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Kao, 8% Increase in Net Income for The Current Fiscal Year, Dividend Effectively Increased

Thu Feb 5, 2026 3:30 pm JST Earnings

4452 Kao Corporation 【IFRS】

Earnings Report

Kao Corporation <4452> [TSE Prime] announced its financial results (based on IFRS) after the market closed on February 5th (15:30). The consolidated net income for the fiscal year ended December 2025 increased by 11.4% from the previous period to 120 billion yen. For the fiscal year ending December 2026, the consolidated net income is expected to grow by 8.3% to 130 billion yen. This will be the third consecutive term of revenue and profit growth.

At the same time, the annual dividend for this fiscal year is 117 yen, taking into account the forward stock split scheduled to be allocated on June 30, this dividend represents an actual increase of 1.3%.

In the most recent three-month period, from October to December (4Q), the consolidated net income decreased to 35.3 billion yen, a 3.8% decrease compared to the same period last year. However, the operating profit margin rose from 10.4% in the same period last year to 10.8%.

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Actual Results

Historical Performance
Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Dec, 2023 1,532,579 60,035 63,842 43,870 94.4 150 Feb 7, 2024 IFRS
Dec, 2024 1,628,448 146,644 151,024 107,767 231.9 152 Feb 6, 2025 IFRS
Dec, 2025 1,688,633 164,069 169,846 120,081 260.3 154 Feb 5, 2026 IFRS
YoY +3.7% +11.9% +12.5% +11.4% +12.2%

Full Year Results vs. Previous Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Dec, 2025 Guidance 1,690,000 165,000 168,000 121,000 267.5 154 Aug 6, 2025 IFRS
Dec, 2025 Results 1,688,633 164,069 169,846 120,081 260.3 154 Feb 5, 2026 IFRS
Revision Rate -0.1% -0.6% +1.1% -0.8% -2.7%

Current Period Guidance

H1 Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Jan - Jun, 2025 809,022 69,469 71,766 49,631 106.9 77 Aug 6, 2025 IFRS
Jan - Jun, 2026 Guidance ー ー ー ー － 78 Feb 5, 2026 IFRS
YoY － － － － －

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Dec, 2024 1,628,448 146,644 151,024 107,767 231.9 152 Feb 6, 2025 IFRS
Dec, 2025 1,688,633 164,069 169,846 120,081 260.3 154 Feb 5, 2026 IFRS
Dec, 2026 Guidance 1,750,000 182,000 185,000 130,000 287.4 156 Feb 5, 2026 IFRS
YoY +3.6% +10.9% +8.9% +8.3% +10.4%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Oct - Dec, 2024 438,437 45,589 47,008 36,740 79.1 10.4 Feb 6, 2025 IFRS
Jan - Mar, 2025 389,857 31,184 31,574 22,850 49.2 8.0 May 8, 2025 IFRS
Apr - Jun, 2025 419,165 38,285 40,192 26,781 57.7 9.1 Aug 6, 2025 IFRS
Jul - Sep, 2025 423,012 45,398 47,646 35,088 75.6 10.7 Nov 6, 2025 IFRS
Oct - Dec, 2025 456,599 49,202 50,434 35,362 76.7 10.8 Feb 5, 2026 IFRS
YoY +4.1% +7.9% +7.3% -3.8% -3.1%

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