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NIPPON EXPRESS, Net Income Forecast for the Fiscal Year Revised Downward by 15%

Wed Sep 17, 2025 3:30 pm JST Revision

9147 NIPPON EXPRESS HOLDINGS,INC. 【IFRS】

Guidance Update Report

NIPPON EXPRESS HOLDINGS,INC. <9147> [TSE Prime] announced a performance revision after the market closed on September 17th (15:30). The consolidated net income forecast for the fiscal year ending December 2025 has decreased 15.0%, from the previous forecast of 40.0 billion yen to 34.0 billion yen (compared to 31.7 billion yen in the previous period), leading to a reduction in the profit growth rate from 26.1% to 7.1%.

Based on the downwardly revised full-year plan announced by the company, our calculation indicates that the July to December period (second half) consolidated net income has decreased 19.1%, from the previous forecast of 31.3 billion yen to 25.3 billion yen (compared to 20.3 billion yen in the same period of the previous year), leading to a reduction in the profit growth rate from 54.0% to 24.6%.

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Guidance Update

Second Half Update

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Jul - Dec, 2025 Prev 1,328,011 41,210 38,535 31,396 129.5 50 Aug 8, 2025 IFRS
Jul - Dec, 2025 New 1,328,011 32,210 29,535 25,396 104.7 50 Sep 17, 2025 IFRS
Revision Rate 0.0% -21.8% -23.4% -19.1% -19.1%

Full Year Update

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Dec, 2025 Prev 2,600,000 70,000 60,000 40,000 165.0 100 Aug 8, 2025 IFRS
Dec, 2025 New 2,600,000 61,000 51,000 34,000 140.2 100 Sep 17, 2025 IFRS
Revision Rate 0.0% -12.9% -15.0% -15.0% -15.0%

Current Period Guidance

Second Half Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Jul - Dec, 2024 1,327,750 29,971 30,927 20,386 78.0 50 Feb 14, 2025 IFRS
Jul - Dec, 2025 Guidance 1,328,011 32,210 29,535 25,396 104.7 50 Sep 17, 2025 IFRS
YoY +0.0% +7.5% -4.5% +24.6% +34.2%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Dec, 2023 2,239,017 60,098 61,208 37,050 139.5 100 Feb 14, 2024 IFRS
Dec, 2024 2,577,643 49,078 51,885 31,733 121.5 100 Feb 14, 2025 IFRS
Dec, 2025 Guidance 2,600,000 61,000 51,000 34,000 140.2 100 Sep 17, 2025 IFRS
YoY +0.9% +24.3% -1.7% +7.1% +15.4%

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