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MUROMACHI CHEMICALS, Ordinary Profit Forecast for the Fiscal Year Revised Upward by 2.1 times
4885 MUROMACHI CHEMICALS INC. 【J-GAAP】
Earnings ReportMUROMACHI CHEMICALS INC. <4885> [TSE Std] announced its financial results after the market closed on October 15th (16:00). The ordinary profit (non-consolidated) for the first quarter of the fiscal year ending May 2026 (June to August) decreased 25.8% from the same period last year to 72 million yen.
However, the full-year forecast for ordinary profit has been revised upward 2.1 times, from the previous forecast of 160 million yen to 330 million yen (compared to 430 million yen in the previous period), and the declining rate is expected to decrease from 62.8% to 23.3%.
At the same time, the June to November period (first half) ordinary profit has been revised upward 3.8 times, from the previous forecast of 45 million yen to 170 million yen (compared to 171 million yen in the same period of the previous year), and the declining rate is expected to decrease from 73.7% to 0.6%.
In the most recent three-month period, from June to August (1Q), the operating profit margin worsened from 5.6% in the same period last year to 4.1%.
Kabutan News
Actual Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Progress Rate vs. First Half | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Jun - Aug, 2023 | 1,516 | 46 | 44 | 22 | 5.8 | 40.0 | Oct 13, 2023 | J-GAAP |
| Jun - Aug, 2024 | 1,541 | 87 | 97 | 69 | 17.4 | 56.7 | Oct 15, 2024 | J-GAAP |
| Jun - Aug, 2025 | 1,787 | 74 | 72 | 57 | 14.4 | 42.4 | Oct 15, 2025 | J-GAAP |
| YoY | +16.0% | -14.9% | -25.8% | -17.4% | -17.3% |
Guidance Update
First Half Update
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Jun - Nov, 2025 Prev | 3,300 | 70 | 45 | 20 | 5.0 | 10 | Jul 14, 2025 | J-GAAP |
| Jun - Nov, 2025 New | 3,500 | 180 | 170 | 120 | 29.8 | 10 | Oct 15, 2025 | J-GAAP |
| Revision Rate | +6.1% | +157.1% | +277.8% | +500.0% | +500.0% |
Full Year Update
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| May, 2026 Prev | 6,500 | 200 | 160 | 100 | 24.9 | 25 | Jul 14, 2025 | J-GAAP |
| May, 2026 New | 7,100 | 360 | 330 | 230 | 57.2 | 25 | Oct 15, 2025 | J-GAAP |
| Revision Rate | +9.2% | +80.0% | +106.3% | +130.0% | +130.0% |
Current Period Guidance
H1 Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Jun - Nov, 2024 | 2,965 | 154 | 171 | 120 | 30.3 | 0 | Jan 14, 2025 | J-GAAP |
| Jun - Nov, 2025 Guidance | 3,500 | 180 | 170 | 120 | 29.8 | 10 | Oct 15, 2025 | J-GAAP |
| YoY | +18.0% | +16.9% | -0.6% | 0.0% | -1.6% |
Current Period Guidance
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| May, 2024 | 6,369 | 421 | 428 | 330 | 83.4 | 22 | Jul 12, 2024 | J-GAAP |
| May, 2025 | 6,653 | 432 | 430 | 241 | 60.4 | 25 | Jul 14, 2025 | J-GAAP |
| May, 2026 Guidance | 7,100 | 360 | 330 | 230 | 57.2 | 25 | Oct 15, 2025 | J-GAAP |
| YoY | +6.7% | -16.7% | -23.3% | -4.6% | -5.4% |
Quarterly Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Operating Profit Margin | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Jun - Aug, 2024 | 1,541 | 87 | 97 | 69 | 17.4 | 5.6 | Oct 15, 2024 | J-GAAP |
| Sep - Nov, 2024 | 1,424 | 67 | 74 | 51 | 12.9 | 4.7 | Jan 14, 2025 | J-GAAP |
| Dec - Feb, 2024 | 1,873 | 189 | 184 | 128 | 32.2 | 10.1 | Apr 14, 2025 | J-GAAP |
| Mar - May, 2025 | 1,815 | 89 | 75 | -7 | -1.8 | 4.9 | Jul 14, 2025 | J-GAAP |
| Jun - Aug, 2025 | 1,787 | 74 | 72 | 57 | 14.4 | 4.1 | Oct 15, 2025 | J-GAAP |
| YoY | +16.0% | -14.9% | -25.8% | -17.4% | -17.3% |
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