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NANKAI CHEMICAL, Apr-Dec (Cumulative 3Q) Net Income Increases by 3.1 times, Exceeds Full-Year Plan

Thu Feb 12, 2026 3:30 pm JST Earnings

4040 NANKAI CHEMICAL COMPANY,LIMITED 【J-GAAP】

Earnings Report

NANKAI CHEMICAL COMPANY,LIMITED <4040> [TSE Std] announced its financial results after the market closed on February 12th (15:30). The consolidated net income for the cumulative third quarter of the fiscal year ending March 2026 (April to December) surged 3.1 times that of the same period last year, reaching 2.38 billion yen. Progress toward the full-year plan of 2.20 billion yen is 108.5%, already exceeding the target and also exceeding the three-year average of 76.5%.

Based on the cumulative third-quarter performance announced by the company and the unchanged full-year plan, our calculation indicates that the consolidated net income/loss for the January to March period (4Q) is expected to turn into a loss of 0.18 billion yen (compared to a profit of 0.23 billion yen in the same period last year). However, if the fourth-quarter performance remains at the same level as the first three quarters, the full-year plan may be increased.

In the most recent three-month period, from October to December (3Q), the consolidated net income surged 5.8 times that of the same period last year, reaching 1.95 billion yen. However, the operating profit margin remained almost flat, changing from 7.8% in the same period last year to 7.6%.

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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 14,422 1,289 1,453 1,011 513.8 81.6 Feb 14, 2024 J-GAAP
Apr - Dec, 2024 14,646 970 1,116 781 389.5 76.6 Feb 13, 2025 J-GAAP
Apr - Dec, 2025 14,799 1,036 1,072 2,386 1,179.9 61.3 Feb 12, 2026 J-GAAP
YoY +1.0% +6.8% -3.9% +205.5% +202.9%

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 12,112 790 833 568 283.0 35 May 13, 2025 J-GAAP
Oct - Mar, 2025 Guidance 13,724 1,193 1,124 1,766 870.1 35 Nov 12, 2025 J-GAAP
YoY +13.3% +51.0% +34.9% +210.9% +207.4%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2024 19,987 1,564 1,780 1,158 586.7 50 May 14, 2024 J-GAAP
Mar, 2025 20,900 1,306 1,456 1,015 505.8 55 May 13, 2025 J-GAAP
Mar, 2026 Guidance 22,900 1,800 1,750 2,200 1,083.9 60 May 13, 2025 J-GAAP
YoY +9.6% +37.8% +20.2% +116.7% +114.3%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Oct - Dec, 2024 5,858 454 493 334 166.6 7.8 Feb 13, 2025 J-GAAP
Jan - Mar, 2025 6,254 336 340 234 116.6 5.4 May 13, 2025 J-GAAP
Apr - Jun, 2025 4,780 337 331 208 103.2 7.1 Aug 12, 2025 J-GAAP
Jul - Sep, 2025 4,396 270 295 226 112.1 6.1 Nov 12, 2025 J-GAAP
Oct - Dec, 2025 5,623 429 446 1,952 965.3 7.6 Feb 12, 2026 J-GAAP
YoY -4.0% -5.5% -9.5% +484.4% +479.5%

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