)
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.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.
Next Asahi Kasei earnings date
Next Asahi Kasei earnings date
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.
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.
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.
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
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.
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.
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
I can't remember the last time an app had such a positive impact on my investment process.
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.
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
I can't remember the last time an app had such a positive impact on my investment process.
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.
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
Frequently asked questions
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.
Explore our global coverage
)
)