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ARAKAWA CHEMICAL, First Half Ordinary Profit Increases by 2.0 times

Wed Nov 5, 2025 3:00 pm JST Earnings

4968 ARAKAWA CHEMICAL INDUSTRIES, LTD. 【J-GAAP】

Earnings Report

ARAKAWA CHEMICAL INDUSTRIES, LTD. <4968> [TSE Prime] announced its financial results in the afternoon session on November 5th (15:00). The consolidated ordinary profit for the cumulative second quarter of the fiscal year ending March 2026 (April to September) surged 2.0 times that of the same period last year, reaching 0.63 billion yen. However, Progress toward the full-year plan of 2.40 billion yen was 26.6%, also falling below the five-year average of 46.9%.

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 surge 3.3 times that of the same period last year, reaching 1.76 billion yen.

In the most recent three-month period, from July to September (2Q), the consolidated ordinary profit/loss turned to a profit of 0.05 billion yen (compared to a loss of 0.49 billion yen in the same period last year). The operating profit/loss margin improved from -1.5% in the same period last year to 1.2%.

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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 34,672 -1,827 -1,451 -753 -38.0 ー Nov 2, 2023 J-GAAP
Apr - Sep, 2024 39,327 313 313 1,634 82.4 36.7 Nov 5, 2024 J-GAAP
Apr - Sep, 2025 40,367 929 639 724 36.5 26.6 Nov 5, 2025 J-GAAP
YoY +2.6% +196.8% +104.2% -55.7% -55.7%

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 41,000 900 700 600 30.2 25 May 14, 2025 J-GAAP
Apr - Sep, 2025 Results 40,367 929 639 724 36.5 25 Nov 5, 2025 J-GAAP
Revision Rate -1.5% +3.2% -8.7% +20.7% +20.8%

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 40,909 744 541 1,010 50.9 25 May 14, 2025 J-GAAP
Oct - Mar, 2025 Guidance 44,633 1,871 1,761 1,076 54.2 25 Nov 5, 2025 J-GAAP
YoY +9.1% +151.5% +225.5% +6.5% +6.5%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2024 72,222 -2,617 -2,412 -1,042 -52.6 48 May 14, 2024 J-GAAP
Mar, 2025 80,236 1,057 854 2,644 133.3 49 May 14, 2025 J-GAAP
Mar, 2026 Guidance 85,000 2,800 2,400 1,800 90.7 50 May 14, 2025 J-GAAP
YoY +5.9% +164.9% +181.0% -31.9% -31.9%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Jul - Sep, 2024 20,066 -309 -493 -165 -8.3 -1.5 Nov 5, 2024 J-GAAP
Oct - Dec, 2024 20,878 701 632 633 31.9 3.4 Feb 5, 2025 J-GAAP
Jan - Mar, 2025 20,031 43 -91 377 19.0 0.2 May 14, 2025 J-GAAP
Apr - Jun, 2025 19,899 681 585 533 26.9 3.4 Aug 4, 2025 J-GAAP
Jul - Sep, 2025 20,468 248 54 191 9.6 1.2 Nov 5, 2025 J-GAAP
YoY +2.0% － － － －

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