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SANYO SHOKAI, Ordinary Profit Forecast for the Fiscal Year Revised Downward by 45%
8011 SANYO SHOKAI LTD. 【J-GAAP】
Guidance Update ReportSANYO SHOKAI LTD. <8011> [TSE Prime] announced a performance revision in the morning on February 27th (11:00). The consolidated ordinary profit forecast for the fiscal year ending February 2026 has decreased 44.9%, from the previous forecast of 2.36 billion yen to 1.30 billion yen (compared to 2.82 billion yen in the previous period), leading to an increase in the profit decline rate from 16.5% to 54.0%.
Based on the downwardly revised full-year plan announced by the company, our calculation indicates that the September to February period (second half) consolidated ordinary profit has decreased 42.2%, from the previous forecast of 2.50 billion yen to 1.44 billion yen (compared to 2.14 billion yen in the same period of the previous year). This changes the outlook from an anticipated profit increase to a projection of a 32.5% decrease in profit.
Kabutan News
Guidance Update
Second Half Update
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Sep - Feb, 2025 Prev | 32,858 | 2,513 | 2,509 | 4,399 | 431.4 | 70 | Oct 6, 2025 | J-GAAP |
| Sep - Feb, 2025 New | 31,258 | 1,413 | 1,449 | 4,399 | 431.4 | 70 | Feb 27, 2026 | J-GAAP |
| Revision Rate | -4.9% | -43.8% | -42.2% | 0.0% | +0.0% |
Full Year Update
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Feb, 2026 Prev | 59,900 | 2,300 | 2,360 | 4,100 | 402.1 | 139 | Aug 28, 2025 | J-GAAP |
| Feb, 2026 New | 58,300 | 1,200 | 1,300 | 4,100 | 402.1 | 139 | Feb 27, 2026 | J-GAAP |
| Revision Rate | -2.7% | -47.8% | -44.9% | 0.0% | +0.0% |
Current Period Guidance
Second Half Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Sep - Feb, 2024 | 32,624 | 2,116 | 2,147 | 3,550 | 311.4 | 129 | Apr 14, 2025 | J-GAAP |
| Sep - Feb, 2025 Guidance | 31,258 | 1,413 | 1,449 | 4,399 | 431.4 | 70 | Feb 27, 2026 | J-GAAP |
| YoY | -4.2% | -33.2% | -32.5% | +23.9% | +38.5% |
Current Period Guidance
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Feb, 2024 | 61,353 | 3,047 | 3,184 | 2,787 | 239.0 | 88 | Apr 12, 2024 | J-GAAP |
| Feb, 2025 | 60,526 | 2,715 | 2,825 | 4,007 | 351.5 | 129 | Apr 14, 2025 | J-GAAP |
| Feb, 2026 Guidance | 58,300 | 1,200 | 1,300 | 4,100 | 402.1 | 139 | Feb 27, 2026 | J-GAAP |
| YoY | -3.7% | -55.8% | -54.0% | +2.3% | +14.4% |
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