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SBI Leasing Services, First Half Ordinary Profit Increases by 78%, Jul-Sep Ordinary Profit Increases by 61%

Wed Oct 29, 2025 11:30 am JST Earnings

5834 SBI Leasing Services Co., Ltd. 【J-GAAP】

Earnings Report

SBI Leasing Services Co., Ltd. <5834> [TSE Growth] announced its financial results at noon (11:30) on October 29th. The consolidated ordinary profit for the cumulative second quarter of the fiscal year ending March 2026 (April to September) expanded 4.88 billion yen, an increase 77.6% compared to the same period last year. Progress toward the full-year plan of 7.00 billion yen was 69.7%, also surpassing the four-year average of 46.9%.

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 October to March period (second half) is expected to drop 36.5% from the same period last year to 2.12 billion yen.

In the most recent three-month period, from July to September (2Q), the consolidated ordinary profit increased 61.1% from the same period last year, reaching 2.48 billion yen. The operating profit margin drastically improved from 9.8% in the same period last year to 17.1%.

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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 26,699 2,600 2,448 1,727 222.2 49.5 Oct 27, 2023 J-GAAP
Apr - Sep, 2024 20,381 2,984 2,748 1,902 244.3 45.2 Oct 29, 2024 J-GAAP
Apr - Sep, 2025 26,373 5,300 4,880 3,304 418.5 69.7 Oct 29, 2025 J-GAAP
YoY +29.4% +77.6% +77.6% +73.7% +71.3%

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 ー ー ー ー － 50 Apr 28, 2025 J-GAAP
Apr - Sep, 2025 Results 26,373 5,300 4,880 3,304 418.5 50 Oct 29, 2025 J-GAAP
Revision Rate － － － － －

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 21,535 3,744 3,336 2,486 318.9 170 Apr 28, 2025 J-GAAP
Oct - Mar, 2025 Guidance 36,227 2,900 2,120 1,496 188.9 － Oct 29, 2025 J-GAAP
YoY +68.2% -22.5% -36.5% -39.8% -40.8%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2024 54,146 5,310 4,944 3,447 443.3 100 Apr 26, 2024 J-GAAP
Mar, 2025 41,916 6,728 6,084 4,388 562.8 170 Apr 28, 2025 J-GAAP
Mar, 2026 Guidance 62,600 8,200 7,000 4,800 606.0 － Apr 28, 2025 J-GAAP
YoY +49.3% +21.9% +15.1% +9.4% +7.7%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Jul - Sep, 2024 17,911 1,761 1,541 1,085 139.4 9.8 Oct 29, 2024 J-GAAP
Oct - Dec, 2024 11,884 1,846 1,705 1,186 152.3 15.5 Jan 30, 2025 J-GAAP
Jan - Mar, 2025 9,651 1,898 1,631 1,300 166.7 19.7 Apr 28, 2025 J-GAAP
Apr - Jun, 2025 10,419 2,571 2,397 1,568 198.9 24.7 Jul 29, 2025 J-GAAP
Jul - Sep, 2025 15,954 2,729 2,483 1,736 219.9 17.1 Oct 29, 2025 J-GAAP
YoY -10.9% +55.0% +61.1% +60.0% +57.7%

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