SEIKOH GIKEN (6834) Q3 2026 earnings summary

Executive summary

• Net sales for the nine months ended December 31, 2025, reached ¥20,169 million, up 51.4% year-over-year, marking a record high for the period.

• Operating income surged 184.2% to ¥4,844 million, driven by higher-margin product sales and the consolidation of MG Co., Ltd.

• Ordinary income rose 176.7% to ¥5,115 million, with profit attributable to owners of parent up 190.4% to ¥3,886 million.

• Both Precision Machinery and Optical Products businesses achieved record sales and operating income for a nine-month period.

Financial highlights

• Gross profit increased to ¥9,083 million from ¥4,751 million year-over-year.

• Net assets rose to ¥31,330 million, up ¥3,185 million from the previous fiscal year-end, mainly due to increased retained earnings.

• Total assets grew to ¥37,944 million, up ¥3,561 million from March 2025.

• Shareholders' equity ratio improved to 82.2%.

• Basic earnings per share for the nine months was ¥435.50, up from ¥146.69 year-over-year.

Outlook and guidance

• Full-year net sales forecast revised upward to ¥30,000 million, a 50.1% increase year-over-year.

• Operating income projected at ¥7,000 million (+148.5%), ordinary income at ¥7,200 million (+141.7%), and net income at ¥5,400 million (+142.7%).

• Full-year EPS forecast raised to ¥605.10.

• Year-end dividend forecast increased to ¥100 per share.