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Nippon Insure, Ordinary Profit Forecast for the Fiscal Year Revised Upward by 26%, Raises Record High Profit Forecast, Dividend Revised Upward by 3 Yen

Fri Aug 8, 2025 3:00 pm JST Earnings

5843 Nippon Insure Co., Ltd. 【J-GAAP】

Earnings Report

Nippon Insure Co., Ltd. <5843> [TSE Std] announced its financial results in the afternoon session on August 8th (15:00). The ordinary profit (non-consolidated) for the cumulative third quarter of the fiscal year ending September 2025 (October 2024 to June 2025) expanded 561 million yen, an increase 55.4% compared to the same period last year.

In addition, the full-year forecast for ordinary profit has been revised upward 26.1%, from the previous forecast of 517 million yen to 652 million yen (compared to 410 million yen in the previous period), increasing the growth rate from 26.1% to 59.0%, further surpassing the previous forecast of record-high profits for two consecutive terms.

Based on the full-year plan announced by the company after the upward revision, our estimate of the ordinary profit for the April to September period (second half) is expected to increase 2.1 times, from the previous forecast of 118 million yen to 253 million yen (compared to 154 million yen in the same period of the previous year), turning to a 64.3% increase in the ordinary profit outlook.

In light of the strong performance, the company has increased its planned year-end lump-sum dividend for the current fiscal year from the original plan of 13 yen to 16 yen (compared to 11 yen in the previous period).

In the most recent three-month period, from April to June (3Q), the ordinary profit increased 54.3% from the same period last year, reaching 162 million yen. The operating profit margin jumped from 12.7% in the same period last year to 16.9%.

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Actual Results

Accumulated Results 3rd Quarter
Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Progress Rate vs. First Half Announce Accounting Standards
Oct - Jun, 2023 2,378 370 361 241 86.9 88.0 Aug 9, 2024 J-GAAP
Oct - Jun, 2024 2,741 549 561 376 134.8 86.0 Aug 8, 2025 J-GAAP
YoY +15.3% +48.4% +55.4% +56.0% +55.1%

Guidance Update

Second Half Update

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Apr - Sep, 2025 Prev 1,837 129 118 88 31.2 13 May 14, 2025 J-GAAP
Apr - Sep, 2025 New 1,930 252 253 168 59.5 16 Aug 8, 2025 J-GAAP
Revision Rate +5.1% +95.3% +114.4% +90.9% +90.9%

Full Year Update

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Sep, 2025 Prev 3,622 516 517 360 127.5 13 Nov 14, 2024 J-GAAP
Sep, 2025 New 3,715 639 652 440 155.8 16 Aug 8, 2025 J-GAAP
Revision Rate +2.6% +23.8% +26.1% +22.2% +22.2%

Current Period Guidance

Second Half Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Apr - Sep, 2024 1,663 152 154 108 38.9 11 Nov 14, 2024 J-GAAP
Apr - Sep, 2025 Guidance 1,930 252 253 168 59.5 16 Aug 8, 2025 J-GAAP
YoY +16.1% +65.8% +64.3% +55.6% +53.1%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Sep, 2023 2,876 291 292 196 98.4 0 Nov 10, 2023 J-GAAP
Sep, 2024 3,220 418 410 280 100.7 11 Nov 14, 2024 J-GAAP
Sep, 2025 Guidance 3,715 639 652 440 155.8 16 Aug 8, 2025 J-GAAP
YoY +15.4% +52.9% +59.0% +57.1% +54.7%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Apr - Jun, 2024 821 104 105 69 24.9 12.7 Aug 9, 2024 J-GAAP
Jul - Sep, 2024 842 48 49 39 14.0 5.7 Nov 14, 2024 J-GAAP
Oct - Dec, 2024 879 156 157 109 39.0 17.7 Feb 14, 2025 J-GAAP
Jan - Mar, 2025 906 231 242 163 58.5 25.5 May 14, 2025 J-GAAP
Apr - Jun, 2025 956 162 162 104 37.3 16.9 Aug 8, 2025 J-GAAP
YoY +16.4% +55.8% +54.3% +50.7% +49.9%

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