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Sumitomo Osaka Cement, Apr-Dec (Cumulative 3Q) Ordinary Profit Increases by 36%
5232 Sumitomo Osaka Cement Co.,Ltd. 【J-GAAP】
Earnings ReportSumitomo Osaka Cement Co.,Ltd. <5232> [TSE Prime] announced its financial results in the afternoon session on February 10th (14:30). The consolidated ordinary profit for the cumulative third quarter of the fiscal year ending March 2026 (April to December) expanded 9.34 billion yen, an increase 36.4% compared to the same period last year. However, Progress toward the full-year plan of 13.6 billion yen was 68.7%, also falling below the five-year average of 78.3%.
Based on the cumulative third-quarter performance announced by the company and the unchanged full-year plan, our calculation indicates that the consolidated ordinary profit for the January to March period (4Q) is expected to expand 69.1% from the same period last year, reaching 4.26 billion yen.
In the most recent three-month period, from October to December (3Q), the consolidated ordinary profit grew 8.1% from the same period last year, reaching 5.10 billion yen. The operating profit margin remained almost flat, changing from 7.5% in the same period last year to 7.5%.
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Actual Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Progress Rate vs. First Half | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Apr - Dec, 2023 | 167,479 | 4,780 | 5,919 | 10,604 | 309.6 | 69.8 | Feb 9, 2024 | J-GAAP |
| Apr - Dec, 2024 | 166,167 | 6,614 | 6,848 | 6,675 | 199.7 | 73.1 | Feb 13, 2025 | J-GAAP |
| Apr - Dec, 2025 | 164,346 | 8,534 | 9,340 | 6,250 | 194.2 | 68.7 | Feb 10, 2026 | J-GAAP |
| YoY | -1.1% | +29.0% | +36.4% | -6.4% | -2.8% |
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 | 110,852 | 7,071 | 7,243 | 8,065 | 242.1 | 60 | May 13, 2025 | J-GAAP |
| Oct - Mar, 2025 Guidance | 119,428 | 9,881 | 9,367 | 4,410 | 139.1 | 60 | Nov 11, 2025 | J-GAAP |
| YoY | +7.7% | +39.7% | +29.3% | -45.3% | -42.5% |
Current Period Guidance
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Mar, 2024 | 222,502 | 7,251 | 8,476 | 15,339 | 447.9 | 120 | May 14, 2024 | J-GAAP |
| Mar, 2025 | 219,465 | 9,351 | 9,367 | 9,008 | 270.4 | 120 | May 13, 2025 | J-GAAP |
| Mar, 2026 Guidance | 225,200 | 14,000 | 13,600 | 10,000 | 315.5 | 120 | Nov 11, 2025 | J-GAAP |
| YoY | +2.6% | +49.7% | +45.2% | +11.0% | +16.7% |
Quarterly Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Operating Profit Margin | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Oct - Dec, 2024 | 57,554 | 4,334 | 4,724 | 5,732 | 171.5 | 7.5 | Feb 13, 2025 | J-GAAP |
| Jan - Mar, 2025 | 53,298 | 2,737 | 2,519 | 2,333 | 70.0 | 5.1 | May 13, 2025 | J-GAAP |
| Apr - Jun, 2025 | 51,536 | 1,740 | 1,920 | 1,480 | 45.1 | 3.4 | Aug 5, 2025 | J-GAAP |
| Jul - Sep, 2025 | 54,236 | 2,379 | 2,313 | 4,110 | 126.8 | 4.4 | Nov 11, 2025 | J-GAAP |
| Oct - Dec, 2025 | 58,574 | 4,415 | 5,107 | 660 | 20.5 | 7.5 | Feb 10, 2026 | J-GAAP |
| YoY | +1.8% | +1.9% | +8.1% | -88.5% | -88.0% |
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