)
SMS Co (2175) investor relations material
SMS Co Q2 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
Achieved year-over-year growth in both sales and profits for 1H FY03/26, with profits on track to meet full-year guidance despite external headwinds in the Career and Overseas Segments.
Net sales for the six months ended September 30, 2025, rose 5.1% year-over-year to ¥33,475 million, driven by growth in Career and Kaipoke Businesses.
Operating profit increased 22.9% year-over-year to ¥4,391 million, with profit attributable to owners of parent up 36.0% to ¥4,992 million.
Transition to a new management structure announced, with Masaki Takahata appointed as President and CEO effective January 1, 2026.
The company focuses on providing information infrastructure for an aging society, addressing labor shortages, management efficiency, and quality of life improvements.
Financial highlights
Net sales for 1H FY03/26 rose 5% year-over-year to JPY 33,475 million.
Operating income increased 23% year-over-year to JPY 4,391 million.
Ordinary income grew 17% year-over-year to JPY 5,750 million.
Net income surged 36% year-over-year to JPY 4,992 million.
Basic and diluted EPS for the period were ¥60.29, compared to ¥42.84 in the prior year.
Outlook and guidance
On track to achieve sales growth for the 22nd consecutive year.
Full-year forecast for FY2026 remains unchanged: net sales ¥67,544 million (+10.8%), operating profit ¥7,287 million (+15.0%), ordinary profit ¥9,468 million (+13.3%), profit attributable to owners of parent ¥7,029 million (+16.1%), and EPS ¥84.88.
Profits are expected to meet full-year guidance despite challenges in certain segments.
Medium-term targets include a 15% CAGR in EPS and 20% ROE by FY03/31.
Next SMS Co earnings date
The essential earnings season companion
The #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
I can't remember the last time an app had such a positive impact on my investment process.
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
I can't remember the last time an app had such a positive impact on my investment process.
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
Frequently asked questions
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Explore our global coverage
)
)