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ASAHI KASEI, Ordinary Profit Forecast for First Half Revised Upward by 4%

Thu Jul 31, 2025 12:30 pm JST Earnings

3407 ASAHI KASEI CORPORATION 【J-GAAP】

Earnings Report

ASAHI KASEI CORPORATION <3407> [TSE Prime] announced its financial results at noon (12:30) on July 31st. The consolidated ordinary profit for the first quarter of the fiscal year ending March 2026 (April to June) decreased 7.0% from the same period last year to 49.9 billion yen.

However, the April to September period (first half) consolidated ordinary profit has been revised upward 4.2%, from the previous forecast of 95.0 billion yen to 99.0 billion yen (compared to 103 billion yen in the same period of the previous year), and the declining rate is expected to decrease from 8.4% to 4.5%.

Furthermore, the full-year forecast for consolidated ordinary profit forecast remains unchanged from the estimate of 216 billion yen(compared to 193 billion yen in the previous period).

In the most recent three-month period, from April to June (1Q), the operating profit margin improved from 6.8% in the same period last year to 7.3%.

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Actual Results

Accumulated Results 1st Quarter
Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Progress Rate vs. First Half Announce Accounting Standards
Apr - Jun, 2023 650,739 21,791 21,378 9,591 6.9 41.1 Aug 3, 2023 J-GAAP
Apr - Jun, 2024 735,934 49,873 53,718 34,092 24.6 51.8 Jul 31, 2024 J-GAAP
Apr - Jun, 2025 738,321 53,653 49,957 19,716 14.5 50.5 Jul 31, 2025 J-GAAP
YoY +0.3% +7.6% -7.0% -42.2% -41.0%

Guidance Update

First Half Update

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Apr - Sep, 2025 Prev 1,512,000 95,000 95,000 42,000 30.9 20 May 9, 2025 J-GAAP
Apr - Sep, 2025 New 1,504,000 105,000 99,000 61,000 44.9 20 Jul 31, 2025 J-GAAP
Revision Rate -0.5% +10.5% +4.2% +45.2% +45.2%

Current Period Guidance

H1 Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Apr - Sep, 2024 1,490,334 108,915 103,707 60,248 43.5 18 Nov 1, 2024 J-GAAP
Apr - Sep, 2025 Guidance 1,504,000 105,000 99,000 61,000 44.9 20 Jul 31, 2025 J-GAAP
YoY +0.9% -3.6% -4.5% +1.2% +3.4%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2024 2,784,878 140,746 90,118 43,806 31.6 36 May 9, 2024 J-GAAP
Mar, 2025 3,037,312 211,921 193,459 134,996 97.9 38 May 9, 2025 J-GAAP
Mar, 2026 Guidance 3,117,000 215,000 216,000 125,000 92.0 40 May 9, 2025 J-GAAP
YoY +2.6% +1.5% +11.7% -7.4% -6.0%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Apr - Jun, 2024 735,934 49,873 53,718 34,092 24.6 6.8 Jul 31, 2024 J-GAAP
Jul - Sep, 2024 754,400 59,042 49,989 26,156 18.9 7.8 Nov 1, 2024 J-GAAP
Oct - Dec, 2024 768,918 55,474 49,579 38,227 27.6 7.2 Feb 5, 2025 J-GAAP
Jan - Mar, 2025 778,060 47,532 40,173 36,521 26.5 6.1 May 9, 2025 J-GAAP
Apr - Jun, 2025 738,321 53,653 49,957 19,716 14.5 7.3 Jul 31, 2025 J-GAAP
YoY +0.3% +7.6% -7.0% -42.2% -41.0%

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