Japan · Delayed Price · Currency is JPY Sekisui Chemical Earnings Call Transcripts
Fiscal Year 2026
-
Net sales and ordinary profit hit record highs in FY 2025, driven by FX gains, while net profit declined due to impairment losses. FY 2026 targets further growth in sales and profit, with continued dividend hikes and strategic investments in solar cells and housing.
-
Q3 net sales hit a record, but profits declined year-on-year due to impairment losses and market weakness. FY2025 guidance projects record highs in sales, OP, and dividends, with growth led by housing and HPP segments.
-
First-half net sales hit a record, but operating profit declined due to auto sector weakness and one-off expenses. Full-year guidance was raised, with record profits and strong shareholder returns expected, while segment performance varied amid challenging market conditions.
-
Q1 saw record net sales and operating profit, led by strong Housing performance, while ordinary profit and net income declined due to FX and lower cross-shareholding gains. The first half is projected to achieve record sales and operating profit, with segment growth in HPP and UIEP.
Fiscal Year 2025
-
FY 2024 delivered record sales, operating profit, and net income, with all segments except Housing expected to achieve new highs in FY 2025. Dividend growth continues for the 16th year, and strategic investments in high-performance products and ESG initiatives drive future growth.
-
Net sales and profits reached record highs in Q3 and for the nine-month period, with all segments contributing to growth. FY24 guidance was revised upward for profits, and a dividend increase is planned, despite some market headwinds in housing and diagnostics.
-
First-half FY24 saw strong profit growth across all segments, led by HPP and supported by cost controls and margin improvements. Full-year OP guidance was raised to JPY 105 billion, with record-high profits expected in multiple segments and a continued focus on shareholder returns.
-
Q1 saw record net sales and strong operating profit growth, with all major segments except housing posting higher sales and profits. Upward revisions for the first half reflect FX gains and cost reductions, while full-year guidance remains unchanged due to FX risk.