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SK JAPAN, Ordinary Profit Forecast for the Fiscal Year Revised Upward by 23%, Raises Record High Profit Forecast, Dividend Revised Upward by 7 Yen

Tue Oct 14, 2025 12:00 pm JST Earnings

7608 SK JAPAN CO., LTD. 【J-GAAP】

Earnings Report

SK JAPAN CO., LTD. <7608> [TSE Std] announced its financial results at noon (12:00) on October 14th. The consolidated ordinary profit for the cumulative second quarter of the fiscal year ending February 2026 (March to August) expanded 1.01 billion yen, an increase 71.2% compared to the same period last year.

In addition, the full-year forecast for consolidated ordinary profit has been revised upward 23.1%, from the previous forecast of 1.30 billion yen to 1.60 billion yen (compared to 1.26 billion yen in the previous period), increasing the growth rate from 3.1% to 26.9%, further surpassing the previous forecast of record-high profits for three consecutive terms.

Based on the first-half performance announced by the company and the full-year plan, our calculation indicates that the consolidated ordinary profit for the September to February period (second half) is expected to decrease 12.1% from the same period last year to 0.59 billion yen.

In light of the strong performance, the company has increased its planned annual dividend for the current fiscal year from the original plan of 31 yen to 38 yen (compared to 27 yen in the previous period).

In the most recent three-month period, from June to August (2Q), the consolidated ordinary profit surged 2.2 times that of the same period last year, reaching 0.61 billion yen. The operating profit margin drastically improved from 8.3% in the same period last year to 14.5%.

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Actual Results

Accumulated Results 2nd Quarter
Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Progress Rate vs. First Half Announce Accounting Standards
Mar - Aug, 2023 5,184 595 650 452 54.6 60.6 Oct 13, 2023 J-GAAP
Mar - Aug, 2024 6,324 585 590 417 50.1 46.8 Oct 11, 2024 J-GAAP
Mar - Aug, 2025 7,601 1,007 1,010 709 84.7 63.1 Oct 14, 2025 J-GAAP
YoY +20.2% +72.1% +71.2% +70.0% +68.8%

First Half Results vs. Previous Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar - Aug, 2025 Guidance ー ー ー ー － 15 Apr 14, 2025 J-GAAP
Mar - Aug, 2025 Results 7,601 1,007 1,010 709 84.7 18 Oct 14, 2025 J-GAAP
Revision Rate － － － － －

Guidance Update

Full Year Update

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Feb, 2026 Prev 13,600 1,300 1,300 910 108.5 31 Apr 14, 2025 J-GAAP
Feb, 2026 New 14,000 1,600 1,600 1,120 133.5 38 Oct 14, 2025 J-GAAP
Revision Rate +2.9% +23.1% +23.1% +23.1% +23.1%

Current Period Guidance

Second Half Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Sep - Feb, 2024 6,950 644 671 512 61.5 17 Apr 14, 2025 J-GAAP
Sep - Feb, 2025 Guidance 6,399 593 590 411 49.0 20 Oct 14, 2025 J-GAAP
YoY -7.9% -7.9% -12.1% -19.7% -20.3%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Feb, 2024 10,612 992 1,073 755 91.0 17 Apr 12, 2024 J-GAAP
Feb, 2025 13,274 1,229 1,261 929 111.6 27 Apr 14, 2025 J-GAAP
Feb, 2026 Guidance 14,000 1,600 1,600 1,120 133.5 38 Oct 14, 2025 J-GAAP
YoY +5.5% +30.2% +26.9% +20.6% +19.7%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Jun - Aug, 2024 3,513 293 281 195 23.5 8.3 Oct 11, 2024 J-GAAP
Sep - Nov, 2024 3,337 399 409 287 34.5 12.0 Jan 14, 2025 J-GAAP
Dec - Feb, 2024 3,613 245 262 225 27.0 6.8 Apr 14, 2025 J-GAAP
Mar - May, 2025 3,492 412 395 282 33.7 11.8 Jul 14, 2025 J-GAAP
Jun - Aug, 2025 4,109 595 615 427 51.0 14.5 Oct 14, 2025 J-GAAP
YoY +17.0% +103.1% +118.9% +119.0% +117.4%

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