Sakata INX Corporation Revises FY2026 Revenue Forecast Up 3.8%
Sakata INX Corporation (TSE:4633) raised its full-year revenue guidance for the fiscal year ending December 2026, citing stronger demand for eco-friendly products and pricing improvements, though profit forecasts remain unchanged.
| Item | Before | After | Change |
|---|---|---|---|
| Revenue | JPY 276.0bn | JPY 286.5bn | +3.8% |
| Operating Profit | JPY 17.0bn | JPY 17.0bn | +0.0% |
| Ordinary Income | JPY 17.8bn | JPY 17.8bn | +0.0% |
| 親会社株主に帰属する当期純利益 | JPY 11.8bn | JPY 11.8bn | +0.0% |
| 1株当たり当期純利益 | JPY 241.84/share | JPY 241.84/share | +JPY 0.00/share |
The printing ink manufacturer increased revenue expectations by JPY 10.5bn on accelerated sales of toluene-reduced, environmentally-conscious products and continued expansion of conventional product lines, supported by pricing adjustments implemented during the period. However, operating profit (eigyo rieki), ordinary income (keijo rieki), and net profit remain flat at prior guidance levels, as raw material cost inflation and operational expense increases offset gains from the pricing actions.
The company noted persistent uncertainty in Middle East geopolitics continues to create volatility in crude oil and naphtha prices, creating downside risk to forecasts. The revision assumes a USD/JPY exchange rate of 152.00 yen from Q3 onwards, with a full-year average of 155.00 yen.
The upward revenue revision paired with flat profitability signals margin compression persists across the business. While demand for eco-friendly formulations supports top-line growth, the company’s inability to fully pass through raw material cost increases via pricing suggests limited pricing power in a competitive market. Investors should monitor currency fluctuations and commodity price movements, which remain key variables for FY2026 earnings delivery.
Source: Original filing (TDnet) | 日本語版
This article is for informational purposes only and does not constitute investment advice. Always verify against the original filing.