Sumitomo Seika Chemicals, Ordinary Profit Forecast for the Fiscal Year Revised Upward by 20%

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Wed Nov 12, 2025 2:00 pm JST Earnings

4008 Sumitomo Seika Chemicals Company,Limited. 【J-GAAP】

Earnings Report

Sumitomo Seika Chemicals Company,Limited. <4008> [TSE Prime] announced its financial results in the afternoon session on November 12th (14:00). The consolidated ordinary profit for the cumulative second quarter of the fiscal year ending March 2026 (April to September) increased 18.0% from the same period last year, reaching 5.57 billion yen.

In addition, the full-year forecast for consolidated ordinary profit has been revised upward 19.6%, from the previous forecast of 9.20 billion yen to 11.0 billion yen (compared to 11.1 billion yen in the previous period), and the declining rate is expected to decrease from 17.2% to 1.0%. However, the full-year forecast for consolidated net income has decreased 34.3%, from the previous forecast of 6.70 billion yen to 4.40 billion yen (compared to 5.96 billion yen in the previous period). This changes the outlook from an anticipated profit increase to a projection of a 26.2% decrease in profit.

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 15.0% from the same period last year to 5.42 billion yen.

In the most recent three-month period, from July to September (2Q), the consolidated ordinary profit surged 3.4 times that of the same period last year, reaching 3.97 billion yen. The operating profit margin significantly improved from 5.4% in the same period last year to 9.5%.

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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	69,664	3,778	4,233	2,865	212.3	41.3	Nov 6, 2023	J-GAAP
Apr - Sep, 2024	73,975	4,905	4,728	3,329	250.3	42.6	Nov 11, 2024	J-GAAP
Apr - Sep, 2025	72,705	5,881	5,578	3,275	249.9	50.7	Nov 12, 2025	J-GAAP
YoY	-1.7%	+19.9%	+18.0%	-1.6%	-0.2%

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	－	100	May 12, 2025	J-GAAP
Apr - Sep, 2025 Results	72,705	5,881	5,578	3,275	249.9	100	Nov 12, 2025	J-GAAP
Revision Rate	－	－	－	－	－

Guidance Update

Full Year Update

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Adj. Dividend	Announce	Accounting Standards
Mar, 2026 Prev	145,000	9,000	9,200	6,700	512.0	200	May 12, 2025	J-GAAP
Mar, 2026 New	145,000	11,300	11,000	4,400	336.3	200	Nov 12, 2025	J-GAAP
Revision Rate	0.0%	+25.6%	+19.6%	-34.3%	-34.3%

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	73,596	5,807	6,378	2,632	199.0	100	May 12, 2025	J-GAAP
Oct - Mar, 2025 Guidance	72,295	5,419	5,422	1,125	86.0	100	Nov 12, 2025	J-GAAP
YoY	-1.8%	-6.7%	-15.0%	-57.3%	-56.8%

Current Period Guidance

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Adj. Dividend	Announce	Accounting Standards
Mar, 2024	142,986	9,529	10,247	6,166	459.0	200	May 13, 2024	J-GAAP
Mar, 2025	147,571	10,712	11,106	5,961	450.6	200	May 12, 2025	J-GAAP
Mar, 2026 Guidance	145,000	11,300	11,000	4,400	336.3	200	Nov 12, 2025	J-GAAP
YoY	-1.7%	+5.5%	-1.0%	-26.2%	-25.4%

Quarterly Results

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Operating Profit Margin	Announce	Accounting Standards
Jul - Sep, 2024	37,079	1,994	1,175	808	60.8	5.4	Nov 11, 2024	J-GAAP
Oct - Dec, 2024	38,687	3,784	4,875	3,574	269.4	9.8	Feb 7, 2025	J-GAAP
Jan - Mar, 2025	34,909	2,023	1,503	-942	-71.2	5.8	May 12, 2025	J-GAAP
Apr - Jun, 2025	35,569	2,340	1,607	1,045	79.8	6.6	Aug 6, 2025	J-GAAP
Jul - Sep, 2025	37,136	3,541	3,971	2,230	170.1	9.5	Nov 12, 2025	J-GAAP
YoY	+0.2%	+77.6%	+238.0%	+176.0%	+180.0%