Sumitomo Electric, Ordinary Profit Forecast for the Fiscal Year Revised Upward to an Unexpected 12% Increase, Raises Record High Profit, Dividend Revised Upward by 18 Yen

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Fri Oct 31, 2025 3:00 pm JST Earnings

5802 Sumitomo Electric Industries, Ltd. 【J-GAAP】

Earnings Report

Sumitomo Electric Industries, Ltd. <5802> [TSE Prime] announced its financial results in the afternoon session on October 31st (15:00). The consolidated ordinary profit for the cumulative second quarter of the fiscal year ending March 2026 (April to September) increased 27.8% from the same period last year, reaching 155 billion yen, exceeded the previous forecast of 126 billion yen.

In addition, the full-year forecast for consolidated ordinary profit has been revised upward 13.8%, from the previous forecast of 304 billion yen to 346 billion yen (compared to 309 billion yen in the previous period), record profits reach three consecutive terms, turning to an 11.8% increase in the consolidated ordinary profit outlook.

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 1.4% from the same period last year, reaching 190 billion yen.

In light of the strong performance, the company has increased its planned annual dividend for the current fiscal year from the original plan of 100 yen to 118 yen (compared to 97 yen in the previous period).

In the most recent three-month period, from July to September (2Q), the consolidated ordinary profit increased 48.9% from the same period last year, reaching 93.6 billion yen. The operating profit margin improved from 5.8% in the same period last year to 7.6%.

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	2,072,103	67,329	60,759	26,696	34.2	28.2	Nov 2, 2023	J-GAAP
Apr - Sep, 2024	2,247,778	119,315	121,704	75,755	97.1	39.3	Nov 1, 2024	J-GAAP
Apr - Sep, 2025	2,373,461	153,021	155,516	97,938	125.6	44.9	Oct 31, 2025	J-GAAP
YoY	+5.6%	+28.2%	+27.8%	+29.3%	+29.3%

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	2,260,000	123,000	126,000	75,000	96.2	50	Jul 31, 2025	J-GAAP
Apr - Sep, 2025 Results	2,373,461	153,021	155,516	97,938	125.6	50	Oct 31, 2025	J-GAAP
Revision Rate	+5.0%	+24.4%	+23.4%	+30.6%	+30.6%

Guidance Update

Full Year Update

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Adj. Dividend	Announce	Accounting Standards
Mar, 2026 Prev	4,600,000	295,000	304,000	205,000	262.9	100	Jul 31, 2025	J-GAAP
Mar, 2026 New	4,750,000	340,000	346,000	230,000	294.9	118	Oct 31, 2025	J-GAAP
Revision Rate	+3.3%	+15.3%	+13.8%	+12.2%	+12.2%

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	2,432,011	201,348	187,792	118,016	151.3	61	May 13, 2025	J-GAAP
Oct - Mar, 2025 Guidance	2,376,539	186,979	190,484	132,062	169.3	68	Oct 31, 2025	J-GAAP
YoY	-2.3%	-7.1%	+1.4%	+11.9%	+11.9%

Current Period Guidance

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Adj. Dividend	Announce	Accounting Standards
Mar, 2024	4,402,814	226,618	215,341	149,723	192.0	77	May 10, 2024	J-GAAP
Mar, 2025	4,679,789	320,663	309,496	193,771	248.5	97	May 13, 2025	J-GAAP
Mar, 2026 Guidance	4,750,000	340,000	346,000	230,000	294.9	118	Oct 31, 2025	J-GAAP
YoY	+1.5%	+6.0%	+11.8%	+18.7%	+18.7%

Quarterly Results

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Operating Profit Margin	Announce	Accounting Standards
Jul - Sep, 2024	1,132,231	66,030	62,911	43,992	56.4	5.8	Nov 1, 2024	J-GAAP
Oct - Dec, 2024	1,193,461	87,524	76,255	37,929	48.6	7.3	Feb 4, 2025	J-GAAP
Jan - Mar, 2025	1,238,550	113,824	111,537	80,087	102.7	9.2	May 13, 2025	J-GAAP
Apr - Jun, 2025	1,148,436	60,301	61,837	35,119	45.0	5.3	Jul 31, 2025	J-GAAP
Jul - Sep, 2025	1,225,025	92,720	93,679	62,819	80.5	7.6	Oct 31, 2025	J-GAAP
YoY	+8.2%	+40.4%	+48.9%	+42.8%	+42.8%