Kamei (8037) Q2 2026 earnings summary

Executive summary

• Net sales rose 4.5% year-over-year to ¥268,309 million for the six months ended September 30, 2025, with operating profit up 11.3% to ¥7,111 million and profit attributable to owners of parent up 8.5% to ¥4,746 million.

• Comprehensive income declined 56.9% year-over-year to ¥3,623 million, reflecting significant changes in other comprehensive income components.

Financial highlights

• Gross profit increased to ¥46,850 million from ¥43,693 million year-over-year, while operating profit improved to ¥7,111 million from ¥6,389 million.

• Ordinary profit rose 5.4% to ¥7,681 million, and basic earnings per share increased to ¥155.12 from ¥131.76.

• Total assets decreased to ¥309,406 million as of September 30, 2025, from ¥320,710 million at March 31, 2025.

• Net cash provided by operating activities was ¥13,319 million, down from ¥19,043 million year-over-year.

• Cash and cash equivalents at period end were ¥54,310 million, down from ¥58,177 million a year earlier.

Outlook and guidance

• Full-year net sales forecast is ¥586,300 million (up 2.1% year-over-year), with operating profit projected at ¥15,710 million (down 1.3%) and profit attributable to owners of parent at ¥11,000 million (up 2.9%).

• Annual dividend forecast is ¥100 per share.