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ISE CHEMICALS, 16% Decrease in Ordinary Profit for The Current Fiscal Year, Dividend Effectively Increased

Thu Feb 5, 2026 4:30 pm JST Earnings

4107 ISE CHEMICALS CORPORATION 【J-GAAP】

Earnings Report

ISE CHEMICALS CORPORATION <4107> [TSE Std] announced its financial results after the market closed on February 5th (16:30). The consolidated ordinary profit for the fiscal year ended December 2025 increased by 24.4% from the previous period to 9.25 billion yen. However, for the fiscal year ending December 2026, the consolidated ordinary profit is expected to decrease by 15.7% from the previous period to 7.80 billion yen.

At the same time, the annual dividend for this fiscal year is 40 yen, taking into account the forward stock split scheduled to be allocated on December 31, this dividend represents an actual increase of 2.6%.

In the most recent three-month period, from October to December (4Q), the consolidated ordinary profit grew 6.7% from the same period last year, reaching 1.94 billion yen. However, the operating profit margin decreased from 21.7% in the same period last year to 21.5%.

Kabutan News

Actual Performance and Financial Trends

Historical Performance
Fiscal Year Revenue Operating
Profit
Ordinary
Profit
Net
Profit
Adj.
EPS
Adj.
Dividend
Announce Accounting
Standards
Dec, 2023
26,413M 5,296M 5,117M 3,672M 72.1 27 Feb 7, 2024 J-GAAP
Dec, 2024
33,287M 7,659M 7,437M 5,071M 99.5 36 Feb 6, 2025 J-GAAP
Dec, 2025
39,258M 9,484M 9,252M 6,498M 127.5 39 Feb 5, 2026 J-GAAP
YoY +17.9% +23.8% +24.4% +28.1% +28.1%
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 38,000M 9,000M 8,800M 6,100M 119.7 39 Oct 31, 2025 J-GAAP
Dec, 2025 Results 39,258M 9,484M 9,252M 6,498M 127.5 39 Feb 5, 2026 J-GAAP
Revision Rate +3.3% +5.4% +5.1% +6.5% +6.5%

Current Period Guidance

First Half Results
Fiscal Year Revenue Operating
Profit
Ordinary
Profit
Net
Profit
Adj.
EPS
Adj.
Dividend
Announce Accounting
Standards
Jan - Jun, 2025
19,282M 4,832M 4,722M 3,317M 65.1 19 Jul 25, 2025 J-GAAP
Guidance
Jan - Jun, 2026
20 Feb 5, 2026 J-GAAP
YoY
Current Period Guidance
Fiscal Year Revenue Operating
Profit
Ordinary
Profit
Net
Profit
Adj.
EPS
Adj.
Dividend
Announce Accounting
Standards
Dec, 2024
33,287M 7,659M 7,437M 5,071M 99.5 36 Feb 6, 2025 J-GAAP
Dec, 2025
39,258M 9,484M 9,252M 6,498M 127.5 39 Feb 5, 2026 J-GAAP
Guidance
Dec, 2026
38,000M 8,000M 7,800M 5,400M 106.0 40 Feb 5, 2026 J-GAAP
YoY -3.2% -15.6% -15.7% -16.9% -16.9%

Quarterly Results

Fiscal Year Revenue Operating
Profit
Ordinary
Profit
Net
Profit
Adj.
EPS
Operating
Profit Margin
Announce Accounting
Standards
Oct - Dec, 2024
8,688M 1,882M 1,818M 1,255M 24.6 21.7% Feb 6, 2025 J-GAAP
Jan - Mar, 2025
8,235M 2,000M 1,936M 1,362M 26.7 24.3% Apr 30, 2025 J-GAAP
Apr - Jun, 2025
11,047M 2,832M 2,786M 1,955M 38.4 25.6% Jul 25, 2025 J-GAAP
Jul - Sep, 2025
10,746M 2,668M 2,590M 1,861M 36.5 24.8% Oct 31, 2025 J-GAAP
Oct - Dec, 2025
9,230M 1,984M 1,940M 1,320M 25.9 21.5% Feb 5, 2026 J-GAAP
YoY +6.2% +5.4% +6.7% +5.2% +5.2%