SMS, First Half Ordinary Profit Increases by 17%, Jul-Sep Ordinary Profit Increases by 19%
2175 SMS Co., Ltd. 【J-GAAP】
Earnings ReportSMS Co., Ltd. <2175> [TSE Prime] announced its financial results after the market closed on October 28th (15:30). The consolidated ordinary profit for the cumulative second quarter of the fiscal year ending March 2026 (April to September) increased 16.7% from the same period last year, reaching 5.75 billion yen. Progress toward the full-year plan of 9.46 billion yen was 60.7%, almost the same as the five-year average of 60.3%.
Based on the first-half performance announced by the company and the unchanged full-year plan, our calculation indicates that the consolidated ordinary profit for the October to March period (second half) is expected to grow 8.4% from the same period last year, reaching 3.71 billion yen.
In the most recent three-month period, from July to September (2Q), the consolidated ordinary profit grew 18.8% from the same period last year, reaching 0.96 billion yen. The operating profit margin improved from 4.0% in the same period last year to 5.2%.
Kabutan News
Actual Performance and Financial Trends
| Fiscal Year | Revenue | Operating Profit |
Ordinary Profit |
Net Profit |
Adj. EPS |
Progress Rate vs. First Half |
Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
|
|
27,474M | 4,701M | 5,775M | 4,176M | 47.8 | 58.3 | Oct 27, 2023 | J-GAAP |
|
|
31,842M | 3,574M | 4,926M | 3,670M | 42.8 | 58.9 | Oct 29, 2024 | J-GAAP |
|
|
33,475M | 4,391M | 5,750M | 4,992M | 60.3 | 60.7 | Oct 28, 2025 | J-GAAP |
| YoY | +5.1% | +22.9% | +16.7% | +36.0% | +40.7% |
| Fiscal Year | Revenue | Operating Profit |
Ordinary Profit |
Net Profit |
Adj. EPS |
Adj. Dividend |
Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Apr - Sep, 2025 Guidance | ー | ー | ー | ー | － | 0 | Apr 28, 2025 | J-GAAP |
| Apr - Sep, 2025 Results | 33,475M | 4,391M | 5,750M | 4,992M | 60.3 | 0 | Oct 28, 2025 | J-GAAP |
| Revision Rate | － | － | － | － | － |
Current Period Guidance
| Fiscal Year | Revenue | Operating Profit |
Ordinary Profit |
Net Profit |
Adj. EPS |
Adj. Dividend |
Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
|
|
29,110M | 2,761M | 3,431M | 2,384M | 27.9 | 28.50 | Apr 28, 2025 | J-GAAP |
|
Guidance
Oct - Mar, 2025
|
34,069M | 2,896M | 3,718M | 2,037M | 24.8 | － | Oct 28, 2025 | J-GAAP |
| YoY | +17.0% | +4.9% | +8.4% | -14.6% | -11.2% |
| Fiscal Year | Revenue | Operating Profit |
Ordinary Profit |
Net Profit |
Adj. EPS |
Adj. Dividend |
Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
|
|
53,973M | 8,269M | 9,901M | 7,227M | 83.0 | 20 | Apr 26, 2024 | J-GAAP |
|
|
60,952M | 6,335M | 8,357M | 6,054M | 71.0 | 28.50 | Apr 28, 2025 | J-GAAP |
|
Guidance
Mar, 2026
|
67,544M | 7,287M | 9,468M | 7,029M | 85.6 | － | Apr 28, 2025 | J-GAAP |
| YoY | +10.8% | +15.0% | +13.3% | +16.1% | +20.7% |
Quarterly Results
| Fiscal Year | Revenue | Operating Profit |
Ordinary Profit |
Net Profit |
Adj. EPS |
Operating Profit Margin |
Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
|
|
14,416M | 574M | 812M | 507M | 5.9 | 4.0 | Oct 29, 2024 | J-GAAP |
|
|
13,043M | 18M | 195M | 176M | 2.1 | 0.1 | Jan 31, 2025 | J-GAAP |
|
|
16,067M | 2,743M | 3,236M | 2,208M | 25.9 | 17.1 | Apr 28, 2025 | J-GAAP |
|
|
18,672M | 3,616M | 4,785M | 3,940M | 47.2 | 19.4 | Jul 29, 2025 | J-GAAP |
|
|
14,803M | 775M | 965M | 1,052M | 12.7 | 5.2 | Oct 28, 2025 | J-GAAP |
| YoY | +2.7% | +35.0% | +18.8% | +107.5% | +114.7% |
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