Sanrio Company, Ordinary Profit Forecast for the Fiscal Year Revised Upward by 7%, Raises Record High Profit Forecast, Dividend Revised Upward by 4 Yen

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Thu Feb 12, 2026 3:30 pm JST Earnings

8136 Sanrio Company, Ltd. 【J-GAAP】

Earnings Report

Sanrio Company, Ltd. <8136> [TSE Prime] announced its financial results after the market closed on February 12th (15:30). The consolidated ordinary profit for the cumulative third quarter of the fiscal year ending March 2026 (April to December) expanded 63.4 billion yen, an increase 48.7% compared to the same period last year.

In addition, the full-year forecast for consolidated ordinary profit has been revised upward 7.2%, from the previous forecast of 71.3 billion yen to 76.4 billion yen (compared to 53.4 billion yen in the previous period), increasing the growth rate from 33.4% to 42.9%, further surpassing the previous forecast of record-high profits for two 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 October to March period (second half) is expected to increase 16.1%, from the previous forecast of 31.5 billion yen to 36.6 billion yen (compared to 29.2 billion yen in the same period of the previous year), increasing the growth rate from 8.0% to 25.4%.

In light of the strong performance, the company has increased its planned annual dividend for the current fiscal year from the original plan of 62 yen to 66 yen (compared to 53 yen in the previous period).

In the most recent three-month period, from October to December (3Q), the consolidated ordinary profit grew 28.5% from the same period last year, reaching 23.7 billion yen. The operating profit margin remained almost flat, changing from 41.7% in the same period last year to 41.8%.

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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	72,425	21,390	22,478	16,136	13.3	79.5	Feb 14, 2024	J-GAAP
Apr - Dec, 2024	104,786	41,093	42,665	33,790	28.6	79.8	Feb 14, 2025	J-GAAP
Apr - Dec, 2025	143,194	62,398	63,456	43,679	36.3	83.1	Feb 12, 2026	J-GAAP
YoY	+36.7%	+51.8%	+48.7%	+29.3%	+27.0%

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	96,624	31,017	31,585	21,882	18.1	6.20	Nov 5, 2025	J-GAAP
Oct - Mar, 2025 New	102,924	35,917	36,685	24,482	20.2	7	Feb 12, 2026	J-GAAP
Revision Rate	+6.5%	+15.8%	+16.1%	+11.9%	+11.9%

Full Year Update

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Adj. Dividend	Announce	Accounting Standards
Mar, 2026 Prev	184,300	70,200	71,300	49,400	40.7	12.40	Nov 5, 2025	J-GAAP
Mar, 2026 New	190,600	75,100	76,400	52,000	42.9	13.20	Feb 12, 2026	J-GAAP
Revision Rate	+3.4%	+7.0%	+7.2%	+5.3%	+5.3%

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	82,097	28,215	29,257	22,655	19.2	6.60	May 13, 2025	J-GAAP
Oct - Mar, 2025 Guidance	102,924	35,917	36,685	24,482	20.2	7	Feb 12, 2026	J-GAAP
YoY	+25.4%	+27.3%	+25.4%	+8.1%	+5.3%

Current Period Guidance

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Adj. Dividend	Announce	Accounting Standards
Mar, 2024	99,981	26,952	28,265	17,584	14.6	4.40	May 14, 2024	J-GAAP
Mar, 2025	144,904	51,806	53,453	41,731	35.3	10.60	May 13, 2025	J-GAAP
Mar, 2026 Guidance	190,600	75,100	76,400	52,000	42.9	13.20	Feb 12, 2026	J-GAAP
YoY	+31.5%	+45.0%	+42.9%	+24.6%	+21.4%

Quarterly Results

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Operating Profit Margin	Announce	Accounting Standards
Oct - Dec, 2024	41,979	17,502	18,469	14,714	12.5	41.7	Feb 14, 2025	J-GAAP
Jan - Mar, 2025	40,118	10,713	10,788	7,941	6.7	26.7	May 13, 2025	J-GAAP
Apr - Jun, 2025	43,097	20,198	20,205	14,190	12.0	46.9	Aug 8, 2025	J-GAAP
Jul - Sep, 2025	44,579	18,985	19,510	13,328	11.2	42.6	Nov 5, 2025	J-GAAP
Oct - Dec, 2025	55,518	23,215	23,741	16,161	13.4	41.8	Feb 12, 2026	J-GAAP
YoY	+32.3%	+32.6%	+28.5%	+9.8%	+7.9%