Kanto Denka Kogyo Co., Ltd. Revises H2 FY2027 Earnings Forecast — Operating Profit Up 24.5%

Kanto Denka Kogyo Co., Ltd. (TSE:4047) has raised its earnings forecast for the second quarter and full fiscal year ending March 31, 2027, citing stronger-than-expected profitability from specialty gas pricing adjustments despite rising raw material costs.

ItemBeforeAfterChange
RevenueJPY 42.2bnJPY 42.2bn+0.0%
Operating ProfitJPY 5.30bnJPY 6.60bn+24.5%
Ordinary IncomeJPY 5.30bnJPY 6.60bn+24.5%
親会社株主に帰属する中間純利益JPY 3.60bnJPY 4.40bn+22.2%
1株当たり中間純利益JPY 62.77/shareJPY 76.72/share+JPY 13.95/share

For the six-month interim period (April–September 2026), the company raised operating profit and ordinary income (keijo rieki), a Japan-specific metric encompassing operating profit plus non-operating items, by JPY 1.3bn to JPY 6.6bn. Net profit attributable to parent shareholders rose JPY 0.8bn to JPY 4.4bn. The revision reflects successful price adjustments for semiconductor specialty gases that offset inflationary pressures on raw materials and fuel costs. Revenue guidance remains unchanged at JPY 42.2bn for the interim period.

For the full fiscal year, the company lifted operating profit and ordinary income by JPY 1.3bn to JPY 11.3bn, with net profit rising JPY 0.8bn to JPY 7.6bn. Full-year revenue is maintained at JPY 95.0bn. Management noted that raw material price volatility remains under review; consequently, earnings guidance for the second half onward is held at original levels pending further cost assessment.

The interim profit upgrade signals effective pricing power in specialty gases serving semiconductor manufacturers, a key growth driver. However, the unchanged full-year forecast and cautious stance on raw material exposure suggest management sees near-term margin gains as potentially offset by cost headwinds in coming quarters.

Source: Original filing (TDnet) | 日本語版

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