Resonac Holdings Corporation
Fiscal Year Ending December 2026 — Q3 Earnings Presentation
Sales and core operating profit in the Semiconductor & Electronic Materials segment reached record highs on a quarterly basis. Consolidated core operating profit rose substantially (2.4x year-on-year). Full-year 2026 earnings guidance has been significantly revised upward: core operating profit 250 billion yen, EBITDA margin 27.4%. Portfolio transformation entering final stage, including completion of the partial spin-off of Kurasasu Chemical.
Key Figures
- Revenue: 8,719 hundred million yen (Year-over-Year +14%)
- Core Operating Profit: 1,641 hundred million yen (Year-over-Year +136%)
- EBITDA Margin: 26.3% (Year-over-Year +8.4pt)
AI要約
Performance Overview
In Q3 of fiscal 2026, sales and core operating profit in the Semiconductor & Electronic Materials segment reached record highs. Consolidated core operating profit increased substantially year-over-year. The Semiconductor & Electronic Materials and graphite-related businesses were significant contributors. While benefiting from strong segment performance and movements in material prices, the company organized the impact including non-recurring items.
Outlook and Capital Policy
Full-year 2026 earnings guidance has been revised upward. With the completion of the partial spin-off of Kurasasu Chemical, portfolio transformation has reached its final stage. The company has incorporated non-recurring items associated with crystallizing strategic options for the graphite electrode business and aims to improve consolidated EBITDA margin and ROIC.
EBITDA Margin Trend
Resonac Holdings Corporation
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