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OSAKA ORGANIC CHEMICAL, Net Income Forecast for Last Fiscal Year Revised Upward to an Unexpected 68% Increase, Highest in Four Terms, Dividend Revised Upward by 5 Yen

Mon Dec 22, 2025 11:30 am JST Revision

4187 OSAKA ORGANIC CHEMICAL INDUSTRY LTD. 【J-GAAP】

Guidance Update Report

OSAKA ORGANIC CHEMICAL INDUSTRY LTD. <4187> [TSE Prime] announced a revision to its performance and dividend at noon (11:30) on December 22nd. The consolidated net income forecast for the fiscal year ending November 2025 has been revised upward 94.3%, from the previous forecast of 3.50 billion yen to 6.80 billion yen (compared to 4.04 billion yen in the previous period), reaches new record high for the first time in four terms, turning to a 68.2% increase in the consolidated net income outlook.

Based on the upwardly revised full-year plan announced by the company, our calculation indicates that the June to November period (second half) consolidated net income is expected to increase 3.4 times, from the previous forecast of 1.36 billion yen to 4.66 billion yen (compared to 2.02 billion yen in the same period of the previous year), turning to a 2.3 times increase in the consolidated net income outlook.

In light of the strong performance, the company has increased its planned annual dividend for the last fiscal year from the original plan of 69 yen to 74 yen (compared to 66 yen in the previous period).

Kabutan News

Guidance Update

Second Half Update

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Jun - Nov, 2025 Prev 16,600 2,078 2,160 1,368 67.3 34 Jul 10, 2025 J-GAAP
Jun - Nov, 2025 New 18,600 3,178 3,460 4,668 228.2 39 Dec 22, 2025 J-GAAP
Revision Rate +12.0% +52.9% +60.2% +241.2% +239.2%

Full Year Update

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Nov, 2025 Prev 34,000 5,000 5,200 3,500 172.1 69 Jul 10, 2025 J-GAAP
Nov, 2025 New 36,000 6,100 6,500 6,800 332.4 74 Dec 22, 2025 J-GAAP
Revision Rate +5.9% +22.0% +25.0% +94.3% +93.1%

Current Period Guidance

Second Half Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Jun - Nov, 2024 17,360 2,749 2,765 2,024 95.7 34 Jan 9, 2025 J-GAAP
Jun - Nov, 2025 Guidance 18,600 3,178 3,460 4,668 228.2 39 Dec 22, 2025 J-GAAP
YoY +7.1% +15.6% +25.1% +130.6% +138.4%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Nov, 2023 28,907 3,577 3,877 3,270 152.9 56 Jan 11, 2024 J-GAAP
Nov, 2024 32,698 4,608 4,753 4,044 191.3 66 Jan 9, 2025 J-GAAP
Nov, 2025 Guidance 36,000 6,100 6,500 6,800 332.4 74 Dec 22, 2025 J-GAAP
YoY +10.1% +32.4% +36.8% +68.2% +73.8%

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