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Sanrio Company, Ordinary Profit Forecast for First Half Revised Upward by 27%, Raises Record High Profit Forecast, Full Year also Increased, Dividend Revised Upward by 6 Yen

Fri Aug 8, 2025 3:30 pm JST Earnings

8136 Sanrio Company, Ltd. 【J-GAAP】

Earnings Report

Sanrio Company, Ltd. <8136> [TSE Prime] announced its financial results after the market closed on August 8th (15:30). The consolidated ordinary profit for the first quarter of the fiscal year ending March 2026 (April to June) expanded 20.2 billion yen, an increase 72.6% compared to the same period last year.

In addition, the April to September period (first half) consolidated ordinary profit has been revised upward 27.3%, from the previous forecast of 27.8 billion yen to 35.4 billion yen (compared to 24.1 billion yen in the same period of the previous year), increasing the growth rate from 14.9% to 46.3%, further surpassing the previous forecast of record-high profits for three consecutive terms.

Following the strong performance in the first half, the full-year forecast for consolidated ordinary profit has been revised upward 12.0%, from the previous forecast of 60.7 billion yen to 68.0 billion yen (compared to 53.4 billion yen in the previous period), increasing the growth rate from 13.6% to 27.2%, further surpassing the previous forecast of record-high profits for two consecutive terms.

At the same time, the dividend for the first half of this fiscal year has been increased from the original plan of 27 yen to 30 yen, and the dividend for the second half has also been revised upwards from the original plan of 27 yen to 30 yen. The annual dividend will be 60 yen (compared to 53 yen in the previous period).

In the most recent three-month period, from April to June (1Q), the operating profit margin rose from 37.2% in the same period last year to 46.9%.

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Actual Results

Accumulated Results 1st Quarter
Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Progress Rate vs. First Half Announce Accounting Standards
Apr - Jun, 2023 20,315 5,964 6,374 4,916 20.3 44.9 Aug 2, 2023 J-GAAP
Apr - Jun, 2024 28,911 10,746 11,704 10,296 43.6 48.4 Aug 2, 2024 J-GAAP
Apr - Jun, 2025 43,097 20,198 20,205 14,190 59.8 57.1 Aug 8, 2025 J-GAAP
YoY +49.1% +88.0% +72.6% +37.8% +37.2%

Guidance Update

First Half Update

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Apr - Sep, 2025 Prev 75,200 27,500 27,800 19,100 80.5 27 May 13, 2025 J-GAAP
Apr - Sep, 2025 New 83,600 35,000 35,400 24,700 104.1 30 Aug 8, 2025 J-GAAP
Revision Rate +11.2% +27.3% +27.3% +29.3% +29.3%

Full Year Update

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2026 Prev 162,200 60,000 60,700 42,000 171.7 54 May 13, 2025 J-GAAP
Mar, 2026 New 168,800 67,300 68,000 47,500 194.2 60 Aug 8, 2025 J-GAAP
Revision Rate +4.1% +12.2% +12.0% +13.1% +13.1%

Current Period Guidance

H1 Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Apr - Sep, 2024 62,807 23,591 24,196 19,076 80.8 20 Nov 1, 2024 J-GAAP
Apr - Sep, 2025 Guidance 83,600 35,000 35,400 24,700 104.1 30 Aug 8, 2025 J-GAAP
YoY +33.1% +48.4% +46.3% +29.5% +28.9%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2024 99,981 26,952 28,265 17,584 73.1 22 May 14, 2024 J-GAAP
Mar, 2025 144,904 51,806 53,453 41,731 176.6 53 May 13, 2025 J-GAAP
Mar, 2026 Guidance 168,800 67,300 68,000 47,500 194.2 60 Aug 8, 2025 J-GAAP
YoY +16.5% +29.9% +27.2% +13.8% +9.9%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Apr - Jun, 2024 28,911 10,746 11,704 10,296 43.6 37.2 Aug 2, 2024 J-GAAP
Jul - Sep, 2024 33,896 12,845 12,492 8,780 37.2 37.9 Nov 1, 2024 J-GAAP
Oct - Dec, 2024 41,979 17,502 18,469 14,714 62.3 41.7 Feb 14, 2025 J-GAAP
Jan - Mar, 2025 40,118 10,713 10,788 7,941 33.6 26.7 May 13, 2025 J-GAAP
Apr - Jun, 2025 43,097 20,198 20,205 14,190 59.8 46.9 Aug 8, 2025 J-GAAP
YoY +49.1% +88.0% +72.6% +37.8% +37.2%

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