kabutan

SAKAI Holdings, First Half Ordinary Profit Increases by 20%, Jan-Mar Ordinary Profit Increases by 26%

Tue May 12, 2026 4:00 pm JST Earnings

9446 SAKAI Holdings CO.,LTD 【J-GAAP】

Earnings Report

SAKAI Holdings CO.,LTD <9446> [TSE Std] announced its financial results after the market closed on May 12th (16:00). The consolidated ordinary profit for the cumulative second quarter of the fiscal year ending September 2026 (October 2025 to March 2026) increased 20.0% from the same period last year, reaching 0.56 billion yen. However, Progress toward the full-year plan of 1.41 billion yen was 40.2%, almost the same as the five-year average of 39.8%.

Based on the first-half performance announced by the company and the unchanged full-year plan, our calculation indicates that the consolidated ordinary profit for the April to September period (second half) is expected to decrease 1.2% from the same period last year to 0.84 billion yen.

In the most recent three-month period, from January to March (2Q), the consolidated ordinary profit grew 25.7% from the same period last year, reaching 0.39 billion yen. The operating profit margin improved from 8.2% in the same period last year to 8.9%.

Kabutan News

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
Oct - Mar, 2023 7,639 513 481 331 32.0 36.4 May 15, 2024 J-GAAP
Oct - Mar, 2024 8,234 531 474 304 31.2 35.6 May 14, 2025 J-GAAP
Oct - Mar, 2025 9,173 623 569 248 33.1 40.2 May 12, 2026 J-GAAP
YoY +11.4% +17.3% +20.0% -18.4% +6.1%

First Half Results vs. Previous Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Oct - Mar, 2025 Guidance 8,562 608 545 323 42.9 17 Nov 13, 2025 J-GAAP
Oct - Mar, 2025 Results 9,173 623 569 248 33.1 17 May 12, 2026 J-GAAP
Revision Rate +7.1% +2.5% +4.4% -23.2% -22.9%

Current Period Guidance

Second Half Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Apr - Sep, 2025 8,783 934 858 683 73.5 16 Nov 13, 2025 J-GAAP
Apr - Sep, 2026 Guidance 7,910 914 848 670 88.7 18 May 12, 2026 J-GAAP
YoY -9.9% -2.1% -1.2% -1.9% +20.6%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Sep, 2024 15,484 1,406 1,322 1,322 129.9 24 Nov 14, 2024 J-GAAP
Sep, 2025 17,017 1,465 1,332 987 106.3 26 Nov 13, 2025 J-GAAP
Sep, 2026 Guidance 17,083 1,537 1,417 918 121.6 35 Nov 13, 2025 J-GAAP
YoY +0.4% +4.9% +6.4% -7.0% +14.4%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Jan - Mar, 2025 4,303 351 311 197 20.2 8.2 May 14, 2025 J-GAAP
Apr - Jun, 2025 4,191 451 418 263 26.9 10.8 Aug 8, 2025 J-GAAP
Jul - Sep, 2025 4,592 483 440 420 45.2 10.5 Nov 13, 2025 J-GAAP
Oct - Dec, 2025 4,370 197 178 127 17.0 4.5 Feb 13, 2026 J-GAAP
Jan - Mar, 2026 4,803 426 391 121 16.1 8.9 May 12, 2026 J-GAAP
YoY +11.6% +21.4% +25.7% -38.6% -20.1%

Related Articles