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Sumitomo Riko, Net Income Forecast for First Half Revised Upward to an Unexpected 4% Increase, Full Year also Increased, Dividend Revised Upward by 3 Yen

Wed Jul 30, 2025 12:00 pm JST Earnings

5191 Sumitomo Riko Company Limited 【IFRS】

Earnings Report

Sumitomo Riko Company Limited <5191> [TSE Prime] announced its financial results (based on IFRS) at noon (12:00) on July 30th. The consolidated net income for the first quarter of the fiscal year ending March 2026 (April to June) was 5.76 billion yen, a 2.7% decrease compared to the same period last year.

However, the April to September period (first half) consolidated net income has been revised upward 2.6 times, from the previous forecast of 4.00 billion yen to 10.4 billion yen (compared to 10.0 billion yen in the same period of the previous year), turning to a 3.7% increase in the consolidated net income outlook.

Following the strong performance in the first half, the full-year forecast for consolidated net income has been revised upward 5.1%, from the previous forecast of 19.5 billion yen to 20.5 billion yen (compared to 27.4 billion yen in the previous period), and the declining rate is expected to decrease from 28.9% to 25.2%.

At the same time, the dividend for the first half of this fiscal year has been significantly increased from the original plan of 11 yen to 30 yen, and the dividend for the second half has been revised the original plan of 46 yen to 30 yen. The annual dividend has been revised upwards from the original plan of 57 yen to 60 yen (compared to 66 yen in the previous period).

In the most recent three-month period, from April to June (1Q), the operating profit margin improved from 5.7% in the same period last year to 6.2%.

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Actual Results

Accumulated Results 1st Quarter
Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Progress Rate vs. First Half Announce Accounting Standards
Apr - Jun, 2023 145,637 6,586 5,757 3,266 31.5 54.3 Aug 1, 2023 IFRS
Apr - Jun, 2024 157,615 8,998 8,563 5,924 57.1 54.5 Jul 31, 2024 IFRS
Apr - Jun, 2025 154,783 9,633 9,129 5,763 55.5 56.0 Jul 30, 2025 IFRS
YoY -1.8% +7.1% +6.6% -2.7% -2.7%

Guidance Update

First Half Update

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Apr - Sep, 2025 Prev 300,000 10,900 9,300 4,000 38.5 11 May 9, 2025 IFRS
Apr - Sep, 2025 New 305,000 17,900 16,300 10,400 100.2 30 Jul 30, 2025 IFRS
Revision Rate +1.7% +64.2% +75.3% +160.0% +160.0%

Full Year Update

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2026 Prev 620,000 37,400 34,000 19,500 187.8 57 May 9, 2025 IFRS
Mar, 2026 New 615,000 38,400 35,000 20,500 197.5 60 Jul 30, 2025 IFRS
Revision Rate -0.8% +2.7% +2.9% +5.1% +5.1%

Current Period Guidance

H1 Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Apr - Sep, 2024 309,169 17,378 15,720 10,030 96.6 24 Oct 31, 2024 IFRS
Apr - Sep, 2025 Guidance 305,000 17,900 16,300 10,400 100.2 30 Jul 30, 2025 IFRS
YoY -1.3% +3.0% +3.7% +3.7% +3.7%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2024 615,449 33,977 30,805 18,641 179.5 36 May 9, 2024 IFRS
Mar, 2025 633,331 41,573 38,633 27,419 264.1 66 May 9, 2025 IFRS
Mar, 2026 Guidance 615,000 38,400 35,000 20,500 197.5 60 Jul 30, 2025 IFRS
YoY -2.9% -7.6% -9.4% -25.2% -25.2%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Apr - Jun, 2024 157,615 8,998 8,563 5,924 57.1 5.7 Jul 31, 2024 IFRS
Jul - Sep, 2024 151,554 8,380 7,157 4,106 39.6 5.5 Oct 31, 2024 IFRS
Oct - Dec, 2024 162,102 15,741 15,194 12,158 117.1 9.7 Jan 29, 2025 IFRS
Jan - Mar, 2025 162,060 8,454 7,719 5,231 50.4 5.2 May 9, 2025 IFRS
Apr - Jun, 2025 154,783 9,633 9,129 5,763 55.5 6.2 Jul 30, 2025 IFRS
YoY -1.8% +7.1% +6.6% -2.7% -2.7%

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