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TOHOKU CHEMICAL, First Half Ordinary Profit Increases by 59%

Fri May 1, 2026 3:30 pm JST Earnings

7446 TOHOKU CHEMICAL Co.,LTD. 【J-GAAP】

Earnings Report

TOHOKU CHEMICAL Co.,LTD. <7446> [TSE Std] announced its financial results after the market closed on May 1st (15:30). The consolidated ordinary profit for the cumulative second quarter of the fiscal year ending September 2026 (October 2025 to March 2026) expanded 564 million yen, an increase 59.3% compared to the same period last year, exceeded the previous forecast of 370 million yen.

Progress toward the full-year plan of 620 million yen was 91.0%, also surpassing the five-year average of 64.1%.

Based on the first-half performance announced by the company and the unchanged full-year plan, our calculation indicates that the consolidated ordinary profit for the April to September period (second half) is expected to significant drop 76.8% from the same period last year to 56 million yen.

In the most recent three-month period, from January to March (2Q), the consolidated ordinary profit increased 38.1% from the same period last year, reaching 297 million yen. The operating profit margin improved from 2.4% in the same period last year to 2.9%.

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Actual Results

Accumulated Results 2nd Quarter
Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Progress Rate vs. First Half Announce Accounting Standards
Oct - Mar, 2023 16,617 276 301 210 233.9 74.0 May 1, 2024 J-GAAP
Oct - Mar, 2024 17,806 325 354 268 298.4 59.5 May 1, 2025 J-GAAP
Oct - Mar, 2025 18,942 530 564 395 439.5 91.0 May 1, 2026 J-GAAP
YoY +6.4% +63.1% +59.3% +47.4% +47.3%

First Half Results vs. Previous Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Oct - Mar, 2025 Guidance 19,000 330 370 270 299.7 0 Nov 14, 2025 J-GAAP
Oct - Mar, 2025 Results 18,942 530 564 395 439.5 0 May 1, 2026 J-GAAP
Revision Rate -0.3% +60.6% +52.4% +46.3% +46.7%

Current Period Guidance

Second Half Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Apr - Sep, 2025 16,636 193 241 160 177.9 125 Nov 14, 2025 J-GAAP
Apr - Sep, 2026 Guidance 16,058 0 56 35 38.9 105 May 1, 2026 J-GAAP
YoY -3.5% － -76.8% -78.1% -78.2%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Sep, 2024 32,155 353 407 237 263.5 105 Nov 14, 2024 J-GAAP
Sep, 2025 34,442 518 595 428 475.9 125 Nov 14, 2025 J-GAAP
Sep, 2026 Guidance 35,000 530 620 430 477.3 105 Nov 14, 2025 J-GAAP
YoY +1.6% +2.3% +4.2% +0.5% +0.3%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Jan - Mar, 2025 8,848 210 215 178 198.2 2.4 May 1, 2025 J-GAAP
Apr - Jun, 2025 8,475 118 154 104 115.4 1.4 Jul 31, 2025 J-GAAP
Jul - Sep, 2025 8,161 75 87 56 62.3 0.9 Nov 14, 2025 J-GAAP
Oct - Dec, 2025 8,885 241 267 196 217.6 2.7 Feb 2, 2026 J-GAAP
Jan - Mar, 2026 10,057 289 297 199 221.4 2.9 May 1, 2026 J-GAAP
YoY +13.7% +37.6% +38.1% +11.8% +11.7%

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