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SODA NIKKA, First Half Ordinary Profit Unexpectedly Revised Upward by 9%

Thu Nov 6, 2025 2:20 pm JST Earnings

8158 SODA NIKKA CO., LTD. 【J-GAAP】

Earnings Report

SODA NIKKA CO., LTD. <8158> [TSE Prime] announced its financial results in the afternoon session on November 6th (14:20). The consolidated ordinary profit for the cumulative second quarter of the fiscal year ending March 2026 (April to September) increased 8.8% from the same period last year, reaching 1.42 billion yen, resulting in an increase in profits compared to the previous forecast of a 4.5% decrease.

Progress toward the full-year plan of 2.67 billion yen was 53.3%, also surpassing the five-year average of 48.2%.

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 6.7% from the same period last year, reaching 1.24 billion yen.

In the most recent three-month period, from July to September (2Q), the consolidated ordinary profit increased 45.9% from the same period last year, reaching 0.81 billion yen. The operating profit margin improved from 3.4% in the same period last year to 4.5%.

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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
Apr - Sep, 2023 31,527 1,037 1,256 866 37.8 48.0 Nov 7, 2023 J-GAAP
Apr - Sep, 2024 31,749 1,134 1,309 1,324 58.3 52.8 Nov 7, 2024 J-GAAP
Apr - Sep, 2025 32,935 1,187 1,424 1,205 52.9 53.3 Nov 6, 2025 J-GAAP
YoY +3.7% +4.7% +8.8% -9.0% -9.2%

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 32,800 1,080 1,250 1,090 47.9 20 May 8, 2025 J-GAAP
Apr - Sep, 2025 Results 32,935 1,187 1,424 1,205 52.9 20 Nov 6, 2025 J-GAAP
Revision Rate +0.4% +9.9% +13.9% +10.6% +10.5%

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 33,397 975 1,168 871 38.3 23 May 8, 2025 J-GAAP
Oct - Mar, 2025 Guidance 37,565 1,153 1,246 1,095 48.0 20 Nov 6, 2025 J-GAAP
YoY +12.5% +18.3% +6.7% +25.7% +25.3%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2024 64,134 2,213 2,615 1,850 81.1 36 May 10, 2024 J-GAAP
Mar, 2025 65,146 2,109 2,477 2,195 96.5 40 May 8, 2025 J-GAAP
Mar, 2026 Guidance 70,500 2,340 2,670 2,300 100.8 40 May 8, 2025 J-GAAP
YoY +8.2% +11.0% +7.8% +4.8% +4.4%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Jul - Sep, 2024 15,983 550 558 356 15.7 3.4 Nov 7, 2024 J-GAAP
Oct - Dec, 2024 17,153 574 750 522 23.0 3.3 Feb 6, 2025 J-GAAP
Jan - Mar, 2025 16,244 401 418 349 15.3 2.5 May 8, 2025 J-GAAP
Apr - Jun, 2025 16,021 426 610 362 15.9 2.7 Aug 1, 2025 J-GAAP
Jul - Sep, 2025 16,914 761 814 843 37.0 4.5 Nov 6, 2025 J-GAAP
YoY +5.8% +38.4% +45.9% +136.8% +136.1%

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