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SMS
SMS (2175) investor relations material
SMS Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2026 earnings summary30 Jan, 2026
Executive summary
Achieved year-over-year growth in both sales and profits for Q3 FY03/26, marking the 22nd consecutive year of sales growth since establishment.
Net sales for the nine months ended December 31, 2025, rose 5.5% year-over-year to ¥47,346 million, with operating profit up 8.7% and profit attributable to owners of parent up 21.2%.
Growth was driven by expansion in the Career and Kaipoke Businesses, while Overseas Business saw a decline due to reduced marketing budgets and geopolitical concerns.
Results tracked below plan due to delayed sales recovery, especially in Career and Overseas segments.
Strategic investments and business recovery measures are being implemented to drive future growth.
Financial highlights
Net sales for Q3 YTD FY03/26: ¥47,346 million, up 5.5% year-over-year.
Operating income: ¥3,905 million, up 8.7% year-over-year.
Ordinary income: ¥5,375 million, up 5% year-over-year.
Net income: ¥4,660 million, up 21.2% year-over-year, driven by temporary tax benefits from overseas business reorganization.
Basic earnings per share increased to ¥56.45 from ¥45.03 year-over-year.
Outlook and guidance
Expect to achieve sales growth for the 22nd consecutive year.
Full-year forecast for FY ending March 31, 2026: net sales ¥67,544 million (up 10.8% YoY), operating profit ¥7,287 million (up 15.0%), ordinary profit ¥9,468 million (up 13.3%), profit attributable to owners of parent ¥7,029 million (up 16.1%), and EPS ¥85.13.
Strategic review and transformation underway following management transition in January 2026.
Details of new growth roadmap to be announced at full-year results.
Dividend forecast revised to ¥29.50 per share for the fiscal year ending March 31, 2026.
Overseas Business: Address marketing budget cuts
Kaipoke factoring: Impact on working capital?
Career Business: Plan for lead time and allowance changes?
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Next SMS earnings date
Q4 202628 Apr, 2026
SMS
Next SMS earnings date
Q4 202628 Apr, 2026
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Frequently asked questions
SMS Co., Ltd. is a Japanese company specializing in information and human resource services within the healthcare, medical, and senior care sectors. The company provides a variety of platforms, including job matching, training, and information services that support healthcare professionals and facilities in managing staffing needs, improving patient care, and enhancing operational efficiency. SMS also offers digital services for senior care, connecting elderly care facilities and families with resources and support. The company is headquartered in Tokyo, Japan, and its shares are listed on the Tokyo Stock Exchange.
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