)
)
Edge16 Oct 2026
Winner, Winner: The Chicken McNugget Story
How a 1940s breeding contest, a Cornell food scientist, and a hedge by Ray Dalio helped McDonald's turn the Chicken McNugget into a fast-food icon.
Tokuyama
Tokuyama (4043) investor relations material
Tokuyama Q2 2027 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2027 earnings summary29 Oct, 2026
Executive summary
Q2 FY2026 net sales rose 9.1% YoY to ¥178,676 million, while operating profit fell 29.2% to ¥13,564 million; profit attributable to owners of parent fell 17.8% to ¥9,981 million.
Sales growth reflected Life Science Group consolidation and higher semiconductor-related product sales; raw material, fuel and logistics costs weighed on profitability.
Domestic cement and solidification-material sales business transferred to TAIHEIYO CEMENT CORPORATION on Oct. 1, 2026; FY2026 forecasts were ¥392,000 million in sales and ¥34,000 million in operating profit.
Financial highlights
Gross profit was ¥60,739 million versus ¥59,377 million; SG&A rose to ¥47,174 million from ¥40,225 million.
Ordinary profit fell 28.5% YoY to ¥13,546 million, and profit before income taxes fell 16.8% to ¥14,823 million.
Extraordinary income improved ¥2,407 million YoY, including a ¥1,361 million gain on sale of investment securities.
Basic EPS was ¥139.26 versus ¥168.81; comprehensive income fell 10.6% to ¥12,441 million.
Outlook and guidance
FY2026 forecasts: net sales ¥392,000 million, operating and ordinary profit ¥34,000 million each, profit attributable to owners of parent ¥46,500 million, and EPS ¥648.80.
FY2026 dividend forecast was ¥140 per share, comprising ¥60 interim and ¥80 year-end; FY2025 annual dividend was ¥120 per share.
FY2030 targets include sales of ¥407.5 billion, operating profit of ¥57.0 billion, 14.0% operating margin, EPS of ¥551, ROE of 10.6%, ROIC of 9.1%, and DOE of 4.0%.
Q3–Q4 assumptions were ¥160/USD and ¥92,000/kl domestic naphtha; FY2026 segment forecasts included Cement sales of ¥60.0 billion and Life Science sales of ¥67.0 billion.
Partial view of Summaries dataset, powered by Quartr API
AI can get things wrong. Verify important information.Research faster. Power your platform.
Latest events from Tokuyama
- Sales rose on Life Science and semiconductor gains, but profits fell on higher costs and a cement divestiture.4043
Q1 2027 - Operating profit surged 24% on higher sales, but profit attributable to owners declined 5.1%.4043Q4 2026
- Operating profit surged on strong semiconductor sales and acquisitions, despite lower revenue.4043Q3 2026
- Operating profit up 37.2% on cost improvements and semiconductor demand; major acquisition completed.4043Q2 2026
- Operating profit rose 5.1% despite lower sales, driven by cost improvements and semiconductor demand.4043Q1 2026
- Operating and net profit soared on cost cuts and semiconductor demand, with outlook steady.4043Q2 2025
- Operating profit and net income surged despite lower revenue, with guidance unchanged.4043Q1 2025
- Profits and sales are set to reach record highs, with a major healthcare acquisition ahead.4043Q4 2025
- Semiconductor and dental materials strength drove profit growth and revised guidance.4043Q3 2025
Next Tokuyama earnings date
Q3 202729 Jan, 2027
Tokuyama
Next Tokuyama earnings date
Q3 202729 Jan, 2027
AI chat
Ask anything. Verify everything.
Ask across every event and document from public companies. Each answer links back to the exact line in the transcript, slide or filing it came from.Learn moreFind what matters
AI across all first-party IR material. Live calls, transcripts, slides, filings.)
Trust every finding
50m+ first-party documents. Every output traceable to its source.Find what matters
AI across all first-party IR material. Live calls, transcripts, slides, filings.Trust every finding
50m+ first-party documents. Every output traceable to its source.Automations
Zero in on what matters
Define the prompt once. It runs the moment a company publishes or on a schedule you set. Outputs map to the exact signals you choose.Learn more)
Event-triggered research
Runs when a company publishes new material. Trigger on the first published document for the earliest possible run, or wait for a specific one.)
Scheduled research
Runs on a recurring cadence you set. Daily, weekly, monthly, or quarterly, for aggregate reads across a period rather than a single event.Event-triggered research
Runs when a company publishes new material. Trigger on the first published document for the earliest possible run, or wait for a specific one.Scheduled research
Runs on a recurring cadence you set. Daily, weekly, monthly, or quarterly, for aggregate reads across a period rather than a single event.Live audio & transcripts
Be first
Join any earnings call live in one click, with no manual registration. Follow the transcript as it happens and jump straight to the moments that matter.Learn more)
Live earnings calls
Join any call in one click. The audio keeps playing while you work elsewhere in Quartr.)
Live transcripts
Speaker-by-speaker, in real time. Searchable across every live and historical call.Live earnings calls
Join any call in one click. The audio keeps playing while you work elsewhere in Quartr.Live transcripts
Speaker-by-speaker, in real time. Searchable across every live and historical call.Quartr MCP connects your AI environment to 17K+ public companies
Pull live transcripts, filings, and slides into Claude or Codex via MCP. Combine Quartr's global IR data with any other dataset. Run agentic research and monitoring.
Included with Quartr Pro at no extra cost.Learn more
Quartr's AI stands out because it only pulls clean, first-party data from public companies. In investing, that's everything.
Jamie Ross
Investment Manager, GAM Investments
GAM
GAM
Research that used to take hours now takes seconds with Quartr Pro. Tracking shifts in tone or extracting tables, it's as simple as typing a query.
Tom O'Hara
Investment Director
Ciena
Ciena
Before Quartr we spent hours manually compiling insights through the peer earnings cycle. Now, these tasks are done faster, with greater precision.
Gregg Lampf
VP of Investor Relations
Protean
Protean
Being able to ask specific questions across years of transcripts and reports and instantly get verified answers is a game-changer.
Pontus Dackmo
CEO & Investment Manager
)
)
Frequently asked questions
Tokuyama Corporation is a Japanese chemical company specializing in the production of a wide range of materials and products. Its offerings include chemicals such as caustic soda, cement, and silicon products used in semiconductors and solar cells. The company also produces specialty products like dental materials, ion exchange membranes, and pharmaceutical ingredients. The company is headquartered in Tokyo, Japan, and its shares are listed on the Tokyo Stock Exchange.