ISE CHEMICALS, Ordinary Profit Forecast for the Fiscal Year Revised Upward by 13%, Raises Record High Profit Forecast, Dividend Revised Upward by 10 Yen

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Fri Oct 31, 2025 3:30 pm JST Earnings

4107 ISE CHEMICALS CORPORATION 【J-GAAP】

Earnings Report

ISE CHEMICALS CORPORATION <4107> [TSE Std] announced its financial results after the market closed on October 31st (15:30). The consolidated ordinary profit for the cumulative third quarter of the fiscal year ending December 2025 (January to September) expanded 7.31 billion yen, an increase 30.1% compared to the same period last year.

In addition, the full-year forecast for consolidated ordinary profit has been revised upward 12.8%, from the previous forecast of 7.80 billion yen to 8.80 billion yen (compared to 7.43 billion yen in the previous period), increasing the growth rate from 4.9% to 18.3%, further surpassing the previous forecast of record-high profits for four consecutive terms.

Based on the full-year plan announced by the company after the upward revision, our estimate of the consolidated ordinary profit for the July to December period (second half) has been revised upward 32.5%, from the previous forecast of 3.07 billion yen to 4.07 billion yen (compared to 4.13 billion yen in the same period of the previous year), and the declining rate is expected to decrease from 25.5% to 1.4%.

In light of the strong performance, the company has increased its planned annual dividend for the current fiscal year from the original plan of 380 yen to 390 yen (compared to 360 yen in the previous period).

In the most recent three-month period, from July to September (3Q), the consolidated ordinary profit grew 11.8% from the same period last year, reaching 2.59 billion yen. However, the operating profit margin decreased from 25.6% in the same period last year to 24.8%.

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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
Jan - Sep, 2023	18,990	3,622	3,521	2,573	50.5	68.8	Oct 26, 2023	J-GAAP
Jan - Sep, 2024	24,599	5,777	5,619	3,816	74.9	75.6	Oct 29, 2024	J-GAAP
Jan - Sep, 2025	30,028	7,500	7,312	5,178	101.6	83.1	Oct 31, 2025	J-GAAP
YoY	+22.1%	+29.8%	+30.1%	+35.7%	+35.7%

Guidance Update

Second Half Update

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Adj. Dividend	Announce	Accounting Standards
Jul - Dec, 2025 Prev	18,218	3,168	3,078	2,083	40.9	19	Jul 25, 2025	J-GAAP
Jul - Dec, 2025 New	18,718	4,168	4,078	2,783	54.6	20	Oct 31, 2025	J-GAAP
Revision Rate	+2.7%	+31.6%	+32.5%	+33.6%	+33.6%

Full Year Update

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Adj. Dividend	Announce	Accounting Standards
Dec, 2025 Prev	37,500	8,000	7,800	5,400	106.0	38	Feb 6, 2025	J-GAAP
Dec, 2025 New	38,000	9,000	8,800	6,100	119.7	39	Oct 31, 2025	J-GAAP
Revision Rate	+1.3%	+12.5%	+12.8%	+13.0%	+13.0%

Current Period Guidance

Second Half Results

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Adj. Dividend	Announce	Accounting Standards
Jul - Dec, 2024	17,953	4,252	4,134	2,825	55.4	20	Feb 6, 2025	J-GAAP
Jul - Dec, 2025 Guidance	18,718	4,168	4,078	2,783	54.6	20	Oct 31, 2025	J-GAAP
YoY	+4.3%	-2.0%	-1.4%	-1.5%	-1.5%

Current Period Guidance

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Adj. Dividend	Announce	Accounting Standards
Dec, 2023	26,413	5,296	5,117	3,672	72.1	27	Feb 7, 2024	J-GAAP
Dec, 2024	33,287	7,659	7,437	5,071	99.5	36	Feb 6, 2025	J-GAAP
Dec, 2025 Guidance	38,000	9,000	8,800	6,100	119.7	39	Oct 31, 2025	J-GAAP
YoY	+14.2%	+17.5%	+18.3%	+20.3%	+20.3%

Quarterly Results

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Operating Profit Margin	Announce	Accounting Standards
Jul - Sep, 2024	9,265	2,370	2,316	1,570	30.8	25.6	Oct 29, 2024	J-GAAP
Oct - Dec, 2024	8,688	1,882	1,818	1,255	24.6	21.7	Feb 6, 2025	J-GAAP
Jan - Mar, 2025	8,235	2,000	1,936	1,362	26.7	24.3	Apr 30, 2025	J-GAAP
Apr - Jun, 2025	11,047	2,832	2,786	1,955	38.4	25.6	Jul 25, 2025	J-GAAP
Jul - Sep, 2025	10,746	2,668	2,590	1,861	36.5	24.8	Oct 31, 2025	J-GAAP
YoY	+16.0%	+12.6%	+11.8%	+18.5%	+18.5%