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SANKYO SEIKO, Ordinary Profit Forecast for the Fiscal Year Revised Downward to an Unexpected 20% Decrease

Thu Nov 6, 2025 11:00 am JST Earnings

8018 SANKYO SEIKO CO.,LTD. 【J-GAAP】

Earnings Report

SANKYO SEIKO CO.,LTD. <8018> [TSE Std] announced its financial results in the morning on November 6th (11:00). The consolidated ordinary profit for the cumulative second quarter of the fiscal year ending March 2026 (April to September) decreased 16.1% from the same period last year to 1.20 billion yen.

In addition, the full-year forecast for consolidated ordinary profit has decreased 27.6%, from the previous forecast of 2.90 billion yen to 2.10 billion yen (compared to 2.63 billion yen in the previous period). This changes the outlook from an anticipated profit increase to a projection of a 20.4% decrease in profit.

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 25.6% from the same period last year to 0.89 billion yen.

In the most recent three-month period, from July to September (2Q), the consolidated ordinary profit decreased to 0.40 billion yen, a 28.4% decrease compared to the same period last year. The operating profit margin significantly dropped from 12.1% in the same period last year to 6.6%.

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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 9,963 1,344 1,750 1,261 31.3 52.1 Nov 2, 2023 J-GAAP
Apr - Sep, 2024 11,261 1,154 1,433 1,115 28.1 54.3 Nov 8, 2024 J-GAAP
Apr - Sep, 2025 10,698 586 1,203 -551 -14.4 57.3 Nov 6, 2025 J-GAAP
YoY -5.0% -49.2% -16.1% － －

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 － 13.50 Sep 16, 2025 J-GAAP
Apr - Sep, 2025 Results 10,698 586 1,203 -551 -14.4 13.50 Nov 6, 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 23,000 1,900 2,900 2,100 55.0 27 Sep 16, 2025 J-GAAP
Mar, 2026 New 22,500 1,000 2,100 2,050 53.7 27 Nov 6, 2025 J-GAAP
Revision Rate -2.2% -47.4% -27.6% -2.4% -2.4%

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 11,333 612 1,206 993 25.5 27 May 15, 2025 J-GAAP
Oct - Mar, 2025 Guidance 11,802 414 897 2,601 68.2 13.50 Nov 6, 2025 J-GAAP
YoY +4.1% -32.4% -25.6% +161.9% +167.5%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2024 21,271 2,473 3,356 2,227 55.5 27 May 15, 2024 J-GAAP
Mar, 2025 22,594 1,766 2,639 2,108 54.1 27 May 15, 2025 J-GAAP
Mar, 2026 Guidance 22,500 1,000 2,100 2,050 53.7 27 Nov 6, 2025 J-GAAP
YoY -0.4% -43.4% -20.4% -2.8% -0.7%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Jul - Sep, 2024 6,361 770 570 451 11.4 12.1 Nov 8, 2024 J-GAAP
Oct - Dec, 2024 5,332 449 1,126 867 22.1 8.4 Feb 7, 2025 J-GAAP
Jan - Mar, 2025 6,001 163 80 126 3.2 2.7 May 15, 2025 J-GAAP
Apr - Jun, 2025 4,856 203 795 594 15.6 4.2 Aug 8, 2025 J-GAAP
Jul - Sep, 2025 5,842 383 408 -1,145 -30.0 6.6 Nov 6, 2025 J-GAAP
YoY -8.2% -50.3% -28.4% － －

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