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SANWAYUKA, Ordinary Profit Forecast for the Fiscal Year Revised Upward by 13%

Tue Nov 11, 2025 3:30 pm JST Earnings

4125 SANWAYUKA INDUSTRY CORPORATION 【J-GAAP】

Earnings Report

SANWAYUKA INDUSTRY CORPORATION <4125> [TSE Std] announced its financial results after the market closed on November 11th (15:30). The consolidated ordinary profit for the cumulative second quarter of the fiscal year ending March 2026 (April to September) expanded 0.58 billion yen, an increase 55.0% compared to the same period last year, exceeded the previous forecast of 0.38 billion yen.

In addition, the full-year forecast for consolidated ordinary profit has been revised upward 13.2%, from the previous forecast of 1.06 billion yen to 1.20 billion yen (compared to 0.89 billion yen in the previous period), increasing the growth rate from 18.2% to 33.8%.

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 grow 18.3% from the same period last year, reaching 0.61 billion yen.

In the most recent three-month period, from July to September (2Q), the consolidated ordinary profit surged 3.0 times that of the same period last year, reaching 0.34 billion yen. The operating profit margin significantly improved from 3.1% in the same period last year to 6.3%.

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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 8,011 769 787 527 122.2 57.9 Nov 10, 2023 J-GAAP
Apr - Sep, 2024 7,773 337 378 228 53.0 42.1 Nov 8, 2024 J-GAAP
Apr - Sep, 2025 8,287 492 586 376 87.2 48.8 Nov 11, 2025 J-GAAP
YoY +6.6% +46.0% +55.0% +64.9% +64.5%

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 8,350 350 380 250 57.9 0 May 13, 2025 J-GAAP
Apr - Sep, 2025 Results 8,287 492 586 376 87.2 0 Nov 11, 2025 J-GAAP
Revision Rate -0.8% +40.6% +54.2% +50.4% +50.6%

Guidance Update

Full Year Update

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2026 Prev 17,000 1,000 1,060 740 171.3 43 May 13, 2025 J-GAAP
Mar, 2026 New 18,700 1,100 1,200 830 192.1 43 Nov 11, 2025 J-GAAP
Revision Rate +10.0% +10.0% +13.2% +12.2% +12.2%

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 8,267 499 519 363 84.1 43 May 13, 2025 J-GAAP
Oct - Mar, 2025 Guidance 10,413 608 614 454 105.1 43 Nov 11, 2025 J-GAAP
YoY +26.0% +21.8% +18.3% +25.1% +24.9%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2024 15,633 1,279 1,360 1,041 241.3 40 May 14, 2024 J-GAAP
Mar, 2025 16,040 836 897 591 137.0 43 May 13, 2025 J-GAAP
Mar, 2026 Guidance 18,700 1,100 1,200 830 192.1 43 Nov 11, 2025 J-GAAP
YoY +16.6% +31.6% +33.8% +40.4% +40.3%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Jul - Sep, 2024 3,868 120 114 77 17.9 3.1 Nov 8, 2024 J-GAAP
Oct - Dec, 2024 4,215 288 316 226 52.4 6.8 Feb 10, 2025 J-GAAP
Jan - Mar, 2025 4,052 211 203 137 31.8 5.2 May 13, 2025 J-GAAP
Apr - Jun, 2025 4,009 222 244 138 32.0 5.5 Aug 8, 2025 J-GAAP
Jul - Sep, 2025 4,278 270 342 238 55.2 6.3 Nov 11, 2025 J-GAAP
YoY +10.6% +125.0% +200.0% +209.1% +208.3%

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