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TOHOKU CHEMICAL, Last Fiscal Year's Ordinary Profit Exceeds Expectations, 4% Increase in The Current Fiscal Year

Fri Nov 14, 2025 4:00 pm JST Earnings

7446 TOHOKU CHEMICAL Co.,LTD. 【J-GAAP】

Earnings Report

TOHOKU CHEMICAL Co.,LTD. <7446> [TSE Std] announced its financial results after the market closed on November 14th (16:00). The consolidated ordinary profit for the fiscal year ended September 2025 expanded to 46.2% from the previous period to 595 million yen, exceeding the previous forecast of 490 million yen. For the fiscal year ending September 2026, the consolidated ordinary profit is expected to grow by 4.2% to 620 million yen.

At the same time, the company increased the annual dividend for the previous term from 100 yen to 125 yen (compared to 105 yen in the prior term). For the current term, the company plans to remove the commemorative dividend of the previous term and set the dividend for this term at an ordinary dividend of 105 yen.

In the most recent three-month period, from July to September (4Q), the consolidated ordinary profit decreased to 87 million yen, a 16.3% decrease compared to the same period last year. The operating profit margin worsened from 1.3% in the same period last year to 0.9%.

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Actual Performance and Financial Trends

Historical Performance
Fiscal Year Revenue Operating
Profit
Ordinary
Profit
Net
Profit
Adj.
EPS
Adj.
Dividend
Announce Accounting
Standards
Sep, 2023
35,094M 750M 808M 556M 617.3 105 Nov 13, 2023 J-GAAP
Sep, 2024
32,155M 353M 407M 237M 263.5 105 Nov 14, 2024 J-GAAP
Sep, 2025
34,442M 518M 595M 428M 475.9 125 Nov 14, 2025 J-GAAP
YoY +7.1% +46.7% +46.2% +80.6% +80.6%
Full Year Results vs. Previous Guidance
Fiscal Year Revenue Operating
Profit
Ordinary
Profit
Net
Profit
Adj.
EPS
Adj.
Dividend
Announce Accounting
Standards
Sep, 2025 Guidance 33,700M 420M 490M 310M 344.1 100 Nov 14, 2024 J-GAAP
Sep, 2025 Results 34,442M 518M 595M 428M 475.9 125 Nov 14, 2025 J-GAAP
Revision Rate +2.2% +23.3% +21.4% +38.1% +38.3%

Current Period Guidance

First Half Results
Fiscal Year Revenue Operating
Profit
Ordinary
Profit
Net
Profit
Adj.
EPS
Adj.
Dividend
Announce Accounting
Standards
Oct - Mar, 2024
17,806M 325M 354M 268M 298.4 0 May 1, 2025 J-GAAP
Guidance
Oct - Mar, 2025
19,000M 330M 370M 270M 299.7 0 Nov 14, 2025 J-GAAP
YoY +6.7% +1.5% +4.5% +0.7% +0.4%
Current Period Guidance
Fiscal Year Revenue Operating
Profit
Ordinary
Profit
Net
Profit
Adj.
EPS
Adj.
Dividend
Announce Accounting
Standards
Sep, 2024
32,155M 353M 407M 237M 263.5 105 Nov 14, 2024 J-GAAP
Sep, 2025
34,442M 518M 595M 428M 475.9 125 Nov 14, 2025 J-GAAP
Guidance
Sep, 2026
35,000M 530M 620M 430M 477.3 105 Nov 14, 2025 J-GAAP
YoY +1.6% +2.3% +4.2% +0.5% +0.3%

Quarterly Results

Fiscal Year Revenue Operating
Profit
Ordinary
Profit
Net
Profit
Adj.
EPS
Operating
Profit Margin
Announce Accounting
Standards
Jul - Sep, 2024
7,795M 99M 104M 39M 43.4 1.3% Nov 14, 2024 J-GAAP
Oct - Dec, 2024
8,958M 115M 139M 90M 100.5 1.3% Feb 3, 2025 J-GAAP
Jan - Mar, 2025
8,848M 210M 215M 178M 198.2 2.4% May 1, 2025 J-GAAP
Apr - Jun, 2025
8,475M 118M 154M 104M 115.4 1.4% Jul 31, 2025 J-GAAP
Jul - Sep, 2025
8,161M 75M 87M 56M 62.3 0.9% Nov 14, 2025 J-GAAP
YoY +4.7% -24.2% -16.3% +43.6% +43.6%