Earnings, deals and disclosures from Japan's listed materials & chemicals companies, in English.
Mitsui Chemicals said it is studying various options to raise corporate value, including the reported JSR acquisition, but that nothing has been decided and the press reports did not come from the company.
Sumitomo Chemical raised its core operating profit forecast to ¥270bn from ¥215bn, and its materials segment, now guided to ¥75bn against ¥20bn, accounts for the whole ¥55bn increase.
Nippon Shokubai closed its ¥20bn purchase of all shares in an Uji-based specialty chemicals maker with resist and insulating-protection materials for semiconductors, and expects only a minor effect on results for the year ending March 2027.
Sumitomo Electric's information-communications sales rose 48.8% to ¥201.5bn in the April-September half on data-center optical demand, and the group lifted its full-year profit guide and raised its year-end dividend forecast to ¥25 a share.
Nippon Kodoshi will invest about ¥15bn in a new Yonago line, raising separator capacity to roughly 1.3 times the current level for AI-server and data-centre demand, with operation planned from December 2028.
Air Water's revised report to the Tokyo Stock Exchange shows the board restructuring complete, but internal audit has 25 people against a target of 52 and the probe into executive liability is not due to finish until December.
Kansai Paint now owns all of Polisan Kansai Boya after paying $93mn for the other half, and a capital injection to repay the Turkish unit's debt is next; the profit effect is still unquantified.
Axium Capital says it proposed an immediate ¥3bn-¥5bn buyback and a payout ratio of at least 60%, up from 30%, at Hirakawa Hewtech, and has raised its stake to 10.36% from 9.01%.
Nitto Denko raised its full-year dividend forecast from ¥64 to ¥72 a share and authorised repurchases of up to ¥50bn, or 17 million shares, between 4 November 2026 and 24 March 2027.
Hokko Chemical expects about ¥300mn in special loss for its Okayama wastewater leak and keeps full-year guidance, helped by a ¥237mn securities gain; a further ¥500mn of drainage rebuilding is planned over about two years and is excluded.
Electronic materials operating profit rose 28% in Shin-Etsu Chemical's first half on AI-led chip demand, supply tightness in some products and price revisions, while profit in the segment covering PVC fell 16% and full-year guidance stayed put.
Shin-Etsu Polymer lifted its operating-profit forecast for the year to March 2027 to ¥18.2bn from ¥16.0bn and raised its annual dividend forecast to ¥72, citing semiconductor-related containers and wrapping film.
Tokyo Steel's operating loss of ¥3.543bn in the half to September came despite 12.3% higher sales, and ¥6.184bn of special gains kept net income at ¥2.389bn, with management counting on price revisions to lift the year to an operating profit.
Sanko Gosei's US unit has signed to buy Cumberland Plastic Systems' Alabama injection-molding business, which had $48.418mn of sales in 2025, with closing scheduled for November 2 at an undisclosed price and a minor expected earnings effect.
Moriroku's board approved selling all equity in its Guangzhou auto-parts subsidiary to a Hong Kong holding company, with transfer planned for mid-December 2026 and the price withheld under a confidentiality clause.
Hokko Chemical says degraded concrete at one Okayama synthesis plant and a cracked buried pipe at another are suspected sources of July's benzene wastewater leak, with groundwater countermeasure construction targeted for completion by around March 2027.
Kanto Denka Kogyo lifted its full-year operating profit forecast 29.2% to ¥14.6bn on semiconductor-driven specialty gas sales, while saying a boost from cheaper pre-spike inventory will fade after the second quarter.
Hodogaya Chemical's Korean OLED-materials subsidiary SFC has Korea Exchange approval for a KOSPI listing and has filed its registration statement, though the parent has not yet given a listing date, offering size or proceeds.
Nakayama Steel resumed hot rolling on October 17 after the September 12 fire, but downstream lines are still returning to normal in stages, the cause is under investigation and the financial hit has not been quantified.
Tokyo Steel now forecasts a ¥1bn operating profit for the year to March 2027, from a ¥4bn loss, on higher shipment prices and cheaper scrap, while asset sales help lift its interim net income guide.
Osaka Organic Chemical now plans to spend about ¥20bn on its Yamagata semiconductor-materials plant, twice the December figure, with construction pushed to 2027 and completion to 2029 after higher costs and a revised equipment list.
Kose Holdings received 199 applications for its early retirement program against a target of about 80, and expects a ¥2.5bn special loss in the third quarter that an office property sale gain should offset, leaving guidance unchanged.
KJ005 now aims to open its Taiyo Holdings tender offer in late November, not early October, with China competition-law and Japan investment-screening procedures still outstanding and Spain and Israel filings no longer needed.
Cluster Technology will issue 996,677 shares at ¥301 to customer Seiko Epson, with payment due October 27, diluting holders by 17.51% and directing most of the ¥296.1mn net to factory works and Epson-lent inspection equipment.