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Huafon Chemical Co. (002064) investor relations material
Huafon Chemical Co. Q2 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
Revenue for H1 2026 reached ¥14.17 billion, up 16.73% year-over-year, with net profit attributable to shareholders at ¥1.98 billion, a 101.64% increase year-over-year.
All major business segments (spandex, polyurethane, adipic acid) maintained global leadership in production capacity and market share.
The company continued to strengthen its integrated industrial chain, cost control, and R&D, enhancing resilience against market cycles.
Financial highlights
Operating income: ¥14.17 billion, up 16.73% year-over-year.
Net profit attributable to shareholders: ¥1.98 billion, up 101.64% year-over-year.
Operating cash flow: ¥1.37 billion, up 1.57% year-over-year.
Gross margin improved across major segments, with chemical fiber up 3.37 percentage points, new materials up 3.63, and basic chemicals up 16.85.
Total assets at period end: ¥38.24 billion, up 3.68% from year-end 2025.
Outlook and guidance
The company expects continued growth in differentiated spandex and polyurethane applications, with new capacity coming online and further expansion planned.
Market volatility, raw material price fluctuations, and global economic uncertainties remain key challenges.
- Net profit surged 32.58% in Q1 2026, with robust cash flow and major strategic investments.002064
Q1 202622 Apr 2026 - Revenue and profit fell, but cash flow and balance sheet remain robust; dividend proposed.002064
Q4 202528 Mar 2026 - Revenue and profit fell sharply, but cash flow and chemical fiber margins improved.002064
Q2 202524 Dec 2025 - Revenue up, profit down; cash flow strong, outlook cautious amid industry headwinds.002064
Q4 202424 Dec 2025 - Net profit rose 11.74% on 8.89% revenue growth, led by basic chemical products.002064
Q2 202424 Dec 2025 - Revenue and profit declined year-over-year, but cash flow and asset base improved.002064
Q3 202524 Oct 2025 - Q3 profit fell year-over-year, but year-to-date net profit and cash flow increased.002064
Q3 202413 Jun 2025 - Net profit fell 26% year-over-year in Q1 2025 amid revenue decline and margin pressure.002064
Q1 20256 Jun 2025
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