Worth reading
43Recurring
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
63000
¥ millionWording
Conditional
How definitive the wording is.Results for this period
Interim period (second quarter)1 April 2026 to 30 September 2026ConsolidatedIFRSNet Sales192,041¥ millionYear on year +22.7%Progress 48.0%
Operating profit25,985¥ millionYear on year +57.9%Progress 52.0%
Ordinary income27,649¥ millionYear on year +52.7%
Net income attributable to owners of the parent19,561¥ millionYear on year +47.2%Progress 55.9%
The 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.
Net income per share¥222.94
Financial position at period-end
Total assets496,851¥ million
of which net assets 365,517 ¥ millionEquity ratio 72.9%vs. prior year-end +1.2pt
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.
Cash inflows and outflows
Operating+21,240
Investment+11,315
Financials-16,587
Net change+15,968
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.
Cash and cash equivalents at end of period¥139,725 million
Segment revenueSemiconductor-related materials ¥70,592 million (YoY +37.7%), Advanced Plastics ¥63,327 million (YoY +23.8%), Quality of Life-related products ¥57,751 million (YoY +7.4%)
Segment profitSemiconductor-related materials ¥16,732 million (YoY +64.1%), Advanced Plastics ¥5,863 million (YoY +127.7%), Quality of Life-related products ¥8,283 million (YoY +23.4%)
Outlook and shareholder returns
Full-year earnings forecast
Net Sales¥400,000 million (YoY +25.1%)
Operating profit¥50,000 million (YoY +40.9%)
Ordinary incomeNot disclosed
Net income¥35,000 million (YoY +24.9%)
Revision to Earnings ForecastRevenue ¥337,000 million → ¥400,000 million（+18.7%） / Business profit ¥38,000 million → ¥55,000 million（+44.7%） / Operating profit ¥37,500 million → ¥50,000 million（+33.3%） / Profit for the period attributable to owners of the parent ¥28,500 million → ¥35,000 million（+22.8%） / Basic earnings per share ¥324.84 → ¥398.89
Annual Dividend Forecast¥110 → ¥140
Factors Behind Changes in Business Performance
Higher sales volumes driven by expanding semiconductor demand, pricing optimization, yen depreciation, and improved profitability from price pass-through. Raw material prices rose.
Disclosure regarding the going concern assumption
None applicable
Change in accounting policy
基準改正に伴う変更 Noそれ以外の変更 No見積りの変更 No修正再表示 Not disclosed
Changes in the scope of consolidationNew 0 / Excluded 0 / Company name Not disclosed
Material subsequent eventsOn 30 October 2026, the company acquired all shares of 住友ベークライトケミカルソリューション株式会社, which acquired a portion of KYOCERA CORPORATION's Chemical Business. Total purchase consideration was ¥28,500 million, and the percentage of voting equity interests acquired was 100%.
Depreciation and amortization¥7,696 million
Availability of Supplementary Financial Results MaterialsYes
Availability of Financial Results BriefingAvailable (for securities analysts and institutional investors)
Issued Shares at Period-End88,249,856
Treasury Shares at Period-End503,212
| Item | Details |
|---|---|
| Fiscal Period Classification | Interim period (second quarter) |
| Accounting standards | IFRS |
| Consolidated / non-consolidated | Consolidated |
| Period Covered | 1 April 2026 to 30 September 2026 |
| Net Sales | ¥192,041 million (YoY +22.7%) |
| Operating profit | ¥25,985 million (YoY +57.9%) |
| Ordinary income | ¥27,649 million (YoY +52.7%) |
| Profit attributable to owners of the parent | ¥19,561 million (YoY +47.2%) |
| Net income per share | ¥222.94 |
| Equity ratio | End of the current fiscal period 72.9 / End of previous period 71.7 |
| Total assets | ¥496,851 million |
| Net assets | ¥365,517 million |
| Cash flows from operating activities | ¥21,240 million |
| Cash flows from investing activities | ¥11,315 million |
| Cash flows from financing activities | ¥-16,587 million |
| Cash and cash equivalents at end of period | ¥139,725 million |
| Full-year earnings forecast | Net Sales ¥400,000 million (YoY +25.1%) / Operating profit ¥50,000 million (YoY +40.9%) / Ordinary income Not disclosed / Net income ¥35,000 million (YoY +24.9%) |
| Revision to Earnings Forecast | Revenue ¥337,000 million → ¥400,000 million（+18.7%） / Business profit ¥38,000 million → ¥55,000 million（+44.7%） / Operating profit ¥37,500 million → ¥50,000 million（+33.3%） / Profit for the period attributable to owners of the parent ¥28,500 million → ¥35,000 million（+22.8%） / Basic earnings per share ¥324.84 → ¥398.89 |
| Annual Dividend Forecast | ¥110 → ¥140 |
| Segment revenue | Semiconductor-related materials ¥70,592 million (YoY +37.7%), Advanced Plastics ¥63,327 million (YoY +23.8%), Quality of Life-related products ¥57,751 million (YoY +7.4%) |
| Segment profit | Semiconductor-related materials ¥16,732 million (YoY +64.1%), Advanced Plastics ¥5,863 million (YoY +127.7%), Quality of Life-related products ¥8,283 million (YoY +23.4%) |
| Depreciation and amortization | ¥7,696 million |
| Disclosure regarding the going concern assumption | None applicable |
| Change in accounting policy | Changes due to revisions to standards No / Other changes No / Change in accounting estimate No / Restatement Not disclosed |
| Changes in the scope of consolidation | New 0 / Excluded 0 / Company name Not disclosed |
| Material subsequent events | On 30 October 2026, the company acquired all shares of 住友ベークライトケミカルソリューション株式会社, which acquired a portion of KYOCERA CORPORATION's Chemical Business. Total purchase consideration was ¥28,500 million, and the percentage of voting equity interests acquired was 100%. |
| Availability of Supplementary Financial Results Materials | Yes |
| Availability of Financial Results Briefing | Available (for securities analysts and institutional investors) |
| Issued Shares at Period-End | 88,249,856 |
| Treasury Shares at Period-End | 503,212 |
| Factors Behind Changes in Business Performance | Higher sales volumes driven by expanding semiconductor demand, pricing optimization, yen depreciation, and improved profitability from price pass-through. Raw material prices rose. |
Items this document does not state (7)
Operating MarginPayout ratioShareholder Return PolicyRegional salesOrders received and order backlogImpairment lossBreakdown of extraordinary income (loss)
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 revenue increased due to higher sales volumes driven by expanding semiconductor demand, pricing optimization and yen depreciation. On the earnings side, although raw material prices rose, improved profitability resulting from higher sales volumes and price pass-through contributed to earnings. The reasons given for revising the full-year forecast are based on recent performance trends.
How to read this page
This is not the documentKomori reads the disclosure the company filed and writes this summary. Figures are as stated by the company and are not audited.
Weight is not a verdictIt measures how much this changes what the company had already told the market. It is not a view on the shares.
Corrections happenIf the company reissues this disclosure, the page is rebuilt from the corrected version and the revision number moves up.