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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%.

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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 26,413 5,296 5,117 3,672 72.1 27 Feb 7, 2024 J-GAAP
Dec, 2024 33,287 7,659 7,437 5,071 99.5 36 Feb 6, 2025 J-GAAP
Dec, 2025 39,258 9,484 9,252 6,498 127.5 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 38,000 9,000 8,800 6,100 119.7 39 Oct 31, 2025 J-GAAP
Dec, 2025 Results 39,258 9,484 9,252 6,498 127.5 39 Feb 5, 2026 J-GAAP
Revision Rate +3.3% +5.4% +5.1% +6.5% +6.5%

Current Period Guidance

H1 Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Jan - Jun, 2025 19,282 4,832 4,722 3,317 65.1 19 Jul 25, 2025 J-GAAP
Jan - Jun, 2026 Guidance ー ー ー ー － 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 33,287 7,659 7,437 5,071 99.5 36 Feb 6, 2025 J-GAAP
Dec, 2025 39,258 9,484 9,252 6,498 127.5 39 Feb 5, 2026 J-GAAP
Dec, 2026 Guidance 38,000 8,000 7,800 5,400 106.0 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 8,688 1,882 1,818 1,255 24.6 21.7 Feb 6, 2025 J-GAAP
Jan - Mar, 2025 8,235 2,000 1,936 1,362 26.7 24.3 Apr 30, 2025 J-GAAP
Apr - Jun, 2025 11,047 2,832 2,786 1,955 38.4 25.6 Jul 25, 2025 J-GAAP
Jul - Sep, 2025 10,746 2,668 2,590 1,861 36.5 24.8 Oct 31, 2025 J-GAAP
Oct - Dec, 2025 9,230 1,984 1,940 1,320 25.9 21.5 Feb 5, 2026 J-GAAP
YoY +6.2% +5.4% +6.7% +5.2% +5.2%

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