Sanei Ltd.
Earnings Presentation Materials Fiscal Year Ending March 2027 Second Quarter
Net sales increased, but due to soaring raw material prices and a slowdown in the housing market, results were revised downward from the previous forecast. Cumulative 2Q net sales were 14,441 million yen, operating income was 1,100 million yen, ordinary income was 1,000 million yen, and net income attributable to owners of parent was revised to 650 million yen. Annual dividend is planned at 75 yen. In the second half, profitability is expected to recover through expanded sales of high value-added products and price pass-through.
Key Figures
- Net Sales: 29,500 million yen (From previous forecast: -1,300 / -4.2%)
- Operating Income: 1,100 million yen (From previous forecast: -900 / -45.0%)
- Net Income Attributable to Owners of Parent: 650 million yen (From previous forecast: -630 / -49.2%)
AI要約
Performance Overview
For the cumulative 2Q of this fiscal year, net sales were revised downward from the previous forecast despite expanded sales of high value-added products, due to a slowdown in the housing market and sharply higher raw material costs. Sales of the IENI series and automatic faucets remained steady, but it is expected to take time to fully absorb rising material costs through price pass-through.
Shareholder Returns and Outlook
The progressive dividend policy will be maintained, with an annual dividend of 75 yen planned for the fiscal year ending March 2027. In the second half, the company aims to restore sales and profits through expanded sales of high value-added products and the penetration of cost pass-through.
Net Sales Trend
Operating Income Trend
Margin Analysis
Comparison of Guidance and Results
Sanei Ltd.
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