Sankyo (6417) Q2 2026 earnings summary

Executive summary

• Net sales increased 10.7% year-over-year to ¥100.4 billion, driven by strong pachinko machine sales and new product launches, while pachislot and ball bearing supply businesses declined.

• Operating income rose 7.6% to ¥39.0 billion, and profit attributable to owners of parent grew 9.7% to ¥28.8 billion.

• Market revitalization was supported by new gaming technologies and popular anime tie-up titles.

• First half performance is progressing well toward full-year earnings forecasts, with high progress rates in net sales and profit.

Financial highlights

• Consolidated net sales rose 10.7% year-over-year to ¥100.4 billion; operating income up 7.6% to ¥39.0 billion; net income attributable to owners up 9.7% to ¥28.8 billion.

• Gross profit improved to ¥59.5 billion from ¥54.2 billion year-over-year.

• Recurring income reached ¥39.9 billion, up 8.7% year-over-year.

• EPS increased by ¥16.08 year-over-year to ¥135.62.

• Comprehensive income increased to ¥29.4 billion, a 14.4% rise year-over-year.

Outlook and guidance

• Full-year net sales forecast at ¥185.0 billion, operating income at ¥63.0 billion, and net income at ¥44.0 billion; guidance remains unchanged.

• Pachinko machine sales expected to reach 230,500 units for the year; pachislot machine sales forecast at 132,000 units.

• Progress rates for first half: net sales 54.3%, operating income 62.0%, net income 65.4% of full-year targets.

• Second half plans include release of four new pachinko and five new pachislot titles; pachislot sales may be affected by low format inspection pass rates.