Sakai Chemical, Net Income Forecast for the Fiscal Year Revised Downward to an Unexpected 40% Decrease, Dividend Revised Upward by 15 Yen

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Thu Feb 12, 2026 3:00 pm JST Earnings

4078 Sakai Chemical Industry Co.,Ltd. 【J-GAAP】

Earnings Report

Sakai Chemical Industry Co.,Ltd. <4078> [TSE Prime] announced its financial results in the afternoon session on February 12th (15:00). The consolidated net income for the cumulative third quarter of the fiscal year ending March 2026 (April to December) decreased 22.2% from the same period last year to 2.90 billion yen.

In addition, the full-year forecast for consolidated net income has decreased 45.5%, from the previous forecast of 5.50 billion yen to 3.00 billion yen (compared to 5.01 billion yen in the previous period). This changes the outlook from an anticipated profit increase to a projection of a 40.2% decrease in profit.

Based on the full-year plan announced by the company after the downward revision, our estimate of the consolidated net income for the October to March period (second half) has decreased 97.1%, from the previous forecast of 2.57 billion yen to 0.07 billion yen (compared to 3.26 billion yen in the same period of the previous year), leading to an increase in the profit decline rate from 21.2% to 97.7%.

At the same time, the company has increased its planned annual dividend for the current fiscal year from the original plan of 130 yen to 145 yen (compared to 135 yen in the previous period).

In the most recent three-month period, from October to December (3Q), the consolidated net income/loss turned to a loss of 0.02 billion yen (compared to a profit of 1.98 billion yen in the same period last year). However, the operating profit margin improved from 9.6% in the same period last year to 9.9%.

Kabutan News

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	60,755	1,705	1,777	-7,469	-461.0	58.0	Feb 9, 2024	J-GAAP
Apr - Dec, 2024	63,567	4,679	4,970	3,726	229.8	79.2	Feb 7, 2025	J-GAAP
Apr - Dec, 2025	61,370	5,367	5,479	2,900	184.9	84.3	Feb 12, 2026	J-GAAP
YoY	-3.5%	+14.7%	+10.2%	-22.2%	-19.6%

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	45,647	3,216	3,231	2,574	168.1	65	Nov 10, 2025	J-GAAP
Oct - Mar, 2025 New	45,647	3,216	3,231	74	4.8	80	Feb 12, 2026	J-GAAP
Revision Rate	0.0%	0.0%	0.0%	-97.1%	-97.1%

Full Year Update

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Adj. Dividend	Announce	Accounting Standards
Mar, 2026 Prev	86,000	6,500	6,500	5,500	359.2	130	May 14, 2025	J-GAAP
Mar, 2026 New	86,000	6,500	6,500	3,000	195.9	145	Feb 12, 2026	J-GAAP
Revision Rate	0.0%	0.0%	0.0%	-45.5%	-45.5%

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	42,241	3,467	3,646	3,267	201.5	72.50	May 14, 2025	J-GAAP
Oct - Mar, 2025 Guidance	45,647	3,216	3,231	74	4.8	80	Feb 12, 2026	J-GAAP
YoY	+8.1%	-7.2%	-11.4%	-97.7%	-97.6%

Current Period Guidance

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Adj. Dividend	Announce	Accounting Standards
Mar, 2024	82,105	2,942	3,066	-7,092	-437.7	70	May 13, 2024	J-GAAP
Mar, 2025	84,409	6,093	6,279	5,013	309.2	135	May 14, 2025	J-GAAP
Mar, 2026 Guidance	86,000	6,500	6,500	3,000	195.9	145	Feb 12, 2026	J-GAAP
YoY	+1.9%	+6.7%	+3.5%	-40.2%	-36.6%

Quarterly Results

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Operating Profit Margin	Announce	Accounting Standards
Oct - Dec, 2024	21,399	2,053	2,337	1,980	122.1	9.6	Feb 7, 2025	J-GAAP
Jan - Mar, 2025	20,842	1,414	1,309	1,287	79.4	6.8	May 14, 2025	J-GAAP
Apr - Jun, 2025	20,136	1,904	1,927	1,282	79.7	9.5	Aug 7, 2025	J-GAAP
Jul - Sep, 2025	20,217	1,380	1,342	1,644	103.8	6.8	Nov 10, 2025	J-GAAP
Oct - Dec, 2025	21,017	2,083	2,210	-26	-1.7	9.9	Feb 12, 2026	J-GAAP
YoY	-1.8%	+1.5%	-5.4%	－	－