Sekisui Chemical
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Sekisui Chemical (4204) investor relations material

Sekisui Chemical Q3 2026 earnings summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
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Q3 2026 earnings summary29 Jan, 2026

Executive summary

  • Q3 FY2025 net sales reached a record ¥330.1 billion, with 1Q–3Q net sales at ¥959.9 billion, up year-on-year despite a sluggish housing market and weak global auto production.

  • Operating and ordinary profit declined year-on-year, mainly due to a ¥14.9 billion impairment loss in the biorefinery business.

  • Profit attributable to owners dropped 30.2% to ¥47.8 billion for 1Q–3Q, with comprehensive income rising 20.8% on FX gains.

  • Shareholder returns enhanced through expanded share buybacks and dividend increases, with a buyback program targeting 14 million shares and a planned annual dividend of ¥80 per share.

  • Preparations are underway for the next medium-term plan, with steady growth achieved despite external challenges.

Financial highlights

  • 3Q FY2025 net sales: ¥330.1 billion (+¥3.8 billion YoY); 1Q–3Q: ¥959.9 billion (+¥4.6 billion YoY).

  • 3Q operating profit: ¥27.5 billion (–¥1.2 billion YoY); 1Q–3Q: ¥72.9 billion (–¥4.5 billion YoY).

  • Full-year FY2025 forecasts: net sales ¥1,327.9 billion, operating profit ¥110.0 billion, ordinary profit ¥112.0 billion, profit attributable to owners ¥72.0 billion, and EBITDA ¥168.6 billion.

  • Gross profit for 1Q–3Q was ¥311.2 billion, with a margin of 32.4%.

  • EPS for 1Q–3Q was ¥115.62, down from ¥163.73 in the prior year.

Outlook and guidance

  • FY2025 guidance projects record net sales, operating profit, and ordinary profit, with annual dividend planned at ¥80 per share for the 16th consecutive year of increases.

  • Q4 and 2H FY2025 expect net sales and operating profit growth across all segments except Medical.

  • Full-year net sales forecast revised upward to ¥1,327.9 billion, with profit attributable to owners forecast at ¥72.0 billion and EPS at ¥176.70.

UIEP market conditions impact on OP forecast
Offset UIEP challenges with other segments
Biorefinery impairment rationale and future
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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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