Logotype for Kureha Corporation

Kureha Corporation (4023) Q3 2026 earnings summary

Event summary combining transcript, slides, and related documents.

Logotype for Kureha Corporation

Q3 2026 earnings summary

16 Feb, 2026

Executive summary

  • Revenue for the nine months ended December 31, 2025, decreased 3.5% year-over-year to ¥117.8 billion, mainly due to lower PVDF prices and discontinued ML film sales, while operating profit rose 27.5% to ¥13.3 billion, driven by improved PPS performance and asset sales.

  • Profit attributable to owners increased 26.4% to ¥10.2 billion.

  • The company is advancing sustainability-focused management and implementing its Rolling Plan 2025.

  • Full-year forecast remains unchanged due to uncertainties in the business environment and foreign exchange rates.

Financial highlights

  • Revenue for 3Q FY2025 was ¥117.8 billion, down ¥4.2 billion year-over-year.

  • Core operating profit rose to ¥12.8 billion, up ¥1.8 billion year-over-year.

  • EBITDA increased to ¥22.6 billion from ¥20.0 billion year-over-year.

  • Basic earnings per share was ¥251.90, up from ¥153.18 in the prior year.

  • Total assets as of December 31, 2025, were ¥359.2 billion, up ¥13.9 billion from March 31, 2025.

Outlook and guidance

  • Full-year revenue forecast for fiscal year ending March 31, 2026, is ¥165.0 billion, up 1.8% year-over-year.

  • Operating profit is projected to rise 48.5% to ¥14.0 billion, with profit attributable to owners expected at ¥10.0 billion.

  • Dividend forecast for FY2025 is ¥90.0 per share, with DOE around 2.1%.

  • No changes have been made to the previously disclosed full-year forecast.

  • Power generation facility trouble at Iwaki Factory expected to impact PPS and industrial chemicals, but profits to remain comparable to 2Q guidance.

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