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SANYO CHEMICAL, Net Income Forecast for First Half Revised Upward by 3.3 times, Highest in Seven Terms, Full Year also Increased

Fri Aug 1, 2025 3:00 pm JST Earnings

4471 SANYO CHEMICAL INDUSTRIES,LTD. 【J-GAAP】

Earnings Report

SANYO CHEMICAL INDUSTRIES,LTD. <4471> [TSE Prime] announced its financial results in the afternoon session on August 1st (15:00). The consolidated net income for the first quarter of the fiscal year ending March 2026 (April to June) surged 3.7 times that of the same period last year, reaching 8.99 billion yen.

In addition, the April to September period (first half) consolidated net income has been revised upward 3.3 times, from the previous forecast of 3.50 billion yen to 11.5 billion yen (compared to 0.94 billion yen in the same period of the previous year), increasing the growth rate from 3.7 times to 12 times, reaches new record high for the first time in seven terms.

Following the strong performance in the first half, the full-year forecast for consolidated net income has been revised upward 2.0 times, from the previous forecast of 8.00 billion yen to 16.0 billion yen (compared to 4.15 billion yen in the previous period), increasing the growth rate from 92.7% to 3.9 times, reaches new record high for the first time in nine terms.

In the most recent three-month period, from April to June (1Q), the operating profit margin improved from 5.5% in the same period last year to 5.8%.

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Actual Results

Accumulated Results 1st Quarter
Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Progress Rate vs. First Half Announce Accounting Standards
Apr - Jun, 2023 38,914 704 2,842 2,960 134.1 57.4 Aug 4, 2023 J-GAAP
Apr - Jun, 2024 39,654 2,183 3,571 2,402 108.8 71.5 Aug 7, 2024 J-GAAP
Apr - Jun, 2025 31,987 1,858 2,285 8,992 406.5 45.7 Aug 1, 2025 J-GAAP
YoY -19.3% -14.9% -36.0% +274.4% +273.6%

Guidance Update

First Half Update

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Apr - Sep, 2025 Prev 62,000 4,500 5,000 3,500 158.2 85 May 8, 2025 J-GAAP
Apr - Sep, 2025 New 62,000 4,500 5,000 11,500 519.8 85 Aug 1, 2025 J-GAAP
Revision Rate 0.0% 0.0% 0.0% +228.6% +228.6%

Full Year Update

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2026 Prev 130,000 10,000 11,000 8,000 361.6 170 May 8, 2025 J-GAAP
Mar, 2026 New 130,000 10,000 11,000 16,000 723.3 170 Aug 1, 2025 J-GAAP
Revision Rate 0.0% 0.0% 0.0% +100.0% +100.0%

Current Period Guidance

H1 Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Apr - Sep, 2024 77,030 4,453 4,991 940 42.6 85 Nov 12, 2024 J-GAAP
Apr - Sep, 2025 Guidance 62,000 4,500 5,000 11,500 519.8 85 Aug 1, 2025 J-GAAP
YoY -19.5% +1.1% +0.2% +1,123.4% +1,121.7%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2024 159,510 4,886 8,186 -8,501 -385.0 170 May 14, 2024 J-GAAP
Mar, 2025 142,258 8,439 9,670 4,151 187.8 170 May 8, 2025 J-GAAP
Mar, 2026 Guidance 130,000 10,000 11,000 16,000 723.3 170 Aug 1, 2025 J-GAAP
YoY -8.6% +18.5% +13.8% +285.4% +285.1%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Apr - Jun, 2024 39,654 2,183 3,571 2,402 108.8 5.5 Aug 7, 2024 J-GAAP
Jul - Sep, 2024 37,376 2,270 1,420 -1,462 -66.2 6.1 Nov 12, 2024 J-GAAP
Oct - Dec, 2024 34,078 2,419 3,597 2,700 122.2 7.1 Feb 5, 2025 J-GAAP
Jan - Mar, 2025 31,150 1,567 1,082 511 23.1 5.0 May 8, 2025 J-GAAP
Apr - Jun, 2025 31,987 1,858 2,285 8,992 406.5 5.8 Aug 1, 2025 J-GAAP
YoY -19.3% -14.9% -36.0% +274.4% +273.6%

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