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ISE CHEMICALS, First Half Ordinary Profit Increases by 43%, Apr-Jun Ordinary Profit Increases by 36%

Fri Jul 25, 2025 3:30 pm JST Earnings

4107 ISE CHEMICALS CORPORATION 【J-GAAP】

Earnings Report

ISE CHEMICALS CORPORATION <4107> [TSE Std] announced its financial results after the market closed on July 25th (15:30). The consolidated ordinary profit for the cumulative second quarter of the fiscal year ending December 2025 (January to June) expanded 4.72 billion yen, an increase 43.0% compared to the same period last year. Progress toward the full-year plan of 7.80 billion yen was 60.5%, also surpassing the five-year average of 43.1%.

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 July to December period (second half) is expected to decrease 25.5% from the same period last year to 3.07 billion yen.

In the most recent three-month period, from April to June (2Q), the consolidated ordinary profit increased 36.4% from the same period last year, reaching 2.78 billion yen. The operating profit margin rose from 24.6% in the same period last year to 25.6%.

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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
Jan - Jun, 2023 12,559 2,458 2,395 1,844 361.8 46.8 Jul 27, 2023 J-GAAP
Jan - Jun, 2024 15,334 3,407 3,303 2,246 440.8 44.4 Jul 25, 2024 J-GAAP
Jan - Jun, 2025 19,282 4,832 4,722 3,317 651.0 60.5 Jul 25, 2025 J-GAAP
YoY +25.7% +41.8% +43.0% +47.7% +47.7%

First Half Results vs. Previous Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Jan - Jun, 2025 Guidance ー ー ー ー － 190 Feb 6, 2025 J-GAAP
Jan - Jun, 2025 Results 19,282 4,832 4,722 3,317 651.0 190 Jul 25, 2025 J-GAAP
Revision Rate － － － － －

Current Period Guidance

Second Half Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Jul - Dec, 2024 17,953 4,252 4,134 2,825 554.4 200 Feb 6, 2025 J-GAAP
Jul - Dec, 2025 Guidance 18,218 3,168 3,078 2,083 408.8 190 Jul 25, 2025 J-GAAP
YoY +1.5% -25.5% -25.5% -26.3% -26.3%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Dec, 2023 26,413 5,296 5,117 3,672 720.5 270 Feb 7, 2024 J-GAAP
Dec, 2024 33,287 7,659 7,437 5,071 995.2 360 Feb 6, 2025 J-GAAP
Dec, 2025 Guidance 37,500 8,000 7,800 5,400 1,059.7 380 Feb 6, 2025 J-GAAP
YoY +12.7% +4.5% +4.9% +6.5% +6.5%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Apr - Jun, 2024 8,477 2,087 2,043 1,371 269.1 24.6 Jul 25, 2024 J-GAAP
Jul - Sep, 2024 9,265 2,370 2,316 1,570 308.1 25.6 Oct 29, 2024 J-GAAP
Oct - Dec, 2024 8,688 1,882 1,818 1,255 246.3 21.7 Feb 6, 2025 J-GAAP
Jan - Mar, 2025 8,235 2,000 1,936 1,362 267.4 24.3 Apr 30, 2025 J-GAAP
Apr - Jun, 2025 11,047 2,832 2,786 1,955 383.7 25.6 Jul 25, 2025 J-GAAP
YoY +30.3% +35.7% +36.4% +42.6% +42.6%

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