Sanrio Company, Ordinary Profit Forecast for the Fiscal Year Revised Upward by 5%, Raises Record High Profit Forecast, Dividend Revised Upward by 2 Yen

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Wed Nov 5, 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 November 5th (15:30). The consolidated ordinary profit for the cumulative second quarter of the fiscal year ending March 2026 (April to September) expanded 39.7 billion yen, an increase 64.1% compared to the same period last year.

In addition, the full-year forecast for consolidated ordinary profit has been revised upward 4.9%, from the previous forecast of 68.0 billion yen to 71.3 billion yen (compared to 53.4 billion yen in the previous period), increasing the growth rate from 27.2% to 33.4%, further surpassing the previous forecast of record-high profits for two consecutive terms.

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 8.0% from the same period last year, reaching 31.5 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 60 yen to 62 yen (compared to 53 yen in the previous period).

In the most recent three-month period, from July to September (2Q), the consolidated ordinary profit increased 56.2% from the same period last year, reaching 19.5 billion yen. The operating profit margin rose from 37.9% in the same period last year to 42.6%.

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	43,930	13,307	14,201	10,506	43.4	50.2	Nov 2, 2023	J-GAAP
Apr - Sep, 2024	62,807	23,591	24,196	19,076	80.8	45.3	Nov 1, 2024	J-GAAP
Apr - Sep, 2025	87,676	39,183	39,715	27,518	115.2	55.7	Nov 5, 2025	J-GAAP
YoY	+39.6%	+66.1%	+64.1%	+44.3%	+42.6%

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	83,600	35,000	35,400	24,700	104.1	30	Aug 8, 2025	J-GAAP
Apr - Sep, 2025 Results	87,676	39,183	39,715	27,518	115.2	31	Nov 5, 2025	J-GAAP
Revision Rate	+4.9%	+12.0%	+12.2%	+11.4%	+10.7%

Guidance Update

Full Year Update

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Adj. Dividend	Announce	Accounting Standards
Mar, 2026 Prev	168,800	67,300	68,000	47,500	194.2	60	Aug 8, 2025	J-GAAP
Mar, 2026 New	184,300	70,200	71,300	49,400	201.9	62	Nov 5, 2025	J-GAAP
Revision Rate	+9.2%	+4.3%	+4.9%	+4.0%	+4.0%

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	82,097	28,215	29,257	22,655	95.9	33	May 13, 2025	J-GAAP
Oct - Mar, 2025 Guidance	96,624	31,017	31,585	21,882	89.4	31	Nov 5, 2025	J-GAAP
YoY	+17.7%	+9.9%	+8.0%	-3.4%	-6.7%

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	184,300	70,200	71,300	49,400	201.9	62	Nov 5, 2025	J-GAAP
YoY	+27.2%	+35.5%	+33.4%	+18.4%	+14.3%

Quarterly Results

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Operating Profit Margin	Announce	Accounting Standards
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
Jul - Sep, 2025	44,579	18,985	19,510	13,328	55.8	42.6	Nov 5, 2025	J-GAAP
YoY	+31.5%	+47.8%	+56.2%	+51.8%	+50.1%