SM ENTERTAINMENT JAPAN Co.,Ltd.
Fiscal Year Ending December 2026 — Third Quarter Financial Presentation Materials
Revenue was 8,736 million yen, up 17.1% year-over-year; operating income was 281 million yen, up 132.1% year-over-year. Full-year forecast remains unchanged. By segment, Entertainment revenue was 6,954 million yen and Rights & Media was 1,782 million yen. Progress on the medium-term management plan is favorable, and the company aims to steadily improve toward an operating margin in the high 3.0% range for fiscal 2026.
Key Figures
- Revenue: 8,736 million yen (Year-over-Year +17.1%)
- Operating Income: 281 million yen (Year-over-Year +132.1%)
- Ordinary Income: 325 million yen (Year-over-Year +37.5%)
AI要約
Overview of Performance
Cumulative results for the third quarter benefited from strong momentum following large-scale venue events in the first half and expanded fan goods and royalty income from new song releases, resulting in progress that exceeded the initial full-year plan. Meanwhile, the full-year forecast is being maintained while monitoring external environmental risks. A special gain was recorded as a one-off factor.
Outlook and Investment Judgment
Progress on the medium-term management plan is steady, achieving an operating margin of 3.22% for fiscal 2026. Building on optimized Japan-market songs and the results of SNS marketing, the company will continue measures to establish a higher-profit structure from 2027 onward. Expansion of adjacent businesses and internalization of label functions will be advanced to improve long-term profitability.
Full-Year Guidance vs Actuals
SM ENTERTAINMENT JAPAN Co.,Ltd.
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