Kurita Water Industries Ltd. · TSE:6370
Kurita Water Industries — Q1 FY2026 Earnings Presentation
12 slides from Kurita Water Industries's earnings presentation, Aug 7, 2025
Slide 1: Results Presentation for the First Quarter of the Fiscal Year Ending March 31, 2026
Kurita Water Industries Ltd. Results Presentation for the First Quarter of the Fiscal Year Ending March 31, 2026 (Securities code: 6370) August 7, 2025 © KURITA WATER INDUSTRIES LTD. All Rights Reserved.
Slide 2: 1Q Result Summary
1Q Result Summary Net sales : - 2% Business profit: - 5% CSV business net sales: +10% 1Q Results Despite temporary headwinds, the full-year outlook remains unchanged. ⚫ Net sales and operating profit declined due to the absence of previous year’s large facility projects in China. Electronics ⚫ Semic
Slide 3: Overview of Results
Overview of Results FY 03/2026 FY 03/2025 FY 03/2026 1H Forecast (Billions of Yen) Three-Month Three-Month YoY YoY （Billions of Yen） (Announced Results Results Change change rate in May.) 8.4 Orders 99.3 98.1 (1.2) (1.2%) 205.0 7.9 7.5 Net Sales 94.0 91.9 (2.1) (2.2%) 202.0 Business Profit 8.4 7.9 (
Slide 4: Factors in Business Profit Change (YoY Change)
Factors in Business Profit Change (YoY Change) (Billions of Yen) Improving the Increase in Impact of cost of sales ratio SG&A expenses increased sales 10 + 0.5 (1.0) Impact of foreign + 0.4 exchange rate 8.4 (0.3) 7.9 Electronics Electronics Industry ⚫ Increase in Industry personnel and Improved Dec
Slide 5: Electronics Industry Results by Segment
Electronics Industry Results by Segment FY 03/2026 Facilities FY 03/2025 FY 03/2026 1H Forecast (Billions of Yen) Three-Month Three-Month Results Results YoY Change (Announced in ⚫ Order volume remained flat year-on-year, with large projects May.) in China and South Korea expected from 2Q onward. Or
Slide 6: Electronics Industry Factors in Business Profit Change (YoY Change)
Electronics Industry Factors in Business Profit Change (YoY Change) (Billions of Yen) 6 Increase in Improving the SG&A expenses cost of sales ratio Impact of (0.5) Impact of foreign + 0.8 exchange rate decreased sales (0.2) 4.3 4.4 (0.2) 4 ⚫ Improved business ⚫ Increase in ⚫ Increased from mix due t
Slide 7: General Industry Results by Segment
General Industry Results by Segment FY 03/2026 Facilities FY 03/2025 FY 03/2026 1H Forecast (Billions of Yen) Three-Month Three-Month YoY Change (Announced ⚫ Orders declined due to a reaction to strong public-sector Results Results in May.) demand in North America in previous 1Q. Orders 60.9 60.1 (0
Slide 8: General Industry Factors in Business Profit Change (YoY Change)
General Industry Factors in Business Profit Change (YoY Change) (Billions of Yen) 6 Impact of Worsening the increased sales cost of sales ratio + 0.9 Increase in (0.6) SG&A expenses (0.5) Impact of foreign 3.9 exchange rate 4 (0.1) 3.6 ⚫ Increased across facility, recurring ⚫ Deteriorated due to add
Slide 9: CSV Business
CSV Business CSV Business Net Sales Number of CSV Business Models FY 03/2026 FY 03/2025 FY 03/2026 End of End of Forecast Change (Billions of Yen) Three-Month Three-Month March 2025 June 2025 (Announced Results Results YoY Change in May.) Consolidated 96 114 + 18 Consolidated 11.2 12.3 + 1.1 55.5 El
Slide 10: Net Sales by Region
Net Sales by Region Consolidated ⚫ Japan : Increased Electronics Industry FY 03/2026 Increased with water supply project launched last 2Q FY 03/2025 FY 03/2026 1H Forecast ⚫ Asia : Decreased (Billions of Yen) Three-Month Three-Month (Announced Results Results YoY Change The absence of large-scale pr
Slide 11: Capital Expenditures, Depreciation and R&D Expenses
Capital Expenditures, Depreciation and R&D Expenses FY 03/2025 FY 03/2026 FY 03/2026 ⚫ Capital expenditures decreased mainly due to decline 1H Forecast (Billions of Yen) Three-Month Three-Month (Announced in water supply services and precision tool cleaning Results Results YoY Change in May.) busine
Slide 12: Forward-looking Statements
Forward-looking Statements This presentation contains forward-looking statements, business plan projections, and judgments based on information available to management at the time of writing. Due to the existence of a variety of risk factors and uncertainties, actual results may differ from those sp
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