OSAKA ORGANIC CHEMICAL INDUSTRY LTD.
4187・Prime Market・Chemicals
Chemical Products Business
Core business manufacturing and selling special acrylic acid esters for paints, adhesives, and inks
| Period | Current | Previous | Change |
|---|---|---|---|
| Net Sales (H1 FY2026, ending November 2026) | ¥6,680 million | ¥6,526 million (H1 FY2025, ending November 2025) | ↑ |
| Segment Profit (H1 FY2026, ending November 2026) | ¥1,274 million | ¥1,004 million (H1 FY2025, ending November 2025) | ↑ |
| Segment Profit Margin (H1 FY2026, ending November 2026) | 19.1% | 15.4% (H1 FY2025, ending November 2025) | ↑ |
| Net Sales (Full Year FY2025, ended November 2025) | ¥13,326 million | — | — |
| Segment Profit (Full Year FY2025, ended November 2025) | ¥2,197 million | — | — |
| Segment Profit Margin (Full Year FY2025, ended November 2025) | 16.5% | — | — |
Business Details
Based on esterification technology, distillation and purification technology, and polymerization inhibition technology, the company manufactures and sells Special Acrylic Acid Esters, Methacrylic Acid Esters, and Acrylic Acid. Main customers include manufacturers of automotive paints, adhesives for displays, and UV inkjet inks. The company's strength lies in its multi-purpose production facilities enabling a high-mix, low-volume production system, and it operates both domestically and overseas (via sales subsidiaries in China, Korea, and North America). This is a foundational segment accounting for approximately 33.3% of consolidated group sales in the six months ended May 2026 (H1 FY2026, ending November 2026).
Recent Overview
Profit margin improved through enhanced production efficiency; sales up 2.4% year on year
In H1 FY2026 (ending November 2026) (December 2025 to May 2026), net sales were ¥6,680 million (up 2.4% year on year), and segment profit was ¥1,274 million (up 26.9% year on year). Sales for automotive paints and adhesives for optical applications remained flat, while sales for inks including UV inkjet applications declined. The Methacrylic Acid Esters group also remained sluggish. However, segment profit margin improved significantly from 15.4% to 19.1%, driven by improved production efficiency and other factors.
Key Products
Growth Drivers
- Continued promotion of profit margin improvement measures through product consolidation and production efficiency improvements
- Acquisition of new demand through expanded sales of environmentally friendly products such as biomass-derived materials
- Strengthening of overseas sales channels through sales subsidiaries in Korea, North America, and China
- Expectations for demand recovery in Acrylic Acid Esters for automotive paints
- Strengthening of the North American sales base through the consolidation of Visnex Chemicals Corporation (US)
Risks
- Continued decline in sales for inks including UV inkjet applications
- Sluggish sales trend in the Methacrylic Acid Esters group
- Risk of rising manufacturing costs due to soaring raw material and energy prices
- Risk of demand decline due to overseas economic slowdown, particularly in China
- Risk of deteriorating business environment due to exchange rate fluctuations and geopolitical risks (Middle East situation, etc.)
Last updated: February 24, 2026