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Nippon Kayaku Co (4272) investor relations material
Nippon Kayaku Co Q2 2027 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
FY2026 1H net sales rose 18.0% YoY to ¥134.0bn; consolidated operating income was ¥19.3bn and profit attributable to owners was ¥16.1bn, all interim records.
Growth in Mobility & Imaging and Fine Chemicals lifted segment profit, while Life Science segment profit declined; full-year forecasts were raised.
Financial highlights
Net sales increased ¥20.4bn YoY; consolidated operating income rose ¥3.8bn, ordinary income ¥4.0bn and parent-attributable profit ¥4.4bn.
Segment operating income was ¥14,896m, up ¥4.3bn YoY; ordinary income was ¥14.8bn and parent-attributable profit was ¥16.1bn.
Basic EPS was ¥109.91 versus ¥75.07 a year earlier; the average USD exchange rate was ¥159.49 versus ¥146.03.
Extraordinary income included a ¥4,322m gain on investment-security sales and a provisional ¥3,019m bargain-purchase gain; pretax profit was ¥21,098m.
Outlook and guidance
FY2026 forecast: net sales ¥277.8bn, consolidated operating income ¥38.5bn, ordinary income ¥27.9bn and parent-attributable profit ¥24.1bn.
Versus August guidance, sales increased ¥6.9bn and consolidated operating income ¥1.3bn; segment operating income forecast rose ¥1.4bn to ¥28.7bn.
Forecast assumes ¥157.14 per US dollar, revised from ¥148.00; projected ROE is 8.7% and ROIC 6.3%.
FY2026 segment sales forecasts: Mobility & Imaging ¥108.9bn, Fine Chemicals ¥81.9bn and Life Science ¥87.0bn; segment operating income forecasts are ¥14.2bn, ¥14.6bn and ¥9.7bn, respectively.
Full-year dividend forecast remains ¥66 per share; H1 dividend was ¥33 per share.
- Record Q1 sales and profits led to higher forecasts amid robust segment growth and global risks.4272
Q1 2027 - Targets 500 bn yen sales and 15%+ ROE by 2035, driven by innovation and global leadership.4272
Investor presentation - Record sales and profit growth, with continued sales gains and strong shareholder returns forecast.4272
Q4 2026 - Profit attributable to owners of parent rose 30.1% on 4.0% sales growth, outlook steady.4272
Q3 2026 - Net sales up 4.1% and profit nearly doubled on investment gains despite cost pressures.4272
Q2 2026 - Strong sales and profit growth driven by Mobility & Imaging and Fine Chemicals; outlook revised up.4272
Q1 2025 - Sales and operating income surged, with upward guidance and major treasury stock buybacks.4272
Q2 2025 - Sharp profit growth and raised forecasts driven by Mobility & Imaging and Fine Chemicals.4272
Q3 2025 - Record profit and strong segment growth; FY 2026 sees sales up, profit slightly down.4272
Q4 2025
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