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YASUHARA CHEMICAL, First Half Ordinary Profit Increases by 30%, Second Half Dividend Postponed

Fri Oct 31, 2025 6:00 pm JST Earnings

4957 YASUHARA CHEMICAL CO.,LTD. 【J-GAAP】

Earnings Report

YASUHARA CHEMICAL CO.,LTD. <4957> [TSE Std] announced its financial results after the market closed on October 31st (18:00). The ordinary profit (non-consolidated) for the cumulative second quarter of the fiscal year ending March 2026 (April to September) expanded 0.99 billion yen, an increase 30.4% compared to the same period last year, exceeded the previous forecast of 0.77 billion yen.

Progress toward the full-year plan of 1.48 billion yen was 67.0%, also surpassing the five-year average of 52.2%.

Based on the first-half performance announced by the company and the unchanged full-year plan, our calculation indicates that the ordinary profit for the October to March period (second half) is expected to significant drop 56.3% from the same period last year to 0.48 billion yen.

At the same time, In conjunction with a Tender Offer Bid (TOB), the company has decided to forgo the the second half of 6 yen for the current fiscal year.

In the most recent three-month period, from July to September (2Q), the ordinary profit surged 3.7 times that of the same period last year, reaching 0.47 billion yen. However, the operating profit margin significantly dropped from 13.6% in the same period last year to 9.2%.

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Actual Results

Accumulated Results 2nd Quarter
Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Progress Rate vs. First Half Announce Accounting Standards
Apr - Sep, 2023 6,323 143 554 466 49.0 47.2 Oct 31, 2023 J-GAAP
Apr - Sep, 2024 7,227 909 763 550 60.0 40.5 Oct 31, 2024 J-GAAP
Apr - Sep, 2025 7,493 863 995 703 77.5 67.0 Oct 31, 2025 J-GAAP
YoY +3.7% -5.1% +30.4% +27.8% +29.1%

First Half Results vs. Previous Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Apr - Sep, 2025 Guidance 7,530 747 778 531 58.5 6 Sep 19, 2025 J-GAAP
Apr - Sep, 2025 Results 7,493 863 995 703 77.5 6 Oct 31, 2025 J-GAAP
Revision Rate -0.5% +15.5% +27.9% +32.4% +32.4%

Guidance Update

Full Year Update

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2026 Prev 15,403 1,418 1,484 1,021 112.5 12 Sep 19, 2025 J-GAAP
Mar, 2026 New 15,403 1,418 1,484 1,021 112.5 6 Oct 31, 2025 J-GAAP
Revision Rate 0.0% 0.0% 0.0% 0.0% 0.0%

Current Period Guidance

Second Half Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Oct - Mar, 2024 7,434 911 1,119 826 90.5 6 Apr 30, 2025 J-GAAP
Oct - Mar, 2025 Guidance 7,910 555 489 318 35.0 0 Oct 31, 2025 J-GAAP
YoY +6.4% -39.1% -56.3% -61.5% -61.3%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2024 13,192 681 1,173 583 61.5 12 Apr 30, 2024 J-GAAP
Mar, 2025 14,661 1,820 1,882 1,376 150.8 12 Apr 30, 2025 J-GAAP
Mar, 2026 Guidance 15,403 1,418 1,484 1,021 112.5 6 Oct 31, 2025 J-GAAP
YoY +5.1% -22.1% -21.1% -25.8% -25.4%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Jul - Sep, 2024 3,682 499 129 109 11.9 13.6 Oct 31, 2024 J-GAAP
Oct - Dec, 2024 3,679 470 812 554 60.6 12.8 Jan 31, 2025 J-GAAP
Jan - Mar, 2025 3,755 441 307 272 29.8 11.7 Apr 30, 2025 J-GAAP
Apr - Jun, 2025 3,885 530 516 361 39.8 13.6 Jul 31, 2025 J-GAAP
Jul - Sep, 2025 3,608 333 479 342 37.7 9.2 Oct 31, 2025 J-GAAP
YoY -2.0% -33.3% +271.3% +213.8% +217.0%

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