Seiren (3569) Q2 2026 earnings summary

Executive summary

• Net sales for the six months ended September 30, 2025, reached ¥80,983 million, up 3.8% year-on-year, with operating profit at ¥10,259 million, up 24.8% year-on-year, and profit attributable to owners of parent at ¥7,972 million, up 18.8% year-on-year, all record highs for the period.

• The business environment showed moderate recovery but remained uncertain due to rising prices and U.S. trade policies.

• The company focused on innovation, customer development, and strengthening corporate culture to drive sustainable growth.

Financial highlights

• Gross profit for the six months was ¥22,852 million, up from ¥21,121 million year-on-year.

• Basic earnings per share rose to ¥135.78 from ¥120.05 year-on-year.

• Comprehensive income dropped to ¥4,961 million from ¥12,142 million year-on-year, mainly due to negative foreign currency translation adjustments.

• Cash and cash equivalents at period end were ¥38,225 million, down ¥2,091 million from the previous fiscal year end.

Outlook and guidance

• Full-year forecast revised upward: net sales expected at ¥162,700 million (+1.9% year-on-year), operating profit at ¥20,000 million (+11.9%), and profit attributable to owners of parent at ¥15,200 million (+9.4%).

• Basic earnings per share forecasted at ¥258.69 for the full year.

• Forecast does not include potential impact from the acquisition of UNITIKA LTD.'s fibers & textiles business.