Tokyo Ohka Kogyo's Q3 2025 earnings jump on AI-driven demand

For the first nine months ended September 30, 2025, Tokyo Ohka Kogyo reported net sales of 172,779 million yen, a 17.9% increase year-on-year, primarily due to rising demand for semiconductors driven by generative AI-related products and PC replacements. Operating income surged by 37.2% to 31,893 million yen, while ordinary income grew 36.3% to 32,758 million yen. Profit attributable to owners of parent increased by 41.1% to 22,064 million yen. The company's equity ratio stood at 71.1% as of September 30, 2025.

This strong performance was supported by growth in both Electronic Functional Materials, with sales of 90,902 million yen (up 14.9%), and High-Purity Chemicals, which saw sales of 79,869 million yen (up 21.2%). This growth occurred despite increased expenses, with operating income benefiting from higher sales and an extraordinary gain from an equipment business transfer.

Tokyo Ohka Kogyo maintains its full-year consolidated forecast for fiscal year 2025, projecting net sales of 227,000 million yen and operating income of 40,000 million yen. The company expects to reach a record high for revenue and income, forecasting an annual dividend of 70 yen per share, consistent with its policy targeting a 4.0% consolidated dividend on equity ratio and extending its dividend growth streak to eight consecutive years.