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Tri Chemical, Ordinary Profit Forecast for the Fiscal Year Revised Downward to an Unexpected 1% Decrease

Fri Aug 29, 2025 3:30 pm JST Earnings

4369 Tri Chemical Laboratories Inc. 【J-GAAP】

Earnings Report

Tri Chemical Laboratories Inc. <4369> [TSE Prime] announced its financial results after the market closed on August 29th (15:30). The consolidated ordinary profit for the cumulative second quarter of the fiscal year ending January 2026 (February to July) expanded 3.80 billion yen, an increase 41.8% compared to the same period last year.

However, the full-year forecast for consolidated ordinary profit has decreased 5.4%, from the previous forecast of 6.90 billion yen to 6.53 billion yen (compared to 6.58 billion yen in the previous period). This changes the outlook from an anticipated profit increase to a projection of a 0.8% decrease in profit.

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 August to January period (second half) is expected to drop 30.1% from the same period last year to 2.73 billion yen.

In the most recent three-month period, from May to July (2Q), the consolidated ordinary profit increased 34.0% from the same period last year, reaching 2.16 billion yen. However, the operating profit margin decreased from 27.1% in the same period last year to 25.2%.

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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
Feb - Jul, 2023 5,622 1,100 1,906 1,453 44.7 58.2 Aug 31, 2023 J-GAAP
Feb - Jul, 2024 7,974 1,939 2,680 2,031 62.5 40.7 Aug 30, 2024 J-GAAP
Feb - Jul, 2025 12,375 3,177 3,800 2,776 85.5 58.2 Aug 29, 2025 J-GAAP
YoY +55.2% +63.8% +41.8% +36.7% +36.7%

First Half Results vs. Previous Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Feb - Jul, 2025 Guidance 12,300 3,050 3,500 2,550 78.5 0 Mar 14, 2025 J-GAAP
Feb - Jul, 2025 Results 12,375 3,177 3,800 2,776 85.5 0 Aug 29, 2025 J-GAAP
Revision Rate +0.6% +4.2% +8.6% +8.9% +8.9%

Guidance Update

Full Year Update

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Jan, 2026 Prev 26,000 6,050 6,900 5,000 153.9 35 Mar 14, 2025 J-GAAP
Jan, 2026 New 23,000 5,500 6,530 4,800 147.7 35 Aug 29, 2025 J-GAAP
Revision Rate -11.5% -9.1% -5.4% -4.0% -4.0%

Current Period Guidance

Second Half Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Aug - Jan, 2024 10,931 3,317 3,903 2,930 90.2 35 Mar 14, 2025 J-GAAP
Aug - Jan, 2025 Guidance 10,625 2,323 2,730 2,024 62.3 35 Aug 29, 2025 J-GAAP
YoY -2.8% -30.0% -30.1% -30.9% -30.9%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Jan, 2024 11,246 1,947 3,276 2,470 76.0 30 Mar 15, 2024 J-GAAP
Jan, 2025 18,905 5,256 6,583 4,961 152.7 35 Mar 14, 2025 J-GAAP
Jan, 2026 Guidance 23,000 5,500 6,530 4,800 147.7 35 Aug 29, 2025 J-GAAP
YoY +21.7% +4.6% -0.8% -3.2% -3.3%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
May - Jul, 2024 4,700 1,275 1,612 1,219 37.5 27.1 Aug 30, 2024 J-GAAP
Aug - Oct, 2024 5,131 1,563 1,671 1,195 36.8 30.5 Nov 29, 2024 J-GAAP
Nov - Jan, 2024 5,800 1,754 2,232 1,735 53.4 30.2 Mar 14, 2025 J-GAAP
Feb - Apr, 2025 6,569 1,712 1,640 1,207 37.2 26.1 May 30, 2025 J-GAAP
May - Jul, 2025 5,806 1,465 2,160 1,569 48.3 25.2 Aug 29, 2025 J-GAAP
YoY +23.5% +14.9% +34.0% +28.7% +28.7%

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