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SAKAI HEAVY INDUSTRIES, First Half Ordinary Profit Decreases by 45%, Jul-Sep Ordinary Profit Decreases by 27%

Thu Nov 13, 2025 2:30 pm JST Earnings

6358 SAKAI HEAVY INDUSTRIES,LTD. 【J-GAAP】

Earnings Report

SAKAI HEAVY INDUSTRIES,LTD. <6358> [TSE Prime] announced its financial results in the afternoon session on November 13th (14:30). The consolidated ordinary profit for the cumulative second quarter of the fiscal year ending March 2026 (April to September) dropped 45.0% from the same period last year to 0.64 billion yen. Progress toward the full-year plan of 1.25 billion yen was 51.8%, almost the same as the five-year average of 53.4%.

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 expand 90.5% from the same period last year, reaching 0.60 billion yen.

In the most recent three-month period, from July to September (2Q), the consolidated ordinary profit decreased to 0.49 billion yen, a 26.8% decrease compared to the same period last year. The operating profit margin decreased from 10.2% in the same period last year to 7.4%.

Kabutan News

Actual Performance and Financial Trends

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
16,785M 1,966M 2,109M 1,534M 180.8 63.4% Nov 9, 2023 J-GAAP
Apr - Sep, 2024
14,385M 1,231M 1,178M 1,302M 153.0 78.8% Nov 13, 2024 J-GAAP
Apr - Sep, 2025
12,980M 684M 648M 431M 50.5 51.8% Nov 13, 2025 J-GAAP
YoY -9.8% -44.4% -45.0% -66.9% -67.0%
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 13,700M 550M 550M 400M 46.6 45 May 14, 2025 J-GAAP
Apr - Sep, 2025 Results 12,980M 684M 648M 431M 50.5 45 Nov 13, 2025 J-GAAP
Revision Rate -5.3% +24.4% +17.8% +7.8% +8.2%

Guidance Update

Full Year Update
Fiscal Year Revenue Operating
Profit
Ordinary
Profit
Net
Profit
Adj.
EPS
Adj.
Dividend
Announce Accounting
Standards
Mar, 2026 Prev 30,000M 1,250M 1,250M 900M 105.0 105 May 14, 2025 J-GAAP
Mar, 2026 New 28,000M 1,250M 1,250M 900M 105.0 105 Nov 13, 2025 J-GAAP
Revision Rate -6.7% 0.0% 0.0% 0.0% 0.0%

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
13,469M 352M 316M 133M 15.6 60.50 May 14, 2025 J-GAAP
Guidance
Oct - Mar, 2025
15,020M 566M 602M 469M 54.7 60 Nov 13, 2025 J-GAAP
YoY +11.5% +60.8% +90.5% +252.6% +250.1%
Current Period Guidance
Fiscal Year Revenue Operating
Profit
Ordinary
Profit
Net
Profit
Adj.
EPS
Adj.
Dividend
Announce Accounting
Standards
Mar, 2024
33,020M 3,318M 3,324M 2,440M 287.4 142.50 May 14, 2024 J-GAAP
Mar, 2025
27,854M 1,583M 1,494M 1,435M 168.5 103 May 14, 2025 J-GAAP
Guidance
Mar, 2026
28,000M 1,250M 1,250M 900M 105.0 105 Nov 13, 2025 J-GAAP
YoY +0.5% -21.0% -16.3% -37.3% -37.7%

Quarterly Results

Fiscal Year Revenue Operating
Profit
Ordinary
Profit
Net
Profit
Adj.
EPS
Operating
Profit Margin
Announce Accounting
Standards
Jul - Sep, 2024
7,679M 782M 675M 612M 71.9 10.2% Nov 13, 2024 J-GAAP
Oct - Dec, 2024
5,858M 137M 235M 133M 15.6 2.3% Feb 13, 2025 J-GAAP
Jan - Mar, 2025
7,611M 215M 81M 0M -0.1 2.8% May 14, 2025 J-GAAP
Apr - Jun, 2025
5,749M 149M 154M 91M 10.7 2.6% Aug 8, 2025 J-GAAP
Jul - Sep, 2025
7,231M 535M 494M 340M 39.8 7.4% Nov 13, 2025 J-GAAP
YoY -5.8% -31.6% -26.8% -44.4% -44.7%