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Suminoe, First Half Ordinary Profit Increases by 2.7 times, Sep-Nov Ordinary Profit Increases by 12%

Wed Jan 14, 2026 3:30 pm JST Earnings

3501 SUMINOE Co., Ltd. 【J-GAAP】

Earnings Report

SUMINOE Co., Ltd. <3501> [TSE Prime] announced its financial results after the market closed on January 14th (15:30). The consolidated ordinary profit for the cumulative second quarter of the fiscal year ending May 2026 (June to November) surged 2.7 times that of the same period last year, reaching 1.18 billion yen. However, Progress toward the full-year plan of 3.35 billion yen was 35.4%, almost the same as the five-year average of 33.9%.

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 December to May period (second half) is expected to grow 4.6% from the same period last year, reaching 2.16 billion yen.

In the most recent three-month period, from September to November (2Q), the consolidated ordinary profit grew 11.8% from the same period last year, reaching 0.65 billion yen. However, the operating profit margin worsened from 2.5% in the same period last year to 2.1%.

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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
Jun - Nov, 2023 51,409 1,405 1,693 753 58.0 46.2 Jan 12, 2024 J-GAAP
Jun - Nov, 2024 50,698 742 446 65 4.9 17.7 Jan 14, 2025 J-GAAP
Jun - Nov, 2025 52,962 886 1,187 86 6.6 35.4 Jan 14, 2026 J-GAAP
YoY +4.5% +19.4% +166.1% +32.3% +33.9%

First Half Results vs. Previous Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Jun - Nov, 2025 Guidance 52,962 886 1,187 86 6.5 21.50 Jan 9, 2026 J-GAAP
Jun - Nov, 2025 Results 52,962 886 1,187 86 6.6 21.50 Jan 14, 2026 J-GAAP
Revision Rate 0.0% 0.0% 0.0% 0.0% +1.1%

Current Period Guidance

Second Half Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Dec - May, 2024 54,093 2,259 2,068 604 45.3 20 Jul 11, 2025 J-GAAP
Dec - May, 2025 Guidance 52,038 2,214 2,163 1,414 106.6 21.50 Jan 9, 2026 J-GAAP
YoY -3.8% -2.0% +4.6% +134.1% +135.3%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
May, 2024 103,478 3,300 3,668 874 66.1 35 Jul 12, 2024 J-GAAP
May, 2025 104,791 3,001 2,514 669 50.2 40 Jul 11, 2025 J-GAAP
May, 2026 Guidance 105,000 3,100 3,350 1,500 113.1 43 Jul 11, 2025 J-GAAP
YoY +0.2% +3.3% +33.3% +124.2% +125.3%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Sep - Nov, 2024 26,131 660 585 527 39.7 2.5 Jan 14, 2025 J-GAAP
Dec - Feb, 2024 26,037 748 647 20 1.5 2.9 Apr 11, 2025 J-GAAP
Mar - May, 2025 28,056 1,511 1,421 584 43.8 5.4 Jul 11, 2025 J-GAAP
Jun - Aug, 2025 25,465 318 533 59 4.5 1.2 Oct 10, 2025 J-GAAP
Sep - Nov, 2025 27,497 568 654 27 2.1 2.1 Jan 14, 2026 J-GAAP
YoY +5.2% -13.9% +11.8% -94.9% -94.8%

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