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Sekisui Chemical
Sekisui Chemical (4204) investor relations material
Sekisui Chemical Q2 2027 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2027 earnings summary30 Oct, 2026
Executive summary
H1 FY2026 net sales reached a record ¥701.706bn, up 11.4% YoY; operating profit of ¥60.439bn and ordinary profit of ¥61.418bn also set first-half records.
Higher selling prices, high-value products, volume and mix gains supported profit growth despite higher raw-material and parts costs; net profit rose 9.7% to ¥34.791bn despite extraordinary losses.
FY2026 operating-profit guidance rose ¥8bn from April to ¥123bn; full-year net sales are forecast at ¥1,491bn.
Financial highlights
H1 net sales increased ¥71.9bn YoY; gross profit rose ¥25.1bn to ¥228.1bn, and gross margin improved 0.3 percentage points to 32.5%.
H1 operating profit was ¥60.439bn, up 33.0%; ordinary profit was ¥61.418bn, up 25.5%; profit attributable to owners of parent was ¥34.791bn, up 9.7%.
FY2026 forecasts: net sales ¥1,491bn, operating profit ¥123bn, ordinary profit ¥122bn and profit attributable to owners of parent ¥76bn.
H1 consolidated sales and profits exceeded the July forecast, with sales and operating profit increasing across all segments.
Outlook and guidance
H2 plan forecasts net sales of ¥789.3bn and operating profit of ¥62.6bn; versus April, sales are ¥57.7bn higher and operating profit ¥6.0bn lower.
H2 operating profit is forecast to rise ¥1.5bn YoY, led by High Performance Plastics, despite a reversal of front-loaded demand and fewer housing units sold.
Full-year EBITDA is forecast at ¥185.7bn; FY2026 capex is ¥110bn, R&D expenditure ¥48bn and ROE 9.0%.
Progress toward the FY2028 operating-profit target of ¥150bn remains on track; EBITDA is expected to reach a record.
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Latest events from Sekisui Chemical
- Record FY2023 sales and earnings; FY2024 targets further growth and shareholder returns.4204
Q4 2024 - Record Q1 sales and profit growth prompt upward 1H guidance despite restructuring losses.4204Q1 2027
- Accelerate 2028 targets robust growth, ESG leadership, and innovation-driven value creation.4204Investor presentation
- Record sales and profit in FY 2025; FY 2026 targets growth, higher dividends, and risk mitigation.4204Q4 2026
- Record sales achieved, but profits fell on impairment and one-time costs.4204Q3 2026
- Record sales and operating profit achieved, but net income fell sharply on FX and investment losses.4204Q1 2026
- Record-high H1 sales and profit drive upward guidance and continued dividend growth.4204Q2 2025
- Record Q1 profits and raised first-half outlook driven by strong demand and FX gains.4204Q1 2025
- Record sales and profits achieved, with full-year profit and dividend forecasts raised.4204Q3 2025
Next Sekisui Chemical earnings date
Q3 202729 Jan, 2027
Sekisui Chemical
Next Sekisui Chemical earnings date
Q3 202729 Jan, 2027
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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.