 -165 -145 -91 -100.9 25 Jan 15, 2025 J-GAAP
Jun - Nov, 2025 Guidance 2,539 -220 -197 -135 -150.6 25 Jul 10, 2025 J-GAAP
YoY -5.3% -33.3% -35.9% -48.4% -49.4%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Nov, 2023 5,998 -11 37 36 38.7 25 Jan 15, 2024 J-GAAP
Nov, 2024 6,052 45 139 132 146.3 25 Jan 15, 2025 J-GAAP
Nov, 2025 Guidance 6,266 225 273 154 171.8 25 Jan 15, 2025 J-GAAP
YoY +3.5% +400.0% +96.4% +16.7% +17.5%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Mar - May, 2024 2,146 230 258 206 224.4 10.7 Jul 11, 2024 J-GAAP
Jun - Aug, 2024 1,180 -106 -92 -63 -69.2 -9.0 Oct 10, 2024 J-GAAP
Sep - Nov, 2024 1,501 -59 -53 -28 -31.0 -3.9 Jan 15, 2025 J-GAAP
Dec - Feb, 2024 1,347 18 26 19 21.5 1.3 Apr 10, 2025 J-GAAP
Mar - May, 2025 2,380 427 444 270 301.8 17.9 Jul 10, 2025 J-GAAP
YoY +10.9% +85.7% +72.1% +31.1% +34.5%

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