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UBE, First Half Ordinary Profit Increases by 8.4 times

Fri Nov 7, 2025 3:30 pm JST Earnings

4208 UBE Corporation 【J-GAAP】

Earnings Report

UBE Corporation <4208> [TSE Prime] announced its financial results after the market closed on November 7th (15:30). The consolidated ordinary profit for the cumulative second quarter of the fiscal year ending March 2026 (April to September) surged 8.4 times that of the same period last year, reaching 15.9 billion yen, exceeded the previous forecast of 13.5 billion yen.

Progress toward the full-year plan of 37.5 billion yen was 42.4%, exceeding the five-year average of 22.3%.

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 October to March period (second half) is expected to grow 5.4% from the same period last year, reaching 21.5 billion yen.

In the most recent three-month period, from July to September (2Q), the consolidated ordinary profit/loss turned to a profit of 9.70 billion yen (compared to a loss of 5.06 billion yen in the same period last year). The operating profit margin improved from 2.5% in the same period last year to 4.7%.

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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 218,079 5,221 11,303 9,019 92.9 31.1 Nov 6, 2023 J-GAAP
Apr - Sep, 2024 243,039 6,049 1,899 318 3.3 8.5 Nov 7, 2024 J-GAAP
Apr - Sep, 2025 212,704 8,250 15,912 10,886 112.1 42.4 Nov 7, 2025 J-GAAP
YoY -12.5% +36.4% +737.9% +3,323.3% +3,317.1%

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 228,000 8,000 13,500 10,000 102.9 55 May 12, 2025 J-GAAP
Apr - Sep, 2025 Results 212,704 8,250 15,912 10,886 112.1 55 Nov 7, 2025 J-GAAP
Revision Rate -6.7% +3.1% +17.9% +8.9% +8.9%

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 243,763 11,996 20,473 -5,134 -52.9 55 May 12, 2025 J-GAAP
Oct - Mar, 2025 Guidance 277,296 16,750 21,588 16,614 171.0 55 Nov 7, 2025 J-GAAP
YoY +13.8% +39.6% +5.4% － －

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2024 468,237 22,456 36,333 28,981 298.6 105 May 13, 2024 J-GAAP
Mar, 2025 486,802 18,045 22,372 -4,816 -49.6 110 May 12, 2025 J-GAAP
Mar, 2026 Guidance 490,000 25,000 37,500 27,500 283.1 110 May 12, 2025 J-GAAP
YoY +0.7% +38.5% +67.6% － －

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Jul - Sep, 2024 127,654 3,138 -5,068 -4,486 -46.3 2.5 Nov 7, 2024 J-GAAP
Oct - Dec, 2024 116,582 3,485 11,078 -19,438 -200.2 3.0 Feb 5, 2025 J-GAAP
Jan - Mar, 2025 127,181 8,511 9,395 14,304 147.3 6.7 May 12, 2025 J-GAAP
Apr - Jun, 2025 100,459 2,955 6,212 4,361 44.9 2.9 Aug 5, 2025 J-GAAP
Jul - Sep, 2025 112,245 5,295 9,700 6,525 67.2 4.7 Nov 7, 2025 J-GAAP
YoY -12.1% +68.7% － － －

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