JAPAN ELECTRONIC MATERIALS, Ordinary Profit Forecast for the Fiscal Year Revised Upward to an Unexpected 34% Increase, Highest in Four Terms, Dividend Revised Upward by 20 Yen

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Fri Feb 6, 2026 4:00 pm JST Earnings

6855 JAPAN ELECTRONIC MATERIALS CORPORATION 【J-GAAP】

Earnings Report

JAPAN ELECTRONIC MATERIALS CORPORATION <6855> [TSE Std] announced its financial results after the market closed on February 6th (16:00). The consolidated ordinary profit for the cumulative third quarter of the fiscal year ending March 2026 (April to December) expanded 4.89 billion yen, an increase 66.5% compared to the same period last year.

In addition, the full-year forecast for consolidated ordinary profit has been revised upward 37.8%, from the previous forecast of 4.50 billion yen to 6.20 billion yen (compared to 4.64 billion yen in the previous period), reaches new record high for the first time in four terms, turning to a 33.6% increase in the consolidated ordinary profit outlook.

Based on the full-year plan announced by the company after the upward revision, our estimate of the consolidated ordinary profit for the October to March period (second half) is expected to increase 82.8%, from the previous forecast of 2.05 billion yen to 3.75 billion yen (compared to 2.64 billion yen in the same period of the previous year), turning to a 41.9% increase in the consolidated ordinary profit outlook.

In light of the strong performance, the company has significantly increased its planned annual dividend for the current fiscal year from the original plan of 60 yen to 80 yen (compared to 70 yen in the previous period).

In the most recent three-month period, from October to December (3Q), the consolidated ordinary profit surged 2.6 times that of the same period last year, reaching 2.44 billion yen. The operating profit margin jumped from 16.0% in the same period last year to 28.4%.

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Actual Results

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	12,008	23	83	-28	-2.2	8.2	Feb 8, 2024	J-GAAP
Apr - Dec, 2024	14,738	2,832	2,938	2,052	162.5	63.3	Feb 7, 2025	J-GAAP
Apr - Dec, 2025	20,675	5,028	4,893	3,468	274.3	78.9	Feb 6, 2026	J-GAAP
YoY	+40.3%	+77.5%	+66.5%	+69.0%	+68.8%

Guidance Update

Second Half Update

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Adj. Dividend	Announce	Accounting Standards
Oct - Mar, 2025 Prev	14,178	2,143	2,052	1,502	118.7	30	Nov 7, 2025	J-GAAP
Oct - Mar, 2025 New	15,778	3,843	3,752	2,602	205.7	50	Feb 6, 2026	J-GAAP
Revision Rate	+11.3%	+79.3%	+82.8%	+73.2%	+73.2%

Full Year Update

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Adj. Dividend	Announce	Accounting Standards
Mar, 2026 Prev	26,500	4,800	4,500	3,200	253.0	60	Nov 7, 2025	J-GAAP
Mar, 2026 New	28,100	6,500	6,200	4,300	339.9	80	Feb 6, 2026	J-GAAP
Revision Rate	+6.0%	+35.4%	+37.8%	+34.4%	+34.4%

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	13,988	2,535	2,645	2,107	166.9	40	May 14, 2025	J-GAAP
Oct - Mar, 2025 Guidance	15,778	3,843	3,752	2,602	205.7	50	Feb 6, 2026	J-GAAP
YoY	+12.8%	+51.6%	+41.9%	+23.5%	+23.3%

Current Period Guidance

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Adj. Dividend	Announce	Accounting Standards
Mar, 2024	17,461	870	1,007	622	49.3	40	May 14, 2024	J-GAAP
Mar, 2025	23,829	4,585	4,640	3,454	273.5	70	May 14, 2025	J-GAAP
Mar, 2026 Guidance	28,100	6,500	6,200	4,300	339.9	80	Feb 6, 2026	J-GAAP
YoY	+17.9%	+41.8%	+33.6%	+24.5%	+24.3%

Quarterly Results

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Operating Profit Margin	Announce	Accounting Standards
Oct - Dec, 2024	4,897	782	943	705	55.8	16.0	Feb 7, 2025	J-GAAP
Jan - Mar, 2025	9,091	1,753	1,702	1,402	111.0	19.3	May 14, 2025	J-GAAP
Apr - Jun, 2025	5,437	1,475	1,408	988	78.3	27.1	Aug 7, 2025	J-GAAP
Jul - Sep, 2025	6,885	1,182	1,040	710	56.2	17.2	Nov 7, 2025	J-GAAP
Oct - Dec, 2025	8,353	2,371	2,445	1,770	140.0	28.4	Feb 6, 2026	J-GAAP
YoY	+70.6%	+203.2%	+159.3%	+151.1%	+150.8%