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Sekisui Chemical (4204) investor relations material
Sekisui Chemical Q2 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2026 earnings summary30 Oct, 2025
Executive summary
First-half net sales reached a record ¥629.8 billion, but operating profit declined to ¥45.4 billion due to weak market conditions, especially in the auto and EV sectors, and one-off European expenses, missing forecasts.
Ordinary profit increased to ¥49.0 billion, aided by foreign exchange gains, but profit attributable to owners dropped to ¥31.7 billion due to lower gains on investment securities.
Full-year guidance was revised, with net sales forecast at ¥1,323.2 billion and operating profit at ¥110.0 billion, reflecting challenging market conditions.
Annual dividend per share is planned at ¥80, marking the 16th consecutive year of dividend growth, with significant share buybacks and a total return ratio near 100%.
Comprehensive income surged 96% to ¥46.7 billion, driven by improved foreign currency translation and securities valuation.
Financial highlights
1H FY2025 net sales: ¥629.8 billion (+0.1% YoY); operating profit: ¥45.4 billion (-6.7% YoY); ordinary profit: ¥49.0 billion (+1.7% YoY); profit attributable to owners: ¥31.7 billion (-26.1% YoY).
Gross profit margin: 32.2%; operating margin: 7.2%; EPS: ¥76.47.
Interim dividend: ¥40 per share, up ¥3 YoY.
Total assets: ¥1,374.8 billion; net assets: ¥853.9 billion; equity-to-asset ratio: 60.0%.
EBITDA for 1H FY2025 was ¥73.8 billion; ROE: 9.0%.
Outlook and guidance
2H FY2025 net sales forecast at ¥693.4 billion; operating profit expected to rebound to ¥64.6 billion.
Full-year net sales planned at ¥1,323.2 billion (+2.0% YoY); operating profit at ¥110.0 billion (+1.9% YoY); profit attributable to owners at ¥72.0 billion (-12.1% YoY).
Dividend to rise to ¥80 per share for the year, with additional share buybacks totaling 14 million shares.
Growth expected across all segments in 2H, focusing on high-performance products and cost control.
Forecast revision reflects weaker-than-expected market conditions.
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Next Sekisui Chemical earnings date
Q3 202629 Jan, 2026
Next Sekisui Chemical earnings date
Q3 202629 Jan, 2026
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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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