Oji Holdings Reports 3Q FY2025 Results; Advances Shareholder Returns and Portfolio Optimization

Tokyo, Japan – February 6, 2026 – Oji Holdings Corporation announced its consolidated financial results for the third quarter of fiscal year 2025 (year-to-date), highlighting stable sales, disciplined capital allocation, and continued progress in shareholder returns and portfolio optimization.

For the first nine months of FY2025, consolidated net sales increased to ¥1,393.0 billion, up ¥9.2 billion year on year. Operating profit totaled ¥26.7 billion, while profit attributable to owners of the parent reached ¥50.4 billion. Results were impacted by weaker overseas profitability and cost pressures, partially offset by pricing actions and domestic performance.

Segment Performance

• Household & Industrial Materials: Sales increased to ¥706.6 billion, though operating profit declined slightly to ¥13.4 billion due to volume and cost factors.

• Functional Materials: Sales were broadly flat at ¥176.5 billion, with operating profit decreasing to ¥8.1 billion.

• Forest Resources & Environment Marketing: Sales remained stable at ¥290.4 billion; operating profit declined significantly due to overseas pulp market deterioration.

• Printing & Communications Media: Sales declined to ¥204.2 billion, with operating profit of ¥6.9 billion reflecting ongoing structural demand decline.

Dividend and Shareholder Returns

Oji reaffirmed its dividend payout ratio of 50%, with a minimum annual dividend of ¥24 per share. For FY2025, the company expects a dividend of ¥36 per share, unchanged from the prior forecast.

The company also continued its treasury stock buyback program, achieving ¥62.5 billion in cumulative repurchases to date under its ¥150 billion multi-year target.

Portfolio Optimization

Oji is progressing with its shareholdings reduction program, with ¥78.0 billion scheduled for reduction between 4Q FY2025 and FY2027, reinforcing balance sheet efficiency and capital discipline.

Outlook

While overseas pulp markets and foreign exchange movements remain headwinds, Oji will continue focusing on pricing discipline, cost control, sustainability-driven forest assets, and shareholder-focused capital allocation.

Extracted Key Updates & Disclosures (Structured Summary)

1. Financial Performance

• Net Sales (YTD 3Q FY2025): ¥1,393.0 bn (YoY +¥9.2 bn)

• Operating Profit: ¥26.7 bn (YoY −¥30.4 bn)

• Profit attributable to owners of parent: ¥50.4 bn

• Depreciation: ¥63.3 bn

2. Dividend Policy

• Dividend payout ratio: 50%

• Minimum annual dividend: ¥24/share

• FY2025 dividend forecast: ¥36/share (unchanged)

3. Share Buyback

• Total program (FY2024–FY2027): ¥150 bn

• Progress to date: ¥62.5 bn

• Buyback in January 2026: ¥7.2 bn

4. Capital Allocation / Shareholdings Reduction

• Total planned reduction: ¥120 bn

• Scheduled for 4Q FY2025–FY2027: ¥78.0 bn

• Strategic shareholdings: ¥85 bn target

• Retirement benefit trust shares: ¥35 bn target

• Overall progress: 69% (strategic), 54% (retirement trust)