Seika (8061) Q2 2027 earnings summary

Executive summary

• H1 FY2027 net sales rose 11.0% YoY to ¥57,558 million, operating profit increased 59.7% to ¥5,212 million, and parent-attributable profit rose 45.4% to ¥4,539 million.

• Orders received increased 25.2% YoY to ¥71.87bn and backlog grew 26.0% to ¥91.15bn.

Financial highlights

• Ordinary profit rose 45.5% YoY to ¥5,473 million; segment profit, including equity-method results, increased 51.8% to ¥5.43bn.

• Transaction value was ¥148.52bn, up 12.1% YoY; comprehensive income rose 26.3% to ¥4,542 million.

• Gross profit rose to ¥17,843 million from ¥12,893 million, while SG&A increased to ¥12,631 million from ¥9,629 million.

Outlook and guidance

• FY2027 forecast: net sales ¥130.0bn, operating profit ¥11.0bn, ordinary profit ¥11.5bn and parent-attributable profit ¥9.2bn; the latest financial-results forecast was not revised.

• FY2027 EPS forecast is ¥259.67; annual dividend forecast is ¥116 per share, comprising ¥46 interim and ¥70 year-end.

• FY2027 segment forecasts: Energy sales/profit ¥42.5bn/¥5.1bn; Industrial Machinery ¥50.5bn/¥1.7bn; Product ¥37.0bn/¥4.7bn.

• Long-term vision targets ¥12.0bn operating profit by FY2030; investments and organic growth are intended to support progress, with management aiming to achieve the target early.