Resonac
Logotype for Resonac Holdings Corporation

Resonac (4004) investor relations material

Resonac Q4 2025 earnings summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
Logotype for Resonac Holdings Corporation
Q4 2025 earnings summary13 Feb, 2026

Executive summary

  • Core operating profit reached a record high in the Semiconductor and Electronic Materials segment for two consecutive quarters, offsetting weakness in Chemicals.

  • 2025 revenue declined 3.2% year-over-year to ¥1,347.1 billion, with only the Semiconductor and Electronic Materials segment showing growth.

  • Core operating profit rose 18.4% to ¥109.1 billion, driven by strong performance in semiconductors, but operating profit fell 47.6% due to impairment losses and absence of prior year one-time gains.

  • Profit attributable to owners of the parent dropped 60.5% to ¥29.0 billion.

  • Structural reforms and divestitures over the past four years have improved profitability and set the stage for growth in Al-related semiconductors.

Financial highlights

  • 2025 revenue: ¥1,347.1bn (down ¥44.4bn YoY); core operating profit: ¥109.1bn (up ¥17.0bn YoY); EBITDA margin: 15.1%.

  • Net income attributable to owners: ¥29.0bn (down ¥44.5bn YoY); EPS: ¥160.49 (down from ¥406.61 in 2024).

  • 2026 forecast: revenue ¥1,310.0bn (down ¥37.1bn YoY), core operating profit ¥140.0bn (up ¥30.9bn YoY), EPS ¥425.45.

  • Operating profit: ¥46.7bn (down ¥42.4bn YoY); forecast to more than double to ¥105.0bn in 2026.

  • Annual dividend per share: ¥65.00 (unchanged).

Outlook and guidance

  • 2026 core operating profit forecast at ¥140.0bn, driven by continued strength in Semiconductor and Electronic Materials and a return to profitability in Chemicals.

  • Net profit and EPS expected to increase significantly in 2026 due to higher core operating profit and reduced non-recurring losses.

  • Crasus Chemical partial spin-off planned for 2026, with business to be classified as discontinued operations post-spin-off.

  • 2026 revenue forecast: ¥1,310.0bn (down 2.8% YoY); profit attributable to owners projected at ¥77.0bn.

How will non-recurring items affect 2026 OP?
Detail portfolio reform plans for underperforming segments
How will 2026 results impact EBITDA margin and ROIC targets?
Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.

Next Resonac earnings date

Logotype for Resonac Holdings Corporation
Q1 202614 May, 2026
Resonac
Your earnings 
season toolkit.
Download
Free on both iOS & Android.

Next Resonac earnings date

Logotype for Resonac Holdings Corporation
Q1 202614 May, 2026

The essential earnings season companion

The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, and more. All for free.

Live calls and transcripts

Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.

Find what you need faster

Search for any keyword across all transcripts simultaneously.

Easily store key findings

Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.

Your watchlist. Your dashboard.

Follow the companies that matter to you. Get a personalized feed with real-time updates.

Be the first to know

Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.

Consensus estimates

Access analyst consensus estimates, valuation multiples, and revenue segments splits.

All IR material in one place

The easiest way to stay updated during earnings season.

Global coverage

All events from public companies. Live and recorded.

Just click and listen

No webcast links. No manual registrations.

Research anytime, anywhere

Built for professionals. Loved by everyone. Try our free mobile app.

excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
App-store-avatar.png play-store-avatar.png
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
play-store-avatar
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
App-store-avatar.png play-store-avatar.png
anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
App-store-avatar.png play-store-avatar.png
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
play-store-avatar
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
App-store-avatar.png play-store-avatar.png
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
x-avatar
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
App-store-avatar.png play-store-avatar.png
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
x-avatar
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
x-avatar
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
App-store-avatar.png play-store-avatar.png
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
x-avatar
@theshortbearx.com

Frequently asked questions

Resonac Holdings Corporation is a Japanese company specializing in the production and distribution of advanced materials and chemical products. The company serves diverse industries, including electronics, automotive, and healthcare, with a portfolio that includes chemicals, ceramics, electronic materials, and industrial gases. Resonac focuses on research and development to create innovative solutions for emerging technologies and sustainable applications. The company is headquartered in Tokyo, Japan, and its shares are listed on the Tokyo Stock Exchange.

Quartr provides global coverage of all investor relation material from public companies.

  • Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.

  • Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.

  • Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.

Yes, the Quartr mobile app is free on both iOS and Android.

Yes. Quartr provides global, industry-leading live coverage of company events such as regular earnings calls, capital markets days, M&A announcements, and investor conferences. Live with zero delays. Just click and listen.

Yes, capturing important takeaways is as simple as it gets. Even during your lunch run or commute.

Yes. Follow the companies that matter to you. Get a personalized feed with real-time updates, a tailored earnings calendar, and instant alerts when earnings calls go live.

Yes. Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned, regardless of who's talking.

Explore our global coverage