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SANSEI, Ordinary Profit Forecast for the Fiscal Year Revised Upward to an Unexpected 98% Increase, Highest in Six Terms

Fri Feb 6, 2026 3:30 pm JST Earnings

6307 SANSEI CO.,LTD. 【J-GAAP】

Earnings Report

SANSEI CO.,LTD. <6307> [TSE Std] announced its financial results after the market closed on February 6th (15:30). The consolidated ordinary profit for the cumulative third quarter of the fiscal year ending March 2026 (April to December) surged 5.2 times that of the same period last year, reaching 561 million yen.

In addition, the full-year forecast for consolidated ordinary profit has been revised upward 2.3 times, from the previous forecast of 400 million yen to 900 million yen (compared to 455 million yen in the previous period), reaches new record high for the first time in six terms, turning to a 97.8% increase in the consolidated ordinary profit outlook.

Based on the full-year plan announced by the company after the upward revision, our estimate of the consolidated ordinary profit for the October to March period (second half) is expected to increase 4.1 times, from the previous forecast of 159 million yen to 659 million yen (compared to 580 million yen in the same period of the previous year), turning to a 13.6% increase in the consolidated ordinary profit outlook.

In the most recent three-month period, from October to December (3Q), the consolidated ordinary profit increased 37.9% from the same period last year, reaching 320 million yen. The operating profit margin jumped from 14.2% in the same period last year to 18.6%.

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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
Apr - Dec, 2023 3,665 151 153 123 15.8 36.3 Feb 2, 2024 J-GAAP
Apr - Dec, 2024 3,818 113 107 57 7.4 23.5 Feb 7, 2025 J-GAAP
Apr - Dec, 2025 4,371 561 561 388 50.0 62.3 Feb 6, 2026 J-GAAP
YoY +14.5% +396.5% +424.3% +580.7% +580.0%

Guidance Update

Second Half Update

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Oct - Mar, 2025 Prev 2,659 160 159 124 16.0 15 Nov 5, 2025 J-GAAP
Oct - Mar, 2025 New 4,159 660 659 424 54.6 15 Feb 6, 2026 J-GAAP
Revision Rate +56.4% +312.5% +314.5% +241.9% +242.0%

Full Year Update

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2026 Prev 5,300 400 400 300 38.6 15 May 15, 2025 J-GAAP
Mar, 2026 New 6,800 900 900 600 77.2 15 Feb 6, 2026 J-GAAP
Revision Rate +28.3% +125.0% +125.0% +100.0% +100.0%

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 3,591 572 580 458 58.9 15 May 15, 2025 J-GAAP
Oct - Mar, 2025 Guidance 4,159 660 659 424 54.6 15 Feb 6, 2026 J-GAAP
YoY +15.8% +15.4% +13.6% -7.4% -7.4%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2024 5,637 420 422 326 42.0 15 May 15, 2024 J-GAAP
Mar, 2025 5,781 454 455 346 44.5 15 May 15, 2025 J-GAAP
Mar, 2026 Guidance 6,800 900 900 600 77.2 15 Feb 6, 2026 J-GAAP
YoY +17.6% +98.2% +97.8% +73.4% +73.4%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Oct - Dec, 2024 1,628 231 232 169 21.8 14.2 Feb 7, 2025 J-GAAP
Jan - Mar, 2025 1,963 341 348 289 37.2 17.4 May 15, 2025 J-GAAP
Apr - Jun, 2025 1,083 -52 -50 -23 -3.0 -4.8 Aug 5, 2025 J-GAAP
Jul - Sep, 2025 1,558 292 291 199 25.7 18.7 Nov 6, 2025 J-GAAP
Oct - Dec, 2025 1,730 321 320 212 27.3 18.6 Feb 6, 2026 J-GAAP
YoY +6.3% +39.0% +37.9% +25.4% +25.3%

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