Sankyu (9065) Q4 2025 earnings summary

Executive summary

• Net sales rose 7.7% year-over-year to ¥606,791 million, with operating profit up 24.8% to ¥43,945 million and profit attributable to owners of parent up 26.1% to ¥30,747 million.

• Growth was driven by strong performance in both Logistics and Plant Engineering segments, with notable increases in domestic and overseas operations.

• The company plans to maintain stable shareholder returns and strategic investments under its Medium-Term Management Plan 2026.

Financial highlights

• Operating profit margin improved to 7.2% from 6.2% year-over-year.

• Comprehensive income was ¥37,225 million, slightly down 1.2% year-over-year.

• Cash and cash equivalents at year-end decreased to ¥41,384 million, down ¥5,463 million from the previous year.

• Basic earnings per share increased to ¥570.99 from ¥428.60 year-over-year.

Outlook and guidance

• For FY2026, net sales are forecast at ¥618,000 million (+1.8%), operating profit at ¥41,000 million (–6.7%), and profit attributable to owners of parent at ¥29,500 million (–4.1%).

• Dividend policy targets a payout ratio of around 40%, with a minimum annual dividend per share set at the previous year’s level.