Tokuyama Corporation
Earnings Presentation: Fiscal Year Ending March 2027, Second Quarter Results
Consolidation of the TLS Group and increased sales of semiconductor-related products drove year-over-year revenue growth. However, higher raw material and fuel costs led to a decrease in operating income. Earnings guidance for the fiscal year ending March 2027 was revised. The domestic cement and solidifier sales business was transferred in October, with a gain on disposal expected to be recorded in the third quarter. Interim dividend is 60 yen and year-end dividend is 80 yen, representing a 20 yen increase in annual dividends versus the prior year.
Key Figures
- Net Sales: 1,786 hundred million yen (Year-over-Year +149 hundred million yen / +9%)
- Operating Income: 135 hundred million yen (Year-over-Year approximately -55 to -56 hundred million yen)
- Net Income Attributable to Owners of Parent (Interim): 99 hundred million yen (Year-over-Year -21 hundred million yen)
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Overview of Results
The second quarter results for the fiscal year ending March 2027 showed year-over-year revenue growth driven by the consolidation of the TLS Group and increased sales of semiconductor-related products, while operating income declined due to higher raw material and fuel costs. The transfer of the domestic cement and solidifier sales business has been completed, and a gain on disposal is expected to be recorded. Some segments, such as life sciences, recorded both higher revenues and profits.
Outlook and Dividends
Earnings guidance for the fiscal year ending March 2027 has been revised to reflect assumptions on exchange rates and naphtha prices. Dividends are planned at 60 yen interim and 80 yen year-end, representing an annual dividend increase of 20 yen compared with the prior year. Although there are effects including impairment of cement-related assets, overall results aim to be in line with previously disclosed figures due to profit growth in other segments such as life sciences.
Tokuyama Corporation
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