Worth reading
60In 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
30000
million yenWording
Avoiding a definitive answer
How definitive the wording is.Revised forecast
Fiscal year ending December 2026 · Second quarter (interim period) and full yearPrevious forecast published Announced on 9 February 2026Net SalesSecond quarter (interim period)125,000→139,600million yen
+11.7%
Net SalesFull year261,000→291,000million yen
+11.5%
Operating profitSecond quarter (interim period)24,300→28,800million yen
+18.5%
Operating profitFull year52,200→60,600million yen
+16.1%
Ordinary incomeSecond quarter (interim period)25,500→30,200million yen
+18.4%
Ordinary incomeFull year53,800→63,000million yen
+17.1%
Profit attributable to owners of the parentSecond quarter (interim period)16,000→20,400million yen
+27.5%
Profit attributable to owners of the parentFull year35,000→42,600million yen
+21.7%
Net income per shareSecond quarter (interim period)—→—yen
—
Net income per shareFull year—→—yen
—
The bar length represents the relative magnitude of change, based on the item that changed the most in this document.
Reason for the revision
For the interim period, results are expected to substantially exceed the previous forecasts due to growing demand for AI servers for data centers and the impact of foreign exchange movements. For the full year, the second-half outlook for both electronic functional materials and high-purity chemicals was raised based on interim-period results, expected market conditions, and the outlook for foreign exchange rates.
Previous-period resultsSecond quarter (interim period): Revenue of ¥111,623 million, operating income of ¥19,846 million, ordinary income of ¥20,381 million, interim net income attributable to owners of the parent of ¥13,619 million, and interim net income per share of ¥113.83. Full year: Revenue of ¥237,029 million, operating income of ¥47,386 million, ordinary income of ¥49,274 million, net income attributable to owners of the parent of ¥33,345 million, and net income per share of ¥278.42.
Consolidated / non-consolidatedConsolidated
| Item | Details |
|---|---|
| Net Sales | Second quarter (interim period) 125,000 / Full year 261,000 → Second quarter (interim period) 139,600 / Full year 291,000（Second quarter (interim period) 11.7 / Full year 11.5） |
| Operating profit | Second quarter (interim period) 24,300 / Full year 52,200 → Second quarter (interim period) 28,800 / Full year 60,600（Second quarter (interim period) 18.5 / Full year 16.1） |
| Ordinary income | Second quarter (interim period) 25,500 / Full year 53,800 → Second quarter (interim period) 30,200 / Full year 63,000（Second quarter (interim period) 18.4 / Full year 17.1） |
| Profit attributable to owners of the parent | Second quarter (interim period) 16,000 / Full year 35,000 → Second quarter (interim period) 20,400 / Full year 42,600（Second quarter (interim period) 27.5 / Full year 21.7） |
| Net income per share | Second quarter (interim period) ¥133.47 / Full year ¥291.62 → Second quarter (interim period) ¥170.13 / Full year ¥355.21 |
| Fiscal Period Covered | Fiscal year ending December 2026 |
| Period Covered | Second quarter (interim period) and full year |
| Publication date of previous forecast | Announced on 9 February 2026 |
| Previous-period results | Second quarter (interim period): Revenue of ¥111,623 million, operating income of ¥19,846 million, ordinary income of ¥20,381 million, interim net income attributable to owners of the parent of ¥13,619 million, and interim net income per share of ¥113.83. Full year: Revenue of ¥237,029 million, operating income of ¥47,386 million, ordinary income of ¥49,274 million, net income attributable to owners of the parent of ¥33,345 million, and net income per share of ¥278.42. |
| Reason for the revision | For the interim period, results are expected to substantially exceed the previous forecasts due to growing demand for AI servers for data centers and the impact of foreign exchange movements. For the full year, the second-half outlook for both electronic functional materials and high-purity chemicals was raised based on interim-period results, expected market conditions, and the outlook for foreign exchange rates. |
| Consolidated / non-consolidated | Consolidated |
Items this document does not state (2)
Details 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.For the interim period, results are expected to exceed the previous forecasts due to growing demand for AI servers for data centers and the impact of foreign exchange movements. For the full year, the second-half outlook for electronic functional materials and high-purity chemicals was raised based on interim-period results, expected market conditions, and the outlook for foreign exchange rates.
How to read this page
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