【Tokyo Ohka Kogyo】Revision of Earnings Guidance Upward｜Fiscal Year Ending December 2026

Performance Overview

Tokyo Ohka Kogyo has upwardly revised its full-year consolidated earnings forecast for the fiscal year ending December 2026. Sales are projected to be 291,000 hundred million yen, up from the previous forecast of 261,000 hundred million yen, representing approximately +11.5% year-over-year. Operating income is expected to be 60,600 hundred million yen, and net income attributable to owners of parent is forecasted at 42,600 hundred million yen, both exceeding previous estimates. The main factors include strong performance in the second quarter, increased demand for AI servers in data centers, and foreign exchange fluctuations. Continued expansion in the markets for electronics functional materials and high-purity chemicals is expected to contribute to further upside.

Outlook and Investor Impact

The company is also raising its outlook for the second half based on market trends and currency rate forecasts. Supported by market expansion and favorable exchange rates, full-year results are expected to surpass previous estimates. This enhances shareholder returns and investment attractiveness, boosting growth prospects. The company will continue to focus on expanding demand in data centers and electronics fields to strengthen its earnings base.