kabutan

KIKUSUI CHEMICAL, First Half Ordinary Profit Revised Downward to an Unexpected 41%Decrease

Thu Nov 13, 2025 11:00 am JST Earnings

7953 KIKUSUI CHEMICAL INDUSTRIES CO.,LTD. 【J-GAAP】

Earnings Report

KIKUSUI CHEMICAL INDUSTRIES CO.,LTD. <7953> [TSE Std] announced its financial results in the morning on November 13th (11:00). The consolidated ordinary profit for the cumulative second quarter of the fiscal year ending March 2026 (April to September) dropped 40.8% from the same period last year to 184 million yen, resulting in a decrease in profits compared to the previous forecast of a 1.3% increase.

Progress toward the full-year plan of 691 million yen was 26.6%, also falling below the five-year average of 49.1%.

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 17 times that of the same period last year, reaching 507 million yen.

In the most recent three-month period, from July to September (2Q), the consolidated ordinary profit significantly dropped to 68 million yen, a 50.4% decrease compared to the same period last year. The operating profit margin worsened from 2.3% in the same period last year to 1.5%.

Kabutan News

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 10,897 78 129 72 5.7 20.3 Dec 22, 2023 J-GAAP
Apr - Sep, 2024 10,871 251 311 173 13.8 91.2 Nov 14, 2024 J-GAAP
Apr - Sep, 2025 10,552 178 184 94 7.5 26.6 Nov 13, 2025 J-GAAP
YoY -2.9% -29.1% -40.8% -45.7% -45.5%

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 11,300 300 315 193 15.4 7 May 14, 2025 J-GAAP
Apr - Sep, 2025 Results 10,552 178 184 94 7.5 7 Nov 13, 2025 J-GAAP
Revision Rate -6.6% -40.7% -41.6% -51.3% -51.1%

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 10,519 13 30 -8 -0.6 10 May 14, 2025 J-GAAP
Oct - Mar, 2025 Guidance 11,948 472 507 339 27.0 10 Nov 13, 2025 J-GAAP
YoY +13.6% +3,530.8% +1,590.0% － －

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2024 22,392 554 635 376 30.0 16 May 14, 2024 J-GAAP
Mar, 2025 21,390 264 341 165 13.2 17 May 14, 2025 J-GAAP
Mar, 2026 Guidance 22,500 650 691 433 34.5 17 May 14, 2025 J-GAAP
YoY +5.2% +146.2% +102.6% +162.4% +162.2%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Jul - Sep, 2024 5,406 125 137 69 5.5 2.3 Nov 14, 2024 J-GAAP
Oct - Dec, 2024 5,928 211 216 72 5.7 3.6 Feb 14, 2025 J-GAAP
Jan - Mar, 2025 4,591 -198 -186 -80 -6.4 -4.3 May 14, 2025 J-GAAP
Apr - Jun, 2025 5,261 97 116 61 4.9 1.8 Aug 8, 2025 J-GAAP
Jul - Sep, 2025 5,291 81 68 33 2.6 1.5 Nov 13, 2025 J-GAAP
YoY -2.1% -35.2% -50.4% -52.2% -52.1%

Related Articles