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SATO HOLDINGS, Ordinary Profit Forecast for the Fiscal Year Revised Downward to an Unexpected 9% Decrease

Wed Nov 12, 2025 3:30 pm JST Earnings

6287 SATO CORPORATION 【J-GAAP】

Earnings Report

SATO CORPORATION <6287> [TSE Prime] announced its financial results after the market closed on November 12th (15:30). The consolidated ordinary profit for the cumulative second quarter of the fiscal year ending March 2026 (April to September) decreased 8.7% from the same period last year to 4.46 billion yen, resulting in a decrease in profits compared to the previous forecast of an 8.5% increase.

In addition, the full-year forecast for consolidated ordinary profit has decreased 16.5%, from the previous forecast of 12.1 billion yen to 10.1 billion yen (compared to 11.1 billion yen in the previous period). This changes the outlook from an anticipated profit increase to a projection of a 9.4% decrease in profit.

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 9.9% from the same period last year to 5.64 billion yen.

In the most recent three-month period, from July to September (2Q), the consolidated ordinary profit grew 4.2% from the same period last year, reaching 2.57 billion yen. However, the operating profit margin worsened from 7.6% in the same period last year to 6.8%.

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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 69,786 4,620 4,307 1,991 61.5 48.1 Nov 9, 2023 J-GAAP
Apr - Sep, 2024 76,090 5,778 4,883 3,028 93.4 43.8 Nov 13, 2024 J-GAAP
Apr - Sep, 2025 78,248 5,101 4,460 3,052 94.0 44.2 Nov 12, 2025 J-GAAP
YoY +2.8% -11.7% -8.7% +0.8% +0.7%

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 78,600 5,500 5,300 3,300 101.7 38 May 15, 2025 J-GAAP
Apr - Sep, 2025 Results 78,248 5,101 4,460 3,052 94.0 38 Nov 12, 2025 J-GAAP
Revision Rate -0.4% -7.3% -15.8% -7.5% -7.5%

Guidance Update

Full Year Update

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2026 Prev 161,000 12,500 12,100 7,700 237.2 76 May 15, 2025 J-GAAP
Mar, 2026 New 161,000 11,000 10,100 6,800 209.5 76 Nov 12, 2025 J-GAAP
Revision Rate 0.0% -12.0% -16.5% -11.7% -11.7%

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 78,717 6,563 6,261 4,123 127.1 38 May 15, 2025 J-GAAP
Oct - Mar, 2025 Guidance 82,752 5,899 5,640 3,748 115.5 38 Nov 12, 2025 J-GAAP
YoY +5.1% -10.1% -9.9% -9.1% -9.1%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2024 143,446 10,383 8,961 3,565 110.0 73 May 15, 2024 J-GAAP
Mar, 2025 154,807 12,341 11,144 7,151 220.4 75 May 15, 2025 J-GAAP
Mar, 2026 Guidance 161,000 11,000 10,100 6,800 209.5 76 Nov 12, 2025 J-GAAP
YoY +4.0% -10.9% -9.4% -4.9% -5.0%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Jul - Sep, 2024 38,416 2,914 2,472 1,831 56.5 7.6 Nov 13, 2024 J-GAAP
Oct - Dec, 2024 40,121 4,087 4,040 2,564 79.0 10.2 Feb 12, 2025 J-GAAP
Jan - Mar, 2025 38,596 2,476 2,221 1,559 48.1 6.4 May 15, 2025 J-GAAP
Apr - Jun, 2025 37,829 2,359 1,885 1,211 37.3 6.2 Aug 12, 2025 J-GAAP
Jul - Sep, 2025 40,419 2,742 2,575 1,841 56.7 6.8 Nov 12, 2025 J-GAAP
YoY +5.2% -5.9% +4.2% +0.5% +0.5%

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