Results for this period
Interim period (second quarter)1 April 2026–30 September 2026ConsolidatedJapanese GAAPThe width of the band at each stage is based on revenue. The narrower it becomes toward the bottom, the smaller the proportion of revenue that remains as profit. The dotted outline is the full-year forecast and the band inside it is the result for this period. The progress rate is the result divided by the forecast.
塗りつぶした部分が自己資本比率です。総資産のうち、返済のいらない自前の資金がどれだけかを表します。The thin vertical line indicates the level at the end of the previous fiscal year.
Stacked from zero: upward is an increase in cash, downward a decrease (in ¥ million).The net change represented by the dotted line is the total of three items, calculated from figures provided by the company.
The semiconductor market expanded on increased AI-related investment, and sales of semiconductor materials increased in electronic materials through a precise supply response and price revisions. In functional materials, increased sales of high-value-added products contributed to improved earnings, while demand for semiconductor wafer-related containers remained firm in processing, trading and technical services. In lifestyle and environmental infrastructure materials, the company implemented price increases for polyvinyl chloride, while caustic soda was generally firm.
None.
| Item | Details |
|---|---|
| Fiscal Period Classification | Interim period (second quarter) |
| Accounting standards | Japanese GAAP |
| Consolidated / non-consolidated | Consolidated |
| Period Covered | 1 April 2026–30 September 2026 |
| Net Sales | ¥1,420,684 million (YoY +10.6%) |
| Operating profit | ¥385,918 million (YoY +15.6%) |
| Ordinary income | ¥415,108 million (YoY +13.0%) |
| Profit attributable to owners of the parent | ¥286,939 million (YoY +11.3%) |
| Net income per share | ¥155.71 |
| Equity ratio | End of the current fiscal period 75.6 / End of previous period 78.7 |
| Total assets | ¥5,955,899 million |
| Net assets | ¥4,688,362 million |
| Cash flows from operating activities | ¥410,757 million |
| Cash flows from investing activities | ¥-256,562 million |
| Cash flows from financing activities | ¥-210,209 million |
| Cash and cash equivalents at end of period | ¥514,258 million |
| Full-year earnings forecast | Net Sales ¥2,700,000 million (YoY +4.9%) / Operating profit ¥700,000 million (YoY +10.2%) / Ordinary income ¥770,000 million (YoY +8.7%) / Profit attributable to owners of the parent ¥525,000 million (YoY +10.7%) |
| Annual Dividend Forecast | ¥106 per share → ¥136 per share |
| Payout ratio | 47.6% |
| Segment revenue | Electronic Materials ¥5,777 100 million (YoY +16.0%), Living Environment Infrastructure Materials ¥5,221 100 million (YoY +4.0%), Functional Materials ¥2,456 100 million (YoY +11.0%), Processing, Trading and Technical Services ¥751 100 million (YoY +12.0%) |
| Segment profit | Electronic Materials ¥2,189 100 million (YoY +28.0%), Living Environment Infrastructure Materials ¥862 100 million (YoY -16.0%), Functional Materials ¥632 100 million (YoY +31.0%), Processing, Trading and Technical Services ¥174 100 million (YoY +28.0%) |
| Regional sales | ¥3,123 100 million, ¥3,629 100 million, ¥4,866 100 million, ¥1,523 100 million, ¥1,062 100 million, ¥11,083 100 million |
| Depreciation and amortization | ¥1,157 100 million |
| Breakdown of extraordinary income (loss) | Extraordinary income Gain on sale of investment securities ¥6,240 million / Extraordinary loss Not disclosed |
| Disclosure regarding the going concern assumption | None. |
| Change in accounting policy | Changes due to revisions to standards Available / Other changes No / Change in accounting estimate No / Restatement No |
| Changes in the scope of consolidation | New 0 / Excluded 0 / Company name None |
| Availability of Supplementary Financial Results Materials | Available |
| Availability of Financial Results Briefing | Available (for securities analysts and institutional investors) |
| Issued Shares at Period-End | 1,984,995,865 |
| Treasury Shares at Period-End | 169,263,147 |
| Factors Behind Changes in Business Performance | The semiconductor market expanded on increased AI-related investment, and sales of semiconductor materials increased in electronic materials through a precise supply response and price revisions. In functional materials, increased sales of high-value-added products contributed to improved earnings, while demand for semiconductor wafer-related containers remained firm in processing, trading and technical services. In lifestyle and environmental infrastructure materials, the company implemented price increases for polyvinyl chloride, while caustic soda was generally firm. |
Items this document does not state (6)
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.The semiconductor market expanded on increased AI-related investment. In electronic materials, the company worked to provide a precise supply response and implement price revisions, while sales of high-value-added products increased in functional materials. Demand for semiconductor wafer-related containers remained firm in processing, trading and technical services.