Sun Messe, Net Income Forecast for the Fiscal Year Revised Upward to an Unexpected 5% Increase
7883 Sun Messe Co.,Ltd. 【J-GAAP】
Earnings ReportSun Messe Co.,Ltd. <7883> [TSE Std] announced its financial results after the market closed on November 4th (15:50). The consolidated net income for the cumulative second quarter of the fiscal year ending March 2026 (April to September) increased 17.6% from the same period last year, reaching 127 million yen, resulting in an increase in profits compared to the previous forecast of a 40.7% decrease.
In addition, the full-year forecast for consolidated net income has been revised upward 62.8%, from the previous forecast of 215 million yen to 350 million yen (compared to 332 million yen in the previous period), turning to a 5.4% increase in the consolidated net income outlook.
Based on the first-half performance announced by the company and the full-year plan, our calculation indicates that the consolidated net income for the October to March period (second half) is expected to nearly flat at 223 million yen, down 0.4% from the same period last year.
In the most recent three-month period, from July to September (2Q), the consolidated net loss expanded to a loss of 110 million yen (compared to a loss of 70 million yen in the same period last year). The operating profit/loss margin worsened from -3.5% in the same period last year to -5.0%.
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 |
|---|---|---|---|---|---|---|---|---|
|
|
7,962M | 78M | 161M | 92M | 6.0 | 38.9 | Nov 1, 2023 | J-GAAP |
|
|
8,044M | 61M | 171M | 108M | 7.0 | 48.9 | Nov 1, 2024 | J-GAAP |
|
|
8,185M | 85M | 200M | 127M | 8.2 | 58.0 | Nov 4, 2025 | J-GAAP |
| YoY | +1.8% | +39.3% | +17.0% | +17.6% | +17.8% |
| Fiscal Year | Revenue | Operating Profit |
Ordinary Profit |
Net Profit |
Adj. EPS |
Adj. Dividend |
Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Apr - Sep, 2025 Guidance | 8,281M | 18M | 113M | 64M | 4.1 | 4 | May 9, 2025 | J-GAAP |
| Apr - Sep, 2025 Results | 8,185M | 85M | 200M | 127M | 8.2 | 4 | Nov 4, 2025 | J-GAAP |
| Revision Rate | -1.2% | +372.2% | +77.0% | +98.4% | +100.0% |
Guidance Update
| Fiscal Year | Revenue | Operating Profit |
Ordinary Profit |
Net Profit |
Adj. EPS |
Adj. Dividend |
Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Mar, 2026 Prev | 17,190M | 175M | 345M | 215M | 13.8 | 8 | May 9, 2025 | J-GAAP |
| Mar, 2026 New | 17,190M | 175M | 345M | 350M | 22.5 | 8 | Nov 4, 2025 | J-GAAP |
| Revision Rate | 0.0% | 0.0% | 0.0% | +62.8% | +62.8% |
Current Period Guidance
| Fiscal Year | Revenue | Operating Profit |
Ordinary Profit |
Net Profit |
Adj. EPS |
Adj. Dividend |
Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
|
|
8,392M | 74M | 179M | 224M | 14.5 | 5 | May 9, 2025 | J-GAAP |
|
Guidance
Oct - Mar, 2025
|
9,005M | 90M | 145M | 223M | 14.4 | 4 | Nov 4, 2025 | J-GAAP |
| YoY | +7.3% | +21.6% | -19.0% | -0.4% | -0.8% |
| Fiscal Year | Revenue | Operating Profit |
Ordinary Profit |
Net Profit |
Adj. EPS |
Adj. Dividend |
Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
|
|
16,633M | 257M | 414M | 257M | 16.6 | 8 | May 10, 2024 | J-GAAP |
|
|
16,436M | 135M | 350M | 332M | 21.4 | 9 | May 9, 2025 | J-GAAP |
|
Guidance
Mar, 2026
|
17,190M | 175M | 345M | 350M | 22.5 | 8 | Nov 4, 2025 | J-GAAP |
| YoY | +4.6% | +29.6% | -1.4% | +5.4% | +5.1% |
Quarterly Results
| Fiscal Year | Revenue | Operating Profit |
Ordinary Profit |
Net Profit |
Adj. EPS |
Operating Profit Margin |
Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
|
|
3,692M | -128M | -96M | -70M | -4.5 | -3.5 | Nov 1, 2024 | J-GAAP |
|
|
4,282M | 89M | 160M | 153M | 9.9 | 2.1 | Feb 4, 2025 | J-GAAP |
|
|
4,110M | -15M | 19M | 71M | 4.6 | -0.4 | May 9, 2025 | J-GAAP |
|
|
4,490M | 268M | 359M | 237M | 15.3 | 6.0 | Aug 1, 2025 | J-GAAP |
|
|
3,695M | -183M | -159M | -110M | -7.1 | -5.0 | Nov 4, 2025 | J-GAAP |
| YoY | +0.1% | -43.0% | -65.6% | -57.1% | -57.5% |
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