FUSO CHEMICAL, Ordinary Profit Forecast for the Fiscal Year Revised Upward to an Unexpected 6% Increase, Dividend Revised Upward by 6 Yen

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Fri Oct 31, 2025 4:00 pm JST Earnings

4368 FUSO CHEMICAL CO.,LTD. 【J-GAAP】

Earnings Report

FUSO CHEMICAL CO.,LTD. <4368> [TSE Prime] announced its financial results after the market closed on October 31st (16:00). The consolidated ordinary profit for the cumulative second quarter of the fiscal year ending March 2026 (April to September) increased 23.4% from the same period last year, reaching 9.80 billion yen, resulting in an increase in profits compared to the previous forecast of a 3.7% decrease.

In addition, the full-year forecast for consolidated ordinary profit has been revised upward 27.5%, from the previous forecast of 13.8 billion yen to 17.6 billion yen (compared to 16.5 billion yen in the previous period), turning to a 6.3% increase in the consolidated ordinary profit outlook.

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 decrease 9.5% from the same period last year to 7.79 billion yen.

In light of the strong performance, the company has increased its planned annual dividend for the current fiscal year from the original plan of 76 yen to 82 yen (compared to 73 yen in the previous period).

In the most recent three-month period, from July to September (2Q), the consolidated ordinary profit increased 44.2% from the same period last year, reaching 5.27 billion yen. The operating profit margin rose from 24.4% in the same period last year to 26.5%.

Kabutan News

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	27,135	5,581	6,245	4,287	121.6	52.6	Oct 31, 2023	J-GAAP
Apr - Sep, 2024	34,756	8,145	7,948	5,608	159.1	48.0	Oct 31, 2024	J-GAAP
Apr - Sep, 2025	37,705	9,746	9,807	6,879	195.1	55.7	Oct 31, 2025	J-GAAP
YoY	+8.5%	+19.7%	+23.4%	+22.7%	+22.6%

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	36,300	7,900	7,650	5,250	148.9	38	May 12, 2025	J-GAAP
Apr - Sep, 2025 Results	37,705	9,746	9,807	6,879	195.1	41	Oct 31, 2025	J-GAAP
Revision Rate	+3.9%	+23.4%	+28.2%	+31.0%	+31.1%

Guidance Update

Full Year Update

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Adj. Dividend	Announce	Accounting Standards
Mar, 2026 Prev	72,700	14,000	13,800	9,400	266.6	76	May 12, 2025	J-GAAP
Mar, 2026 New	75,500	17,500	17,600	12,200	346.0	82	Oct 31, 2025	J-GAAP
Revision Rate	+3.9%	+25.0%	+27.5%	+29.8%	+29.8%

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	34,745	8,085	8,613	6,014	170.6	38	May 12, 2025	J-GAAP
Oct - Mar, 2025 Guidance	37,795	7,754	7,793	5,321	150.9	41	Oct 31, 2025	J-GAAP
YoY	+8.8%	-4.1%	-9.5%	-11.5%	-11.6%

Current Period Guidance

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Adj. Dividend	Announce	Accounting Standards
Mar, 2024	58,970	11,083	11,883	8,343	236.7	66	May 10, 2024	J-GAAP
Mar, 2025	69,501	16,230	16,561	11,622	329.7	73	May 12, 2025	J-GAAP
Mar, 2026 Guidance	75,500	17,500	17,600	12,200	346.0	82	Oct 31, 2025	J-GAAP
YoY	+8.6%	+7.8%	+6.3%	+5.0%	+4.9%

Quarterly Results

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Operating Profit Margin	Announce	Accounting Standards
Jul - Sep, 2024	17,325	4,235	3,658	2,724	77.3	24.4	Oct 31, 2024	J-GAAP
Oct - Dec, 2024	17,664	4,450	5,208	3,561	101.0	25.2	Feb 7, 2025	J-GAAP
Jan - Mar, 2025	17,081	3,635	3,405	2,453	69.6	21.3	May 12, 2025	J-GAAP
Apr - Jun, 2025	18,658	4,694	4,532	3,105	88.1	25.2	Aug 8, 2025	J-GAAP
Jul - Sep, 2025	19,047	5,052	5,275	3,774	107.1	26.5	Oct 31, 2025	J-GAAP
YoY	+9.9%	+19.3%	+44.2%	+38.5%	+38.5%