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Sekisui Chemical, Apr-Jun (1Q) Ordinary Profit Decreases by 24%
4204 Sekisui Chemical Co.,Ltd. 【J-GAAP】
Earnings ReportSekisui Chemical Co.,Ltd. <4204> [TSE Prime] announced its financial results after the market closed on July 31st (15:30). The consolidated ordinary profit for the first quarter of the fiscal year ending March 2026 (April to June) decreased 23.9% from the same period last year to 20.1 billion yen. Progress toward the plan for the six months ending September (first half) of 49.7 billion yen was 40.6%, which was higher than the five-year average of 34.8%.
In the most recent three-month period, from April to June (1Q), the operating profit margin remained almost flat, changing from 6.8% in the same period last year to 7.0%.
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Actual Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Progress Rate vs. First Half | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Apr - Jun, 2023 | 285,393 | 15,285 | 22,180 | 24,129 | 56.4 | 43.0 | Jul 28, 2023 | J-GAAP |
| Apr - Jun, 2024 | 298,828 | 20,198 | 26,545 | 23,712 | 56.5 | 55.1 | Jul 31, 2024 | J-GAAP |
| Apr - Jun, 2025 | 305,147 | 21,219 | 20,195 | 13,149 | 31.6 | 40.6 | Jul 31, 2025 | J-GAAP |
| YoY | +2.1% | +5.1% | -23.9% | -44.5% | -44.0% |
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 | 658,000 | 48,900 | 49,700 | 35,100 | 84.9 | 40 | Apr 28, 2025 | J-GAAP |
| Apr - Sep, 2025 New | 639,200 | 48,900 | 49,700 | 35,100 | 84.9 | 40 | Jul 31, 2025 | J-GAAP |
| Revision Rate | -2.9% | 0.0% | 0.0% | 0.0% | 0.0% |
Current Period Guidance
H1 Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Apr - Sep, 2024 | 629,054 | 48,723 | 48,142 | 42,925 | 102.5 | 37 | Oct 31, 2024 | J-GAAP |
| Apr - Sep, 2025 Guidance | 639,200 | 48,900 | 49,700 | 35,100 | 84.9 | 40 | Jul 31, 2025 | J-GAAP |
| YoY | +1.6% | +0.4% | +3.2% | -18.2% | -17.2% |
Current Period Guidance
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Mar, 2024 | 1,256,538 | 94,399 | 105,921 | 77,930 | 183.5 | 74 | Apr 26, 2024 | J-GAAP |
| Mar, 2025 | 1,297,754 | 107,951 | 110,958 | 81,925 | 195.9 | 79 | Apr 28, 2025 | J-GAAP |
| Mar, 2026 Guidance | 1,364,500 | 115,000 | 116,600 | 82,000 | 200.1 | 80 | Apr 28, 2025 | J-GAAP |
| YoY | +5.1% | +6.5% | +5.1% | +0.1% | +2.1% |
Quarterly Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Operating Profit Margin | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Apr - Jun, 2024 | 298,828 | 20,198 | 26,545 | 23,712 | 56.5 | 6.8 | Jul 31, 2024 | J-GAAP |
| Jul - Sep, 2024 | 330,226 | 28,525 | 21,597 | 19,213 | 45.9 | 8.6 | Oct 31, 2024 | J-GAAP |
| Oct - Dec, 2024 | 326,288 | 28,636 | 37,955 | 25,570 | 61.1 | 8.8 | Jan 30, 2025 | J-GAAP |
| Jan - Mar, 2025 | 342,412 | 30,592 | 24,861 | 13,430 | 32.1 | 8.9 | Apr 28, 2025 | J-GAAP |
| Apr - Jun, 2025 | 305,147 | 21,219 | 20,195 | 13,149 | 31.6 | 7.0 | Jul 31, 2025 | J-GAAP |
| YoY | +2.1% | +5.1% | -23.9% | -44.5% | -44.0% |
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