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SANYEI, First Half Ordinary Profit Decreases by 34%

Fri Oct 31, 2025 3:00 pm JST Earnings

8119 SANYEI CORPORATION 【J-GAAP】

Earnings Report

SANYEI CORPORATION <8119> [TSE Std] 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) dropped 33.6% from the same period last year to 0.80 billion yen. Progress toward the full-year plan of 1.30 billion yen was 62.2%, also surpassing progress of 56.6% from the same period of the previous year.

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 drop 47.2% from the same period last year to 0.49 billion yen.

In the most recent three-month period, from July to September (2Q), the consolidated ordinary profit decreased to 0.29 billion yen, a 22.3% decrease compared to the same period last year. The operating profit margin worsened from 5.8% in the same period last year to 3.5%.

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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 17,048 459 560 510 53.1 44.9 Oct 31, 2023 J-GAAP
Apr - Sep, 2024 20,900 1,328 1,217 1,018 108.0 56.6 Oct 31, 2024 J-GAAP
Apr - Sep, 2025 17,655 765 808 456 48.1 62.2 Oct 31, 2025 J-GAAP
YoY -15.5% -42.4% -33.6% -55.2% -55.5%

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 20,000 700 700 430 45.2 15.50 May 22, 2025 J-GAAP
Apr - Sep, 2025 Results 17,655 765 808 456 48.1 15.50 Oct 31, 2025 J-GAAP
Revision Rate -11.7% +9.3% +15.4% +6.0% +6.3%

Guidance Update

Full Year Update

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2026 Prev 40,000 1,300 1,300 600 63.1 31 May 22, 2025 J-GAAP
Mar, 2026 New 37,000 1,300 1,300 600 63.1 31 Oct 31, 2025 J-GAAP
Revision Rate -7.5% 0.0% 0.0% 0.0% 0.0%

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 18,961 768 932 -44 -4.7 21 May 14, 2025 J-GAAP
Oct - Mar, 2025 Guidance 19,345 535 492 144 15.2 15.50 Oct 31, 2025 J-GAAP
YoY +2.0% -30.3% -47.2% － －

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2024 36,688 1,163 1,248 538 56.5 20 May 14, 2024 J-GAAP
Mar, 2025 39,861 2,096 2,149 974 103.1 31 May 14, 2025 J-GAAP
Mar, 2026 Guidance 37,000 1,300 1,300 600 63.1 31 Oct 31, 2025 J-GAAP
YoY -7.2% -38.0% -39.5% -38.4% -38.8%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Jul - Sep, 2024 9,702 559 382 178 18.9 5.8 Oct 31, 2024 J-GAAP
Oct - Dec, 2024 9,076 532 735 132 14.0 5.9 Feb 7, 2025 J-GAAP
Jan - Mar, 2025 9,885 236 197 -176 -18.6 2.4 May 14, 2025 J-GAAP
Apr - Jun, 2025 9,153 467 511 344 36.4 5.1 Jul 31, 2025 J-GAAP
Jul - Sep, 2025 8,502 298 297 112 11.8 3.5 Oct 31, 2025 J-GAAP
YoY -12.4% -46.7% -22.3% -37.1% -37.5%

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