Osaka Organic boosts forecast, plans ¥10bn Sakata plant investment

Osaka Organic Chemical Industry Ltd. announced an upward revision to its consolidated and non-consolidated earnings and dividend forecasts for the fiscal year ending November 30, 2025. Consolidated net sales are now projected at ¥36,000 million, up from ¥34,000 million, with net profit attributable to owners of parent expected to be ¥6,800 million, a significant increase from the initial ¥3,500 million. This revision is primarily due to strong sales of semiconductor materials, particularly for ArF resists, and the recording of ¥3,140 million in extraordinary income from a government subsidy for domestic investment promotion.

In conjunction with the improved outlook, the company increased its year-end dividend forecast by ¥5 to ¥39 (¥74 annually), reflecting a commitment to stable shareholder returns and a payout ratio guideline of 40%. The company emphasizes strengthening its financial foundation and expanding market share in cutting-edge semiconductor materials.

Furthermore, Osaka Organic plans a new ¥10 billion investment to construct a semiconductor-related materials facility at its Sakata Plant, scheduled for completion in 2028. This expansion aims to boost production capacity, enhance high-purity technology, and establish a dual-site production system with its Kanazawa Plant to ensure a stable supply and business continuity.