Kanto Denka Kogyo (4047) Q2 2027 earnings summary

Executive summary

• H1 FY2027 net sales rose 44.0% YoY to ¥44,405 million; ordinary profit reached ¥9,524 million and profit attributable to owners of parent was ¥6,735 million, driven mainly by Fine Chemicals.

• Earnings also benefited from consumption of inventory purchased before raw material and fuel price increases, despite significant cost inflation.

Financial highlights

• Operating profit was ¥9,448 million versus ¥815 million in H1 FY2026; ordinary profit was ¥9,524 million versus ¥972 million.

• Profit attributable to owners of parent was ¥6,735 million versus ¥106 million; basic EPS was ¥117.43 versus ¥1.86.

• Gross profit was ¥15,269 million versus ¥5,841 million; SG&A was ¥5,820 million versus ¥5,026 million.

• Comprehensive income was ¥9,044 million versus ¥901 million, including ¥2,259 million of other comprehensive income.

Outlook and guidance

• FY2027 forecast unchanged: net sales ¥98,500 million, operating profit ¥14,600 million, ordinary profit ¥14,500 million, and parent-attributable profit ¥9,900 million.

• FY2027 forecast basic EPS is ¥172.61; forecasts are based on current information and assumptions, and actual results may differ.

• H1 FY2027 dividend was ¥26 per share; the revised FY2027 annual dividend forecast is ¥52 per share, including ¥26 year-end.