Link: https://links.sgx.com/1.0.0/corporate-announcements/562HP7FDESI0OPM7/bbc175029658db05de1a3690c43f518f70031924819ed444ad4b3466d509698c

Summary:

• Group assets rose to about ¥10.29 trillion as at 30 September 2025, up from ¥10.14 trillion at 31 March 2025, with lease assets remaining the largest component of the balance sheet​

• Operating income increased to about ¥103.9 billion for the six months ended 30 September 2025, up from ¥91.5 billion a year earlier, driven by revenue growth across leasing and related businesses

• Profit attributable to owners of the parent climbed to approximately ¥65.3 billion versus ¥55.3 billion in the prior-year period, with basic earnings per share rising to ¥747.51 from ¥632.71

• Revenues grew to roughly ¥1.22 trillion from ¥0.98 trillion year on year, reflecting expansion across domestic leasing, transportation, real estate and overseas segments, and the newly carved-out Global Environment business unit

• Net assets increased to about ¥1.57 trillion, supported by higher retained earnings and non-controlling interests, while total liabilities stayed broadly stable at around ¥8.72 trillion

• Operating cash flow turned sharply positive at about ¥206.4 billion, compared with a negative ¥79.9 billion in the previous first half, aided by strong asset recycling and working capital movements

• The group booked an extraordinary gain of roughly ¥23.7 billion from a US$159 million insurance settlement related to aircraft grounded in Russia after sanctions, boosting headline profit

• SMFL LCI Helicopters expanded its helicopter leasing platform by acquiring Macquarie Rotorcraft Limited and helicopter lessors under LCI Investments, adding around 120 leased helicopters and associated goodwill to the transportation segment

• The group also agreed to participate, via SMBC Aviation Capital, in a consortium acquiring U.S.-listed Air Lease Corporation, positioning itself for further scale and leadership in global aircraft leasing while acting as asset servicer for the future Sumisho Air Lease fleet

• A dividend of ¥373 per share (totaling about ¥32.6 billion) was paid in June 2025 out of retained earnings, and management reports no significant changes in financial instruments, securities or derivatives versus the March 2025 year-end