)
Asahi Kasei (3407) investor relations material
Asahi Kasei Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
Operating income for Apr.–Dec. 2025 rose 6.2% year-over-year to ¥173.9 billion, with net income up 22.7% to ¥120.6 billion, driven by strong Healthcare and Homes segments, despite a decline in Material.
Net sales for Q1–Q3 2025 were ¥2,261,263 million, up 0.1% year-over-year.
Comprehensive income increased to ¥209,222 million from ¥152,841 million year-over-year.
FY 2025 operating income is forecast to reach a record ¥225.0 billion (+6.2% YoY), with net income projected at ¥145.0 billion (+7.4% YoY), both revised upward from previous forecasts.
Shareholder returns include a full-year dividend forecast of ¥40 per share (up ¥2 YoY) and a share repurchase program of up to ¥40 billion initiated in November 2025.
Financial highlights
Gross profit for Q1–Q3 2025 was ¥745,820 million, up from ¥716,582 million in the prior year.
EBITDA for Apr.–Dec. 2025 was ¥319.8 billion (+6.7% YoY), with an EBITDA margin of 14.1%.
Non-operating income/expenses improved, but extraordinary losses increased due to business discontinuations and structural reforms.
D/E ratio declined to 0.51 as of Dec. 2025, with interest-bearing debt reduced by ¥59.5 billion.
Net worth ratio improved to 48.1% from 46.3% at the previous fiscal year-end.
Outlook and guidance
FY 2025 net sales are forecast at ¥3,065.0 billion (+0.9% YoY), with operating income at ¥225.0 billion (+6.2% YoY) and net income at ¥145.0 billion (+7.4% YoY).
Operating income is expected to reach a new record for the second consecutive year, led by Pharmaceuticals and Electronics, and supported by a weaker yen.
Dividend payout ratio and progressive dividend policy maintained, with ongoing share repurchase.
Net income per share forecasted at ¥106.83 for the full year.
Performance forecasts are subject to change due to unforeseen factors.
- TimeTickerHeadlineOpen
- 6 Feb004020
Operating profit rose on cost savings and high-value sales, with major US expansion underway. - 6 FebJOUT
Net sales up 31%, gross margin at 36.6%, and net loss narrowed to $3.3 million. - 6 FebPECO
Record 2025 occupancy and 7% Core FFO growth; 2026 targets 5.5% FFO growth and strong acquisitions. - 6 FebPROV
Q2 FY2026 net income rose 65% year-over-year, with higher margins and strong credit quality. - 6 FebNVDA
AI-driven digital twins and accelerated computing are set to revolutionize industrial design and manufacturing. - 6 FebCDP
2025 FFO/share rose 5.8% to $2.72, with strong leasing and investment; 2026 guidance signals more growth. - 6 FebCRI
Q1 2025 saw record revenue, a return to profit, and major new contracts in space technology. - 6 FebCRI
Net loss widened to 7.5m PLN in H1 2024 as revenue fell and R&D costs remained high. - 6 FebCRI
Net loss deepened on lower sales and higher costs, but major new contracts and restructuring are underway. - 6 FebEMBASSY
Record revenue, NOI, and distributions highlight strong growth and robust segment performance.
Next Asahi Kasei earnings date
Next Asahi Kasei earnings date
The essential earnings season companion
The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
I can't remember the last time an app had such a positive impact on my investment process.
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
I can't remember the last time an app had such a positive impact on my investment process.
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
Frequently asked questions
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Explore our global coverage
)
)