kabutan

Mitsubishi Materials, Ordinary Profit Forecast for the Fiscal Year Revised Upward by 30%

Tue Nov 11, 2025 3:30 pm JST Earnings

5711 Mitsubishi Materials Corporation 【J-GAAP】

Earnings Report

Mitsubishi Materials Corporation <5711> [TSE Prime] announced its financial results after the market closed on November 11th (15:30). The consolidated ordinary profit for the cumulative second quarter of the fiscal year ending March 2026 (April to September) dropped 33.0% from the same period last year to 16.7 billion yen.

However, the full-year forecast for consolidated ordinary profit has been revised upward 30.3%, from the previous forecast of 33.0 billion yen to 43.0 billion yen (compared to 60.2 billion yen in the previous period), and the declining rate is expected to decrease from 45.2% to 28.6%.

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 25.5% from the same period last year to 26.2 billion yen.

In the most recent three-month period, from July to September (2Q), the consolidated ordinary profit surged 2.7 times that of the same period last year, reaching 16.8 billion yen. The operating profit margin improved from 3.1% in the same period last year to 3.4%.

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 716,199 11,950 18,418 11,120 85.1 34.0 Nov 9, 2023 J-GAAP
Apr - Sep, 2024 989,592 27,581 24,915 24,669 188.8 41.4 Nov 8, 2024 J-GAAP
Apr - Sep, 2025 829,914 10,949 16,701 5,485 42.0 38.8 Nov 11, 2025 J-GAAP
YoY -16.1% -60.3% -33.0% -77.8% -77.8%

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 ー ー ー ー － 50 May 14, 2025 J-GAAP
Apr - Sep, 2025 Results 829,914 10,949 16,701 5,485 42.0 50 Nov 11, 2025 J-GAAP
Revision Rate － － － － －

Guidance Update

Full Year Update

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2026 Prev 1,870,000 10,000 33,000 20,000 153.0 100 May 14, 2025 J-GAAP
Mar, 2026 New 1,590,000 15,000 43,000 20,000 153.0 100 Nov 11, 2025 J-GAAP
Revision Rate -15.0% +50.0% +30.3% 0.0% 0.0%

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 972,484 9,537 35,320 9,407 72.0 50 May 14, 2025 J-GAAP
Oct - Mar, 2025 Guidance 760,086 4,051 26,299 14,515 111.1 50 Nov 11, 2025 J-GAAP
YoY -21.8% -57.5% -25.5% +54.3% +54.3%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2024 1,540,642 23,276 54,102 29,793 228.1 94 May 14, 2024 J-GAAP
Mar, 2025 1,962,076 37,118 60,235 34,076 260.8 100 May 14, 2025 J-GAAP
Mar, 2026 Guidance 1,590,000 15,000 43,000 20,000 153.0 100 Nov 11, 2025 J-GAAP
YoY -19.0% -59.6% -28.6% -41.3% -41.3%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Jul - Sep, 2024 475,891 14,771 6,288 3,715 28.4 3.1 Nov 8, 2024 J-GAAP
Oct - Dec, 2024 494,103 4,715 31,932 24,504 187.6 1.0 Feb 13, 2025 J-GAAP
Jan - Mar, 2025 478,381 4,822 3,388 -15,097 -115.6 1.0 May 14, 2025 J-GAAP
Apr - Jun, 2025 431,402 -2,641 -143 -4,050 -31.0 -0.6 Aug 7, 2025 J-GAAP
Jul - Sep, 2025 398,512 13,590 16,844 9,535 73.0 3.4 Nov 11, 2025 J-GAAP
YoY -16.3% -8.0% +167.9% +156.7% +156.6%

Related Articles