Seika (8061) Q4 2026 earnings summary

Executive summary

• Net sales rose 15.7% year-over-year to ¥108.48 billion (¥108,485 million) for the fiscal year ended March 31, 2026.

• Operating profit increased 23.8% year-over-year to ¥8.03 billion (¥8,031 million), and ordinary profit grew 8.9% to ¥9.03 billion (¥9,036 million).

• Profit attributable to owners of parent declined 3.7% year-over-year to ¥7.50 billion (¥7,507 million) due to a decrease in gains from cross-shareholdings.

• Comprehensive income surged 41.5% year-over-year to ¥10,180 million.

• Order backlog increased 15.1% year-over-year to ¥76.84 billion, reflecting robust demand and new subsidiary contributions.

Financial highlights

• Transaction value reached ¥295.72 billion, up 1.8% year-over-year.

• Gross profit improved to ¥28,426 million from ¥25,261 million year-over-year.

• Net assets increased to ¥54,784 million as of March 31, 2026, up from ¥47,667 million a year earlier.

• Cash and cash equivalents at year-end were ¥18,968 million, up from ¥16,775 million.

• Amount of orders received increased 14.8% to ¥118.56 billion.

• Dividend per share (adjusted for stock split) was ¥220.00 for FY2026, with a payout ratio of 39.2%.

Outlook and guidance

• FY2027 net sales projected at ¥125.0 billion (+15.2%).

• Operating profit guidance for FY2027 is ¥9.1 billion (+13.3%) in one source, but another forecasts a decrease to ¥7,600 million (-13.3%).

• Profit attributable to owners of parent for FY2027 is projected at ¥7.6 billion (+1.2%) in one source, but another forecasts a decline to ¥4,700 million (-28.1%).

• Annual dividend projected to rise to ¥93 per share, with a payout ratio target of 45%.

• Full-year EPS forecasted at ¥112.31.

• Long-term management vision targets ¥12.0 billion operating profit by FY2030.