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Nippon Dry-Chemical, Ordinary Profit Forecast for First Half Revised Upward by 30%, Highest in Two Terms
1909 Nippon Dry-Chemical CO.,LTD. 【J-GAAP】
Earnings ReportNippon Dry-Chemical CO.,LTD. <1909> [TSE Std] announced its financial results after the market closed on August 8th (16:00). The consolidated ordinary profit for the first quarter of the fiscal year ending March 2026 (April to June) expanded 1.64 billion yen, an increase 53.7% compared to the same period last year.
In addition, the April to September period (first half) consolidated ordinary profit has been revised upward 30.2%, from the previous forecast of 2.25 billion yen to 2.93 billion yen (compared to 2.20 billion yen in the same period of the previous year), increasing the growth rate from 2.3% to 33.2%, reaches new record high for the first time in two terms.
Furthermore, the full-year forecast for consolidated ordinary profit forecast remains unchanged from the estimate of 6.00 billion yen(compared to 5.81 billion yen in the previous period).
In the most recent three-month period, from April to June (1Q), the operating profit margin significantly improved from 8.2% in the same period last year to 11.3%.
Kabutan News
Actual Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Progress Rate vs. First Half | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Apr - Jun, 2023 | 11,653 | 640 | 949 | 463 | 67.2 | 38.2 | Aug 7, 2023 | J-GAAP |
| Apr - Jun, 2024 | 10,802 | 885 | 1,071 | 733 | 109.5 | 48.7 | Aug 9, 2024 | J-GAAP |
| Apr - Jun, 2025 | 12,829 | 1,448 | 1,646 | 1,000 | 149.4 | 56.2 | Aug 8, 2025 | J-GAAP |
| YoY | +18.8% | +63.6% | +53.7% | +36.4% | +36.4% |
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 | 24,000 | 2,250 | 2,250 | 1,550 | 231.2 | 35 | May 13, 2025 | J-GAAP |
| Apr - Sep, 2025 New | 27,000 | 2,800 | 2,930 | 1,930 | 287.9 | 35 | Aug 8, 2025 | J-GAAP |
| Revision Rate | +12.5% | +24.4% | +30.2% | +24.5% | +24.5% |
Current Period Guidance
H1 Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Apr - Sep, 2024 | 23,674 | 2,200 | 2,200 | 1,525 | 227.7 | 15 | Nov 11, 2024 | J-GAAP |
| Apr - Sep, 2025 Guidance | 27,000 | 2,800 | 2,930 | 1,930 | 287.9 | 35 | Aug 8, 2025 | J-GAAP |
| YoY | +14.0% | +27.3% | +33.2% | +26.6% | +26.5% |
Current Period Guidance
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Mar, 2024 | 55,878 | 4,775 | 5,180 | 3,287 | 481.5 | 50 | May 13, 2024 | J-GAAP |
| Mar, 2025 | 55,727 | 6,128 | 5,817 | 3,958 | 590.7 | 70 | May 13, 2025 | J-GAAP |
| Mar, 2026 Guidance | 56,500 | 6,200 | 6,000 | 4,000 | 596.7 | 90 | May 13, 2025 | J-GAAP |
| YoY | +1.4% | +1.2% | +3.1% | +1.1% | +1.0% |
Quarterly Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Operating Profit Margin | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Apr - Jun, 2024 | 10,802 | 885 | 1,071 | 733 | 109.5 | 8.2 | Aug 9, 2024 | J-GAAP |
| Jul - Sep, 2024 | 12,872 | 1,315 | 1,129 | 792 | 118.2 | 10.2 | Nov 11, 2024 | J-GAAP |
| Oct - Dec, 2024 | 13,841 | 1,705 | 1,592 | 1,087 | 162.2 | 12.3 | Feb 12, 2025 | J-GAAP |
| Jan - Mar, 2025 | 18,212 | 2,223 | 2,025 | 1,346 | 200.9 | 12.2 | May 13, 2025 | J-GAAP |
| Apr - Jun, 2025 | 12,829 | 1,448 | 1,646 | 1,000 | 149.4 | 11.3 | Aug 8, 2025 | J-GAAP |
| YoY | +18.8% | +63.6% | +53.7% | +36.4% | +36.4% |
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