kabutan

SANWAYUKA, Ordinary Profit Forecast for the Fiscal Year Revised Upward by 18%, Dividend Revised Upward by 7 Yen

Fri Feb 13, 2026 4:00 pm JST Earnings

4125 SANWAYUKA INDUSTRY CORPORATION 【J-GAAP】

Earnings Report

SANWAYUKA INDUSTRY CORPORATION <4125> [TSE Std] announced its financial results after the market closed on February 13th (16:00). The consolidated ordinary profit for the cumulative third quarter of the fiscal year ending March 2026 (April to December) expanded 1.06 billion yen, an increase 54.0% compared to the same period last year.

In addition, the full-year forecast for consolidated ordinary profit has been revised upward 18.3%, from the previous forecast of 1.20 billion yen to 1.42 billion yen (compared to 0.89 billion yen in the previous period), increasing the growth rate from 33.8% to 58.3%.

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 35.8%, from the previous forecast of 0.61 billion yen to 0.83 billion yen (compared to 0.51 billion yen in the same period of the previous year), increasing the growth rate from 18.3% to 60.7%.

In light of the strong performance, the company has increased its planned year-end lump-sum dividend for the current fiscal year from the original plan of 43 yen to 50 yen (compared to 43 yen in the previous period).

In the most recent three-month period, from October to December (3Q), the consolidated ordinary profit increased 52.8% from the same period last year, reaching 0.48 billion yen. The operating profit margin improved from 6.8% in the same period last year to 8.2%.

Kabutan News

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 11,949 1,071 1,109 752 174.3 81.5 Feb 13, 2024 J-GAAP
Apr - Dec, 2024 11,988 625 694 454 105.3 77.4 Feb 10, 2025 J-GAAP
Apr - Dec, 2025 13,964 958 1,069 694 160.8 75.3 Feb 13, 2026 J-GAAP
YoY +16.5% +53.3% +54.0% +52.9% +52.7%

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 10,413 608 614 454 105.1 43 Nov 11, 2025 J-GAAP
Oct - Mar, 2025 New 11,713 808 834 574 132.9 50 Feb 13, 2026 J-GAAP
Revision Rate +12.5% +32.9% +35.8% +26.4% +26.4%

Full Year Update

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2026 Prev 18,700 1,100 1,200 830 192.1 43 Nov 11, 2025 J-GAAP
Mar, 2026 New 20,000 1,300 1,420 950 219.9 50 Feb 13, 2026 J-GAAP
Revision Rate +7.0% +18.2% +18.3% +14.5% +14.5%

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 8,267 499 519 363 84.1 43 May 13, 2025 J-GAAP
Oct - Mar, 2025 Guidance 11,713 808 834 574 132.9 50 Feb 13, 2026 J-GAAP
YoY +41.7% +61.9% +60.7% +58.1% +57.9%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2024 15,633 1,279 1,360 1,041 241.3 40 May 14, 2024 J-GAAP
Mar, 2025 16,040 836 897 591 137.0 43 May 13, 2025 J-GAAP
Mar, 2026 Guidance 20,000 1,300 1,420 950 219.9 50 Feb 13, 2026 J-GAAP
YoY +24.7% +55.5% +58.3% +60.7% +60.5%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Oct - Dec, 2024 4,215 288 316 226 52.4 6.8 Feb 10, 2025 J-GAAP
Jan - Mar, 2025 4,052 211 203 137 31.8 5.2 May 13, 2025 J-GAAP
Apr - Jun, 2025 4,009 222 244 138 32.0 5.5 Aug 8, 2025 J-GAAP
Jul - Sep, 2025 4,278 270 342 238 55.2 6.3 Nov 11, 2025 J-GAAP
Oct - Dec, 2025 5,677 466 483 318 73.7 8.2 Feb 13, 2026 J-GAAP
YoY +34.7% +61.8% +52.8% +40.7% +40.6%

Related Articles