SOMAR Corporation (8152) Q2 2026 earnings summary

Executive summary

• Revenue increased 1.0% year-over-year to ¥15,323 million for the six months ended September 2025, driven by strong automotive and recovering mobile market sales, despite a decline in the paper industry segment.

• Operating profit fell 5.5% year-over-year to ¥1,295 million, and net profit attributable to shareholders dropped 28.4% to ¥860 million, mainly due to higher raw material and energy costs and the absence of prior-year investment security gains.

Financial highlights

• Gross profit rose to ¥3,414 million from ¥3,352 million year-over-year.

• Operating profit decreased to ¥1,296 million from ¥1,371 million year-over-year.

• Net profit attributable to shareholders was ¥860 million, down from ¥1,202 million year-over-year.

• Comprehensive income was ¥501 million, a 70.8% decrease year-over-year.

• EPS for the period was ¥444.07, down from ¥620.26 year-over-year.

Outlook and guidance

• Full-year revenue forecast is ¥31,900 million (up 5.1% year-over-year), with operating profit of ¥2,580 million (up 0.4%) and net profit of ¥1,860 million (up 28.1%).

• No changes to previously announced guidance.

• Annual dividend forecast remains at ¥100 per share.