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SANYU, Ordinary Profit Forecast for the Fiscal Year Revised Upward to an Unexpected 12% Increase, Dividend Revised Upward by 5 Yen

Wed Nov 5, 2025 4:00 pm JST Earnings

5697 SANYU CO.,LTD. 【J-GAAP】

Earnings Report

SANYU CO.,LTD. <5697> [TSE Std] announced its financial results after the market closed on November 5th (16:00). The consolidated ordinary profit for the cumulative second quarter of the fiscal year ending March 2026 (April to September) expanded 483 million yen, an increase 44.2% compared to the same period last year.

In addition, the full-year forecast for consolidated ordinary profit has been revised upward 19.1%, from the previous forecast of 680 million yen to 810 million yen (compared to 725 million yen in the previous period), turning to an 11.7% increase in the consolidated ordinary profit outlook.

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 October to March period (second half) is expected to decrease 16.2% from the same period last year to 327 million yen.

In light of the strong performance, the company has increased its planned year-end lump-sum dividend for the current fiscal year from the original plan of 20 yen to 25 yen (compared to 22 yen in the previous period).

In the most recent three-month period, from July to September (2Q), the consolidated ordinary profit grew 11.4% from the same period last year, reaching 255 million yen. The operating profit margin remained almost flat, changing from 3.7% in the same period last year to 3.9%.

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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
Apr - Sep, 2023 11,928 409 453 271 44.9 69.4 Nov 2, 2023 J-GAAP
Apr - Sep, 2024 11,973 304 335 191 31.7 46.2 Nov 5, 2024 J-GAAP
Apr - Sep, 2025 12,672 447 483 301 49.9 59.6 Nov 5, 2025 J-GAAP
YoY +5.8% +47.0% +44.2% +57.6% +57.6%

First Half Results vs. Previous Guidance

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 May 13, 2025 J-GAAP
Apr - Sep, 2025 Results 12,672 447 483 301 49.9 0 Nov 5, 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
Mar, 2026 Prev 27,000 640 680 410 67.8 20 May 13, 2025 J-GAAP
Mar, 2026 New 25,300 760 810 500 82.7 25 Nov 5, 2025 J-GAAP
Revision Rate -6.3% +18.8% +19.1% +22.0% +22.0%

Current Period Guidance

Second Half Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Oct - Mar, 2024 12,471 364 390 259 42.9 22 May 13, 2025 J-GAAP
Oct - Mar, 2025 Guidance 12,628 313 327 199 32.9 25 Nov 5, 2025 J-GAAP
YoY +1.3% -14.0% -16.2% -23.2% -23.3%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2024 24,012 595 653 386 64.0 19 May 13, 2024 J-GAAP
Mar, 2025 24,444 668 725 450 74.6 22 May 13, 2025 J-GAAP
Mar, 2026 Guidance 25,300 760 810 500 82.7 25 Nov 5, 2025 J-GAAP
YoY +3.5% +13.8% +11.7% +11.1% +10.9%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Jul - Sep, 2024 6,063 224 229 135 22.4 3.7 Nov 5, 2024 J-GAAP
Oct - Dec, 2024 6,324 255 265 168 27.8 4.0 Feb 4, 2025 J-GAAP
Jan - Mar, 2025 6,147 109 125 91 15.1 1.8 May 13, 2025 J-GAAP
Apr - Jun, 2025 6,370 201 228 143 23.7 3.2 Aug 4, 2025 J-GAAP
Jul - Sep, 2025 6,302 246 255 158 26.2 3.9 Nov 5, 2025 J-GAAP
YoY +3.9% +9.8% +11.4% +17.0% +17.0%

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