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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.
Zeon
Zeon (4205) investor relations material
Zeon 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
H1 FY2027 net sales rose 8.9% YoY to ¥224.872bn; operating profit increased 65.0% to ¥31.921bn, and profit attributable to owners rose 17.8% to ¥26.274bn.
Stronger battery-materials and COP shipments, selling-price revisions and lower inventory losses supported earnings growth; full-year forecasts were revised upward.
Financial highlights
H1 ordinary profit rose to ¥33.562bn from ¥19.133bn; profit before income taxes was ¥37.992bn and net profit was ¥26.352bn.
Gross profit was ¥73.788bn versus ¥61.712bn YoY; SG&A was ¥41.867bn versus ¥42.360bn.
Q2 revenue was ¥115.4bn and operating income ¥15.6bn; QoQ changes were +¥5.9bn and -¥0.7bn, respectively.
Outlook and guidance
FY2027 forecast: net sales ¥430.0bn (+4.4% YoY), operating profit ¥45.5bn (+25.1%), ordinary profit ¥46.5bn (+16.1%) and parent-attributable profit ¥43.0bn (+18.7%).
Revised segment forecasts: Specialty Materials sales ¥134.0bn and operating income ¥31.5bn; Elastomer sales ¥231.5bn and operating income ¥11.5bn.
H2 operating income forecast is ¥13.6bn versus H1 ¥31.9bn; cited headwinds include ¥7.1bn price/cost impact, ¥4.6bn construction-expense timing and ¥3.0bn H1 advance shipments.
H2 assumptions: ¥157/$, ¥178/€, naphtha ¥102,000/KL and Asian butadiene $1,400/MT; annual operating-income sensitivity to yen depreciation is ~¥0.4bn per ¥1/$ and ~¥0.1bn per ¥1/€.
Cathode binder shipments are expected to rise ~80% YoY for the year, despite H2 effects from H1 advance shipments and Q4 Chinese New Year-related declines.
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Latest events from Zeon
- Strong profit growth and higher dividends forecast, led by specialty and elastomer segments.4205
Q1 2027 - Net income surged 38.3% on specialty materials and cost cuts; higher dividends are forecast.4205Q4 2026
- Q1 saw strong sales and profit growth, prompting upward revisions to H1 and full-year guidance.4205Q1 2025
- Strong profit growth and revised guidance, with major share buyback and new COP investments planned.4205Q2 2025
- Strong operating growth in FY2024, but FY2025 outlook is cautious amid currency and market risks.4205Q4 2025
- Net sales and operating profit rose YoY, net profit dipped, but full-year outlook was raised.4205Q3 2025
- Operating profit surged despite lower sales, driven by robust battery materials and cost controls.4205Q1 2026
- Operating and net income surged despite lower sales, driven by cost controls and asset gains.4205Q2 2026
- Operating and net income surged on specialty materials strength and extraordinary gains.4205Q3 2026
Next Zeon earnings date
Q3 202728 Jan, 2027
Zeon
Next Zeon earnings date
Q3 202728 Jan, 2027
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