Seika (8061) Q2 2026 earnings summary

Executive summary

• Net sales rose 16.4% year-over-year to ¥51.83 billion, with operating profit up 11.7% to ¥3.26 billion, driven by strong Energy and Industrial Machinery segments.

• Ordinary profit decreased 11.8% year-over-year to ¥3.76 billion.

• Profit attributable to owners of parent declined 37.9% year-over-year to ¥3.12 billion due to lower extraordinary gains and a ¥489 million litigation provision.

• Comprehensive income declined 11.7% year-over-year to ¥3.60 billion.

• Order backlog increased 7.1% year-over-year to ¥72.33 billion, reflecting robust demand.

Financial highlights

• Transaction value fell 13.7% year-over-year to ¥132.55 billion.

• Gross profit increased to ¥12.89 billion from ¥12.11 billion year-over-year.

• EPS for the period was ¥86.71, calculated on a post-stock split basis.

• Total assets decreased to ¥121.89 billion as of September 30, 2025, from ¥129.53 billion at March 31, 2025.

• Net assets increased to ¥49.56 billion, with an equity ratio of 40.2%.

Outlook and guidance

• FY2026/3 full-year net sales forecast at ¥105.0 billion, up 12.0% year-over-year.

• Operating profit projected at ¥6.60 billion, up 1.7% year-over-year.

• Ordinary profit forecast at ¥7.15 billion, down 13.9% year-over-year.

• Profit attributable to owners of parent expected to decline 22.4% to ¥6.05 billion.

• Forecasted EPS for the full year is ¥168.12, reflecting the stock split.