nms Holdings, The Current Fiscal Year Ordinary Profit Revised Downward by 5%

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Tue Jan 14, 2025 11:30 am JST Earnings

2162 nms Holdings Corporation 【J-GAAP】

Earnings Report

nms Holdings Corporation <2162> [TSE Std] announced its financial results at noon (11:30) on January 14th. The consolidated ordinary profit for the cumulative second quarter of the fiscal year ending March 2025 (April to September) expanded 1.32 billion yen, an increase 49.0% compared to the same period last year.

However, the full-year consolidated ordinary profit has decreased 5.3%, from the previous forecast of 1.9 billion yen to 1.8 billion yen (compared to 1.57 billion yen in the previous period), leading to a reduction in the profit growth rate from 21.0% to 14.6%.

Based on the first-half performance announced by the company and the full-year plan, our calculation indicates that the consolidated ordinary profit for the October to March period (2H) is expected to drop 30.2% from the same period last year to 0.47 billion yen.

In the most recent three-month period, from July to September (2Q), the consolidated ordinary profit surged 2.9 times that of the same period last year, reaching 0.56 billion yen. The operating profit margin improved from 0.1% in the same period last year to 2.5%.

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Actual Results

Accumulated Results 2nd Quarter

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Progress Rate vs. First Half	Announce	Accounting Standards
Apr - Sep, 2022	35,818	-155	505	208	13.4	35.4	Nov 14, 2022	J-GAAP
Apr - Sep, 2023	36,274	498	889	560	36.0	56.6	Nov 13, 2023	J-GAAP
Apr - Sep, 2024	36,763	887	1,325	890	57.3	73.6	Jan 14, 2025	J-GAAP
YoY	+1.3%	+78.1%	+49.0%	+58.9%	+59.0%

First Half Results vs. Previous Guidance

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Adj. Dividend	Announce	Accounting Standards
Apr - Sep, 2024 Guidance	37,000	900	1,600	1,300	83.6	0	Jul 29, 2024	J-GAAP
Apr - Sep, 2024 Results	36,763	887	1,325	890	57.3	0	Jan 14, 2025	J-GAAP
Revision Rate	-0.6%	-1.4%	-17.2%	-31.5%	-31.5%

Guidance Update

Full Year Update

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Adj. Dividend	Announce	Accounting Standards
Mar, 2025 Prev	75,000	2,100	1,900	1,300	67.5	14	May 15, 2024	J-GAAP
Mar, 2025 New	75,400	1,650	1,800	1,050	54.5	14	Jan 14, 2025	J-GAAP
Revision Rate	+0.5%	-21.4%	-5.3%	-19.2%	-19.2%

Current Period Guidance

Second Half Results

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Adj. Dividend	Announce	Accounting Standards
Oct - Mar, 2023	36,600	1,390	681	177	11.4	7	May 15, 2024	J-GAAP
Oct - Mar, 2024 Guidance	38,637	763	475	160	8.3	14	Jan 14, 2025	J-GAAP
YoY	+5.6%	-45.1%	-30.2%	-9.6%	-27.0%

Current Period Guidance

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Adj. Dividend	Announce	Accounting Standards
Mar, 2023	79,033	1,537	1,426	505	32.5	6	May 15, 2023	J-GAAP
Mar, 2024	72,874	1,888	1,570	737	47.4	7	May 15, 2024	J-GAAP
Mar, 2025 Guidance	75,400	1,650	1,800	1,050	54.5	14	Jan 14, 2025	J-GAAP
YoY	+3.5%	-12.6%	+14.6%	+42.5%	+15.0%

Quarterly Results

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Operating Profit Margin	Announce	Accounting Standards
Jul - Sep, 2023	17,709	15	191	64	4.1	0.1	Nov 13, 2023	J-GAAP
Oct - Dec, 2023	18,408	610	270	216	13.9	3.3	Feb 13, 2024	J-GAAP
Jan - Mar, 2024	18,192	780	411	-39	-2.5	4.3	May 15, 2024	J-GAAP
Apr - Jun, 2024	17,508	400	764	562	36.2	2.3	Aug 9, 2024	J-GAAP
Jul - Sep, 2024	19,255	487	561	328	21.1	2.5	Jan 14, 2025	J-GAAP
YoY	+8.7%	+3,146.7%	+193.7%	+412.5%	+412.4%