Hokko Chemical Industry (4992) Q2 2026 earnings summary

Executive summary

• H1 FY2026 revenue rose 7.1% YoY to ¥32.849bn; operating profit increased 14.4% to ¥4.184bn and net income attributable to owners rose 20.7% to ¥3.380bn.

• Agriculture drove sales and profit growth; Fine Chemicals weakened and Textile Materials was broadly stable.

• The three-year management plan continues to focus on earnings and production-base improvements, growth investment, and reforms in profitability, manufacturing and work style.

Financial highlights

• Revenue was ¥32.849bn, up ¥2.183bn YoY; operating profit was ¥4.184bn, up ¥527m; ordinary profit was ¥4.657bn, up ¥698m.

• Net income attributable to owners was ¥3.380bn, up ¥580m YoY, including a ¥237m gain on sale of investment securities; H1 EPS was ¥131.10, versus ¥106.18 a year earlier.

• Ordinary profit increased 17.6% YoY, with ¥27m in foreign-exchange gains versus ¥111m in FX losses in the prior-year period.

Outlook and guidance

• FY2026 forecasts remain unchanged: revenue ¥52.0bn, operating profit ¥5.2bn, ordinary profit ¥6.1bn and net income ¥4.46bn.

• H1 achieved 63.2% of forecast revenue, 80.5% of operating profit, 76.3% of ordinary profit and 75.8% of net income; profit-stage progress rates exceeded prior-year levels.

• A new long-term plan for FY2027–FY2035 is in development, centered on a ¥100bn revenue vision; publication is planned by November 2026.