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SUNDRUG, First Half Ordinary Profit Increases by 10%, Jul-Sep Ordinary Profit Increases by 6%

Fri Nov 14, 2025 3:30 pm JST Earnings

9989 SUNDRUG CO.,LTD. 【J-GAAP】

Earnings Report

SUNDRUG CO.,LTD. <9989> [TSE Prime] announced its financial results after the market closed on November 14th (15:30). The consolidated ordinary profit for the cumulative second quarter of the fiscal year ending March 2026 (April to September) increased 9.9% from the same period last year, reaching 22.8 billion yen. However, Progress toward the full-year plan of 46.0 billion yen was 49.8%, almost the same as the five-year average of 50.4%.

Based on the first-half performance announced by the company and the unchanged full-year plan, our calculation indicates that the consolidated ordinary profit for the October to March period (second half) is expected to nearly flat at 23.1 billion yen, up 0.4% from the same period last year.

In the most recent three-month period, from July to September (2Q), the consolidated ordinary profit grew 5.5% from the same period last year, reaching 10.7 billion yen. However, the operating profit margin remained almost flat, changing from 5.1% in the same period last year to 5.1%.

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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 371,707 20,609 20,953 14,054 120.2 50.2 Nov 14, 2023 J-GAAP
Apr - Sep, 2024 395,585 21,212 20,828 14,270 122.0 47.5 Nov 14, 2024 J-GAAP
Apr - Sep, 2025 418,437 23,057 22,893 15,269 130.5 49.8 Nov 14, 2025 J-GAAP
YoY +5.8% +8.7% +9.9% +7.0% +7.0%

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 419,200 23,100 22,350 15,350 131.2 65 May 15, 2025 J-GAAP
Apr - Sep, 2025 Results 418,437 23,057 22,893 15,269 130.5 65 Nov 14, 2025 J-GAAP
Revision Rate -0.2% -0.2% +2.4% -0.5% -0.5%

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 406,226 23,284 23,007 16,480 140.9 65 May 15, 2025 J-GAAP
Oct - Mar, 2025 Guidance 431,563 24,243 23,107 16,431 140.5 66 Nov 14, 2025 J-GAAP
YoY +6.2% +4.1% +0.4% -0.3% -0.3%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2024 751,777 40,996 41,728 29,126 249.1 114 May 15, 2024 J-GAAP
Mar, 2025 801,811 44,496 43,835 30,750 262.9 130 May 15, 2025 J-GAAP
Mar, 2026 Guidance 850,000 47,300 46,000 31,700 271.0 131 Sep 5, 2025 J-GAAP
YoY +6.0% +6.3% +4.9% +3.1% +3.1%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Jul - Sep, 2024 201,020 10,293 10,185 6,980 59.7 5.1 Nov 14, 2024 J-GAAP
Oct - Dec, 2024 208,009 13,607 13,523 9,560 81.7 6.5 Feb 14, 2025 J-GAAP
Jan - Mar, 2025 198,217 9,677 9,484 6,920 59.2 4.9 May 15, 2025 J-GAAP
Apr - Jun, 2025 207,698 12,276 12,147 7,944 67.9 5.9 Aug 14, 2025 J-GAAP
Jul - Sep, 2025 210,739 10,781 10,746 7,325 62.6 5.1 Nov 14, 2025 J-GAAP
YoY +4.8% +4.7% +5.5% +4.9% +4.9%

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