Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N
4204.T - Sekisui Chemical Co Ltd
Q3 2026 Sekisui Chemical Co Ltd Earnings Presentation
Jan 29, 2026 / NTS GMT
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Presentation
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Unidentified Company Representative [1]
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Yes, thank you for taking time out of your busy schedule to join us today. So, I will begin my presentation. Page 1 shows the currency assumption. In Q3, the JPY was JPY6 weaker than expected at JPY154 against the dollar.
For Q4, the revised October plan called for 140 ATN. But we revised the assumption to JPY156 in the current forecast. As stated, the sensitivity to FX is an uplift of JPY500 million in OP for every one depreciation against the US dollar.
On page 2, the left half of the table shows the Q3 results. Net sales increased to JPY330.1 billion, reaching a new record high. The blue asterisks indicate record highs. Operating profit was JPY27.5 billion and ordinary profit was

