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Sompo Holdings, Net Income Forecast for the Fiscal Year Revised Upward by 7%, Exceeded Record Profit Forecast

Fri Feb 13, 2026 4:00 pm JST Earnings

8630 Sompo Holdings, Inc. 【J-GAAP】

Earnings Report

Sompo Holdings, Inc. <8630> [TSE Prime] announced its financial results (based on IFRS) after the market closed on February 13th (16:00). The consolidated net income for the cumulative third quarter of the fiscal year ending March 2026 (April to December) surged 2.1 times that of the same period last year, reaching 518 billion yen.

In addition, the full-year forecast for consolidated net income has been revised upward 7.4%, from the previous forecast of 540 billion yen to 580 billion yen (compared to 243 billion yen in the previous period), increasing the growth rate from 2.2 times to 2.4 times. The company has further increased its previous forecast of record profits for the first time in two years.

Based on the full-year plan announced by the company after the upward revision, our estimate of the consolidated net income for the October to March period (second half) is expected to increase 22.3%, from the previous forecast of 179 billion yen to 219 billion yen (compared to 60.5 billion yen in the same period of the previous year), increasing the growth rate from 3.0 times to 3.6 times.

In the most recent three-month period, from October to December (3Q), the consolidated net income surged 2.3 times that of the same period last year, reaching 157 billion yen.

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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 3,848,583 ー 432,420 323,047 325.6 88.6 Feb 14, 2024 J-GAAP
Apr - Dec, 2024 3,847,025 ー 309,822 250,885 257.1 93.8 Feb 14, 2025 IFRS
Apr - Dec, 2025 3,986,261 ー 677,848 518,351 564.4 ー Feb 13, 2026 IFRS
YoY +3.6% － +118.8% +106.6% +119.6%

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 ー ー ー 179,572 200.0 75 Nov 19, 2025 IFRS
Oct - Mar, 2025 New ー ー ー 219,572 244.5 75 Feb 13, 2026 IFRS
Revision Rate － － － +22.3% +22.3%

Full Year Update

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2026 Prev ー ー ー 540,000 601.4 150 Nov 19, 2025 IFRS
Mar, 2026 New ー ー ー 580,000 645.9 150 Feb 13, 2026 IFRS
Revision Rate － － － +7.4% +7.4%

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 2,872,826 ー 108,051 60,555 62.5 76 May 20, 2025 IFRS
Oct - Mar, 2025 Guidance ー ー ー 219,572 244.5 75 Feb 13, 2026 IFRS
YoY － － － +262.6% +291.3%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2024 4,933,646 ー 488,034 416,054 419.8 100 May 20, 2024 J-GAAP
Mar, 2025 5,453,769 ー 330,279 243,132 250.9 132 May 20, 2025 IFRS
Mar, 2026 Guidance ー ー ー 580,000 645.9 150 Feb 13, 2026 IFRS
YoY － － － +138.6% +157.4%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Oct - Dec, 2024 1,266,082 ー 87,594 68,308 70.0 0.0 Feb 14, 2025 IFRS
Jan - Mar, 2025 1,606,744 ー 20,457 -7,753 -8.0 0.0 May 20, 2025 IFRS
Apr - Jun, 2025 1,263,583 ー 150,820 118,593 127.4 0.0 Aug 14, 2025 IFRS
Jul - Sep, 2025 1,380,868 ー 314,552 241,835 261.7 0.0 Nov 19, 2025 IFRS
Oct - Dec, 2025 1,341,810 ー 212,476 157,923 172.0 0.0 Feb 13, 2026 IFRS
YoY +6.0% － +142.6% +131.2% +145.7%

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