NIPPON SHOKUBAI, Oct-Dec (3Q) Net Income Increases by 33%

Thu Feb 5, 2026 1:00 pm JST Earnings

4114 NIPPON SHOKUBAI CO., LTD 【IFRS】

NIPPON SHOKUBAI CO., LTD <4114> [TSE Prime] announced its financial results (based on IFRS) in the afternoon session on February 5th (13:00). The consolidated net income for the cumulative third quarter of the fiscal year ending March 2026 (April to December) was 14.3 billion yen, a 2.5% increase compared to the same period last year. Progress toward the full-year plan of 15.0 billion yen was 95.8%, also surpassing the five-year average of 89.2%.

Based on the cumulative third-quarter performance announced by the company and the unchanged full-year plan, our calculation indicates that the consolidated net income for the January to March period (4Q) is expected to significant drop 81.4% from the same period last year to 0.62 billion yen.

In the most recent three-month period, from October to December (3Q), the consolidated net income increased 32.5% from the same period last year, reaching 6.76 billion yen. The operating profit margin improved from 4.7% in the same period last year to 6.2%.

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Actual Performance and Financial Trends

Accumulated Results 3rd Quarter

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Progress Rate vs. First Half	Announce	Accounting Standards
Apr - Dec, 2023	292,362M	14,443M	14,189M	9,806M	62.6	90.1%	Feb 6, 2024	IFRS
Apr - Dec, 2024	308,620M	15,202M	19,169M	14,026M	91.6	82.6%	Feb 6, 2025	IFRS
Apr - Dec, 2025	299,332M	15,184M	19,091M	14,372M	95.8	90.9%	Feb 5, 2026	IFRS
YoY	-3.0%	-0.1%	-0.4%	+2.5%	+4.6%

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	202,470M	8,607M	10,775M	8,469M	55.5	60	May 13, 2025	IFRS
Guidance Oct - Mar, 2025	204,803M	8,989M	10,205M	7,388M	50.0	50	Nov 7, 2025	IFRS
YoY	+1.2%	+4.4%	-5.3%	-12.8%	-9.8%

Current Period Guidance

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Adj. Dividend	Announce	Accounting Standards
Mar, 2024	392,009M	16,562M	15,744M	11,008M	70.5	45	May 13, 2024	IFRS
Mar, 2025	409,346M	19,062M	23,203M	17,394M	113.9	114	May 13, 2025	IFRS
Guidance Mar, 2026	405,000M	18,000M	21,000M	15,000M	101.5	100	Nov 7, 2025	IFRS
YoY	-1.1%	-5.6%	-9.5%	-13.8%	-10.9%

Quarterly Results

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Operating Profit Margin	Announce	Accounting Standards
Oct - Dec, 2024	101,744M	4,747M	6,741M	5,101M	33.3	4.7%	Feb 6, 2025	IFRS
Jan - Mar, 2025	100,726M	3,860M	4,034M	3,368M	22.1	3.8%	May 13, 2025	IFRS
Apr - Jun, 2025	101,247M	4,295M	6,283M	4,434M	29.3	4.2%	Aug 7, 2025	IFRS
Jul - Sep, 2025	98,950M	4,716M	4,512M	3,178M	21.1	4.8%	Nov 7, 2025	IFRS
Oct - Dec, 2025	99,135M	6,173M	8,296M	6,760M	45.1	6.2%	Feb 5, 2026	IFRS
YoY	-2.6%	+30.0%	+23.1%	+32.5%	+35.3%

NIPPON SHOKUBAI, Oct-Dec (3Q) Net Income Increases by 33%

Actual Performance and Financial Trends

Current Period Guidance

Quarterly Results

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