TOHOKU CHEMICAL CO.,LTD.
7446・Standard Market・Wholesale Trade
Industry
Core segment selling industrial chemicals, equipment, food, and agrochemicals to manufacturing customers
| Period | Current | Previous | Change |
|---|---|---|---|
| Net sales (H1 cumulative, FY2026 (ending September 2026)) | ¥9,608 million | ¥9,146 million (H1, FY2025 (ending September 2025)) | ↑ |
| Segment profit / gross profit (H1 cumulative, FY2026 (ending September 2026)) | ¥906 million | ¥826 million (H1, FY2025 (ending September 2025)) | ↑ |
| Net sales (full year, FY2025 (ending September 2025)) | ¥17,859 million | — | — |
| Segment profit / gross profit (full year, FY2025 (ending September 2025)) | ¥1,662 million | — | — |
| Net sales (Q1, FY2026 (ending September 2026)) | ¥4,353 million | — | — |
| Segment profit / gross profit (Q1, FY2026 (ending September 2026)) | ¥453 million | — | — |
Business Details
Handles a wide range of products including industrial chemicals such as soda industrial chemicals, organic chemicals, inorganic chemicals, semiconductor chemicals, functional synthetic resin chemicals, and pest control insecticides, as well as related equipment such as analytical instruments, measuring instruments, and machine tools, food additives and food processing equipment, and agrochemicals, soil improvement materials, seeds and seedlings, agricultural products, etc. Main customers are domestic manufacturers, giving the segment a structure that readily benefits from new plant capital investment and increased production demand related to semiconductors. Handled by the Company (Tohoku Chemical) and its subsidiary Asunaro Riken Co., Ltd., this is the largest segment, accounting for approximately 51% of consolidated net sales.
Recent Overview
Driven by capital investment and increased production demand for semiconductors, both H1 net sales and profit increased year on year
In H1 of FY2026 (ending September 2026) (October 2025 to March 2026), net sales reached ¥9,608 million (up 5.0% year on year) and segment profit (gross profit) reached ¥906 million (up 9.7% year on year). While domestic manufacturers struggled with the adverse conditions of rising raw material and energy costs, capital investment and increased production at new plants, including semiconductor-related facilities, had a positive effect, resulting in steady progress. The gross profit margin improved to 9.4% from 9.0% in the same period of the prior year.
Key Products
Growth Drivers
- Capturing capital investment demand (manufacturing equipment, machine tools, chemicals, etc.) associated with new plant construction and increased production related to semiconductors
- Increased orders for industrial chemicals and consumables driven by revitalized production activity among domestic manufacturers
- Deepening relationships with existing customers and diversifying new proposals through proactive sales activities
- Promoting supplier diversification and risk-avoidance measures aimed at expanding gross profit margin
- Revitalization of domestic manufacturing production activity driven by the recovery of inbound demand
Risks
- Risk of declining chemical orders due to fluctuations in operations at specific major customers
- Risk of domestic manufacturers curbing capital investment due to soaring raw material and energy costs
- Risk of weakening customer purchasing sentiment due to yen depreciation and price increases
- Impact on raw material procurement from geopolitical risks (the Russia-Ukraine situation, Middle East issues)
- Indirect impact on export-related manufacturing customers from uncertainty in US trade policy
Last updated: December 17, 2025