SK JAPAN, Ordinary Profit Forecast for the Fiscal Year Revised Upward by 6%, Raises Record High Profit Forecast, Dividend Revised Upward by 3 Yen

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Wed Jan 14, 2026 12:00 pm JST Earnings

7608 SK JAPAN CO., LTD. 【J-GAAP】

Earnings Report

SK JAPAN CO., LTD. <7608> [TSE Std] announced its financial results at noon (12:00) on January 14th. The consolidated ordinary profit for the cumulative third quarter of the fiscal year ending February 2026 (March to November) expanded 1.46 billion yen, an increase 46.6% compared to the same period last year.

In addition, the full-year forecast for consolidated ordinary profit has been revised upward 6.3%, from the previous forecast of 1.60 billion yen to 1.70 billion yen (compared to 1.26 billion yen in the previous period), increasing the growth rate from 26.9% to 34.8%, further surpassing the previous forecast of record-high profits for three consecutive terms.

Based on the full-year plan announced by the company after the upward revision, our estimate of the consolidated ordinary profit for the September to February period (second half) is expected to increase 16.9%, from the previous forecast of 0.59 billion yen to 0.69 billion yen (compared to 0.67 billion yen in the same period of the previous year), turning to a 2.8% increase in the consolidated ordinary profit outlook.

In light of the strong performance, the company has increased its planned annual dividend for the current fiscal year from the original plan of 38 yen to 41 yen (compared to 27 yen in the previous period).

In the most recent three-month period, from September to November (3Q), the consolidated ordinary profit grew 11.2% from the same period last year, reaching 0.45 billion yen. However, the operating profit margin decreased from 12.0% in the same period last year to 11.0%.

Kabutan News

Actual Results

Accumulated Results 3rd Quarter

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Progress Rate vs. First Half	Announce	Accounting Standards
Mar - Nov, 2023	7,668	808	869	603	36.4	81.0	Jan 12, 2024	J-GAAP
Mar - Nov, 2024	9,661	984	999	704	42.3	79.2	Jan 14, 2025	J-GAAP
Mar - Nov, 2025	11,357	1,419	1,465	1,026	61.2	86.2	Jan 14, 2026	J-GAAP
YoY	+17.6%	+44.2%	+46.6%	+45.7%	+44.7%

Guidance Update

Second Half Update

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Adj. Dividend	Announce	Accounting Standards
Sep - Feb, 2025 Prev	6,399	593	590	411	24.5	10	Oct 14, 2025	J-GAAP
Sep - Feb, 2025 New	7,899	693	690	481	28.7	11.50	Jan 14, 2026	J-GAAP
Revision Rate	+23.4%	+16.9%	+16.9%	+17.0%	+17.0%

Full Year Update

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Adj. Dividend	Announce	Accounting Standards
Feb, 2026 Prev	14,000	1,600	1,600	1,120	66.8	19	Oct 14, 2025	J-GAAP
Feb, 2026 New	15,500	1,700	1,700	1,190	70.9	20.50	Jan 14, 2026	J-GAAP
Revision Rate	+10.7%	+6.3%	+6.3%	+6.3%	+6.2%

Current Period Guidance

Second Half Results

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Adj. Dividend	Announce	Accounting Standards
Sep - Feb, 2024	6,950	644	671	512	30.7	8.50	Apr 14, 2025	J-GAAP
Sep - Feb, 2025 Guidance	7,899	693	690	481	28.7	11.50	Jan 14, 2026	J-GAAP
YoY	+13.7%	+7.6%	+2.8%	-6.1%	-6.7%

Current Period Guidance

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Adj. Dividend	Announce	Accounting Standards
Feb, 2024	10,612	992	1,073	755	45.5	8.50	Apr 12, 2024	J-GAAP
Feb, 2025	13,274	1,229	1,261	929	55.8	13.50	Apr 14, 2025	J-GAAP
Feb, 2026 Guidance	15,500	1,700	1,700	1,190	70.9	20.50	Jan 14, 2026	J-GAAP
YoY	+16.8%	+38.3%	+34.8%	+28.1%	+27.2%

Quarterly Results

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Operating Profit Margin	Announce	Accounting Standards
Sep - Nov, 2024	3,337	399	409	287	17.2	12.0	Jan 14, 2025	J-GAAP
Dec - Feb, 2024	3,613	245	262	225	13.5	6.8	Apr 14, 2025	J-GAAP
Mar - May, 2025	3,492	412	395	282	16.9	11.8	Jul 14, 2025	J-GAAP
Jun - Aug, 2025	4,109	595	615	427	25.5	14.5	Oct 14, 2025	J-GAAP
Sep - Nov, 2025	3,756	412	455	317	18.9	11.0	Jan 14, 2026	J-GAAP
YoY	+12.6%	+3.3%	+11.2%	+10.5%	+9.7%