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Visual21 Nov 2025
Data center suppliers
Iwatani (8088) investor relations material
Iwatani H1 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.H1 2026 earnings summary11 Nov, 2025
Executive summary
Net sales for the six months ended September 30, 2025, rose 2.3% year-over-year to 409.1 billion yen, driven by strong industrial field sales in the Materials segment and a gain on sale of non-current assets, despite lower LPG prices.
Operating profit declined 33.3% year-over-year to 10.7 billion yen, mainly due to lower helium profitability and LPG price fluctuations.
Profit attributable to owners of parent increased 51.1% year-over-year to 20.3 billion yen, reflecting improved equity gains and one-time adjustments.
The company advanced hydrogen and carbon-free initiatives, including certified hydrogen supply projects and expanded bio-PP resin sales.
Full-year financial forecasts and dividend guidance remain unchanged.
Financial highlights
Net sales: 409.1 billion yen (+2.3% YoY); Operating profit: 10.7–10.8 billion yen (–33.3% YoY); Ordinary profit: 18.0 billion yen (–12.8% YoY); Profit attributable to owners of parent: 20.3 billion yen (+51.1% YoY).
Gross profit was stable at 106.5 billion yen (–0.1% YoY).
Operating profit excluding LPG import price impact was 13.8 billion yen (–19.3% YoY).
Equity gains from affiliates, mainly Cosmo Energy HD, rose 146.3% YoY.
Gain on sale of non-current assets contributed 11.7 billion yen to extraordinary income.
Outlook and guidance
Full-year forecast for FY2026 remains unchanged: net sales 936.4 billion yen (+6.0% YoY), operating profit 49.1 billion yen (+6.2% YoY), ordinary profit 63.1 billion yen (+2.6% YoY), profit attributable to owners of parent 48.8 billion yen (+20.6% YoY), and EPS 212.05 yen.
Annual dividend forecast at 47.0 yen per share, with a progressive dividend policy and payout ratio target of 20% or higher.
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