Resonac Holdings Raises H1 Earnings Forecast on Semiconductor Demand
Resonac Holdings Corporation (TSE:4004) has raised its earnings guidance for the first half of fiscal 2026 ending June 30, citing stronger-than-expected demand for advanced semiconductor materials.
| Item | Before | After | Change |
|---|---|---|---|
| 売上収益 | JPY 615.0bn | JPY 660.0bn | +7.3% |
| コア営業利益 | JPY 53.0bn | JPY 74.0bn | +39.6% |
| Operating Profit | JPY 35.0bn | JPY 57.0bn | +62.9% |
| 中間利益 | JPY 20.5bn | JPY 38.0bn | +85.4% |
| 親会社の所有者に帰属する中間利益 | JPY 20.0bn | JPY 38.0bn | +90.0% |
| 基本的1株当たり中間利益 | JPY 110.51/share | JPY 209.96/share | +JPY 99.45/share |
The company raised revenue guidance by JPY 45.0bn to JPY 660.0bn, reflecting increased sales volumes in its semiconductor and electronic materials segment for advanced chip applications. The upward revision cascades through profitability metrics, with core operating profit jumping 39.6% to JPY 74.0bn and operating profit surging 62.9% to JPY 57.0bn. Interim profit (chuukan rieki) attributable to parent company shareholders climbed 90.0% to JPY 38.0bn, while earnings per share rose to JPY 209.96/share from JPY 110.51/share.
However, Resonac maintained its full-year consolidated earnings forecast unchanged, citing persistent uncertainty in the global economic environment and difficulty in reasonably estimating second-half performance. The company took a cautious stance on second-half demand despite the strong interim results.
The upward revision confirms robust near-term demand for advanced semiconductor materials, a positive signal for investors tracking the company’s exposure to cutting-edge chip manufacturing. The unchanged full-year guidance suggests management views the first-half strength as potentially cyclical, warranting prudence on second-half visibility amid geopolitical and macroeconomic headwinds.
Source: Original filing (TDnet) | 日本語版
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