Seiren (3569) Q2 2026 earnings summary

Executive summary

• First-half net sales of ¥80,983 million, operating profit of ¥10,259 million and profit attributable to owners of parent of ¥7,972 million were record highs for the period.

• Moderate recovery continued, though rising prices and U.S. trade policies kept the business environment uncertain.

• Priorities included innovation, customer development and strengthening corporate culture to support sustainable growth.

Financial highlights

• Six-month net sales rose 3.8% year on year to ¥80,983 million; operating profit increased 24.8% to ¥10,259 million.

• Profit attributable to owners of parent increased 18.8% to ¥7,972 million; basic EPS rose to ¥135.78 from ¥120.05.

• Gross profit was ¥22,852 million, up from ¥21,121 million.

• Comprehensive income fell to ¥4,961 million from ¥12,142 million, mainly due to negative foreign currency translation adjustments.

• Cash and cash equivalents at period-end were ¥38,225 million, down ¥2,091 million from the previous fiscal year-end.

Outlook and guidance

• Full-year forecast raised to net sales of ¥162,700 million (+1.9%), operating profit of ¥20,000 million (+11.9%) and profit attributable to owners of parent of ¥15,200 million (+9.4%).

• Full-year basic EPS forecast is ¥258.69.

• Forecast excludes any potential impact from the proposed acquisition of UNITIKA LTD.'s fibers and textiles business.