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Sumitomo Pharma, Net Income Forecast for the Fiscal Year Revised Upward by 2.3 times, Highest in Four Terms

Fri Oct 31, 2025 3:30 pm JST Earnings

4506 Sumitomo Pharma Co., Ltd. 【IFRS】

Earnings Report

Sumitomo Pharma Co., Ltd. <4506> [TSE Prime] announced its financial results (based on IFRS) after the market closed on October 31st (15:30). The consolidated net income/loss for the cumulative second quarter of the fiscal year ending March 2026 (April to September) turned into a profit of 98.8 billion yen (compared to a loss of 32.2 billion yen in the same period last year), exceeded the previous forecast of 56.0 billion yen.

In addition, the full-year forecast for consolidated net income has been revised upward 2.3 times, from the previous forecast of 40.0 billion yen to 92.0 billion yen (compared to 23.6 billion yen in the previous period), increasing the growth rate from 69.2% to 3.9 times, reaches new record high for the first time in four terms.

Based on the first-half performance announced by the company and the full-year plan, our calculation indicates that the consolidated net income/loss for the October to March period (second half) is expected to turn into a loss of 6.86 billion yen (compared to a profit of 55.8 billion yen in the same period last year).

In the most recent three-month period, from July to September (2Q), the consolidated net income/loss turned to a profit of 87.6 billion yen (compared to a loss of 48.1 billion yen in the same period last year). The operating profit/loss margin drastically improved from -5.6% in the same period last year to 63.6%.

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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 152,642 -86,498 -56,127 -67,741 -170.5 ー Oct 31, 2023 IFRS
Apr - Sep, 2024 180,749 -8,179 -32,406 -32,229 -81.1 ー Oct 30, 2024 IFRS
Apr - Sep, 2025 227,122 96,157 92,802 98,860 248.8 ー Oct 31, 2025 IFRS
YoY +25.7% － － － －

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 207,000 69,000 ー 56,000 141.0 0 Jul 31, 2025 IFRS
Apr - Sep, 2025 Results 227,122 96,157 92,802 98,860 248.8 0 Oct 31, 2025 IFRS
Revision Rate +9.7% +39.4% － +76.5% +76.5%

Guidance Update

Full Year Update

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2026 Prev 355,000 54,000 ー 40,000 100.7 0 May 13, 2025 IFRS
Mar, 2026 New 429,000 98,000 ー 92,000 231.6 0 Oct 31, 2025 IFRS
Revision Rate +20.8% +81.5% － +130.0% +130.0%

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 218,083 36,983 50,017 55,863 140.6 0 May 13, 2025 IFRS
Oct - Mar, 2025 Guidance 201,878 1,843 ー -6,860 -17.3 0 Oct 31, 2025 IFRS
YoY -7.4% -95.0% － － －

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2024 314,558 -354,859 -323,114 -314,969 -792.8 0 May 14, 2024 IFRS
Mar, 2025 398,832 28,804 17,611 23,634 59.5 0 May 13, 2025 IFRS
Mar, 2026 Guidance 429,000 98,000 ー 92,000 231.6 0 Oct 31, 2025 IFRS
YoY +7.6% +240.2% － +289.3% +289.3%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Jul - Sep, 2024 90,074 -5,074 -49,609 -48,166 -121.2 -5.6 Oct 30, 2024 IFRS
Oct - Dec, 2024 112,434 21,405 56,432 53,448 134.5 19.0 Jan 31, 2025 IFRS
Jan - Mar, 2025 105,649 15,578 -6,415 2,415 6.1 14.7 May 13, 2025 IFRS
Apr - Jun, 2025 108,002 20,400 11,932 11,206 28.2 18.9 Jul 31, 2025 IFRS
Jul - Sep, 2025 119,120 75,757 80,870 87,654 220.6 63.6 Oct 31, 2025 IFRS
YoY +32.2% － － － －

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