)
SG Holdings (9143) investor relations material
SG Holdings Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
Operating revenue for the nine months ended December 31, 2025, rose 9.9% year-over-year to ¥1,230.0 billion, while operating income declined 5.2% to ¥72.5 billion due to increased costs and delivery delays.
Net income attributable to owners fell 13.4% year-over-year to ¥44.4 billion, impacted by an extraordinary loss from the transfer of equity interest in a subsidiary.
Comprehensive income increased slightly to ¥56,288 million, up 0.8% year-over-year.
Delivery volumes exceeded forecasts, but unplanned delivery delays in late November led to additional costs and a shortfall in income compared to plan.
Extraordinary losses from the transfer of equity in Shanghai Runbow Logistics & Technology Co., Ltd. were recorded.
Financial highlights
Operating revenue: ¥1,230.0 billion (+9.9% YoY); operating income: ¥72.5 billion (-5.2% YoY); net income: ¥44.4 billion (-13.4% YoY).
Ordinary income decreased 5.3% year-over-year to ¥73,070 million.
Basic net income per share was ¥73.74, down from ¥82.11 in the prior year period.
Total assets increased to ¥1,268,903 million, up ¥228,287 million from March 31, 2025, mainly due to the consolidation of Morrison Express Worldwide Corporation.
Equity ratio declined to 41.7% from 55.8% due to Morrison acquisition.
Outlook and guidance
Full-year operating revenue forecast maintained at ¥1,635.0 billion (+11% YoY); operating income forecast revised down to ¥90.0 billion (+2.5% YoY).
Net income forecast at ¥59.0 billion (+1.5% YoY); ROE expected at 10.5%.
Dividend forecast for the fiscal year ending March 31, 2026 is ¥53.00 per share.
The company revised its consolidated earnings forecast on February 6, 2026, but maintained its dividend forecast.
Global Logistics Business outlook revised downward due to weaker-than-expected freight rates and Expolanka's performance.
- TimeTickerHeadlineOpen
- 7 FebMGL
Strong revenue growth offset by lower margins and profit; interim dividend declared. - 7 FebPGIL
Strong revenue and margin growth, with India set for further expansion and upgraded ratings. - 7 Feb504614
Strong revenue and profit growth in Q3 FY26, led by power and steel segments. - 7 FebCHEMPLASTS
Net losses widened and revenue fell year-over-year amid regulatory and market headwinds. - 7 FebSBIN
Q3 FY26 net profit reached ₹21,028.15 crore, driven by robust income and strategic divestments. - 6 FebHTOO
Resale registration for 71,429 shares via warrant, with proceeds only on exercise; financial risks persist. - 6 FebVSAT
Q3 revenue up 3% to $1.16B, net income $25M, strong cash flow, Ligado boost, satellite focus. - 6 FebWEC
Targets 7–8% EPS growth, $37.5B capex, and coal exit by 2032 amid surging data center demand. - 6 FebBR
Q2 FY26 recurring revenue grew 8% and adjusted EPS guidance was raised to 9-12%. - 6 FebFFWM
Merger vote includes new non-voting stock class with limited conversion and no voting rights.
Next SG Holdings earnings date
Next SG Holdings earnings date
The essential earnings season companion
The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
I can't remember the last time an app had such a positive impact on my investment process.
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
I can't remember the last time an app had such a positive impact on my investment process.
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
Frequently asked questions
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Explore our global coverage
)
)