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SAMCO, First Half Ordinary Profit Increases by 6%

Thu Mar 12, 2026 3:30 pm JST Earnings

6387 SAMCO INC. 【J-GAAP】

Earnings Report

SAMCO INC. <6387> [TSE Prime] announced its financial results after the market closed on March 12th (15:30). The ordinary profit (non-consolidated) for the cumulative second quarter of the fiscal year ending July 2026 (August 2025 to January 2026) increased 6.1% from the same period last year, reaching 1.07 billion yen. However, Progress toward the full-year plan of 2.44 billion yen was 44.0%, almost the same as the five-year average of 41.3%.

Based on the first-half performance announced by the company and the unchanged full-year plan, our calculation indicates that the ordinary profit for the February to July period (second half) is expected to nearly flat at 1.36 billion yen, up 0.4% from the same period last year.

In the most recent three-month period, from November to January (2Q), the ordinary profit amounted to 0.89 billion yen, an increase of 1.5% compared to the same period last year. However, the operating profit margin decreased from 30.7% in the same period last year to 28.7%.

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Actual Results

Accumulated Results 2nd Quarter
Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Progress Rate vs. First Half Announce Accounting Standards
Aug - Jan, 2023 4,105 1,012 1,063 747 93.0 50.9 Mar 13, 2024 J-GAAP
Aug - Jan, 2024 4,121 990 1,011 714 88.9 42.6 Mar 12, 2025 J-GAAP
Aug - Jan, 2025 4,587 1,028 1,073 751 93.5 44.0 Mar 12, 2026 J-GAAP
YoY +11.3% +3.8% +6.1% +5.2% +5.1%

First Half Results vs. Previous Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Aug - Jan, 2025 Guidance 4,750 1,070 1,060 740 92.1 0 Sep 10, 2025 J-GAAP
Aug - Jan, 2025 Results 4,587 1,028 1,073 751 93.5 0 Mar 12, 2026 J-GAAP
Revision Rate -3.4% -3.9% +1.2% +1.5% +1.5%

Current Period Guidance

Second Half Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Feb - Jul, 2025 5,221 1,352 1,362 983 122.4 60 Sep 10, 2025 J-GAAP
Feb - Jul, 2026 Guidance 5,613 1,432 1,367 969 120.6 60 Mar 12, 2026 J-GAAP
YoY +7.5% +5.9% +0.4% -1.4% -1.4%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Jul, 2024 8,203 2,017 2,088 1,471 183.3 45 Sep 11, 2024 J-GAAP
Jul, 2025 9,342 2,342 2,373 1,697 211.3 60 Sep 10, 2025 J-GAAP
Jul, 2026 Guidance 10,200 2,460 2,440 1,720 214.1 60 Sep 10, 2025 J-GAAP
YoY +9.2% +5.0% +2.8% +1.4% +1.3%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Nov - Jan, 2024 2,845 874 883 625 77.9 30.7 Mar 12, 2025 J-GAAP
Feb - Apr, 2025 2,120 403 359 254 31.7 19.0 Jun 11, 2025 J-GAAP
May - Jul, 2025 3,101 949 1,003 729 90.8 30.6 Sep 10, 2025 J-GAAP
Aug - Oct, 2025 1,526 151 177 124 15.4 9.9 Dec 11, 2025 J-GAAP
Nov - Jan, 2025 3,061 877 896 627 78.1 28.7 Mar 12, 2026 J-GAAP
YoY +7.6% +0.3% +1.5% +0.3% +0.3%

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