Sankyo Tateyama, Ordinary Profit Forecast for the Fiscal Year Revised Downward to an Unexpected 89% Decrease

Tue Apr 7, 2026 3:30 pm JST

Sankyo Tateyama,Inc. <5932> [TSE Prime] announced its financial results after the market closed on April 7th (15:30). The consolidated ordinary profit/loss for the cumulative third quarter of the fiscal year ending May 2026 (June 2025 to February 2026) turned into a loss of 0.33 billion yen (compared to a profit of 1.49 billion yen in the same period last year).

In addition, the full-year forecast for consolidated ordinary profit has decreased 95.0%, from the previous forecast of 2.00 billion yen to 0.10 billion yen (compared to 0.94 billion yen in the previous period). This changes the outlook from an anticipated profit increase to a projection of an 89.4% decrease in profit. However, the full-year forecast for consolidated net income has been revised upward 6.7 times, from the previous forecast of 0.30 billion yen to 2.00 billion yen (compared to a loss of 2.33 billion yen in the previous period).

Based on the full-year plan announced by the company after the downward revision, our estimate of the consolidated ordinary profit for the December to May period (second half) has decreased 98.5%, from the previous forecast of 1.92 billion yen to 0.02 billion yen (compared to a loss of 0.58 billion yen in the same period of the previous year).

In the most recent three-month period, from December to February (3Q), the consolidated ordinary loss expanded to a loss of 0.40 billion yen (compared to a loss of 0.04 billion yen in the same period last year). The operating profit/loss margin worsened from 0.3% in the same period last year to -0.3%.

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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
Jun - Feb, 2023	264,459	2,659	2,824	-569	-18.2	72.8	Apr 4, 2024	J-GAAP
Jun - Feb, 2024	267,299	2,045	1,493	-413	-13.2	158.2	Apr 3, 2025	J-GAAP
Jun - Feb, 2025	262,971	95	-336	-2,029	-64.8	ー	Apr 7, 2026	J-GAAP
YoY	-1.6%	-95.4%	－	-391.3%	-390.7%

Guidance Update

Second Half Update

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Adj. Dividend	Announce	Accounting Standards
Dec - May, 2025 Prev	191,242	3,679	1,928	2,402	76.6	12.50	Jan 8, 2026	J-GAAP
Dec - May, 2025 New	176,242	679	28	4,102	130.9	12.50	Apr 7, 2026	J-GAAP
Revision Rate	-7.8%	-81.5%	-98.5%	+70.8%	+70.8%

Full Year Update

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Adj. Dividend	Announce	Accounting Standards
May, 2026 Prev	370,000	4,000	2,000	300	9.6	25	Jul 10, 2025	J-GAAP
May, 2026 New	355,000	1,000	100	2,000	63.8	25	Apr 7, 2026	J-GAAP
Revision Rate	-4.1%	-75.0%	-95.0%	+566.7%	+566.9%

Current Period Guidance

Second Half Results

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Adj. Dividend	Announce	Accounting Standards
Dec - May, 2024	177,168	-235	-589	-2,389	-76.2	12.50	Jul 10, 2025	J-GAAP
Dec - May, 2025 Guidance	176,242	679	28	4,102	130.9	12.50	Apr 7, 2026	J-GAAP
YoY	-0.5%	－	－	－	－

Current Period Guidance

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Adj. Dividend	Announce	Accounting Standards
May, 2024	353,027	3,807	3,880	-1,019	-32.5	20	Jul 11, 2024	J-GAAP
May, 2025	359,424	1,545	944	-2,336	-74.5	25	Jul 10, 2025	J-GAAP
May, 2026 Guidance	355,000	1,000	100	2,000	63.8	25	Apr 7, 2026	J-GAAP
YoY	-1.2%	-35.3%	-89.4%	－	－

Quarterly Results

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Operating Profit Margin	Announce	Accounting Standards
Dec - Feb, 2024	85,043	265	-40	-466	-14.9	0.3	Apr 3, 2025	J-GAAP
Mar - May, 2025	92,125	-500	-549	-1,923	-61.4	-0.5	Jul 10, 2025	J-GAAP
Jun - Aug, 2025	85,855	-1,164	-1,207	-687	-22.0	-1.4	Oct 7, 2025	J-GAAP
Sep - Nov, 2025	92,903	1,485	1,279	-1,415	-45.2	1.6	Jan 8, 2026	J-GAAP
Dec - Feb, 2025	84,213	-226	-408	73	2.3	-0.3	Apr 7, 2026	J-GAAP
YoY	-1.0%	－	-920.0%	－	－