Sumitomo Seika Chemicals, Ordinary Profit Forecast for the Fiscal Year Revised Upward to an Unexpected 35% Increase, Raises Record High Profit, Dividend Revised Upward by 20 Yen

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Mon Feb 9, 2026 2:00 pm JST Earnings

4008 Sumitomo Seika Chemicals Company,Limited. 【J-GAAP】

Earnings Report

Sumitomo Seika Chemicals Company,Limited. <4008> [TSE Prime] announced its financial results in the afternoon session on February 9th (14:00). The consolidated ordinary profit for the cumulative third quarter of the fiscal year ending March 2026 (April to December) increased 9.3% from the same period last year, reaching 10.4 billion yen.

In addition, the full-year forecast for consolidated ordinary profit has been revised upward 36.4%, from the previous forecast of 11.0 billion yen to 15.0 billion yen (compared to 11.1 billion yen in the previous period), record profits reach two consecutive terms, turning to a 35.1% 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 73.8%, from the previous forecast of 5.42 billion yen to 9.42 billion yen (compared to 6.37 billion yen in the same period of the previous year), turning to a 47.7% increase in the consolidated ordinary profit outlook.

In light of the strong performance, the company has increased its planned annual dividend for the current fiscal year from the original plan of 200 yen to 220 yen (compared to 200 yen in the previous period).

In the most recent three-month period, from October to December (3Q), the consolidated ordinary profit amounted to 4.91 billion yen, an increase of 0.8% compared to the same period last year. The operating profit margin improved from 9.8% in the same period last year to 11.4%.

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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	107,243	6,328	6,435	4,025	298.8	62.8	Feb 6, 2024	J-GAAP
Apr - Dec, 2024	112,662	8,689	9,603	6,903	520.4	86.5	Feb 7, 2025	J-GAAP
Apr - Dec, 2025	111,667	10,311	10,494	4,984	380.5	70.0	Feb 9, 2026	J-GAAP
YoY	-0.9%	+18.7%	+9.3%	-27.8%	-26.9%

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	72,295	5,419	5,422	1,125	86.5	100	Nov 12, 2025	J-GAAP
Oct - Mar, 2025 New	75,295	9,119	9,422	3,725	286.5	120	Feb 9, 2026	J-GAAP
Revision Rate	+4.1%	+68.3%	+73.8%	+231.1%	+231.1%

Full Year Update

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Adj. Dividend	Announce	Accounting Standards
Mar, 2026 Prev	145,000	11,300	11,000	4,400	338.4	200	Nov 12, 2025	J-GAAP
Mar, 2026 New	148,000	15,000	15,000	7,000	538.4	220	Feb 9, 2026	J-GAAP
Revision Rate	+2.1%	+32.7%	+36.4%	+59.1%	+59.1%

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	73,596	5,807	6,378	2,632	199.0	100	May 12, 2025	J-GAAP
Oct - Mar, 2025 Guidance	75,295	9,119	9,422	3,725	286.5	120	Feb 9, 2026	J-GAAP
YoY	+2.3%	+57.0%	+47.7%	+41.5%	+44.0%

Current Period Guidance

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Adj. Dividend	Announce	Accounting Standards
Mar, 2024	142,986	9,529	10,247	6,166	459.0	200	May 13, 2024	J-GAAP
Mar, 2025	147,571	10,712	11,106	5,961	450.6	200	May 12, 2025	J-GAAP
Mar, 2026 Guidance	148,000	15,000	15,000	7,000	538.4	220	Feb 9, 2026	J-GAAP
YoY	+0.3%	+40.0%	+35.1%	+17.4%	+19.5%

Quarterly Results

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Operating Profit Margin	Announce	Accounting Standards
Oct - Dec, 2024	38,687	3,784	4,875	3,574	269.4	9.8	Feb 7, 2025	J-GAAP
Jan - Mar, 2025	34,909	2,023	1,503	-942	-71.2	5.8	May 12, 2025	J-GAAP
Apr - Jun, 2025	35,569	2,340	1,607	1,045	79.8	6.6	Aug 6, 2025	J-GAAP
Jul - Sep, 2025	37,136	3,541	3,971	2,230	170.1	9.5	Nov 12, 2025	J-GAAP
Oct - Dec, 2025	38,962	4,430	4,916	1,709	130.5	11.4	Feb 9, 2026	J-GAAP
YoY	+0.7%	+17.1%	+0.8%	-52.2%	-51.6%