)
Tokuyama Corporation (4043) investor relations material
Tokuyama Corporation Q2 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
Net sales for Q2 FY2025 were ¥163.7B, down 1.1% year-over-year due to lower overseas vinyl chloride and caustic soda exports, despite strong semiconductor-related sales.
Operating profit rose 37.2% to ¥19.1B, driven by improved manufacturing costs and robust semiconductor-related product sales.
Profit attributable to owners increased 4.3% to ¥12.1B year-over-year.
Comprehensive income surged 69.8% to ¥13.9B.
Acquisition of IVD and IVDM businesses (now Tokuyama Life Science Corporation) completed, with consolidation from H2 FY2025.
Financial highlights
Q2 FY2025 net sales: ¥163.7B (down ¥1.7B year-over-year); operating profit: ¥19.1B (up ¥5.1B); ordinary profit: ¥18.9B (up ¥5.3B); profit attributable to owners: ¥12.1B (up ¥0.5B).
Cost of sales decreased by 7.8% (¥8.7B); SG&A increased by 4.7% (¥1.8B) due to higher logistics and personnel costs.
Extraordinary income dropped by ¥4.3B, mainly due to lower extraordinary gains and higher losses.
Cash and cash equivalents at period-end were ¥127.3B, up from ¥64.8B a year earlier.
Total assets increased to ¥536.6B (up ¥60.4B from March 2025), mainly from higher cash and deposits.
Outlook and guidance
FY2025 full-year forecast unchanged: net sales ¥364.5B, operating profit ¥41.5B, ordinary profit ¥41.5B, profit attributable to owners ¥29.0B, EPS ¥403.09.
Segment forecasts revised to reflect H1 results and IVD/IVDM consolidation; Life Science segment net sales raised by ¥3.0B.
Annual dividend forecast raised to ¥120/share; interim and year-end dividends each at ¥60/share.
No revision to previously announced forecasts.
Next Tokuyama Corporation earnings date
Next Tokuyama Corporation earnings date
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
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Explore our global coverage
)
)