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SK KAKEN, First Half Ordinary Profit Increases by 12%, Jul-Sep Ordinary Profit Increases by 15 times

Mon Nov 10, 2025 3:30 pm JST Earnings

4628 SK KAKEN CO.,LTD. 【J-GAAP】

Earnings Report

SK KAKEN CO.,LTD. <4628> [TSE Std] announced its financial results after the market closed on November 10th (15:30). The consolidated ordinary profit for the cumulative second quarter of the fiscal year ending March 2026 (April to September) increased 11.7% from the same period last year, reaching 6.91 billion yen. However, Progress toward the full-year plan of 14.9 billion yen was 46.4%, almost the same as the five-year average of 48.4%.

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 decrease 8.0% from the same period last year to 7.98 billion yen.

In the most recent three-month period, from July to September (2Q), the consolidated ordinary profit surged 15 times that of the same period last year, reaching 4.55 billion yen. However, the operating profit margin remained almost flat, changing from 11.0% in the same period last year to 11.0%.

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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 49,000 5,606 9,485 6,652 493.4 55.6 Nov 10, 2023 J-GAAP
Apr - Sep, 2024 52,116 6,143 6,192 4,617 342.5 41.6 Nov 11, 2024 J-GAAP
Apr - Sep, 2025 52,963 5,764 6,914 5,310 393.7 46.4 Nov 10, 2025 J-GAAP
YoY +1.6% -6.2% +11.7% +15.0% +14.9%

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 52,670 6,170 6,800 4,930 365.5 0 May 13, 2025 J-GAAP
Apr - Sep, 2025 Results 52,963 5,764 6,914 5,310 393.7 0 Nov 10, 2025 J-GAAP
Revision Rate +0.6% -6.6% +1.7% +7.7% +7.7%

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 54,026 6,301 8,682 6,112 453.2 120 May 13, 2025 J-GAAP
Oct - Mar, 2025 Guidance 56,037 7,036 7,986 5,490 407.0 120 Nov 10, 2025 J-GAAP
YoY +3.7% +11.7% -8.0% -10.2% -10.2%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2024 100,883 12,085 17,058 11,825 877.2 135 May 13, 2024 J-GAAP
Mar, 2025 106,142 12,444 14,874 10,729 795.6 120 May 13, 2025 J-GAAP
Mar, 2026 Guidance 109,000 12,800 14,900 10,800 800.6 120 May 13, 2025 J-GAAP
YoY +2.7% +2.9% +0.2% +0.7% +0.6%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Jul - Sep, 2024 25,867 2,849 294 487 36.1 11.0 Nov 11, 2024 J-GAAP
Oct - Dec, 2024 29,841 4,006 7,788 5,389 399.6 13.4 Feb 10, 2025 J-GAAP
Jan - Mar, 2025 24,185 2,295 894 723 53.6 9.5 May 13, 2025 J-GAAP
Apr - Jun, 2025 26,208 2,820 2,361 2,038 151.1 10.8 Aug 8, 2025 J-GAAP
Jul - Sep, 2025 26,755 2,944 4,553 3,272 242.6 11.0 Nov 10, 2025 J-GAAP
YoY +3.4% +3.3% +1,448.6% +571.9% +571.6%

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