SOMAR Corporation (8152) Q4 2025 earnings summary

Executive summary

• Revenue rose 13.9% year-over-year to ¥30,363 million, with operating profit up 43.0% to ¥2,570 million and net income attributable to shareholders up 88.7% to ¥2,586 million.

• Growth was driven by strong overseas sales of high-performance resins for automotive parts and robust demand for smartphone coatings.

• The company expanded into new business areas, including cosmetics and functional food products, and accelerated global and academic collaborations.

Financial highlights

• Gross profit increased to ¥6,567 million from ¥5,524 million year-over-year.

• Operating margin improved to 8.5% from 6.7% year-over-year; net margin rose to 8.5% from 5.1%.

• Cash and equivalents at year-end were ¥8,978 million, up from ¥6,343 million.

• Dividend per share increased to ¥100, with a payout ratio of 10.4%.

Outlook and guidance

• FY2026 revenue is forecast at ¥31,900 million (+5.1% YoY), with operating profit of ¥2,580 million (+0.4%) and net income of ¥1,860 million (−28.1%).

• Management expects continued uncertainty due to global economic risks, but will focus on high-value-added products and new market development.