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Sekisui Chemical (4204) investor relations material

Sekisui Chemical Q1 2026 earnings summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
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Q1 2026 earnings summary31 Jul, 2025

Executive summary

  • Q1 net sales reached ¥305.1 billion (+2.1% YoY), and operating profit rose to ¥21.2 billion (+5.1% YoY), both record highs, led by strong Housing segment performance despite declines in other segments and negative FX impacts.

  • Net income and profit attributable to owners declined sharply due to lower gains on sales of cross-shareholdings and foreign exchange losses.

  • Housing segment achieved record Q1 sales and operating profit, offsetting declines in HPP, UIEP, and Medical segments.

Financial highlights

  • Q1 net sales: ¥305.1 billion (+¥6.3 billion YoY); operating profit: ¥21.2 billion (+¥1.0 billion YoY); both record highs.

  • Ordinary profit fell to ¥20.2 billion (−23.9% YoY); profit attributable to owners dropped to ¥13.1 billion (−44.5% YoY), mainly due to FX losses and lower investment gains.

  • Gross profit margin improved to 32.4% (+0.2% YoY); EBITDA for Q1 was ¥35.3 billion (+¥2.0 billion YoY).

  • First half net sales forecast: ¥639.2 billion (+¥10.1 billion YoY); operating profit: ¥48.9 billion (+¥0.2 billion YoY); both projected to be record highs.

  • EPS for Q1: ¥31.61 (down from ¥56.47 YoY); comprehensive income: ¥16.7 billion (−49.0%).

Outlook and guidance

  • First half net sales and operating profit expected to reach record highs; interim dividend per share forecast at ¥40, up ¥3 YoY.

  • Profit attributable to owners for first half projected to decrease by ¥7.8 billion to ¥35.1 billion due to lower cross-shareholding gains.

  • Full-year forecast: net sales ¥1,364.5 billion; profit attributable to owners ¥82.0 billion; EPS forecast: ¥198.25; dividend forecast: ¥80 per share.

  • Q2 FX assumption set at ¥145/USD, same as Q1 actual rate.

  • Direct impact of US tariff measures expected to be minimal.

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Frequently asked questions

Sekisui Chemical Co. is a global company specializing in chemical solutions and high-performance materials. Its diverse range of products includes electronics materials such as LCD fine particles and semiconductor materials, mobility solutions like interlayer films for laminated glass and resins for vehicle use, and industrial materials including adhesives and polyolefin foams. The company also plays a significant role in urban infrastructure and environmental products, offering pipe systems, building and infrastructure composite materials, and infrastructure renovation solutions. In the housing sector, Sekisui Chemical provides modular housing, housing renovation services, and real estate solutions. Additionally, the company is involved in the medical business, offering diagnostics, pharmaceuticals, fine chemicals, drug development solutions, and enzymes. The company is headquartered in Osaka, Japan, and its shares are listed on the Tokyo Stock Exchange.

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