Japan · Delayed Price · Currency is JPY Resonac Holdings Earnings Call Transcripts
Fiscal Year 2026
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Semiconductor and Electronic Materials drove record Q1 profit and margin growth, offsetting declines in Crasus Chemical. Upward revision to first half 2026 guidance reflects robust AI-related demand, while full year outlook remains cautious due to Middle East uncertainty.
Fiscal Year 2025
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Record high profit in Semiconductor and Electronic Materials offset declines in other segments, with AI-driven demand fueling growth. FY2026 guidance projects higher core operating profit and continued portfolio optimization, while capital allocation prioritizes growth investments and stable dividends.
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Core operating profit reached a record high in Semiconductor and Electronic Materials, offsetting declines in Chemicals. Revenue and profit were driven by strong demand for advanced semiconductors, while non-recurring losses and restructuring weighed on net income.
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Core operating profit improved year-over-year, led by strong semiconductor and electronic materials, while chemicals and mobility segments declined. Annual guidance is unchanged, with FX losses and business transfers impacting results.
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Core operating profit rose year-on-year, led by strong semiconductor and electronic materials, while overall revenue was flat due to chemicals weakness. FY 2025 guidance is unchanged, with non-recurring items and currency losses impacting net profit.
Fiscal Year 2024
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Sales and profit grew sharply year-on-year, led by semiconductor materials and AI demand, with strong EBITDA margin recovery and improved capital structure. 2025 guidance projects stable revenue and continued focus on portfolio optimization and growth investments.
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Strong Q1-Q3 growth was led by semiconductor and electronic materials, with sales and profit up significantly year-on-year. Full-year forecasts were revised upward, and key financial ratios improved, though FX losses and weak chemical markets posed challenges.
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Sales and profits surged year-on-year in the first half of 2024, led by strong recovery in Semiconductor and Electronic Materials. Full-year forecasts were revised upward, with improved margins and key financial ratios, despite ongoing challenges in the Mobility and Chemicals segments.