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Sankyu (9065) investor relations material
Sankyu Q1 2027 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
Net sales increased 0.4% YoY to ¥154,564 million; operating profit rose 6.2% to ¥10,218 million, and profit attributable to owners of parent grew 40.9% to ¥8,873 million.
Sales and operating profit exceeded quarterly forecasts; Middle East-related impacts remained limited.
Sluggish Chinese demand and Middle East tensions weighed on the global outlook, while semiconductor and AI investment provided resilience.
Financial highlights
Ordinary profit increased 11.0% YoY to ¥10,832 million.
Comprehensive income rose 234.7% YoY to ¥9,268 million; basic EPS was ¥177.02 versus ¥120.28 a year earlier.
Equity ratio was 53.6% as of June 30, 2026; net assets increased 0.9% from March 31 to ¥309,832 million.
Gross profit rose to ¥18,544 million from ¥17,147 million.
Outlook and guidance
FY2027 forecast remains unchanged: net sales ¥638,500 million, operating profit ¥47,000 million and profit attributable to owners of parent ¥33,000 million.
Forecast reflects YoY growth of 1.1% in net sales, 8.7% in operating profit and 4.7% in profit attributable to owners of parent.
A 5-for-1 stock split is planned for October 1, 2026; EPS guidance reflects the split.
- Lower logistics expectations drove a FY2024 guidance cut after H1 profit declines.9065
Q2 2024 - FY25 growth hinges on logistics recovery as machinery profit faces pressure.9065
Q4 2024 - Net sales rose 4.0% year-over-year, but profit margins declined amid mixed segment results.9065
Q1 2025 - Record H1 results, led by Plant Engineering, lifted full-year guidance.9065
Q2 2025 - Strong profit growth and upward forecast revision, led by plant engineering and logistics.9065
Q3 2025 - Strong profit growth and robust segment performance, with stable dividends and a major share buyback.9065
Q4 2025 - Sales and profits rose, but FX losses and treasury share buybacks reduced net assets.9065
Q1 2026 - Record sales and Plant Engineering growth lift forecasts, amid receivables and Logistics cost risks.9065
Q2 2026 - Record FY26 sales; FY27 guidance targets higher earnings amid uncertainty.9065
Q4 2026
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