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SANKYO KASEI, Ordinary Profit Forecast for the Fiscal Year Revised Upward by 2%

Mon Nov 10, 2025 2:30 pm JST Earnings

8138 SANKYO KASEI CORPORATION 【J-GAAP】

Earnings Report

SANKYO KASEI CORPORATION <8138> [TSE Std] announced its financial results in the afternoon session on November 10th (14:30). The consolidated ordinary profit for the cumulative second quarter of the fiscal year ending March 2026 (April to September) expanded 293 million yen, an increase 38.9% compared to the same period last year, exceeded the previous forecast of 228 million yen.

In addition, the full-year forecast for consolidated ordinary profit has been revised upward 2.3%, from the previous forecast of 557 million yen to 570 million yen (compared to 587 million yen in the previous period), and the declining rate is expected to decrease from 5.1% to 2.9%.

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 decrease 26.3% from the same period last year to 277 million yen.

In the most recent three-month period, from July to September (2Q), the consolidated ordinary profit increased 34.0% from the same period last year, reaching 130 million yen. The operating profit margin improved from 1.1% in the same period last year to 1.6%.

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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 12,689 113 180 117 88.2 35.9 Nov 6, 2023 J-GAAP
Apr - Sep, 2024 12,862 141 211 133 100.0 35.9 Nov 6, 2024 J-GAAP
Apr - Sep, 2025 13,277 230 293 475 527.8 51.4 Nov 10, 2025 J-GAAP
YoY +3.2% +63.1% +38.9% +257.1% +427.8%

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 13,700 171 228 417 464.5 50 May 9, 2025 J-GAAP
Apr - Sep, 2025 Results 13,277 230 293 475 527.8 50 Nov 10, 2025 J-GAAP
Revision Rate -3.1% +34.5% +28.5% +13.9% +13.6%

Guidance Update

Full Year Update

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2026 Prev 27,700 465 557 624 695.1 100 May 9, 2025 J-GAAP
Mar, 2026 New 27,200 475 570 630 701.8 100 Nov 10, 2025 J-GAAP
Revision Rate -1.8% +2.2% +2.3% +1.0% +1.0%

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 14,255 323 376 496 392.4 45 May 9, 2025 J-GAAP
Oct - Mar, 2025 Guidance 13,923 245 277 155 172.7 50 Nov 10, 2025 J-GAAP
YoY -2.3% -24.1% -26.3% -68.8% -56.0%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2024 26,227 382 502 346 259.9 90 May 10, 2024 J-GAAP
Mar, 2025 27,117 464 587 629 497.7 90 May 9, 2025 J-GAAP
Mar, 2026 Guidance 27,200 475 570 630 701.8 100 Nov 10, 2025 J-GAAP
YoY +0.3% +2.4% -2.9% +0.2% +41.0%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Jul - Sep, 2024 6,450 71 97 61 45.9 1.1 Nov 6, 2024 J-GAAP
Oct - Dec, 2024 7,064 190 210 135 101.2 2.7 Feb 5, 2025 J-GAAP
Jan - Mar, 2025 7,191 133 166 361 285.6 1.8 May 9, 2025 J-GAAP
Apr - Jun, 2025 6,857 129 163 389 431.6 1.9 Aug 8, 2025 J-GAAP
Jul - Sep, 2025 6,420 101 130 86 95.6 1.6 Nov 10, 2025 J-GAAP
YoY -0.5% +42.3% +34.0% +41.0% +108.4%

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