Sekisui ChemicalSekisui Chemical Co.,Ltd.4204東証プライム化学FY ending Mar 2026, consolidated, J-GAAP

Sekisui Chemical FY ending Mar 2026 results

About 41% of Sekisui Chemical's sales come from Housing, with High performance plastics and Urban infrastructure and environmental products making up much of the rest.

Out of every ¥100 of sales, about ¥8 is left as operating profit.

Revenue changed +0.9% from the prior year, operating profit -1.4%.

Revenue and profit pattern

Revenue up, profit downRevenue grew faster

Revenue +0.9% · profit -1.4%, calculated from disclosed figures.

Operating leverage: -1.54× (profit growth ÷ revenue growth)

What changed from last year

FY ending Mar 2025 → FY ending Mar 2026

Revenue: +0.9%¥1.3T → ¥1.31T
Gross profit: +0.8%¥420.6B → ¥424.2B
Operating income: -1.4%¥108B → ¥106.5B
Net income attributable to owners: -8.2%¥81.9B → ¥75.2B
Operating cash flow: -34.3%¥119.2B → ¥78.3B
Free cash flow: -172.1%¥48.9B → -¥35.3B

Results at a glance

Revenue for the FY ending Mar 2026 reached ¥1.31T, up +0.9% from the prior year.
Operating income slipped -1.4% to ¥106.5B, and net income fell -8.2% to ¥75.2B.
Operating cash flow dropped -34.3% to ¥78.3B while capital expenditure was ¥113.6B, so free cash flow turned negative at -¥35.3B.

What drove the change

Solid demand in semiconductors and aircraft pushed revenue to a record high
Slower EV market growth and weaker US demand for infectious disease test kits weighed on operating income
Impairment losses cut net income, and higher inventories reduced operating cash flow

Things to watch

Tighter supply and higher prices for raw materials if the Middle East situation worsens
Shifts in housing demand driven by mortgage rates and housing policy in Japan
Delays in factory setup or development, or weak demand, for its film-type perovskite solar cells

Annual securities report: management analysis / 経営者による財政状態、経営成績及びキャッシュ・フローの状況の分析 · Annual securities report: business risks / 事業等のリスク

Where the money goes

FY ending Mar 2025 → FY ending Mar 2026

Where ¥100 of sales goes

For every ¥100 Sekisui Chemical sells, how much goes where, and how much is kept.

FY ending Mar 2026

Cost of sales: ¥68
SG&A: ¥24
Operating profit: ¥8
Net profit kept: ¥6

Annual margin trends

Gross margin32.4%

Operating margin8.1%

Net margin5.7%

Aligned fiscal years compare the shares of revenue remaining as gross, core, and net profit. Missing years are left unconnected.

Which businesses earn the money

Revenue by business segment, and the profit each one keeps.

FY ending Mar 2026

Housing¥535.9B
41%
Op. margin 6.9%Industry: Homebuilders
High performance plastics¥451.7B
35%
Op. margin 13.1%Industry: Chemicals
Urban infrastructure and environmental products¥225.1B
17%
Op. margin 10.3%Industry: Housing Equipment & Building Materials
Medical¥93.7B
7%
Op. margin 11.9%Industry: Medical Devices
Other¥2.83B
0%
Op. margin -449.0%

Profit by segment

※ Segment figures include inter-segment sales and do not sum to the company total

Sources

Show source documents (6)

EDINET (FSA Japan)
有価証券報告書－第104期(2025/04/01－2026/03/31)
ID S100YBAY2026-06-12Open
EDINET (FSA Japan)
有価証券報告書－第103期(2024/04/01－2025/03/31)
ID S100VXYE2025-06-16Open
EDINET (FSA Japan)
有価証券報告書－第102期(2023/04/01－2024/03/31)
ID S100TNOW2024-06-20Open
EDINET (FSA Japan)
有価証券報告書－第101期(2022/04/01－2023/03/31)
ID S100R1O02023-06-22Open
EDINET (FSA Japan)
有価証券報告書－第100期(令和3年4月1日－令和4年3月31日)
ID S100OBGN2022-06-22Open
EDINET (FSA Japan)
有価証券報告書－第99期(令和2年4月1日－令和3年3月31日)
ID S100LMCU2021-06-23Open

Extracted from XBRL: 54 / Derived from other figures: 2

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