SAWAI GROUP, Net Income Forecast for the Fiscal Year Revised Downward by 20%

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Mon Nov 10, 2025 3:30 pm JST Revision

4887 SAWAI GROUP HOLDINGS Co.,Ltd. 【IFRS】

Guidance Update Report

SAWAI GROUP HOLDINGS Co.,Ltd. <4887> [TSE Prime] announced a performance revision after the market closed on November 10th (15:30). The consolidated net income forecast for the fiscal year ending March 2026 has decreased 19.5%, from the previous forecast of 17.4 billion yen to 14.0 billion yen (compared to 11.9 billion yen in the previous period), leading to a reduction in the profit growth rate from 45.4% to 17.0%.

At the same time, the April to September period (first half) consolidated net income has decreased 35.6%, from the previous forecast of 9.00 billion yen to 5.80 billion yen (compared to 18.9 billion yen in the same period of the previous year), leading to an increase in the profit decline rate from 52.4% to 69.3%.

Kabutan News

Guidance Update

First Half Update

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Adj. Dividend	Announce	Accounting Standards
Apr - Sep, 2025 Prev	96,500	13,200	12,900	9,000	77.9	27	May 14, 2025	IFRS
Apr - Sep, 2025 New	98,800	8,500	7,900	5,800	50.2	27	Nov 10, 2025	IFRS
Revision Rate	+2.4%	-35.6%	-38.8%	-35.6%	-35.6%

Full Year Update

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Adj. Dividend	Announce	Accounting Standards
Mar, 2026 Prev	200,200	25,600	24,800	17,400	150.7	55	May 14, 2025	IFRS
Mar, 2026 New	202,500	20,900	19,800	14,000	121.2	55	Nov 10, 2025	IFRS
Revision Rate	+1.1%	-18.4%	-20.2%	-19.5%	-19.5%

Current Period Guidance

H1 Results

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Adj. Dividend	Announce	Accounting Standards
Apr - Sep, 2024	87,870	11,755	11,409	18,901	146.3	26	Nov 11, 2024	IFRS
Apr - Sep, 2025 Guidance	98,800	8,500	7,900	5,800	50.2	27	Nov 10, 2025	IFRS
YoY	+12.4%	-27.7%	-30.8%	-69.3%	-65.7%

Current Period Guidance

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Adj. Dividend	Announce	Accounting Standards
Mar, 2024	176,862	18,620	18,262	13,695	104.2	43.33	May 13, 2024	IFRS
Mar, 2025	189,024	4,050	3,161	11,969	96.5	53	May 14, 2025	IFRS
Mar, 2026 Guidance	202,500	20,900	19,800	14,000	121.2	55	Nov 10, 2025	IFRS
YoY	+7.1%	+416.0%	+526.4%	+17.0%	+25.6%