Kurita Water Industries (6370) Q3 2025 earnings summary

Executive summary

• Orders, revenue, and operating profit increased year-over-year, driven by semiconductor market trends, segment strength, and currency effects.

• Net income attributable to owners rose 10.6% year-over-year to ¥242B; EPS reached ¥215.55.

• Progress toward full-year forecasts is steady; guidance remains unchanged.

• The global economic recovery continued but was uneven due to geopolitical risks and natural disasters affecting production in Japan.

Financial highlights

• Orders: ¥3,125B (+11.0% YoY); Revenue: ¥3,008B (+4.9% YoY); Operating profit: ¥347B (+13.7% YoY).

• Net income attributable to owners: ¥242B (+10.6% YoY); EPS: ¥215.55 (+10.6% YoY).

• Gross profit improved to ¥108,789M from ¥96,789M YoY; gross margin at 36.2%.

• Full-year forecasts: Revenue ¥4,100B (+6.5%), Operating profit ¥497B (+20.5%), Net income ¥345B (+18.2%).

• Total assets at period-end were ¥5,682B (+¥108B); cash and equivalents rose to ¥612B (+¥72B since March).

Outlook and guidance

• Full-year earnings guidance maintained, reflecting confidence in progress and market conditions.

• Forecasts are subject to change due to economic and geopolitical developments.