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Tokyo Brief東 京 ブ リ ー フJapan's day, wrapped and delivered by morning.

Japan Materials & Chemicals Company News

Earnings, deals and disclosures from Japan's listed materials & chemicals companies, in English.

  1. Hokuetsu slides to a first-half operating loss but keeps its full-year profit target

    Hokuetsu booked a ¥1.442bn operating loss on 5.6% higher sales in the first half, blaming raw-material and fuel costs and weaker overseas pulp prices, yet it left its ¥3bn full-year operating profit target unchanged.

  2. Artience books ¥9.2bn impairment on Hungary battery-plant delay and worsening Turkish ink results

    Artience booked a ¥9.197bn third-quarter impairment, citing a delayed customer battery plant start in Hungary that left Japanese assets idle and a worsening operating result at its Turkish liquid-ink subsidiary.

  3. DIC lifts operating-profit forecast to ¥100bn on AI-chip materials and price rises

    DIC lifted its full-year operating-profit forecast to ¥100bn from ¥78bn, citing AI semiconductor demand for epoxy resins, higher-value inks and quick price rises, while display pigments slowed after a World Cup-linked TV surge.

  4. Mitsubishi Materials lifts operating-profit forecast to ¥165bn on metal prices and carbide repricing

    Mitsubishi Materials raised its operating-profit forecast for the year to March 2027 to ¥165bn from ¥130bn, citing higher tungsten and copper prices, carbide-product repricing and semiconductor volumes, while holding its ¥116 dividend forecast.

  5. Resonac lifts core profit forecast on chip materials but cuts operating profit guide on graphite losses

    Resonac lifted its full-year core operating profit forecast to ¥250bn on advanced chip demand, but cut operating profit guidance to ¥115bn as graphite-electrode strategic-option losses entered the forecast.

  6. Tokyo Ohka Kogyo raises 2026 forecasts and expects to meet mid-term targets a year early

    Tokyo Ohka Kogyo raised its sales forecast for the year to December 2026 to ¥300bn and operating profit to ¥63.5bn, and expects to beat the final-year targets of its mid-term plan a year early.

  7. Sumitomo Metal Mining takes ¥42.6bn Coral Bay nickel charge as half-year pretax profit rises 91.9%

    Sumitomo Metal Mining's ¥42.6bn charge at its Coral Bay nickel subsidiary pushed smelting into a half-year loss and cut full-year pretax guidance to ¥260bn, even as group pretax profit for the half-year rose 91.9%.

  8. Shiseido raises its profit forecast while trimming underlying sales growth

    Shiseido now forecasts ¥87bn of core operating profit, up from ¥69bn, while expecting real sales growth of 1%, down from 3%; cost control, currency effects and one-off tariff refunds are the stated contributors.

  9. Mitsui Kinzoku commits ¥190bn to a Malaysian copper-foil plant, with output phased in from April 2031

    Mitsui Kinzoku will spend about ¥190bn on a Malaysian plant for MicroThin and VSP copper foil, funded from cash and borrowings, with staged start-up from April 2031, as it also lifts its dividend target to 4.0% of equity.

  10. U.S. Steel carries Nippon Steel's first half as domestic margins thin

    Nippon Steel reported a ¥263.0bn half-year net profit against a loss a year earlier, with U.S. Steel the steel segment's main earner, domestic margins weaker, and a ¥96.1bn tax credit inside the net figure.

  11. Nippon Paper books ¥15bn earthquake loss on Yatsushiro mill

    Nippon Paper booked a ¥15bn extraordinary loss in its standalone interim accounts for fixed-asset impairment, inventory write-downs and shutdown fixed costs at its earthquake-hit Yatsushiro mill; the filing gives no restart date.

  12. Kobe Steel unit agrees $700mn deal for 70% of CNH's construction equipment business

    Kobe Steel's construction-machinery subsidiary signed a deal to buy 70% of two new CNH-built companies for $700mn on an enterprise-value basis, funded by bridge loans, with closing subject to competition-law approvals and planned for the third quarter of fiscal 2027.

