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MUROMACHI CHEMICALS, Ordinary Profit Forecast for the Fiscal Year Revised Upward by 29%, Raises Record High Profit Forecast, Dividend Revised Upward by 1 Yen
4885 MUROMACHI CHEMICALS INC. 【J-GAAP】
Earnings ReportMUROMACHI CHEMICALS INC. <4885> [TSE Std] announced its financial results after the market closed on April 14th (16:00). The ordinary profit (non-consolidated) for the cumulative third quarter of the fiscal year ending May 2026 (June 2025 to February 2026) expanded 514 million yen, an increase 44.8% compared to the same period last year.
In addition, the full-year forecast for ordinary profit has been revised upward 29.4%, from the previous forecast of 510 million yen to 660 million yen (compared to 430 million yen in the previous period), increasing the growth rate from 18.6% to 53.5%, further surpassing the previous forecast of record-high profits for three consecutive terms.
Based on the full-year plan announced by the company after the upward revision, our estimate of the ordinary profit for the December to May period (second half) is expected to increase 86.2%, from the previous forecast of 174 million yen to 324 million yen (compared to 259 million yen in the same period of the previous year), turning to a 25.1% increase in the 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 25 yen to 26 yen (compared to 25 yen in the previous period).
In the most recent three-month period, from December to February (3Q), the ordinary profit decreased to 178 million yen, a 3.3% decrease compared to the same period last year. The operating profit margin decreased from 10.1% in the same period last year to 10.0%.
Kabutan News
Actual Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Progress Rate vs. First Half | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Jun - Feb, 2023 | 4,455 | 252 | 245 | 190 | 48.2 | 57.2 | Apr 12, 2024 | J-GAAP |
| Jun - Feb, 2024 | 4,838 | 343 | 355 | 248 | 62.4 | 82.6 | Apr 14, 2025 | J-GAAP |
| Jun - Feb, 2025 | 5,651 | 546 | 514 | 337 | 84.1 | 77.9 | Apr 14, 2026 | J-GAAP |
| YoY | +16.8% | +59.2% | +44.8% | +35.9% | +34.8% |
Guidance Update
Second Half Update
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Dec - May, 2025 Prev | 3,819 | 201 | 174 | 106 | 26.3 | 15 | Jan 14, 2026 | J-GAAP |
| Dec - May, 2025 New | 4,019 | 351 | 324 | 226 | 56.3 | 16 | Apr 14, 2026 | J-GAAP |
| Revision Rate | +5.2% | +74.6% | +86.2% | +113.2% | +113.7% |
Full Year Update
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| May, 2026 Prev | 7,500 | 550 | 510 | 350 | 87.0 | 25 | Dec 12, 2025 | J-GAAP |
| May, 2026 New | 7,700 | 700 | 660 | 470 | 117.0 | 26 | Apr 14, 2026 | J-GAAP |
| Revision Rate | +2.7% | +27.3% | +29.4% | +34.3% | +34.6% |
Current Period Guidance
Second Half Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Dec - May, 2024 | 3,688 | 278 | 259 | 121 | 30.3 | 25 | Jul 14, 2025 | J-GAAP |
| Dec - May, 2025 Guidance | 4,019 | 351 | 324 | 226 | 56.3 | 16 | Apr 14, 2026 | J-GAAP |
| YoY | +9.0% | +26.3% | +25.1% | +86.8% | +85.5% |
Current Period Guidance
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| May, 2024 | 6,369 | 421 | 428 | 330 | 83.4 | 22 | Jul 12, 2024 | J-GAAP |
| May, 2025 | 6,653 | 432 | 430 | 241 | 60.4 | 25 | Jul 14, 2025 | J-GAAP |
| May, 2026 Guidance | 7,700 | 700 | 660 | 470 | 117.0 | 26 | Apr 14, 2026 | J-GAAP |
| YoY | +15.7% | +62.0% | +53.5% | +95.0% | +93.7% |
Quarterly Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Operating Profit Margin | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Dec - Feb, 2024 | 1,873 | 189 | 184 | 128 | 32.2 | 10.1 | Apr 14, 2025 | J-GAAP |
| Mar - May, 2025 | 1,815 | 89 | 75 | -7 | -1.8 | 4.9 | Jul 14, 2025 | J-GAAP |
| Jun - Aug, 2025 | 1,787 | 74 | 72 | 57 | 14.4 | 4.1 | Oct 15, 2025 | J-GAAP |
| Sep - Nov, 2025 | 1,894 | 275 | 264 | 187 | 46.6 | 14.5 | Jan 14, 2026 | J-GAAP |
| Dec - Feb, 2025 | 1,970 | 197 | 178 | 93 | 23.2 | 10.0 | Apr 14, 2026 | J-GAAP |
| YoY | +5.2% | +4.2% | -3.3% | -27.3% | -27.9% |
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