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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.
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Q2 2026 earnings summary28 Oct, 2025

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.

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Frequently asked questions

SMS Co., Ltd. is a Japanese company specializing in information and human resource services within the healthcare, medical, and senior care sectors. The company provides a variety of platforms, including job matching, training, and information services that support healthcare professionals and facilities in managing staffing needs, improving patient care, and enhancing operational efficiency. SMS also offers digital services for senior care, connecting elderly care facilities and families with resources and support. The company is headquartered in Tokyo, Japan, and its shares are listed on the Tokyo Stock Exchange.

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