Kurita Water Industries FY2026 Q3 Financial Results Presentation Materials

Business Performance Overview

In the third quarter of FY2026, Kurita Water Industries expanded its order backlog to 435 billion yen (YoY +6.7%), and sales to 425 billion yen (+3.2%). Operating income significantly increased to 53.5 billion yen (+17.7%), but net income decreased to 36.3 billion yen (-21.4%). This is primarily due to rising raw material costs and exchange rate fluctuations. Segment-wise, the Electronics and Water Treatment-related businesses performed steadily, while overseas business was affected by currency impacts. The company plans to continue active capital investment and overseas expansion to strengthen its earnings foundation.

Forecasts and Investor Impact

Kurita Water Industries maintains its full-year FY2026 outlook, aiming for record-high sales and focusing on improving profit margins. To counter exchange rate risks and raw material price fluctuations, the company will strengthen cost management and price transfer strategies to enhance profitability. Investors can expect growth from overseas expansion and new capital investments, though attention should be paid to the decline in net income. Long-term prospects remain positive, supported by growing demand in environmental and water treatment sectors, enabling sustainable growth.