)
Shikoku Kasei (4099) investor relations material
Shikoku Kasei Q1 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
Net sales for the three months ended March 31, 2026, rose 18.2% year-over-year to ¥19,868 million, with operating profit up 39.6% to ¥4,240 million and profit attributable to owners of parent up 58.0% to ¥3,041 million, all record highs for the period.
Growth was driven by strong performance in fine chemicals and overseas sales, particularly in the Chemicals operations segment.
Financial highlights
Gross profit increased to ¥9,302 million from ¥7,547 million year-over-year, with gross margin improving.
Basic earnings per share rose to ¥70.33 from ¥43.08 year-over-year.
Comprehensive income surged 72.4% year-over-year to ¥4,088 million.
Overseas net sales accounted for 39.6% of consolidated net sales, up from 34.2% a year earlier.
Outlook and guidance
Full-year net sales forecast revised upward to ¥88,000 million (up 24.5% year-over-year), with operating profit and ordinary profit forecasts unchanged at ¥14,400 million and ¥14,500 million, respectively.
Profit attributable to owners of parent projected at ¥10,000 million (up 18.2% year-over-year), with basic EPS forecast at ¥231.22.
Dividend forecast raised to ¥60 per share for the fiscal year.
Forecast does not factor in potential impacts from Middle East tensions due to uncertainty.
- Strong overseas Chemicals growth drove higher sales and profits, despite weaker Housing Materials.4099
Q3 202413 Jul 2026 - Record operating profit driven by fine chemicals, but housing materials segment underperformed.4099
Q3 202513 Jul 2026 - Record sales and profits led by Chemicals, but FY2025 profit expected to decline.4099
Q4 202413 Jul 2026 - Operating profit surged 26.3% despite a 3.2% sales decline, with net profit up 6.8%.4099
Q1 202513 Jul 2026 - Record sales and profit growth, global expansion via acquisition, and strong FY2026 outlook.4099
Q4 202513 Jul 2026 - Operating profit reached a record high despite lower sales, with strong fine chemicals performance.4099
Q2 202513 Jul 2026 - Record sales and profit growth led to upward revisions in full-year forecasts and dividends.4099
Q2 202413 Jul 2026
The essential earnings season companion
The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
I can't remember the last time an app had such a positive impact on my investment process.
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
I can't remember the last time an app had such a positive impact on my investment process.
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
Frequently asked questions
Explore our global coverage
)
)