Komori
Revision of earnings forecasts4228Sekisui Kasei Co.,Ltd.Materials and Chemicals

Notice Regarding the Recognition of Deferred Tax Assets (Consolidated and Non-Consolidated), Revisions to Consolidated Earnings Forecasts and Dividend Forecasts

The full-year consolidated earnings forecasts for the fiscal year ending March 2026 have been revised upward for operating income, ordinary income and net income, while the sales forecast remains unchanged. Net income attributable to owners of the parent has been revised from ¥0 million to ¥2,100 million, and the year-end dividend forecast has been increased from ¥10.00 to ¥15.00 per share.

Worth reading
67In 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
2100
¥ million (change in net income attributable to owners of the parent)
Wording
Conditional
How definitive the wording is.

Revised forecast

Fiscal year ending March 2026 · Full yearPrevious forecast published 30 October 2025
Net Sales114,000→114,000million
0.0%
Operating profit2,350→2,500million
+6.4%
Ordinary income1,600→2,000million
+25.0%
Profit attributable to owners of the parent0→2,100million
—
Net income per share0→46.1yen and sen
—

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

After examining the extent to which future tax payments could be reduced in connection with losses related to the transfer of the Proseat Group, the company expects to recognize approximately ¥4 billion in deferred tax assets. Delays also occurred in the sale of assets held by the company.

Previous-period resultsSales: ¥137,072 million; operating income: ¥641 million; ordinary income: ¥102 million; net income attributable to owners of the parent: -¥6,282 million; net income per share: -¥138.28
Dividend forecast revisionThe year-end dividend forecast for the fiscal year ending March 2026 has been increased from ¥10.00 to ¥15.00 per share. The full-year dividend forecast has also been revised from ¥10.00 to ¥15.00 per share.
Consolidated / non-consolidatedConsolidated / non-consolidated (standalone)
Revised forecast
ItemDetails
Net Sales¥114,000 million → ¥114,000 million
Operating profit¥2,350 million → ¥2,500 million(+6.4%)
Ordinary income¥1,600 million → ¥2,000 million(+25.0%)
Profit attributable to owners of the parent¥0 million → ¥2,100 million
Net income per share0 yen and sen → 46.1 yen and sen
Fiscal Period CoveredFiscal year ending March 2026
Period CoveredFull year
Publication date of previous forecast30 October 2025
Previous-period resultsSales: ¥137,072 million; operating income: ¥641 million; ordinary income: ¥102 million; net income attributable to owners of the parent: -¥6,282 million; net income per share: -¥138.28
Reason for the revisionAfter examining the extent to which future tax payments could be reduced in connection with losses related to the transfer of the Proseat Group, the company expects to recognize approximately ¥4 billion in deferred tax assets. Delays also occurred in the sale of assets held by the company.
Dividend forecast revisionThe year-end dividend forecast for the fiscal year ending March 2026 has been increased from ¥10.00 to ¥15.00 per share. The full-year dividend forecast has also been revised from ¥10.00 to ¥15.00 per share.
Consolidated / non-consolidatedConsolidated / non-consolidated (standalone)
Items this document does not state (1)
Details and amount of extraordinary 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.

The company expects to recognize approximately ¥4 billion in recoverable deferred tax assets, taking into account losses related to the transfer of the Proseat Group, a European consolidated subsidiary. Delays also occurred in the sale of assets held by the company. In addition, the company stated that profit levels centered on its core operations improved as the restructuring of the European Proseat business and improvements to the earnings structure of existing businesses progressed.

How to read this page

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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 the Recognition of Deferred Tax Assets (Consolidated and Non-Consolidated), Revisions to Consolidated Earnings Forecasts and Dividend Forecasts | Sekisui Kasei Co.,Ltd. (4228) timely disclosure | Komori