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KH Neochem, Ordinary Profit Forecast for Last Fiscal Year Revised Downward to an Unexpected 11% Decrease
4189 KH Neochem Co.,Ltd. 【J-GAAP】
Guidance Update ReportKH Neochem Co.,Ltd. <4189> [TSE Prime] announced a performance revision after the market closed on January 30th (15:50). The consolidated ordinary profit forecast for the fiscal year ending December 2025 has decreased 23.0%, from the previous forecast of 13.9 billion yen to 10.7 billion yen (compared to 12.0 billion yen in the previous period). This changes the outlook from an anticipated profit increase to a projection of an 11.2% decrease in profit.
Based on the downwardly revised full-year plan announced by the company, our calculation indicates that the July to December period (second half) consolidated ordinary profit has decreased 39.3%, from the previous forecast of 8.14 billion yen to 4.94 billion yen (compared to 7.37 billion yen in the same period of the previous year). This changes the outlook from an anticipated profit increase to a projection of a 33.0% decrease in profit.
Kabutan News
Guidance Update
Second Half Update
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Jul - Dec, 2025 Prev | 68,646 | 7,995 | 8,140 | 6,066 | 173.2 | 52.50 | Aug 4, 2025 | J-GAAP |
| Jul - Dec, 2025 New | 56,246 | 5,195 | 4,940 | 3,766 | 105.3 | 52.50 | Jan 30, 2026 | J-GAAP |
| Revision Rate | -18.1% | -35.0% | -39.3% | -37.9% | -39.2% |
Full Year Update
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Dec, 2025 Prev | 127,400 | 14,000 | 13,900 | 10,000 | 285.6 | 105 | Feb 7, 2025 | J-GAAP |
| Dec, 2025 New | 115,000 | 11,200 | 10,700 | 7,700 | 215.4 | 105 | Jan 30, 2026 | J-GAAP |
| Revision Rate | -9.7% | -20.0% | -23.0% | -23.0% | -24.6% |
Current Period Guidance
Second Half Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Jul - Dec, 2024 | 63,837 | 7,379 | 7,377 | 5,050 | 136.4 | 45 | Feb 7, 2025 | J-GAAP |
| Jul - Dec, 2025 Guidance | 56,246 | 5,195 | 4,940 | 3,766 | 105.3 | 52.50 | Jan 30, 2026 | J-GAAP |
| YoY | -11.9% | -29.6% | -33.0% | -25.4% | -22.8% |
Current Period Guidance
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Dec, 2023 | 115,217 | 9,946 | 9,725 | 6,826 | 184.2 | 90 | Feb 6, 2024 | J-GAAP |
| Dec, 2024 | 119,758 | 12,195 | 12,055 | 8,360 | 225.8 | 90 | Feb 7, 2025 | J-GAAP |
| Dec, 2025 Guidance | 115,000 | 11,200 | 10,700 | 7,700 | 215.4 | 105 | Jan 30, 2026 | J-GAAP |
| YoY | -4.0% | -8.2% | -11.2% | -7.9% | -4.6% |
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