Fuso Chemical (4368) Q4 2026 earnings summary

Executive summary

• Achieved record-high net sales of ¥76.9 billion and EBITDA of ¥29.7 billion for FY03/2026, with operating profit at ¥18.8 billion, up 16.1% year-over-year.

• Profit attributable to owners of parent grew 23.1% to ¥14.3 billion.

• Overseas sales ratio reached 55.1%, surpassing the original plan.

• Life Science segment saw flat sales and profit, while Electronic Materials posted strong double-digit growth in both sales and profit.

• Comprehensive income increased 39.8% year-over-year to ¥15,931 million.

Financial highlights

• Net sales rose 10.7% year-over-year to ¥76.9 billion.

• Operating profit increased 16.1% to ¥18.8 billion; ordinary profit up 18.2% to ¥19.6 billion.

• Gross profit increased to ¥29,317 million from ¥25,971 million year-over-year.

• EPS before stock split was ¥405.86, up 23.1% year-over-year; post-split EPS was ¥135.28.

• EBITDA climbed 21.4% to ¥29.8 billion.

Outlook and guidance

• FY03/2027 forecast: net sales ¥85.8 billion (+11.5%), operating profit ¥24.3–24.5 billion (+28.9%), profit attributable to owners of parent ¥16.6 billion (+16.0%), EBITDA ¥37.0 billion (+24.2%).

• Earnings per share forecast for FY2027 is ¥156.90.

• Growth driven by full-scale operation of expanded facilities, improved efficiency, and semiconductor market recovery.

• Excludes potential impacts from Middle East instability.