Logotype for Asahi Kasei Corp

Asahi Kasei (3407) investor relations material

Asahi Kasei Q2 2026 earnings summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
Logotype for Asahi Kasei Corp
Q2 2026 earnings summary5 Nov, 2025

Executive summary

  • H1 2025 operating income was ¥107.5B, down 1.3% YoY, while net income rose 10% to ¥66.3B, exceeding forecasts.

  • Net sales for H1 2025 were ¥1,486.4B, down 0.3% YoY; EPS increased to ¥48.79.

  • Comprehensive income improved to ¥71,515M from a loss of ¥18,973M in the prior year.

  • Growth in Healthcare (notably Pharmaceuticals) and Homes offset declines in Material, which was impacted by inventory valuation and maintenance.

  • Shareholder returns enhanced with a ¥40/share dividend (up ¥2 YoY) and up to ¥40B share repurchase.

Financial highlights

  • H1 2025 net sales: ¥1,486.4B (-0.3% YoY); operating income: ¥107.5B (-1.3% YoY); net income: ¥66.3B (+10.0% YoY).

  • EBITDA for H1 2025: ¥202.9B (+2.8% YoY); EBITDA margin: 13.7%.

  • EPS for H1 2025: ¥48.79 (+12.3% YoY).

  • FY 2025 forecast: net sales ¥3,080.0B (+1.4% YoY), operating income ¥221.0B (+4.3% YoY), net income ¥140.0B (+3.7% YoY), EPS ¥103.15.

  • Gross profit for H1 2025 was ¥483,639M, up from ¥470,010M YoY.

Outlook and guidance

  • FY 2025 operating income and net income forecasts revised upward, aiming for record highs for a second consecutive year.

  • Dividend forecast raised to ¥40/share; share repurchase up to ¥40B planned.

  • First Priority businesses (Pharmaceuticals, Electronics) expected to drive growth.

Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.

Next Asahi Kasei earnings date

Logotype for Asahi Kasei Corp
Q3 20264 Feb, 2026
Your earnings 
season toolkit.
Download
Free on both iOS & Android.

Next Asahi Kasei earnings date

Logotype for Asahi Kasei Corp
Q3 20264 Feb, 2026

The essential earnings season companion

The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, and more. All for free.

Live calls and transcripts

Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.

Find what you need faster

Search for any keyword across all transcripts simultaneously.

Easily store key findings

Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.

Your watchlist. Your dashboard.

Follow the companies that matter to you. Get a personalized feed with real-time updates.

Be the first to know

Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.

Consensus estimates

Access analyst consensus estimates, valuation multiples, and revenue segments splits.

All IR material in one place

The easiest way to stay updated during earnings season.

Global coverage

All events from public companies. Live and recorded.

Just click and listen

No webcast links. No manual registrations.

Research anytime, anywhere

Built for professionals. Loved by everyone. Try our free mobile app.

excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
App-store-avatar.png play-store-avatar.png
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
play-store-avatar
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
App-store-avatar.png play-store-avatar.png
anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
App-store-avatar.png play-store-avatar.png
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
play-store-avatar
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
App-store-avatar.png play-store-avatar.png
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
x-avatar
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
App-store-avatar.png play-store-avatar.png
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
x-avatar
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
x-avatar
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
App-store-avatar.png play-store-avatar.png
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
x-avatar
@theshortbearx.com

Frequently asked questions

Asahi Kasei Corp is a diversified Japanese company operating in multiple sectors, primarily focused on materials, homes, and health care. In the materials segment, the company produces a wide range of chemical products including acrylonitrile, styrene, and various polymers, which are used in industries such as automotive, electronics, and construction. The homes segment involves the construction of residential homes and the supply of related materials like insulation panels and foundation systems. The health care segment provides medical devices, diagnostic reagents, and systems for acute critical care, including dialysis and transfusion equipment. Asahi Kasei Corp is headquartered in Tokyo, Japan, and its shares are listed on the Tokyo Stock Exchange.

Quartr provides global coverage of all investor relation material from public companies.

  • Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.

  • Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.

  • Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.

Yes, the Quartr mobile app is free on both iOS and Android.

Yes. Quartr provides global, industry-leading live coverage of company events such as regular earnings calls, capital markets days, M&A announcements, and investor conferences. Live with zero delays. Just click and listen.

Yes, capturing important takeaways is as simple as it gets. Even during your lunch run or commute.

Yes. Follow the companies that matter to you. Get a personalized feed with real-time updates, a tailored earnings calendar, and instant alerts when earnings calls go live.

Yes. Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned, regardless of who's talking.

Explore our global coverage