Kanto Denka Kogyo Co., Ltd.

4047.T
Specialty Chemicals
2026/10/21 10:58 Updated
Market Cap: $764.6M (¥120.8B)
Stock Price: $13.33 (¥2,106)
Exchange Rate: 1 USD = ¥157.98

Notice of Revision to Earnings Guidance

Revisions to revenue and profit forecasts announced. Interim period revenue increased by 2,200 million yen versus the previous forecast and operating income increased by 2,800 million yen. For the full year, revenue increased by 3,500 million yen, operating income increased by 3,300 million yen, ordinary income increased by 3,200 million yen, and net income attributable to owners of parent increased by 2,300 million yen. Reflects surge in raw material prices and profit uplift from inventory consumption. From the third quarter onward, the impact of raw material settlements is expected to diminish.

Importance:
Page Updated: October 22, 2026
IR Disclosure Date: October 22, 2026

Key Figures

  • Revenue: 44,400 million yen (interim forecast)
  • Operating Income: 9,400 million yen (interim forecast)
  • Net Income Attributable to Owners of Parent (interim): 6,800 million yen

AI要約

Overview of the Revision to Earnings Guidance

The company has revised the earnings guidance announced on August 10, 2026. Cumulative revenue for the second quarter is expected to exceed the previous forecast due to expanded demand for semiconductors and increased sales of specialty gas products. On the profit side, upward revisions reflect the pass-through effect of higher raw material costs, cost reductions, and profit uplift from inventory consumption. For the full year, assuming the impact of raw material settlements diminishes from the third quarter onward, consolidated full-year earnings guidance has been revised upward.

Outlook and Points to Note

While demand is expected to remain firm, fluctuations in raw material prices continue to be an uncertain factor that could affect future profit uplift. Actual results may differ from the published assumptions due to various factors.

This page uses AI to summarize IR materials from TDnet. Please refer to the original document for investment decisions.

Kanto Denka Kogyo Co., Ltd.

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