Uchida Yoko (8057) Q3 2025 earnings summary

Executive summary

• Net sales for the nine months ended April 20, 2025, rose 16.6% year-over-year to ¥234,288 million, with operating profit up 25.9% to ¥11,794 million and profit attributable to owners of parent up 25.3% to ¥8,394 million.

• Both public and private sector demand drove growth, with strong project acquisition in government/education and robust office and ICT investments in the private sector.

• The company is accelerating management reform and digital transformation under its 17th Medium-Term Management Plan.

Financial highlights

• Gross profit increased 9.6% year-over-year to ¥40,906 million, while selling, general and administrative expenses rose 4.2% to ¥29,111 million.

• Ordinary profit grew 24.4% to ¥12,329 million, and basic earnings per share rose to ¥852.08 from ¥680.94 year-over-year.

• Comprehensive income declined 18.6% year-over-year to ¥7,365 million.

Outlook and guidance

• Full-year forecast for FY2025 was revised upward: net sales projected at ¥327,000 million (+17.7% YoY), operating profit at ¥11,800 million (+26.3%), and profit attributable to owners of parent at ¥8,600 million (+22.9%).

• Dividend forecast remains at ¥220 per share, with potential for revision based on shareholder return policy.