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NIPPON KAYAKU, Ordinary Profit Forecast for the Fiscal Year Revised Upward by 6%

Tue Nov 11, 2025 4:00 pm JST Earnings

4272 NIPPON KAYAKU CO.,LTD. 【J-GAAP】

Earnings Report

NIPPON KAYAKU CO.,LTD. <4272> [TSE Prime] announced its financial results after the market closed on November 11th (16:00). The consolidated ordinary profit for the cumulative second quarter of the fiscal year ending March 2026 (April to September) decreased 7.1% from the same period last year to 10.8 billion yen.

However, the full-year forecast for consolidated ordinary profit has been revised upward 6.1%, from the previous forecast of 19.7 billion yen to 20.9 billion yen (compared to 22.2 billion yen in the previous period), and the declining rate is expected to decrease from 11.5% to 6.1%.

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 decrease 5.1% from the same period last year to 10.0 billion yen.

In the most recent three-month period, from July to September (2Q), the consolidated ordinary profit increased 54.4% from the same period last year, reaching 6.77 billion yen. The operating profit margin rose from 10.1% in the same period last year to 10.6%.

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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 97,908 4,767 8,313 6,092 36.7 66.2 Nov 7, 2023 J-GAAP
Apr - Sep, 2024 109,109 11,160 11,666 5,974 36.2 52.4 Nov 11, 2024 J-GAAP
Apr - Sep, 2025 113,575 10,618 10,843 11,689 75.1 51.9 Nov 11, 2025 J-GAAP
YoY +4.1% -4.9% -7.1% +95.7% +107.3%

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 111,700 9,600 9,600 10,000 65.0 30 May 13, 2025 J-GAAP
Apr - Sep, 2025 Results 113,575 10,618 10,843 11,689 75.1 30 Nov 11, 2025 J-GAAP
Revision Rate +1.7% +10.6% +12.9% +16.9% +15.6%

Guidance Update

Full Year Update

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2026 Prev 234,600 20,000 19,700 17,400 115.3 60 May 13, 2025 J-GAAP
Mar, 2026 New 239,800 21,300 20,900 20,400 135.2 60 Nov 11, 2025 J-GAAP
Revision Rate +2.2% +6.5% +6.1% +17.2% +17.2%

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 113,475 9,241 10,600 11,534 70.6 37.50 May 13, 2025 J-GAAP
Oct - Mar, 2025 Guidance 126,225 10,682 10,057 8,711 57.7 30 Nov 11, 2025 J-GAAP
YoY +11.2% +15.6% -5.1% -24.5% -18.2%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2024 201,791 7,337 12,562 4,113 24.8 45 May 13, 2024 J-GAAP
Mar, 2025 222,584 20,401 22,266 17,508 107.2 60 May 13, 2025 J-GAAP
Mar, 2026 Guidance 239,800 21,300 20,900 20,400 135.2 60 Nov 11, 2025 J-GAAP
YoY +7.7% +4.4% -6.1% +16.5% +26.2%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Jul - Sep, 2024 55,464 5,590 4,388 2,408 14.6 10.1 Nov 11, 2024 J-GAAP
Oct - Dec, 2024 58,846 6,954 9,337 7,338 44.7 11.8 Feb 3, 2025 J-GAAP
Jan - Mar, 2025 54,629 2,287 1,263 4,196 25.7 4.2 May 13, 2025 J-GAAP
Apr - Jun, 2025 54,758 4,367 4,067 4,292 27.3 8.0 Jul 31, 2025 J-GAAP
Jul - Sep, 2025 58,817 6,251 6,776 7,397 47.5 10.6 Nov 11, 2025 J-GAAP
YoY +6.0% +11.8% +54.4% +207.2% +225.4%

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