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ASAHI KASEI, Ordinary Profit Forecast for the Fiscal Year Revised Upward by 0.5％

Wed Nov 5, 2025 1:00 pm JST Earnings

3407 ASAHI KASEI CORPORATION 【J-GAAP】

Earnings Report

ASAHI KASEI CORPORATION <3407> [TSE Prime] announced its financial results in the afternoon session on November 5th (13:00). The consolidated ordinary profit for the cumulative second quarter of the fiscal year ending March 2026 (April to September) was 106 billion yen, a 2.3% increase compared to the same period last year, resulting in an increase in profits compared to the previous forecast of a 4.5% decrease.

In addition, the full-year forecast for consolidated ordinary profit has been revised upward 0.5%, from the previous forecast of 216 billion yen to 217 billion yen (compared to 193 billion yen in the previous period), increasing the growth rate from 11.7% to 12.2%.

Based on the first-half performance announced by the company and the full-year plan, our calculation indicates that the consolidated ordinary profit for the October to March period (second half) is expected to grow 23.6% from the same period last year, reaching 110 billion yen.

In the most recent three-month period, from July to September (2Q), the consolidated ordinary profit grew 12.2% from the same period last year, reaching 56.1 billion yen. However, the operating profit margin worsened from 7.8% in the same period last year to 7.2%.

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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
Apr - Sep, 2023 1,345,924 55,887 52,049 30,841 22.3 57.8 Nov 7, 2023 J-GAAP
Apr - Sep, 2024 1,490,334 108,915 103,707 60,248 43.5 53.6 Nov 1, 2024 J-GAAP
Apr - Sep, 2025 1,486,368 107,454 106,068 66,266 48.8 48.9 Nov 5, 2025 J-GAAP
YoY -0.3% -1.3% +2.3% +10.0% +12.3%

First Half Results vs. Previous Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Apr - Sep, 2025 Guidance 1,504,000 105,000 99,000 61,000 44.9 20 Jul 31, 2025 J-GAAP
Apr - Sep, 2025 Results 1,486,368 107,454 106,068 66,266 48.8 20 Nov 5, 2025 J-GAAP
Revision Rate -1.2% +2.3% +7.1% +8.6% +8.6%

Guidance Update

Full Year Update

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2026 Prev 3,117,000 215,000 216,000 125,000 92.0 40 May 9, 2025 J-GAAP
Mar, 2026 New 3,080,000 221,000 217,000 140,000 103.1 40 Nov 5, 2025 J-GAAP
Revision Rate -1.2% +2.8% +0.5% +12.0% +12.0%

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 1,546,978 103,006 89,752 74,748 54.2 20 May 9, 2025 J-GAAP
Oct - Mar, 2025 Guidance 1,593,632 113,546 110,932 73,734 54.3 20 Nov 5, 2025 J-GAAP
YoY +3.0% +10.2% +23.6% -1.4% +0.1%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2024 2,784,878 140,746 90,118 43,806 31.6 36 May 9, 2024 J-GAAP
Mar, 2025 3,037,312 211,921 193,459 134,996 97.9 38 May 9, 2025 J-GAAP
Mar, 2026 Guidance 3,080,000 221,000 217,000 140,000 103.1 40 Nov 5, 2025 J-GAAP
YoY +1.4% +4.3% +12.2% +3.7% +5.2%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Jul - Sep, 2024 754,400 59,042 49,989 26,156 18.9 7.8 Nov 1, 2024 J-GAAP
Oct - Dec, 2024 768,918 55,474 49,579 38,227 27.6 7.2 Feb 5, 2025 J-GAAP
Jan - Mar, 2025 778,060 47,532 40,173 36,521 26.5 6.1 May 9, 2025 J-GAAP
Apr - Jun, 2025 738,321 53,653 49,957 19,716 14.5 7.3 Jul 31, 2025 J-GAAP
Jul - Sep, 2025 748,047 53,801 56,111 46,550 34.3 7.2 Nov 5, 2025 J-GAAP
YoY -0.8% -8.9% +12.2% +78.0% +81.6%

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