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Tokuyama (4043) investor relations material
Tokuyama Q4 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
Net sales rose 1.9% year-over-year to ¥349.4 billion, driven by semiconductor-related product growth and the consolidation of the Tokuyama Life Science Group.
Operating profit increased 24% to ¥37.0 billion, supported by improved manufacturing costs and higher sales volumes in key segments.
Profit attributable to owners of parent declined 5.1% to ¥22.2 billion due to higher income taxes and extraordinary losses.
Comprehensive income surged 57.6% to ¥30,355 million.
Financial highlights
Ordinary profit increased 29.1% year-over-year to ¥38.2 billion.
Cost of sales decreased 4.4% to ¥224,530 million, reflecting manufacturing efficiencies.
SG&A expenses increased 12.5% to ¥87,928 million, mainly from TLS Group consolidation.
Basic earnings per share decreased to ¥308.64 from ¥325.08.
Total assets rose to ¥557.4 billion, up ¥81.2 billion from the prior year.
Outlook and guidance
No consolidated performance or dividend forecast for FY2026 due to high uncertainty from geopolitical risks, raw material procurement, and supply chain disruptions.
The medium-term management plan will be announced on May 29, 2026.
- Operating profit surged on strong semiconductor sales and acquisitions, despite lower revenue.4043
Q3 202630 Jan 2026 - Operating profit up 37.2% on cost improvements and semiconductor demand; major acquisition completed.4043
Q2 202629 Oct 2025 - Operating profit rose 5.1% despite lower sales, driven by cost improvements and semiconductor demand.4043
Q1 202629 Jul 2025 - Operating and net profit soared on cost cuts and semiconductor demand, with outlook steady.4043
Q2 202513 Jun 2025 - Operating profit and net income surged despite lower revenue, with guidance unchanged.4043
Q1 202513 Jun 2025 - Profits and sales are set to reach record highs, with a major healthcare acquisition ahead.4043
Q4 20256 Jun 2025 - Semiconductor and dental materials strength drove profit growth and revised guidance.4043
Q3 20255 Jun 2025
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