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Sanrio Company (8136) investor relations material
Sanrio Company Q2 2027 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
H1 FY3/2027 net sales reached a record ¥107,725M, up 22.9% YoY; operating profit also hit a record ¥42,882M, up 9.4%, and parent-attributable profit rose 6.1% to ¥29,198M.
Wider character adoption supported growth; Hello Kitty and Pompompurin were among the drivers, and Sanrio + membership reached 3.69M at September-end.
FY3/2027 outlook remained unchanged, with H1 sales and operating income progressing in line with initial forecasts.
Financial highlights
H1 net sales were ¥107,725M, gross profit ¥82,479M and operating profit ¥42,882M, versus ¥87,676M, ¥70,461M and ¥39,183M a year earlier.
Adjusted operating profit was ¥44,570M, up 20.0%; EBITDA was ¥44,876M, up 10.9%.
Ordinary profit increased 8.4% to ¥43,069M; comprehensive income rose 31.3% to ¥31,912M.
Outlook and guidance
FY3/2027 forecast unchanged: sales ¥229,800M (+18.4%), operating profit ¥89,500M (+15.0%), ordinary profit ¥90,200M (+13.7%) and parent-attributable profit ¥63,800M (+16.8%).
Full-year gross profit forecast is ¥178,600M (+19.0%) at a 77.7% margin; operating margin forecast is 38.9%, down 1.2 points YoY.
2H priorities include beginning-of-year character marketing initiatives and year-end shopping-season opportunities; management retained guidance despite 2H risks.
- Record Q1 sales and profit driven by global character demand and strong regional growth.8136
Q1 2027 - Profits more than doubled and forecasts were raised on strong global licensing and tourism.8136
Q1 2025 - Record sales, profit growth, stock split, and digital expansion highlight robust global momentum.8136
Q4 2026 - Record Q3 growth, raised outlook, and 5-for-1 stock split driven by global demand.8136
Q3 2026 - Record sales and profit growth led to upward revisions in full-year forecasts and dividends.8136
Q2 2026 - Record sales and profits led to upward full-year forecast and dividend increases.8136
Q1 2026 - Record profits and global sales growth led to upward revisions in forecasts and dividends.8136
Q2 2025 - Record profits and double-digit growth driven by global licensing and character anniversaries.8136
Q4 2025 - Profits and sales soared, prompting raised forecasts and a higher dividend.8136
Q3 2025
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