kabutan

Shin-Etsu Chemical, First Half Ordinary Profit Decreases by 17%, Jul-Sep Ordinary Profit Decreases by 17%

Fri Oct 24, 2025 3:30 pm JST Earnings

4063 Shin-Etsu Chemical Co., Ltd. 【J-GAAP】

Earnings Report

Shin-Etsu Chemical Co., Ltd. <4063> [TSE Prime] announced its financial results after the market closed on October 24th (15:30). The consolidated ordinary profit for the cumulative second quarter of the fiscal year ending March 2026 (April to September) decreased 17.1% from the same period last year to 367 billion yen. However, Progress toward the full-year plan of 700 billion yen was 52.5%, almost the same as the five-year average of 50.8%.

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 October to March period (second half) is expected to decrease 11.9% from the same period last year to 332 billion yen.

In the most recent three-month period, from July to September (2Q), the consolidated ordinary profit decreased to 185 billion yen, a 16.8% decrease compared to the same period last year. The operating profit margin decreased from 32.1% in the same period last year to 25.5%.

Kabutan News

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
Apr - Sep, 2023 1,195,902 381,919 427,508 301,439 149.7 54.3 Oct 27, 2023 J-GAAP
Apr - Sep, 2024 1,266,460 405,703 442,924 294,117 147.8 54.0 Oct 25, 2024 J-GAAP
Apr - Sep, 2025 1,284,522 333,935 367,339 257,844 136.6 52.5 Oct 24, 2025 J-GAAP
YoY +1.4% -17.7% -17.1% -12.3% -7.6%

First Half Results vs. Previous Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Apr - Sep, 2025 Guidance ー ー ー ー － 53 Jul 24, 2025 J-GAAP
Apr - Sep, 2025 Results 1,284,522 333,935 367,339 257,844 136.6 53 Oct 24, 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
Oct - Mar, 2024 1,294,789 336,402 377,619 239,904 121.1 53 Apr 25, 2025 J-GAAP
Oct - Mar, 2025 Guidance 1,115,478 301,065 332,661 212,156 113.3 53 Oct 24, 2025 J-GAAP
YoY -13.8% -10.5% -11.9% -11.6% -6.5%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2024 2,414,937 701,038 787,228 520,140 259.4 100 Apr 25, 2024 J-GAAP
Mar, 2025 2,561,249 742,105 820,543 534,021 269.5 106 Apr 25, 2025 J-GAAP
Mar, 2026 Guidance 2,400,000 635,000 700,000 470,000 250.9 106 Jul 24, 2025 J-GAAP
YoY -6.3% -14.4% -14.7% -12.0% -6.9%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Jul - Sep, 2024 668,530 214,680 223,114 150,096 75.4 32.1 Oct 25, 2024 J-GAAP
Oct - Dec, 2024 663,238 178,736 201,307 138,422 69.7 26.9 Jan 29, 2025 J-GAAP
Jan - Mar, 2025 631,551 157,666 176,312 101,482 51.2 25.0 Apr 25, 2025 J-GAAP
Apr - Jun, 2025 628,549 166,803 181,621 126,428 66.5 26.5 Jul 24, 2025 J-GAAP
Jul - Sep, 2025 655,973 167,132 185,718 131,416 69.6 25.5 Oct 24, 2025 J-GAAP
YoY -1.9% -22.1% -16.8% -12.4% -7.7%

Related Articles