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Revision of earnings forecasts7928ASAHI KAGAKU KOGYO CO.,LTD.Materials and Chemicals

Notice Regarding Differences Between the Consolidated Forecast Figures and Actual Results for the Fiscal Year Ending August 2026

Full-year results for the fiscal year ended August 2026 exceeded the previous forecast for revenue, while operating income, ordinary income and net income attributable to owners of the parent fell below forecast. Net income in particular was 60.0% below forecast.

Worth reading
59In focus
0–100. This measures how worthwhile something is to read, not how good or bad the company is.
Direction
Mixed performance
Direction inferred from the company’s description.
Scale
-60
%
Wording
Definitive
How definitive the wording is.

Revised forecast

Fiscal year ending August 2026 · Full yearPrevious forecast published 13 April 2026
Net Sales8,500→8,869million
+4.3%
Operating profit70→44million
-37.1%
Ordinary income130→114million
-12.3%
Profit attributable to owners of the parent50→20million
-60.0%
Net income per share16.11→6.57yen
-59.2%

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

Exchange rates moved further than assumed toward a weaker yuan and weaker yen, increasing the yen-denominated amounts of revenue and profit generated by the Chinese factory. However, expenses increased due to higher packing and transportation costs and a ¥22 million foreign exchange loss, resulting in lower profit.

Previous-period resultsRevenue ¥8,359 million, operating loss ¥45 million, ordinary income ¥113 million, net income attributable to owners of the parent ¥47 million, earnings per share ¥15.07 (fiscal year ended August 2025)
Consolidated / non-consolidatedConsolidated
Revised forecast
ItemDetails
Net Sales¥8,500 million → ¥8,869 million(+4.3%)
Operating profit¥70 million → ¥44 million(-37.1%)
Ordinary income¥130 million → ¥114 million(-12.3%)
Profit attributable to owners of the parent¥50 million → ¥20 million(-60.0%)
Net income per share16.11 yen → 6.57 yen
Fiscal Period CoveredFiscal year ending August 2026
Period CoveredFull year
Publication date of previous forecast13 April 2026
Previous-period resultsRevenue ¥8,359 million, operating loss ¥45 million, ordinary income ¥113 million, net income attributable to owners of the parent ¥47 million, earnings per share ¥15.07 (fiscal year ended August 2025)
Reason for the revisionExchange rates moved further than assumed toward a weaker yuan and weaker yen, increasing the yen-denominated amounts of revenue and profit generated by the Chinese factory. However, expenses increased due to higher packing and transportation costs and a ¥22 million foreign exchange loss, resulting in lower profit.
Consolidated / non-consolidatedConsolidated
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.

Exchange rates moved further than assumed toward a weaker yuan and weaker yen, increasing the yen-denominated amounts of revenue and profit generated by the Chinese factory. However, expenses increased due to higher packing and transportation costs and a ¥22 million foreign exchange loss, resulting in lower profit.

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.
Notice Regarding Differences Between the Consolidated Forecast Figures and Actual Results for the Fiscal Year Ending August 2026 | ASAHI KAGAKU KOGYO CO.,LTD. (7928) timely disclosure | Komori