Sankyu Inc (9065) Q2 2025 earnings summary

Executive summary

• Net sales rose 7.9% year-over-year to ¥299,098 million for the six months ended September 30, 2024, with operating profit up 18.5% to ¥20,038 million and profit attributable to owners of parent up 15.5% to ¥13,231 million.

• The global economy showed signs of recovery, driven by interest rate cuts, semiconductor demand, and steady capital investment, though some regions like China faced weak domestic demand.

Financial highlights

• Gross profit increased to ¥34,359 million from ¥29,825 million year-over-year.

• Ordinary profit rose 11.9% to ¥20,259 million, and comprehensive income was ¥18,317 million, down 7.6% year-over-year.

• Basic earnings per share increased to ¥241.67 from ¥198.39.

• Equity ratio decreased to 53.8% from 55.8% at the previous fiscal year-end.

Outlook and guidance

• Full-year forecast for FY2025 revised upward: net sales ¥596,000 million (+5.8%), operating profit ¥39,000 million (+10.7%), ordinary profit ¥39,500 million (+7.8%), profit attributable to owners of parent ¥27,000 million (+10.7%).

• Annual dividend forecast raised to ¥204 per share.