SEIKOH GIKEN (6834) Q2 2026 earnings summary

Executive summary

• Achieved record interim sales and profits, driven by strong performance in both Precision Machinery and Optical Products segments, and the consolidation of MG Co., Ltd.

• Net sales for the interim period reached ¥12,133 million, up 33.9% year-over-year, marking a record high for the period.

• Operating income surged 167.6% to ¥2,756 million, driven by higher-margin product sales and the consolidation of MG Co., Ltd.

• Net income attributable to shareholders rose 188.6% to ¥2,229 million.

• Upward revision of full-year earnings forecast based on robust order backlog and strong first-half results.

Financial highlights

• Interim sales rose 33.9% year-over-year to ¥12,133 million; operating profit up 167.6% to ¥2,756 million; net income up 188.6% to ¥2,229 million.

• Orders received increased 53.6% to ¥15,231 million; order backlog up 105.9% to ¥7,483 million.

• Gross profit increased to ¥5,334 million from ¥3,149 million year-over-year.

• Ordinary income rose 172.8% to ¥2,854 million.

• Net profit per share was ¥250.03, up from ¥84.58 in the prior year.

Outlook and guidance

• Full-year sales forecast revised upward to ¥24,000 million (+20.1% YoY); operating profit to ¥4,900 million (+73.9% YoY); net profit to ¥3,900 million (+75.3% YoY).

• Net profit per share forecasted at ¥437.39.

• Interim and full-year dividend forecasts raised to ¥40 and ¥80 per share, respectively.

• Continued focus on securing orders and formulating a new medium-term management plan for FY2027.