KH Neochem Co., Ltd.
Notice of Difference Between Consolidated Earnings Forecast and Actual Results for the Q2 of the Second Quarter of the Fiscal Year Ending December 2026
Disclosure of the difference between the consolidated results for the cumulative second quarter of the fiscal year ending December 2026 and the initial full-year forecast. Revenue declined due to the Middle East situation, but profits exceeded the initial forecast due to measures against rising crude material costs and inventory write-down effects. The full-year forecast remains unchanged.
Key Figures
- Net sales: 53,299 million yen (vs previous forecast △1,201 million yen/△2.2%)
- Operating profit: 7,501 million yen (difference vs previous forecast unknown)
- Ordinary income: 7,448 million yen (difference vs previous forecast unknown)
AI要約
Business Performance Overview
This notice explains the difference between the consolidated earnings forecast and actual results for the second quarter of the fiscal year ending December 2026. Sales declined due to instability in raw material procurement stemming from the Middle East situation, but each profitability measure surpassed the initial forecast owing to price adjustments for rising crude fuel costs and the rebound from inventory write-down effects. The full-year forecast is unchanged at this time.
Outlook and Impact
The cumulative results for the second quarter benefited from price adjustments and inventory valuation effects, but raw material risks may continue. The full-year forecast remains unchanged given the uncertainty in the Middle East, with the key being the exchange rate, raw material price movements in the second half, and any recovery in sales volume. For investors, the near term requires monitoring the impact of reduced volumes and the sustainability of cost measures.
KH Neochem Co., Ltd.
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