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SANIX, Ordinary Profit Forecast for the Fiscal Year Revised Downward to an Unexpected 60% Decrease

Mon Feb 16, 2026 3:30 pm JST Earnings

4651 SANIX HOLDINGS INCORPORATED 【J-GAAP】

Earnings Report

SANIX HOLDINGS INCORPORATED <4651> [TSE Std] announced its financial results after the market closed on February 16th (15:30). The consolidated ordinary profit/loss for the cumulative third quarter of the fiscal year ending March 2026 (April to December) turned into a loss of 0.04 billion yen (compared to a profit of 1.20 billion yen in the same period last year).

In addition, the full-year forecast for consolidated ordinary profit has decreased 68.0%, from the previous forecast of 2.43 billion yen to 0.77 billion yen (compared to 1.95 billion yen in the previous period). This changes the outlook from an anticipated profit increase to a projection of a 60.1% decrease in profit.

Based on the full-year plan announced by the company after the downward revision, our estimate of the consolidated ordinary profit for the October to March period (second half) has decreased 58.3%, from the previous forecast of 2.84 billion yen to 1.18 billion yen (compared to 1.45 billion yen in the same period of the previous year). This changes the outlook from an anticipated profit increase to a projection of an 18.3% decrease in profit.

In the most recent three-month period, from October to December (3Q), the consolidated ordinary profit dropped to 0.36 billion yen, a 48.3% decrease compared to the same period last year. The operating profit margin drastically worsened from 6.8% in the same period last year to 3.8%.

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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 34,275 2,419 2,242 1,806 37.8 64.7 Feb 14, 2024 J-GAAP
Apr - Dec, 2024 32,782 1,438 1,201 831 17.4 61.6 Feb 14, 2025 J-GAAP
Apr - Dec, 2025 32,750 408 -44 -290 -6.1 ー Feb 16, 2026 J-GAAP
YoY -0.1% -71.6% － － －

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 25,289 2,822 2,841 2,388 50.0 2 Nov 14, 2025 J-GAAP
Oct - Mar, 2025 New 23,699 1,327 1,186 1,429 29.9 2 Feb 16, 2026 J-GAAP
Revision Rate -6.3% -53.0% -58.3% -40.2% -40.2%

Full Year Update

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2026 Prev 46,791 2,803 2,434 1,775 37.1 2 May 15, 2025 J-GAAP
Mar, 2026 New 45,201 1,308 779 816 17.1 2 Feb 16, 2026 J-GAAP
Revision Rate -3.4% -53.3% -68.0% -54.0% -54.0%

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 24,093 1,577 1,451 1,213 25.4 0 May 15, 2025 J-GAAP
Oct - Mar, 2025 Guidance 23,699 1,327 1,186 1,429 29.9 2 Feb 16, 2026 J-GAAP
YoY -1.6% -15.9% -18.3% +17.8% +17.8%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2024 47,167 3,744 3,466 2,697 56.4 0 May 15, 2024 J-GAAP
Mar, 2025 45,352 2,227 1,950 1,483 31.0 0 May 15, 2025 J-GAAP
Mar, 2026 Guidance 45,201 1,308 779 816 17.1 2 Feb 16, 2026 J-GAAP
YoY -0.3% -41.3% -60.1% -45.0% -45.0%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Oct - Dec, 2024 11,523 788 702 561 11.7 6.8 Feb 14, 2025 J-GAAP
Jan - Mar, 2025 12,570 789 749 652 13.6 6.3 May 15, 2025 J-GAAP
Apr - Jun, 2025 10,531 -343 -539 -640 -13.4 -3.3 Aug 13, 2025 J-GAAP
Jul - Sep, 2025 10,971 324 132 27 0.6 3.0 Nov 14, 2025 J-GAAP
Oct - Dec, 2025 11,248 427 363 323 6.8 3.8 Feb 16, 2026 J-GAAP
YoY -2.4% -45.8% -48.3% -42.4% -42.3%

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