SANKYO KASEI, The Current Fiscal Year Net Income Revised Upward by 61%, Raises Record High Profit Forecast

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Wed Feb 5, 2025 2:40 pm JST Earnings

8138 SANKYO KASEI CORPORATION 【J-GAAP】

Earnings Report

SANKYO KASEI CORPORATION <8138> [TSE Std] announced its financial results in the afternoon session on February 5th (14:40). The consolidated net income for the cumulative third quarter of the fiscal year ending March 2025 (April to December) increased 6.3% from the same period last year, reaching 268 million yen.

In addition, the full-year consolidated net income has been revised upward 60.8%, from the previous forecast of 360 million yen to 579 million yen (compared to 346 million yen in the previous period), increasing the growth rate from 4.0% to 67.3%, further surpassing the previous forecast of record-high profits for two consecutive terms.

Based on the full-year plan announced by the company after the upward revision, our estimate of the consolidated net income for the October to March period (2H) is expected to increase 96.5%, from the previous forecast of 227 million yen to 446 million yen (compared to 229 million yen in the same period of the previous year), turning to a 94.8% increase in the consolidated net income outlook.

In the most recent three-month period, from October to December (3Q), the consolidated net income amounted to 135 million yen, remained almost flat compared to the same period last year. The operating profit margin improved from 2.2% in the same period last year to 2.7%.

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Actual Results

Accumulated Results 3rd Quarter

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Progress Rate vs. First Half	Announce	Accounting Standards
Apr - Dec, 2022	19,689	251	353	217	163.0	74.9	Feb 3, 2023	J-GAAP
Apr - Dec, 2023	19,653	266	364	252	189.6	72.5	Feb 5, 2024	J-GAAP
Apr - Dec, 2024	19,926	331	421	268	201.0	79.4	Feb 5, 2025	J-GAAP
YoY	+1.4%	+24.4%	+15.7%	+6.3%	+6.0%

Guidance Update

Second Half Update

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Adj. Dividend	Announce	Accounting Standards
Oct - Mar, 2024 Prev	14,338	269	319	227	247.0	45	Nov 6, 2024	J-GAAP
Oct - Mar, 2024 New	14,338	269	319	446	485.2	45	Feb 5, 2025	J-GAAP
Revision Rate	0.0%	0.0%	0.0%	+96.5%	+96.5%

Full Year Update

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Adj. Dividend	Announce	Accounting Standards
Mar, 2025 Prev	27,200	410	530	360	391.7	90	May 10, 2024	J-GAAP
Mar, 2025 New	27,200	410	530	579	629.9	90	Feb 5, 2025	J-GAAP
Revision Rate	0.0%	0.0%	0.0%	+60.8%	+60.8%

Current Period Guidance

Second Half Results

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Adj. Dividend	Announce	Accounting Standards
Oct - Mar, 2023	13,538	269	322	229	172.0	45	May 10, 2024	J-GAAP
Oct - Mar, 2024 Guidance	14,338	269	319	446	485.2	45	Feb 5, 2025	J-GAAP
YoY	+5.9%	0.0%	-0.9%	+94.8%	+182.1%

Current Period Guidance

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Adj. Dividend	Announce	Accounting Standards
Mar, 2023	26,738	340	471	303	227.6	90	May 10, 2023	J-GAAP
Mar, 2024	26,227	382	502	346	259.9	90	May 10, 2024	J-GAAP
Mar, 2025 Guidance	27,200	410	530	579	629.9	90	Feb 5, 2025	J-GAAP
YoY	+3.7%	+7.3%	+5.6%	+67.3%	+142.4%

Quarterly Results

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Operating Profit Margin	Announce	Accounting Standards
Oct - Dec, 2023	6,964	153	184	135	101.6	2.2	Feb 5, 2024	J-GAAP
Jan - Mar, 2024	6,574	116	138	94	70.6	1.8	May 10, 2024	J-GAAP
Apr - Jun, 2024	6,412	70	114	72	54.5	1.1	Aug 7, 2024	J-GAAP
Jul - Sep, 2024	6,450	71	97	61	45.9	1.1	Nov 6, 2024	J-GAAP
Oct - Dec, 2024	7,064	190	210	135	101.2	2.7	Feb 5, 2025	J-GAAP
YoY	+1.4%	+24.2%	+14.1%	0.0%	-0.3%