SEIKO GROUP, Ordinary Profit Forecast for the Fiscal Year Revised Upward by 4%, Raises Record High Profit Forecast, Dividend Revised Upward by 10 Yen

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Tue Nov 11, 2025 3:30 pm JST Earnings

8050 SEIKO GROUP CORPORATION 【J-GAAP】

Earnings Report

SEIKO GROUP CORPORATION <8050> [TSE Prime] 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 17.3 billion yen, an increase 35.6% compared to the same period last year.

In addition, the full-year forecast for consolidated ordinary profit has been revised upward 4.3%, from the previous forecast of 23.5 billion yen to 24.5 billion yen (compared to 20.7 billion yen in the previous period), increasing the growth rate from 13.1% to 18.0%, further surpassing the previous forecast of record-high profits for three consecutive terms.

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 10.5% from the same period last year to 7.10 billion yen.

In light of the strong performance, the company has increased its planned annual dividend for the current fiscal year from the original plan of 120 yen to 130 yen (compared to 100 yen in the previous period).

In the most recent three-month period, from July to September (2Q), the consolidated ordinary profit grew 20.1% from the same period last year, reaching 8.91 billion yen. However, the operating profit margin decreased from 10.7% in the same period last year to 10.4%.

Kabutan News

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	131,295	8,160	9,247	6,281	152.1	58.2	Nov 14, 2023	J-GAAP
Apr - Sep, 2024	151,001	13,351	12,833	8,667	212.4	61.8	Nov 12, 2024	J-GAAP
Apr - Sep, 2025	160,524	16,849	17,398	12,498	305.9	71.0	Nov 11, 2025	J-GAAP
YoY	+6.3%	+26.2%	+35.6%	+44.2%	+44.0%

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	－	60	Aug 8, 2025	J-GAAP
Apr - Sep, 2025 Results	160,524	16,849	17,398	12,498	305.9	60	Nov 11, 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	314,000	23,500	23,500	15,500	379.2	120	Aug 8, 2025	J-GAAP
Mar, 2026 New	318,000	24,500	24,500	16,000	391.5	130	Nov 11, 2025	J-GAAP
Revision Rate	+1.3%	+4.3%	+4.3%	+3.2%	+3.2%

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	153,743	7,889	7,936	4,649	113.9	55	May 13, 2025	J-GAAP
Oct - Mar, 2025 Guidance	157,476	7,651	7,102	3,502	85.7	70	Nov 11, 2025	J-GAAP
YoY	+2.4%	-3.0%	-10.5%	-24.7%	-24.8%

Current Period Guidance

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Adj. Dividend	Announce	Accounting Standards
Mar, 2024	276,807	14,737	15,894	10,051	244.3	80	May 14, 2024	J-GAAP
Mar, 2025	304,744	21,240	20,769	13,316	326.2	100	May 13, 2025	J-GAAP
Mar, 2026 Guidance	318,000	24,500	24,500	16,000	391.5	130	Nov 11, 2025	J-GAAP
YoY	+4.3%	+15.3%	+18.0%	+20.2%	+20.0%

Quarterly Results

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Operating Profit Margin	Announce	Accounting Standards
Jul - Sep, 2024	76,961	8,247	7,418	5,175	126.8	10.7	Nov 12, 2024	J-GAAP
Oct - Dec, 2024	81,513	7,447	7,951	4,268	104.6	9.1	Feb 12, 2025	J-GAAP
Jan - Mar, 2025	72,230	442	-15	381	9.3	0.6	May 13, 2025	J-GAAP
Apr - Jun, 2025	77,114	8,176	8,488	6,352	155.5	10.6	Aug 8, 2025	J-GAAP
Jul - Sep, 2025	83,410	8,673	8,910	6,146	150.4	10.4	Nov 11, 2025	J-GAAP
YoY	+8.4%	+5.2%	+20.1%	+18.8%	+18.6%