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Earnings4616KAWAKAMI PAINT MANUFACTURING CO.,LTD.Materials and Chemicals

Financial Results for the Second Quarter (Interim Period) of the Fiscal Year Ending November 2026 [Japanese GAAP] (Consolidated)

In the interim period of the fiscal year ending November 2026, net sales increased 12.1% year on year due to the recovery in demand and price adjustments, among other factors, while operating income, ordinary income and net income all improved from losses to profits. Full-year earnings forecasts remain unchanged due to the uncertain impact of the situation in the Middle East.

Worth reading
61In focus
Scored from 2 of 6 sections
Direction
Improvement
Direction inferred from the company’s description.
Scale
12.1
%
Wording
Conditional
How definitive the wording is.

Results for this period

Interim period (second quarter)1 December 2025–31 May 2026ConsolidatedJapanese GAAP
Net Sales3,138,348¥ thousandYear on year +12.1%
Operating profit187,107¥ thousand
Ordinary income210,212¥ thousand
Net income attributable to owners of the parent154,457¥ thousand

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.

Financial position at period-end
Total assets8,831,737¥ thousand
of which net assets 3,518,531 ¥ thousand

The shaded area represents net assets as a proportion of total assets. It is calculated from the two amounts reported by the company.

Cash inflows and outflows
Operating+593,570
Investment-131,001
Financials+115,095
Net change+577,664

Stacked from zero: upward is an increase in cash, downward a decrease (in ¥ thousand).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¥2,467,303 thousand
Outlook and shareholder returns
Full-year earnings forecast
Net SalesNot disclosed
Operating profitNot disclosed
Ordinary incomeNot disclosed
Net incomeNot disclosed
RemarksForecast announced on 14 January 2026 remains unchanged
Revision to Earnings ForecastUnchanged
Factors Behind Changes in Business Performance

Recovery in demand, partial realization of price adjustments, provisional pass-through of prices due to the impact of the situation in the Middle East, adjustments to selling prices, reductions in various expenses, and a temporary increase in the profit margin due to a time lag in manufacturing costs

Disclosure regarding the going concern assumption

No applicable matters.

Depreciation and amortization¥78,879 thousand
Results for this period
ItemDetails
Fiscal Period ClassificationInterim period (second quarter)
Accounting standardsJapanese GAAP
Consolidated / non-consolidatedConsolidated
Period Covered1 December 2025–31 May 2026
Net Sales¥3,138,348 thousand (YoY +12.1%)
Operating profit¥187,107 thousand
Ordinary income¥210,212 thousand
Profit attributable to owners of the parent¥154,457 thousand
Total assets¥8,831,737 thousand
Net assets¥3,518,531 thousand
Cash flows from operating activities¥593,570 thousand
Cash flows from investing activities¥-131,001 thousand
Cash flows from financing activities¥115,095 thousand
Cash and cash equivalents at end of period¥2,467,303 thousand
Full-year earnings forecastNet Sales Not disclosed / Operating profit Not disclosed / Ordinary income Not disclosed / Net income Not disclosed / Remarks Forecast announced on 14 January 2026 remains unchanged
Revision to Earnings ForecastUnchanged
Depreciation and amortization¥78,879 thousand
Disclosure regarding the going concern assumptionNo applicable matters.
Factors Behind Changes in Business PerformanceRecovery in demand, partial realization of price adjustments, provisional pass-through of prices due to the impact of the situation in the Middle East, adjustments to selling prices, reductions in various expenses, and a temporary increase in the profit margin due to a time lag in manufacturing costs
Items this document does not state (19)
Net income per shareOperating MarginEquity ratioAnnual Dividend ForecastPayout ratioShareholder Return PolicySegment revenueSegment profitRegional salesOrders received and order backlogImpairment lossBreakdown of extraordinary income (loss)Change in accounting policyChanges in the scope of consolidationMaterial subsequent eventsAvailability of Supplementary Financial Results MaterialsAvailability of Financial Results BriefingIssued Shares at Period-EndTreasury Shares at Period-End

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 recovery in demand, partial realization of price adjustments, provisional pass-through of prices due to the impact of the situation in the Middle East, adjustments to selling prices and reductions in various expenses contributed to the increase in earnings. In addition, a time lag arose in the manufacturing costs of products shipped, and the reflection of raw material prices from before the price surge temporarily raised the profit margin.

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.
Financial Results for the Second Quarter (Interim Period) of the Fiscal Year Ending November 2026 [Japanese GAAP] (Consolidated) | KAWAKAMI PAINT MANUFACTURING CO.,LTD. (4616) timely disclosure | Komori