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NANKAI CHEMICAL, Jul-Sep (2Q) Ordinary Profit Increases by 2.5 times

Wed Nov 12, 2025 3:30 pm JST Earnings

4040 NANKAI CHEMICAL COMPANY,LIMITED 【J-GAAP】

Earnings Report

NANKAI CHEMICAL COMPANY,LIMITED <4040> [TSE Std] announced its financial results after the market closed on November 12th (15:30). The consolidated ordinary profit for the cumulative second quarter of the fiscal year ending March 2026 (April to September) was 0.62 billion yen, a 0.5% increase compared to the same period last year. However, Progress toward the full-year plan of 1.75 billion yen was 35.8%, also falling below the three-year average of 43.7%.

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 expand 34.9% from the same period last year, reaching 1.12 billion yen.

In the most recent three-month period, from July to September (2Q), the consolidated ordinary profit surged 2.5 times that of the same period last year, reaching 0.29 billion yen. The operating profit margin improved from 3.9% in the same period last year to 6.1%.

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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 9,142 891 890 642 327.0 50.0 Nov 14, 2023 J-GAAP
Apr - Sep, 2024 8,788 516 623 447 223.0 42.8 Nov 13, 2024 J-GAAP
Apr - Sep, 2025 9,176 607 626 434 215.3 35.8 Nov 12, 2025 J-GAAP
YoY +4.4% +17.6% +0.5% -2.9% -3.5%

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 － 25 May 13, 2025 J-GAAP
Apr - Sep, 2025 Results 9,176 607 626 434 215.3 25 Nov 12, 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 12,112 790 833 568 283.0 35 May 13, 2025 J-GAAP
Oct - Mar, 2025 Guidance 13,724 1,193 1,124 1,766 872.4 35 Nov 12, 2025 J-GAAP
YoY +13.3% +51.0% +34.9% +210.9% +208.2%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2024 19,987 1,564 1,780 1,158 586.7 50 May 14, 2024 J-GAAP
Mar, 2025 20,900 1,306 1,456 1,015 505.8 55 May 13, 2025 J-GAAP
Mar, 2026 Guidance 22,900 1,800 1,750 2,200 1,086.7 60 May 13, 2025 J-GAAP
YoY +9.6% +37.8% +20.2% +116.7% +114.9%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Jul - Sep, 2024 4,174 161 116 112 55.9 3.9 Nov 13, 2024 J-GAAP
Oct - Dec, 2024 5,858 454 493 334 166.6 7.8 Feb 13, 2025 J-GAAP
Jan - Mar, 2025 6,254 336 340 234 116.6 5.4 May 13, 2025 J-GAAP
Apr - Jun, 2025 4,780 337 331 208 103.2 7.1 Aug 12, 2025 J-GAAP
Jul - Sep, 2025 4,396 270 295 226 112.1 6.1 Nov 12, 2025 J-GAAP
YoY +5.3% +67.7% +154.3% +101.8% +100.6%

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