SOMAR Corporation (8152) Q2 2027 earnings summary

Executive summary

• H1 FY2027 revenue ¥17,336m (+13.1% YoY), operating income ¥1,696m (+30.9%), ordinary income ¥1,833m (+45.3%) and net income attributable to owners ¥1,207m (+40.3%).

• Demand in automotive and electronic components remained firm; revenue and profit exceeded the prior-year period despite higher raw-material and energy costs.

Financial highlights

• Gross profit was ¥3,920m versus ¥3,414m YoY; operating income was ¥1,696m versus ¥1,295m.

• Comprehensive income reached ¥2,234m, up from ¥501m YoY.

• Total assets were ¥37,622m and net assets ¥24,375m at September 30, 2026, versus ¥35,221m and ¥22,335m at FY2026 year-end.

Outlook and guidance

• FY2027 guidance unchanged: revenue ¥34,500m (+10.6%), operating income ¥3,470m (+33.2%), ordinary income ¥3,530m (+30.2%), net income ¥2,510m (+68.6%) and EPS ¥1,295.36.

• FY2027 dividend forecast remains ¥100 per share for the year; interim dividend was ¥0 per share.

• Forward results may differ materially due to changing conditions and assumptions underlying the forecast.