  13. JX Advanced Metals lifts profit guide by ¥23bn as AI-linked sales outweigh mine cuts

    JX Advanced Metals lifted its operating profit forecast for the year to March 2027 by ¥23.0bn, pointing to AI-server volumes, better pricing and a higher copper assumption, while still allowing for lower mine output.

  14. Mitsui Chemicals signs ¥1.84tn deal for JSR, with DBJ to hold non-voting shares

    Mitsui Chemicals will buy JSR from JIC Capital funds with DBJ for ¥1.84tn, funded by a ¥1.64tn bridge loan that it says will temporarily lift net debt above four times EBITDA, with closing targeted for the second half of fiscal 2027.

  15. Furukawa Electric lifts operating-profit forecast by ¥13bn on data-center optical demand

    Furukawa Electric lifted its operating-profit forecast for the year to March 2027 to ¥136bn from ¥123bn, saying data-center demand is driving optical solutions sales, while the first-half optical segment earned ¥23.6bn.

  16. Fujifilm's first-half profit falls 10.9% as healthcare earnings shrink 85.8%

    Fujifilm's first-half operating profit fell 10.9% to ¥141.2bn as healthcare profit shrank 85.8%, even as electronics and imaging earnings rose; the full-year profit forecast is unchanged at ¥365.0bn.

  17. Dai Nippon Toryo offers 0.0824 of its shares per Shinto Paint share, with a January vote

    Shinto Paint shareholders vote on 15 January 2027 on a deal giving them 0.0824 Dai Nippon Toryo shares for each Shinto share held, with delisting planned for 22 February and neither company having obtained a fairness opinion from its valuer.

  18. Unicharm's nine-month sales rise 5.1% as pet care grows 13% and Asia lags

    Unicharm's nine-month sales rose 5.1% to ¥729.3bn with pet care up 13.0%, and it closed a Brazilian pet-food acquisition on June 30, while Asia's core profit fell 18.3% and attributable profit slipped 6.6%.

  19. Oji cuts operating-profit forecast 25% but holds net profit at ¥35bn

    Oji Holdings cut its full-year operating-profit forecast to ¥45bn from ¥60bn, citing Middle East fuel costs and slow pulp recovery, but held net profit at ¥35bn by relying on sales of shareholdings.

  20. Nippon Paper will not restart Yatsushiro's graphic-paper and pulp lines after earthquake damage

    Three idle Yatsushiro paper machines will not restart after earthquake damage, Nippon Paper decided, while the mill's household-paper project is under review and new uses for the site are being studied.

  21. Nippon Steel lifts profit outlook, with a ¥96.1bn U.S. tax credit inside the net figure

    Nippon Steel lifted its net profit forecast to ¥440bn from ¥290bn, with a one-off ¥96.1bn Arkansas tax credit at U.S. Steel inside the total, while its business profit forecast rose ¥90bn to ¥720bn.

  22. Mitsubishi Chemical Group keeps Kagawa carbon materials as other suppliers' feedstock makes carbon fiber targets hard to reach

    Mitsubishi Chemical Group has cancelled its exit from needle coke and pitch coke at Kagawa after finding it difficult to reach its carbon fiber targets with other companies' feedstock; production pauses in the business year beginning April 2027, with a restart expected a year later.

  23. Sumitomo Bakelite lifts profit guidance as chip-materials sales jump 37.7%

    Sumitomo Bakelite lifted its full-year operating profit forecast to ¥50bn from ¥37.5bn as semiconductor-materials revenue rose 37.7% in the first half, and it completed a ¥28.5bn purchase of part of Kyocera's chemicals business on October 30.

  24. Rasa Industries raises forecasts as Taiwan phosphoric acid line ramps faster than planned

    Rasa Industries raised its full-year operating profit forecast to ¥7.4bn from ¥6.2bn and its year-end dividend to ¥25, saying a Taiwan high-purity phosphoric acid line that started in April ramped up faster than expected.

Japan Materials & Chemicals Stocks: Company News and Filings