kabutan

Sumitomo Riko, Net Income Forecast for the Fiscal Year Revised Upward by 3%, Second Half Dividend Postponed

Thu Oct 30, 2025 12:00 pm JST Earnings

5191 Sumitomo Riko Company Limited 【IFRS】

Earnings Report

Sumitomo Riko Company Limited <5191> [TSE Prime] announced its financial results (based on IFRS) at noon (12:00) on October 30th. The consolidated net income for the cumulative second quarter of the fiscal year ending March 2026 (April to September) increased 16.9% from the same period last year, reaching 11.7 billion yen.

In addition, the full-year forecast for consolidated net income has been revised upward 3.4%, from the previous forecast of 20.5 billion yen to 21.2 billion yen (compared to 27.4 billion yen in the previous period), and the declining rate is expected to decrease from 25.2% to 22.7%.

Based on the first-half performance announced by the company and the full-year plan, our calculation indicates that the consolidated net income for the October to March period (second half) is expected to drop 45.5% from the same period last year to 9.47 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 26 yen for the current fiscal year.

In the most recent three-month period, from July to September (2Q), the consolidated net income increased 45.2% from the same period last year, reaching 5.96 billion yen. The operating profit margin remained almost flat, changing from 5.5% in the same period last year to 5.8%.

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
Apr - Sep, 2023 297,878 12,188 10,595 5,827 56.1 34.4 Oct 31, 2023 IFRS
Apr - Sep, 2024 309,169 17,378 15,720 10,030 96.6 40.7 Oct 31, 2024 IFRS
Apr - Sep, 2025 316,333 18,987 18,112 11,723 112.9 51.7 Oct 30, 2025 IFRS
YoY +2.3% +9.3% +15.2% +16.9% +16.9%

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 305,000 17,900 16,300 10,400 100.2 30 Jul 30, 2025 IFRS
Apr - Sep, 2025 Results 316,333 18,987 18,112 11,723 112.9 34 Oct 30, 2025 IFRS
Revision Rate +3.7% +6.1% +11.1% +12.7% +12.7%

Guidance Update

Full Year Update

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2026 Prev 615,000 38,400 35,000 20,500 197.5 60 Jul 30, 2025 IFRS
Mar, 2026 New 620,000 37,500 35,000 21,200 204.2 34 Oct 30, 2025 IFRS
Revision Rate +0.8% -2.3% 0.0% +3.4% +3.4%

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 324,162 24,195 22,913 17,389 167.5 42 May 9, 2025 IFRS
Oct - Mar, 2025 Guidance 303,667 18,513 16,888 9,477 91.3 0 Oct 30, 2025 IFRS
YoY -6.3% -23.5% -26.3% -45.5% -45.5%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2024 615,449 33,977 30,805 18,641 179.5 36 May 9, 2024 IFRS
Mar, 2025 633,331 41,573 38,633 27,419 264.1 66 May 9, 2025 IFRS
Mar, 2026 Guidance 620,000 37,500 35,000 21,200 204.2 34 Oct 30, 2025 IFRS
YoY -2.1% -9.8% -9.4% -22.7% -22.7%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Jul - Sep, 2024 151,554 8,380 7,157 4,106 39.6 5.5 Oct 31, 2024 IFRS
Oct - Dec, 2024 162,102 15,741 15,194 12,158 117.1 9.7 Jan 29, 2025 IFRS
Jan - Mar, 2025 162,060 8,454 7,719 5,231 50.4 5.2 May 9, 2025 IFRS
Apr - Jun, 2025 154,783 9,633 9,129 5,763 55.5 6.2 Jul 30, 2025 IFRS
Jul - Sep, 2025 161,550 9,354 8,983 5,960 57.4 5.8 Oct 30, 2025 IFRS
YoY +6.6% +11.6% +25.5% +45.2% +45.1%

Related Articles