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SUMITOMO CHEMICAL, Net Income Forecast for the Fiscal Year Revised Upward by 13%

Tue Nov 4, 2025 1:30 pm JST Earnings

4005 SUMITOMO CHEMICAL COMPANY, LIMITED 【IFRS】

Earnings Report

SUMITOMO CHEMICAL COMPANY, LIMITED <4005> [TSE Prime] announced its financial results (based on IFRS) in the afternoon session on November 4th (13:30). The consolidated net income/loss for the cumulative second quarter of the fiscal year ending March 2026 (April to September) turned into a profit of 39.6 billion yen (compared to a loss of 6.52 billion yen in the same period last year), exceeded the previous forecast of 25.0 billion yen.

In addition, the full-year forecast for consolidated net income has been revised upward 12.5%, from the previous forecast of 40.0 billion yen to 45.0 billion yen (compared to 38.5 billion yen in the previous period), increasing the growth rate from 3.7% to 16.6%.

Based on the first-half performance announced by the company and the full-year plan, our calculation indicates that the consolidated net income for the October to March period (second half) is expected to significant drop 88.3% from the same period last year to 5.30 billion yen.

In the most recent three-month period, from July to September (2Q), the consolidated net income/loss turned to a profit of 44.2 billion yen (compared to a loss of 30.9 billion yen in the same period last year). However, the operating profit margin decreased from 17.4% in the same period last year to 13.7%.

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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 1,186,875 -133,679 -103,796 -76,346 -46.7 ー Nov 1, 2023 IFRS
Apr - Sep, 2024 1,241,395 121,249 -30,539 -6,527 -4.0 ー Oct 30, 2024 IFRS
Apr - Sep, 2025 1,095,394 103,685 87,898 39,699 24.3 ー Nov 4, 2025 IFRS
YoY -11.8% -14.5% － － －

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 1,100,000 85,000 ー 25,000 15.3 6 Aug 1, 2025 IFRS
Apr - Sep, 2025 Results 1,095,394 103,685 87,898 39,699 24.3 6 Nov 4, 2025 IFRS
Revision Rate -0.4% +22.0% － +58.8% +58.9%

Guidance Update

Full Year Update

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2026 Prev 2,340,000 105,000 ー 40,000 24.4 12 May 14, 2025 IFRS
Mar, 2026 New 2,290,000 160,000 ー 45,000 27.5 12 Nov 4, 2025 IFRS
Revision Rate -2.1% +52.4% － +12.5% +12.5%

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 1,364,886 71,784 88,632 45,118 27.6 6 May 14, 2025 IFRS
Oct - Mar, 2025 Guidance 1,194,606 56,315 ー 5,301 3.2 6 Nov 4, 2025 IFRS
YoY -12.5% -21.5% － -88.3% -88.3%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2024 2,446,893 -488,826 -462,792 -311,838 -190.7 9 May 15, 2024 IFRS
Mar, 2025 2,606,281 193,033 58,093 38,591 23.6 9 May 14, 2025 IFRS
Mar, 2026 Guidance 2,290,000 160,000 ー 45,000 27.5 12 Nov 4, 2025 IFRS
YoY -12.1% -17.1% － +16.6% +16.5%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Jul - Sep, 2024 629,251 109,750 -68,020 -30,910 -18.9 17.4 Oct 30, 2024 IFRS
Oct - Dec, 2024 663,438 24,185 70,610 35,108 21.5 3.6 Feb 3, 2025 IFRS
Jan - Mar, 2025 701,448 47,599 18,022 10,010 6.1 6.8 May 14, 2025 IFRS
Apr - Jun, 2025 526,140 25,452 5,817 -4,523 -2.8 4.8 Aug 1, 2025 IFRS
Jul - Sep, 2025 569,254 78,233 82,081 44,222 27.0 13.7 Nov 4, 2025 IFRS
YoY -9.5% -28.7% － － －

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