Tigers Polymer (4231) Q3 2026 earnings summary

Executive summary

• Revenue for the nine months ended December 31, 2025, was ¥36,761 million, up 4.4% year-over-year, with operating income of ¥2,506 million, up 29.6%, and net income attributable to shareholders of ¥1,921 million, up 47.3%.

• Global economic uncertainty persisted due to geopolitical risks, fluctuating resource prices, and currency volatility, while domestic recovery was moderate but faced headwinds from inflation and external demand.

Financial highlights

• Gross profit increased to ¥7,980 million from ¥7,194 million year-over-year.

• Operating margin improved, with operating income rising to ¥2,506 million from ¥1,933 million.

• Net income attributable to shareholders rose to ¥1,921 million from ¥1,304 million.

• EPS for the period was ¥97.29, up from ¥65.79 year-over-year.

• Comprehensive income for the period was ¥1,815 million.

Outlook and guidance

• Full-year revenue forecast revised to ¥49,700 million, up 0.7% year-over-year.

• Operating income forecast at ¥2,900 million (+2.3%), net income at ¥2,200 million (+35.0%), and EPS at ¥111.41.

• Dividend forecast revised to ¥35.00 per share for the year-end, total annual dividend ¥53.00.