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Nippon Kayaku Co (4272) investor relations material
Nippon Kayaku Co Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
Net sales for FY2025 3Q reached ¥174.6 billion, up 4.0% year-over-year, with profit attributable to owners of parent rising 30.1% to ¥17.3 billion, but operating income declined 9.9% to ¥16.3 billion.
Segment performance was mixed: Mobility & Imaging saw higher sales but lower profit, Fine Chemicals declined in both, while Life Science improved in both sales and profit.
Full-year forecasts remain unchanged, projecting sales of ¥239.8 billion (+7.7% YoY), operating income of ¥21.3 billion (+4.4%), and profit of ¥20.4 billion (+16.5%).
Financial highlights
Gross profit margin decreased to 29.9% from 32.3% year-over-year.
Operating income margin fell to 9.3% from 10.8% YoY.
Comprehensive income for the first three quarters reached ¥29,689 million, up 119.9% YoY.
EPS for the period was ¥112.39, up from ¥81.02 in the prior year.
Total assets as of December 31, 2025, were ¥405,997 million, with net assets at ¥274,087 million.
Outlook and guidance
Full-year sales and operating income forecasts remain unchanged from November.
Full-year EPS forecast is ¥133.54.
Catalyst sales expected to be concentrated in 4Q; Functional Materials and Pharmaceuticals to perform steadily.
Mobility & Imaging outlook remains sluggish due to high raw material costs and inventory adjustments.
- Net sales up 4.1% and profit nearly doubled on investment gains despite cost pressures.4272
Q2 202612 Nov 2025 - Strong sales and profit growth driven by Mobility & Imaging and Fine Chemicals; outlook revised up.4272
Q1 202519 Aug 2025 - Sharp profit growth and raised forecasts driven by Mobility & Imaging and Fine Chemicals.4272
Q3 202519 Aug 2025 - Sales and operating income surged, with upward guidance and major treasury stock buybacks.4272
Q2 202519 Aug 2025 - Record profit and strong segment growth; FY 2026 sees sales up, profit slightly down.4272
Q4 202519 Aug 2025 - Sales rose but profits fell amid higher costs and global risks; outlook remains cautious.4272
Q1 202619 Aug 2025
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