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Revision to earnings forecast4023KUREHA CORPORATIONMaterials and Chemicals

Notice Regarding Revisions to the Earnings Forecast for the Second Quarter (Interim Period) of the Fiscal Year Ending March 2027

The consolidated earnings forecast for the second quarter (interim period) of the fiscal year ending March 2027 has been revised upward. Revenue is expected to increase 1.8%, operating profit and interim profit before tax 40.0%, and interim profit attributable to owners of the parent 50.0%.

Worth reading
58In focus
0–100. This measures how worthwhile something is to read, not how good or bad the company is.
Direction
Improvement
Direction inferred from the company’s description.
Scale
50
% (interim profit attributable to owners of the parent)
Wording
Avoiding a definitive answer
How definitive the wording is.

Revised forecast

Fiscal year ending March 2027 · Second quarter (interim period)Previous forecast published 7 August 2026
Net Sales85,500→87,000million
+1.8%
Operating profit7,500→10,500million
+40.0%
Profit attributable to owners of the parent5,000→7,500million
+50.0%
Net income per share130.82→196.21yen
+50.0%

The bar length represents the relative magnitude of change, based on the item that changed the most in this document. The percentage change shown by the dotted line is calculated from the two reported figures because the company did not provide the rate.

Reason for the revision

Sales of PVDF for EV applications in the Functional Products segment exceeded expectations, while orders in the Environmental segment were strong. Revenue growth, improved product mix and the deferral of selling, general and administrative expenses to the second half are expected to lift profit above the previous forecast.

Previous-period resultsRevenue ¥77,387 million / Core operating profit ¥7,553 million / Operating profit ¥8,105 million / Interim profit before income taxes ¥8,464 million / Interim profit attributable to owners of the parent ¥6,318 million / Basic earnings per share ¥151.03
Consolidated / non-consolidatedConsolidated
Revised forecast
ItemDetails
Net Sales¥85,500 million → ¥87,000 million(1.8%)
Operating profit¥7,500 million → ¥10,500 million(40.0%)
Profit attributable to owners of the parent¥5,000 million → ¥7,500 million(50.0%)
Net income per share130.82 yen → 196.21 yen
Fiscal Period CoveredFiscal year ending March 2027
Period CoveredSecond quarter (interim period)
Publication date of previous forecast7 August 2026
Previous-period resultsRevenue ¥77,387 million / Core operating profit ¥7,553 million / Operating profit ¥8,105 million / Interim profit before income taxes ¥8,464 million / Interim profit attributable to owners of the parent ¥6,318 million / Basic earnings per share ¥151.03
Reason for the revisionSales of PVDF for EV applications in the Functional Products segment exceeded expectations, while orders in the Environmental segment were strong. Revenue growth, improved product mix and the deferral of selling, general and administrative expenses to the second half are expected to lift profit above the previous forecast.
Consolidated / non-consolidatedConsolidated
Items this document does not state (3)
Ordinary incomeDetails and amount of extraordinary lossDividend forecast revision

These are items the company does not state in this document. We do not leave them blank, nor fill them in from other sources or by inference.

The reasons the company gives

The company's own explanation, not something inferred from the numbers.

Sales of PVDF for EV applications in the Functional Products segment exceeded expectations, while orders in the Environmental segment were also strong, driving an expected increase in revenue. In addition, improved product mix and the deferral of selling, general and administrative expenses to the second half are expected to lift profit above the previous forecast.

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Corrections happenIf the company reissues this disclosure, the page is rebuilt from the corrected version and the revision number moves up.
Notice Regarding Revisions to the Earnings Forecast for the Second Quarter (Interim Period) of the Fiscal Year Ending March 2027 | KUREHA CORPORATION (4023) timely disclosure | Komori