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Sun Messe, Net Income Forecast for the Fiscal Year Revised Upward to an Unexpected 5% Increase

Tue Nov 4, 2025 3:50 pm JST Earnings

7883 Sun Messe Co.,Ltd. 【J-GAAP】

Earnings Report

Sun Messe Co.,Ltd. <7883> [TSE Std] announced its financial results after the market closed on November 4th (15:50). The consolidated net income for the cumulative second quarter of the fiscal year ending March 2026 (April to September) increased 17.6% from the same period last year, reaching 127 million yen, resulting in an increase in profits compared to the previous forecast of a 40.7% decrease.

In addition, the full-year forecast for consolidated net income has been revised upward 62.8%, from the previous forecast of 215 million yen to 350 million yen (compared to 332 million yen in the previous period), turning to a 5.4% increase in the consolidated net income outlook.

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 nearly flat at 223 million yen, down 0.4% from the same period last year.

In the most recent three-month period, from July to September (2Q), the consolidated net loss expanded to a loss of 110 million yen (compared to a loss of 70 million yen in the same period last year). The operating profit/loss margin worsened from -3.5% in the same period last year to -5.0%.

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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 7,962 78 161 92 6.0 38.9 Nov 1, 2023 J-GAAP
Apr - Sep, 2024 8,044 61 171 108 7.0 48.9 Nov 1, 2024 J-GAAP
Apr - Sep, 2025 8,185 85 200 127 8.2 58.0 Nov 4, 2025 J-GAAP
YoY +1.8% +39.3% +17.0% +17.6% +17.8%

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 8,281 18 113 64 4.1 4 May 9, 2025 J-GAAP
Apr - Sep, 2025 Results 8,185 85 200 127 8.2 4 Nov 4, 2025 J-GAAP
Revision Rate -1.2% +372.2% +77.0% +98.4% +100.0%

Guidance Update

Full Year Update

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2026 Prev 17,190 175 345 215 14.0 8 May 9, 2025 J-GAAP
Mar, 2026 New 17,190 175 345 350 22.8 8 Nov 4, 2025 J-GAAP
Revision Rate 0.0% 0.0% 0.0% +62.8% +62.9%

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 8,392 74 179 224 14.5 5 May 9, 2025 J-GAAP
Oct - Mar, 2025 Guidance 9,005 90 145 223 14.5 4 Nov 4, 2025 J-GAAP
YoY +7.3% +21.6% -19.0% -0.4% +0.4%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2024 16,633 257 414 257 16.6 8 May 10, 2024 J-GAAP
Mar, 2025 16,436 135 350 332 21.4 9 May 9, 2025 J-GAAP
Mar, 2026 Guidance 17,190 175 345 350 22.8 8 Nov 4, 2025 J-GAAP
YoY +4.6% +29.6% -1.4% +5.4% +6.3%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Jul - Sep, 2024 3,692 -128 -96 -70 -4.5 -3.5 Nov 1, 2024 J-GAAP
Oct - Dec, 2024 4,282 89 160 153 9.9 2.1 Feb 4, 2025 J-GAAP
Jan - Mar, 2025 4,110 -15 19 71 4.6 -0.4 May 9, 2025 J-GAAP
Apr - Jun, 2025 4,490 268 359 237 15.3 6.0 Aug 1, 2025 J-GAAP
Jul - Sep, 2025 3,695 -183 -159 -110 -7.1 -5.0 Nov 4, 2025 J-GAAP
YoY +0.1% -43.0% -65.6% -57.1% -57.5%

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