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Sekisui Chemical, Ordinary Profit Forecast for the Fiscal Year Revised Downward by 4%

Thu Oct 30, 2025 3:30 pm JST Earnings

4204 Sekisui Chemical Co.,Ltd. 【J-GAAP】

Earnings Report

Sekisui Chemical Co.,Ltd. <4204> [TSE Prime] announced its financial results after the market closed on October 30th (15:30). The consolidated ordinary profit for the cumulative second quarter of the fiscal year ending March 2026 (April to September) was 48.9 billion yen, a 1.7% increase compared to the same period last year.

However, the full-year forecast for consolidated ordinary profit has decreased 3.9%, from the previous forecast of 116 billion yen to 112 billion yen (compared to 110 billion yen in the previous period), leading to a reduction in the profit growth rate from 5.1% to 0.9%.

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 October to March period (second half) is expected to nearly flat at 63.0 billion yen, up 0.4% from the same period last year.

In the most recent three-month period, from July to September (2Q), the consolidated ordinary profit increased 33.1% from the same period last year, reaching 28.7 billion yen. However, the operating profit margin worsened from 8.6% in the same period last year to 7.5%.

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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
Apr - Sep, 2023 611,294 41,155 51,536 44,450 104.2 48.7 Oct 30, 2023 J-GAAP
Apr - Sep, 2024 629,054 48,723 48,142 42,925 102.5 43.4 Oct 31, 2024 J-GAAP
Apr - Sep, 2025 629,797 45,447 48,951 31,722 76.5 43.7 Oct 30, 2025 J-GAAP
YoY +0.1% -6.7% +1.7% -26.1% -25.4%

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 639,200 48,900 49,700 35,100 84.9 40 Jul 31, 2025 J-GAAP
Apr - Sep, 2025 Results 629,797 45,447 48,951 31,722 76.5 40 Oct 30, 2025 J-GAAP
Revision Rate -1.5% -7.1% -1.5% -9.6% -9.9%

Guidance Update

Full Year Update

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2026 Prev 1,364,500 115,000 116,600 82,000 200.1 80 Apr 28, 2025 J-GAAP
Mar, 2026 New 1,323,200 110,000 112,000 72,000 175.7 80 Oct 30, 2025 J-GAAP
Revision Rate -3.0% -4.3% -3.9% -12.2% -12.2%

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 668,700 59,228 62,816 39,000 93.3 42 Apr 28, 2025 J-GAAP
Oct - Mar, 2025 Guidance 693,403 64,553 63,049 40,278 98.3 40 Oct 30, 2025 J-GAAP
YoY +3.7% +9.0% +0.4% +3.3% +5.4%

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 1,323,200 110,000 112,000 72,000 175.7 80 Oct 30, 2025 J-GAAP
YoY +2.0% +1.9% +0.9% -12.1% -10.3%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
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
Jul - Sep, 2025 324,650 24,228 28,756 18,573 44.8 7.5 Oct 30, 2025 J-GAAP
YoY -1.7% -15.1% +33.1% -3.3% -2.4%

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