JAPAN ELECTRONIC MATERIALS, Ordinary Profit Forecast for the Fiscal Year Revised Upward by 23%, Dividend Revised Upward by 10 Yen

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Fri Nov 7, 2025 3:30 pm JST Earnings

6855 JAPAN ELECTRONIC MATERIALS CORPORATION 【J-GAAP】

Earnings Report

JAPAN ELECTRONIC MATERIALS CORPORATION <6855> [TSE Std] announced its financial results after the market closed on November 7th (15:30). The consolidated ordinary profit for the cumulative second quarter of the fiscal year ending March 2026 (April to September) increased 22.7% from the same period last year, reaching 2.44 billion yen, resulting in an increase in profits compared to the previous forecast of a 19.8% decrease.

In addition, the full-year forecast for consolidated ordinary profit has been revised upward 23.3%, from the previous forecast of 3.65 billion yen to 4.50 billion yen (compared to 4.64 billion yen in the previous period), and the declining rate is expected to decrease from 21.3% to 3.0%.

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 22.4% from the same period last year to 2.05 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 50 yen to 60 yen (compared to 70 yen in the previous period).

In the most recent three-month period, from July to September (2Q), the consolidated ordinary profit increased 42.3% from the same period last year, reaching 1.04 billion yen. However, the operating profit margin decreased from 17.9% in the same period last year to 17.2%.

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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
Apr - Sep, 2023	8,001	20	153	84	6.7	15.2	Nov 9, 2023	J-GAAP
Apr - Sep, 2024	9,841	2,050	1,995	1,347	106.7	43.0	Nov 8, 2024	J-GAAP
Apr - Sep, 2025	12,322	2,657	2,448	1,698	134.4	54.4	Nov 7, 2025	J-GAAP
YoY	+25.2%	+29.6%	+22.7%	+26.1%	+25.9%

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	12,200	1,650	1,600	1,000	79.1	25	May 14, 2025	J-GAAP
Apr - Sep, 2025 Results	12,322	2,657	2,448	1,698	134.4	30	Nov 7, 2025	J-GAAP
Revision Rate	+1.0%	+61.0%	+53.0%	+69.8%	+70.0%

Guidance Update

Full Year Update

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Adj. Dividend	Announce	Accounting Standards
Mar, 2026 Prev	25,500	3,750	3,650	2,500	197.6	50	May 14, 2025	J-GAAP
Mar, 2026 New	26,500	4,800	4,500	3,200	253.0	60	Nov 7, 2025	J-GAAP
Revision Rate	+3.9%	+28.0%	+23.3%	+28.0%	+28.0%

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	13,988	2,535	2,645	2,107	166.9	40	May 14, 2025	J-GAAP
Oct - Mar, 2025 Guidance	14,178	2,143	2,052	1,502	118.7	30	Nov 7, 2025	J-GAAP
YoY	+1.4%	-15.5%	-22.4%	-28.7%	-28.8%

Current Period Guidance

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Adj. Dividend	Announce	Accounting Standards
Mar, 2024	17,461	870	1,007	622	49.3	40	May 14, 2024	J-GAAP
Mar, 2025	23,829	4,585	4,640	3,454	273.5	70	May 14, 2025	J-GAAP
Mar, 2026 Guidance	26,500	4,800	4,500	3,200	253.0	60	Nov 7, 2025	J-GAAP
YoY	+11.2%	+4.7%	-3.0%	-7.4%	-7.5%

Quarterly Results

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Operating Profit Margin	Announce	Accounting Standards
Jul - Sep, 2024	4,849	870	731	479	38.0	17.9	Nov 8, 2024	J-GAAP
Oct - Dec, 2024	4,897	782	943	705	55.8	16.0	Feb 7, 2025	J-GAAP
Jan - Mar, 2025	9,091	1,753	1,702	1,402	111.0	19.3	May 14, 2025	J-GAAP
Apr - Jun, 2025	5,437	1,475	1,408	988	78.3	27.1	Aug 7, 2025	J-GAAP
Jul - Sep, 2025	6,885	1,182	1,040	710	56.2	17.2	Nov 7, 2025	J-GAAP
YoY	+42.0%	+35.9%	+42.3%	+48.2%	+48.1%