Sanyo Trading Co., Ltd. · TSE:3176
Sanyo Trading — Q3 FY2026 Earnings Presentation
19 slides from Sanyo Trading's earnings presentation, Aug 7, 2026
Slide 1: Results Presentation for the First Three Quarters of Fiscal Year Ending September 30, 2026
Results Presentation for the First Three Quarters of Fiscal Year Ending September 30, 2026 Sanyo Trading Co., Ltd. (Stock exchange code: 3176) August 7, 2026 Copyright © 2026 SANYO TRADING CO., LTD. All Rights Reserved.
Slide 2: Highlights for the Third Quarter of the Fiscal Year Ending September 30, 2026
Highlights for the Third Quarter of the Fiscal Year Ending September 30, 2026 3Q results: Both net sales and profits increased YoY. Profit attributable to owners of parent 1 increased significantly due to sale of cross-shareholdings. Full-year forecasts: Revised upward to reflect progress. 2 Record
Slide 3: Results for First Three Quarters of Fiscal Year Ending September 30, 2026
Results for First Three Quarters of Fiscal Year Ending 01 September 30, 2026 01 02 Forecasts for Fiscal Year Ending September 30, 2026 03 Appendix Copyright © 2026 SANYO TRADING CO., LTD. All Rights Reserved. 2
Slide 4: Results for First Three Quarters of Fiscal Year Ending September 30, 2026
Results for First Three Quarters of Fiscal Year Ending September 30, 2026 ◼ Profits increased significantly due to the progress in the revision of sales prices, which have made it possible to absorb the impact of the decrease in the profits from some businesses, in addition to the growth of net sale
Slide 5: Summary of Results by Segment
Summary of Results by Segment Net sales YOY Operating profit YOY +8.72 billion yen (+8.8%) +1.02 billion yen (+18.5%) (Million yen) (Million yen) Increase in sales / 107,535 Fine Chemicals Increase in profit 98,807 6,557 +2,728 35,008 5,532 ◼ Fine Chemicals 32,280 (+8.5%) +568 2,539 Increase in sale
Slide 6: Situations of Each Segment: Fine Chemicals
Situations of Each Segment: Fine Chemicals Factors for changes FYE September FYE September YOY Rubber (+) Demand for raw materials for domestic markets was (Million yen) 2025 3Q 2026 3Q strong. (-) Sales decreased at some overseas Group companies. Net sales Chemicals (+) We tapped into front-loaded
Slide 7: Situations of Each Segment: Industrial Products
Situations of Each Segment: Industrial Products Factors for changes FYE September FYE September YOY Domestic (+) Steady sales (Million yen) 2025 3Q 2026 3Q (+) Some exports from the United States and Thailand were strong. Net sales (+) Consolidation of EMAS* Net sales 27,980 30,414 +8.7% Overseas (-
Slide 8: Situations of Each Segment: Sustainability
Situations of Each Segment: Sustainability Factors for changes FYE September FYE September YOY (+) Strong sales of wearing parts related to feed processing machines (Million yen) 2025 3Q 2026 3Q (+) The sales were posted based on the steady progress of major projects in the wood-biomass-related busi
Slide 9: Situations of Each Segment: Life Science
Situations of Each Segment: Life Science Factors for changes FYE September FYE September YOY (+) Growth of business of importing and exporting core products, (Million yen) 2025 3Q 2026 3Q including electronic materials and functional additives (+) Progress in delivery of products related to scientif
Slide 10: Consolidated Balance Sheet
Consolidated Balance Sheet (Million yen) 25/9 4Q 26/9 3Q 25/9 4Q 26/9 3Q Assets (As of September 30, (As of June 30, 2026) Liabilities (As of September 30, (As of June 30, 2026) 2025) 2025) Cash and deposits 11,896 11,984 Notes and accounts payable - trade 12,544 15,451 Notes and accounts receivable
Slide 11: Forecasts for Fiscal Year Ending September 30, 2026
Results for First Three Quarters of Fiscal Year Ending 01 September 30, 2026 02 02 Forecasts for Fiscal Year Ending September 30, 2026 03 Appendix Copyright © 2026 SANYO TRADING CO., LTD. All Rights Reserved. 10
Slide 12: Forecasts for Fiscal Year Ending September 30, 2026
Forecasts for Fiscal Year Ending September 30, 2026 ◼ Forecasts were revised further upwards, reflecting the progress in the first three quarters. ◼ It is expected that net sales and profits will increase due to the improvement in profitability through the growth of existing businesses and the mater
Slide 13: Forecasts by Segment for Fiscal Year Ending September 30, 2026
Forecasts by Segment for Fiscal Year Ending September 30, 2026 ◼ Forecasts reflect the strong performance of Fine Chemicals and Industrial Products. Net sales Operating profit FYE FYE FYE FYE FYE FYE September 2025 September 2026 September 2026 YoY September 2025 September 2026 September 2026 YoY (M
Slide 14: Enhancement of Shareholder Returns
Enhancement of Shareholder Returns ◼ We will enhance shareholder returns by paying progressive dividends and purchasing treasury shares. ◼ Further, we will pay an 80th anniversary commemorative dividend to increase the amount of the annual dividend for the fiscal year ending September 30, 2026 by 10
Slide 15: Appendix
Results for First Three Quarters of Fiscal Year Ending 01 September 30, 2026 03 02 Forecasts for Fiscal Year Ending September 30, 2026 03 Appendix Copyright © 2026 SANYO TRADING CO., LTD. All Rights Reserved. 14
Slide 16: Introduction of a New Shareholder Benefits Program
Introduction of a New Shareholder Benefits Program ◼ We have introduced a shareholder benefits program to enhance the investment appeal of our stock and increase a broad range of investors' interest in our stock. ◼ We will award eligible shareholders benefit points based on the number of shares held
Slide 17: We have created official social media accounts.
Notice Official Sanyo Trading Official Sanyo Trading Instagram account X account We have created official social media accounts. Scan the QR code and follow us. Scan the QR code and follow us. Sponsored reports are available at the IR pages of our website. https://www.sanyo-trading.co.jp/ir/ Copyrig
Slide 18: Inquiries about IR
Inquiries about IR Yoshimi Namba, Executive Officer, General Manager of Corporate Planning Department, Sanyo Trading Co., Ltd. Tel.: +81-3-3518-1052 Email: ir@sanyo-trading.co.jp Caution Concerning Forward-Looking Statements The sole purpose of this material is providing information to investors. It
Slide 19: Quest for Next
Quest for Next