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Tokuyama (4043) investor relations material
Tokuyama Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
Sales increased due to the consolidation of the Life Science (TLS) Group and higher semiconductor-related product sales, but overall revenue declined year-over-year due to falling overseas PVC/vinyl chloride market prices.
Operating profit rose 26.9% year-over-year, driven by strong semiconductor-related sales and improved manufacturing costs.
Net income attributable to parent company shareholders increased 12% to ¥18.8 billion.
Comprehensive income surged 58.1% year-over-year to ¥24,494 million.
Full-year earnings forecast was revised downward based on progress through the third quarter.
Financial highlights
Revenue for Q3 FY2026 was ¥251.5 billion, down ¥1.8 billion (1%) year-over-year.
Operating profit rose to ¥26.7 billion, up ¥5.6 billion (27%) year-over-year.
Ordinary profit increased to ¥27.4 billion, up 25% year-over-year.
Net income attributable to parent company shareholders was ¥18.8 billion, up 12% year-over-year.
EPS for the period was ¥262.28, up from ¥235.15 year-over-year.
Outlook and guidance
Full-year revenue forecast revised down to ¥351.5 billion, with operating profit at ¥39.0 billion and net income at ¥27.5 billion.
Dividend forecast raised to ¥120 per share for FY2025.
Segment forecasts adjusted: lower for Chemicals and Life Science, higher for Electronics and Cement.
- Operating profit up 37.2% on cost improvements and semiconductor demand; major acquisition completed.4043
Q2 202629 Oct 2025 - Operating profit rose 5.1% despite lower sales, driven by cost improvements and semiconductor demand.4043
Q1 202629 Jul 2025 - Operating and net profit soared on cost cuts and semiconductor demand, with outlook steady.4043
Q2 202513 Jun 2025 - Operating profit and net income surged despite lower revenue, with guidance unchanged.4043
Q1 202513 Jun 2025 - Profits and sales are set to reach record highs, with a major healthcare acquisition ahead.4043
Q4 20256 Jun 2025 - Semiconductor and dental materials strength drove profit growth and revised guidance.4043
Q3 20255 Jun 2025
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