SUMITOMO DENSETSU, Ordinary Profit Forecast for the Fiscal Year Revised Upward by 17%, Raises Record High Profit Forecast, Second Half Dividend Postponed

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Thu Oct 30, 2025 1:17 pm JST Earnings

1949 SUMITOMO DENSETSU CO.,LTD. 【J-GAAP】

Earnings Report

SUMITOMO DENSETSU CO.,LTD. <1949> [TSE Prime] announced its financial results in the afternoon session on October 30th (13:17). The consolidated ordinary profit for the cumulative second quarter of the fiscal year ending March 2026 (April to September) expanded 9.22 billion yen, an increase 40.4% compared to the same period last year, exceeded the previous forecast of 6.60 billion yen.

In addition, the full-year forecast for consolidated ordinary profit has been revised upward 17.4%, from the previous forecast of 19.0 billion yen to 22.3 billion yen (compared to 18.9 billion yen in the previous period), increasing the growth rate from 0.5% to 17.9%, further surpassing the previous forecast of record-high profits for two consecutive terms.

Based on the first-half performance announced by the company and the full-year plan, our calculation indicates that the consolidated ordinary profit for the October to March period (second half) is expected to grow 5.9% from the same period last year, reaching 13.0 billion yen.

At the same time, In conjunction with a Tender Offer Bid (TOB), the company has decided to forgo the the second half of 78 yen for the current fiscal year.

In the most recent three-month period, from July to September (2Q), the consolidated ordinary profit increased 51.7% from the same period last year, reaching 6.65 billion yen. The operating profit margin improved from 8.5% in the same period last year to 11.3%.

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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
Apr - Sep, 2023	79,888	3,111	3,628	2,459	69.5	26.9	Oct 31, 2023	J-GAAP
Apr - Sep, 2024	90,572	6,162	6,569	4,417	125.3	34.7	Oct 31, 2024	J-GAAP
Apr - Sep, 2025	99,011	8,562	9,226	6,067	172.5	41.4	Oct 30, 2025	J-GAAP
YoY	+9.3%	+38.9%	+40.4%	+37.4%	+37.6%

First Half Results vs. Previous Guidance

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Adj. Dividend	Announce	Accounting Standards
Apr - Sep, 2025 Guidance	96,000	6,200	6,600	4,500	127.9	78	May 9, 2025	J-GAAP
Apr - Sep, 2025 Results	99,011	8,562	9,226	6,067	172.5	78	Oct 30, 2025	J-GAAP
Revision Rate	+3.1%	+38.1%	+39.8%	+34.8%	+34.9%

Guidance Update

Full Year Update

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Adj. Dividend	Announce	Accounting Standards
Mar, 2026 Prev	210,000	18,000	19,000	13,000	369.4	156	May 9, 2025	J-GAAP
Mar, 2026 New	218,000	21,000	22,300	15,000	426.3	78	Oct 30, 2025	J-GAAP
Revision Rate	+3.8%	+16.7%	+17.4%	+15.4%	+15.4%

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	113,067	11,724	12,345	8,383	238.1	86	May 9, 2025	J-GAAP
Oct - Mar, 2025 Guidance	118,989	12,438	13,074	8,933	253.9	0	Oct 30, 2025	J-GAAP
YoY	+5.2%	+6.1%	+5.9%	+6.6%	+6.6%

Current Period Guidance

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Adj. Dividend	Announce	Accounting Standards
Mar, 2024	185,524	12,548	13,502	10,060	284.1	106	May 9, 2024	J-GAAP
Mar, 2025	203,639	17,886	18,914	12,800	363.5	146	May 9, 2025	J-GAAP
Mar, 2026 Guidance	218,000	21,000	22,300	15,000	426.3	78	Oct 30, 2025	J-GAAP
YoY	+7.1%	+17.4%	+17.9%	+17.2%	+17.3%

Quarterly Results

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Operating Profit Margin	Announce	Accounting Standards
Jul - Sep, 2024	50,758	4,316	4,387	3,065	87.0	8.5	Oct 31, 2024	J-GAAP
Oct - Dec, 2024	49,405	3,734	4,164	2,699	76.6	7.6	Jan 31, 2025	J-GAAP
Jan - Mar, 2025	63,662	7,990	8,181	5,684	161.4	12.6	May 9, 2025	J-GAAP
Apr - Jun, 2025	42,226	2,157	2,569	1,645	46.8	5.1	Jul 30, 2025	J-GAAP
Jul - Sep, 2025	56,785	6,405	6,657	4,422	125.7	11.3	Oct 30, 2025	J-GAAP
YoY	+11.9%	+48.4%	+51.7%	+44.3%	+44.5%