Results, forecasts and guidance revisions from Japan's listed companies, in English.
Nitto Denko's operating profit rose 15% in the June quarter as AI server and data-center materials demand outweighed a memory-chip-driven slump in laptop and tablet components, and the company raised its full-year profit forecast to ¥200bn with a bigger dividend and a ¥50bn buyback attached.
An April rush of orders tied to Middle East supply fears, followed by price increases, pushed Konishi's quarterly operating profit up 52.5%, with its Bond adhesives unit up 69.5% and Chemicals up 67.2%, while a Construction segment profit fell 24.7% on delayed projects; the company kept its full-year forecast unchanged from April.
Shin-Etsu Chemical's quarterly operating profit rose 4% as AI-driven demand for silicon wafers and photoresists offset a one-third profit drop in the segment selling PVC and caustic soda, and the company is guiding to higher full-year profit, a bigger dividend and the final leg of a ¥250bn buyback.
Sales of extreme ultraviolet photoresist ingredients lifted Osaka Organic Chemical's electronics-materials profit 68.4% in the six months to May, and the specialty chemical maker has allied with Sanpo Chemical Laboratories to broaden its semiconductor materials lineup.
The move: revenue in the year to March edged up to ¥578.13bn, profit rose faster, and Daido then disclosed a 97.54% post-offer holding ratio in Tohoku Steel, linking sturdier earnings to an ongoing consolidation push.
The move: Aichi Steel's revenue reached ¥304.34bn in the year to March, while pre-tax profit rose to ¥18.49bn and ROE improved to 4.8%, making this more of a profitability story than a top-line one.
Sales rose to ¥19.48bn and ordinary income to ¥894mn, while parent profit came in at ¥791mn. That is not a first return to profit - the company was also profitable a year earlier - but it does keep plenty of distance from the ¥1.01bn loss posted two years ago.
For the year to March 2026, sales rose to ¥745.41bn and ordinary income to ¥54.33bn. The same summary series puts parent profit at ¥62.46bn, net assets at ¥474.63bn and total assets at ¥794.48bn. The filing mixes historical rows together, so some archaeology is required.
Sales rose to ¥29.69bn, ordinary income to ¥2.77bn and parent profit to ¥1.99bn, and shareholders approved an ¥85-a-share dividend effective June 24. Clean manufacturing snapshot, no grand theory required.
Toyo Gosei reported sales of ¥41.96bn for the year to March 2026, up from ¥38.67bn, but ordinary income slipped to ¥3.59bn from ¥4.00bn and net income fell to ¥2.69bn from ¥3.28bn. The annual dividend was cut to ¥40 from ¥45, even as the equity-to-asset ratio improved to 41.0% from 37.7%, leaving a familiar mixed message: sturdier balance sheet, thinner earnings.
Sales fell to ¥41.07bn from ¥43.13bn, but ordinary income rose to ¥10.82bn from ¥9.68bn and net assets stood at ¥91.27bn. The balance sheet still looks notably thick.
Fujikura raised first-half operating profit guidance to ¥174bn from ¥92bn and full-year operating profit to ¥310bn from ¥211bn. The company tied the move to unexpected optical-component projects from hyperscalers, selling-price increases and a milder hydrogen shortage impact in its information and telecommunications business. The scale is hard to ignore: first-half sales guidance rose to ¥778bn from ¥594bn, while full-year revenue moved to ¥1.462tn from ¥1.243tn. Fujikura says pricing and the easing of hydrogen constraints should continue into the second half, though it did not say whether the surprise hyperscaler orders will recur at the same pace.
Full-year sales guidance falls to ¥30.0bn from ¥31.0bn and operating profit to ¥2.7bn from ¥3.1bn because Daiei Electronics will leave consolidation. Net income guidance rises to ¥3.0bn from ¥2.0bn because the subsidiary sale creates an extraordinary gain, which is a very different sort of good news.
Kumi Chemical now expects first-half revenue of ¥102,900 million and operating profit of ¥10,400 million, well above its December forecast, citing pulled-forward agrochemical shipments and solid chemical-product sales. But a separate notice said a subsidiary's chlorination business will record a ¥514 million impairment and a ¥907 million structural reform cost in the February-to-April quarter. The company left its full-year outlook unchanged while assessing Middle East risks. So the operating story improved sharply, but reported profit still comes with attachments.