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Sumitomo Mitsui Financial, Net Income Forecast for the Fiscal Year Revised Upward by 15%, Raises Record High Profit Forecast, Dividend Revised Upward by 21 Yen

Fri Nov 14, 2025 5:00 pm JST Earnings

8316 Sumitomo Mitsui Financial Group, Inc. 【J-GAAP】

Earnings Report

Sumitomo Mitsui Financial Group, Inc. <8316> [TSE Prime] announced its financial results after the market closed on November 14th (17:00). The consolidated net income for the cumulative second quarter of the fiscal year ending March 2026 (April to September) increased 28.7% from the same period last year, reaching 0.93 trillion yen.

In addition, the full-year forecast for consolidated net income has been revised upward 15.4%, from the previous forecast of 1.30 trillion yen to 1.50 trillion yen (compared to 1.17 trillion yen in the previous period), increasing the growth rate from 10.4% to 27.3%, 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 net income for the October to March period (second half) is expected to grow 25.1% from the same period last year, reaching 0.56 trillion 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 136 yen to 157 yen.

In the most recent three-month period, from July to September (2Q), the consolidated net income increased 57.3% from the same period last year, reaching 0.55 trillion yen.

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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 4,482,985 ー 709,232 526,465 131.5 48.4 Nov 14, 2023 J-GAAP
Apr - Sep, 2024 5,276,938 ー 1,030,472 725,172 184.8 59.9 Nov 14, 2024 J-GAAP
Apr - Sep, 2025 5,205,887 ー 1,278,123 933,505 242.0 ー Nov 14, 2025 J-GAAP
YoY -1.3% － +24.0% +28.7% +31.0%

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 － 68 May 14, 2025 J-GAAP
Apr - Sep, 2025 Results 5,205,887 ー 1,278,123 933,505 242.0 78 Nov 14, 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 ー ー ー 1,300,000 338.6 136 May 14, 2025 J-GAAP
Mar, 2026 New ー ー ー 1,500,000 390.7 157 Nov 14, 2025 J-GAAP
Revision Rate － － － +15.4% +15.4%

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 4,897,956 ー 689,010 452,824 115.9 62 May 14, 2025 J-GAAP
Oct - Mar, 2025 Guidance ー ー ー 566,495 147.6 79 Nov 14, 2025 J-GAAP
YoY － － － +25.1% +27.3%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2024 9,353,590 ー 1,466,128 962,946 241.5 90 May 15, 2024 J-GAAP
Mar, 2025 10,174,894 ー 1,719,482 1,177,996 301.6 122 May 14, 2025 J-GAAP
Mar, 2026 Guidance ー ー ー 1,500,000 390.7 157 Nov 14, 2025 J-GAAP
YoY － － － +27.3% +29.6%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Jul - Sep, 2024 2,754,371 ー 509,584 353,817 90.2 0.0 Nov 14, 2024 J-GAAP
Oct - Dec, 2024 2,375,322 ー 588,613 410,799 104.9 0.0 Jan 29, 2025 J-GAAP
Jan - Mar, 2025 2,522,634 ー 100,397 42,025 10.8 0.0 May 14, 2025 J-GAAP
Apr - Jun, 2025 2,444,404 ー 483,337 376,898 97.5 0.0 Jul 31, 2025 J-GAAP
Jul - Sep, 2025 2,761,483 ー 794,786 556,607 144.3 0.0 Nov 14, 2025 J-GAAP
YoY +0.3% － +56.0% +57.3% +60.1%

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