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TAKI CHEMICAL, Ordinary Profit Forecast for the Fiscal Year Revised Upward to an Unexpected 12% Increase, Raises Record High Profit, Dividend Revised Upward by 15 Yen

Thu Aug 7, 2025 2:00 pm JST Earnings

4025 TAKI CHEMICAL CO.,LTD. 【J-GAAP】

Earnings Report

TAKI CHEMICAL CO.,LTD. <4025> [TSE Prime] announced its financial results in the afternoon session on August 7th (14:00). The consolidated ordinary profit for the cumulative second quarter of the fiscal year ending December 2025 (January to June) expanded 2.00 billion yen, an increase 42.1% compared to the same period last year.

In addition, the full-year forecast for consolidated ordinary profit has been revised upward 91.9%, from the previous forecast of 1.85 billion yen to 3.55 billion yen (compared to 3.16 billion yen in the previous period), record profits reach two consecutive terms, turning to a 12.3% increase in the consolidated ordinary profit outlook.

Based on the first-half performance announced by the company and the full-year plan, our calculation indicates that the consolidated ordinary profit for the July to December period (second half) is expected to decrease 11.8% from the same period last year to 1.54 billion yen.

In light of the strong performance, the company has increased its planned year-end lump-sum dividend for the current fiscal year from the original plan of 60 yen to 75 yen (compared to 55 yen in the previous period).

In the most recent three-month period, from April to June (2Q), the consolidated ordinary profit increased 47.6% from the same period last year, reaching 1.23 billion yen. The operating profit margin improved from 6.4% in the same period last year to 9.1%.

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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 17,551 510 725 614 71.0 54.2 Jul 31, 2023 J-GAAP
Jan - Jun, 2024 19,522 1,150 1,414 1,014 119.8 44.7 Jul 31, 2024 J-GAAP
Jan - Jun, 2025 20,969 1,702 2,009 1,400 165.1 56.6 Aug 7, 2025 J-GAAP
YoY +7.4% +48.0% +42.1% +38.1% +37.8%

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 － － Feb 10, 2025 J-GAAP
Jan - Jun, 2025 Results 20,969 1,702 2,009 1,400 165.1 － Aug 7, 2025 J-GAAP
Revision Rate － － － － －

Guidance Update

Full Year Update

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Dec, 2025 Prev 41,000 1,300 1,850 1,650 198.8 60 Feb 10, 2025 J-GAAP
Dec, 2025 New 41,600 2,900 3,550 3,000 361.5 75 Aug 7, 2025 J-GAAP
Revision Rate +1.5% +123.1% +91.9% +81.8% +81.8%

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 19,394 1,518 1,747 1,285 151.7 55 Feb 10, 2025 J-GAAP
Jul - Dec, 2025 Guidance 20,631 1,198 1,541 1,600 192.8 75 Aug 7, 2025 J-GAAP
YoY +6.4% -21.1% -11.8% +24.5% +27.1%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Dec, 2023 34,852 912 1,337 1,356 156.9 50 Feb 13, 2024 J-GAAP
Dec, 2024 38,916 2,668 3,161 2,299 271.4 55 Feb 10, 2025 J-GAAP
Dec, 2025 Guidance 41,600 2,900 3,550 3,000 361.5 75 Aug 7, 2025 J-GAAP
YoY +6.9% +8.7% +12.3% +30.5% +33.2%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Apr - Jun, 2024 10,243 653 839 596 70.4 6.4 Jul 31, 2024 J-GAAP
Jul - Sep, 2024 8,287 495 510 374 44.2 6.0 Nov 12, 2024 J-GAAP
Oct - Dec, 2024 11,107 1,023 1,237 911 107.5 9.2 Feb 10, 2025 J-GAAP
Jan - Mar, 2025 9,867 690 771 556 65.6 7.0 May 12, 2025 J-GAAP
Apr - Jun, 2025 11,102 1,012 1,238 844 99.5 9.1 Aug 7, 2025 J-GAAP
YoY +8.4% +55.0% +47.6% +41.6% +41.4%

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