kabutan

NISSHIN GROUP, Ordinary Profit Forecast for the Fiscal Year Revised Upward by 38%

Fri Nov 7, 2025 3:30 pm JST Earnings

8881 NISSHIN GROUP HOLDINGS Company,Limited 【J-GAAP】

Earnings Report

NISSHIN GROUP HOLDINGS Company,Limited <8881> [TSE Prime] announced its financial results after the market closed on November 7th (15:30). The consolidated ordinary profit for the cumulative second quarter of the fiscal year ending March 2026 (April to September) surged 9.3 times that of the same period last year, reaching 2.81 billion yen.

In addition, the full-year forecast for consolidated ordinary profit has been revised upward 38.2%, from the previous forecast of 3.40 billion yen to 4.70 billion yen (compared to 3.06 billion yen in the previous period), increasing the growth rate from 10.8% to 53.1%.

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 (second half) is expected to drop 31.9% from the same period last year to 1.88 billion yen.

In the most recent three-month period, from July to September (2Q), the consolidated ordinary profit surged 4.6 times that of the same period last year, reaching 2.16 billion yen. The operating profit margin drastically improved from 3.9% in the same period last year to 10.7%.

Kabutan News

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, 2023 25,206 -462 -594 -488 -10.5 ー Nov 6, 2023 J-GAAP
Apr - Sep, 2024 26,943 475 301 154 3.3 9.8 Nov 11, 2024 J-GAAP
Apr - Sep, 2025 35,985 3,081 2,814 2,069 44.3 59.9 Nov 7, 2025 J-GAAP
YoY +33.6% +548.6% +834.9% +1,243.5% +1,238.4%

First Half Results vs. Previous Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Apr - Sep, 2025 Guidance ー ー ー ー － 0 May 9, 2025 J-GAAP
Apr - Sep, 2025 Results 35,985 3,081 2,814 2,069 44.3 0 Nov 7, 2025 J-GAAP
Revision Rate － － － － －

Guidance Update

Full Year Update

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2026 Prev 84,000 3,800 3,400 2,300 49.3 23 May 9, 2025 J-GAAP
Mar, 2026 New 85,000 5,300 4,700 3,100 66.4 23 Nov 7, 2025 J-GAAP
Revision Rate +1.2% +39.5% +38.2% +34.8% +34.8%

Current Period Guidance

Second Half Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Oct - Mar, 2024 49,292 2,972 2,768 1,903 40.7 23 May 9, 2025 J-GAAP
Oct - Mar, 2025 Guidance 49,015 2,219 1,886 1,031 22.1 23 Nov 7, 2025 J-GAAP
YoY -0.6% -25.3% -31.9% -45.8% -45.8%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2024 81,023 3,528 3,224 2,105 45.0 23 May 10, 2024 J-GAAP
Mar, 2025 76,235 3,447 3,069 2,057 44.0 23 May 9, 2025 J-GAAP
Mar, 2026 Guidance 85,000 5,300 4,700 3,100 66.4 23 Nov 7, 2025 J-GAAP
YoY +11.5% +53.8% +53.1% +50.7% +50.8%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Jul - Sep, 2024 14,588 573 470 330 7.1 3.9 Nov 11, 2024 J-GAAP
Oct - Dec, 2024 16,870 376 214 142 3.0 2.2 Feb 7, 2025 J-GAAP
Jan - Mar, 2025 32,422 2,596 2,554 1,761 37.7 8.0 May 9, 2025 J-GAAP
Apr - Jun, 2025 14,398 762 647 440 9.4 5.3 Aug 5, 2025 J-GAAP
Jul - Sep, 2025 21,587 2,319 2,167 1,629 34.9 10.7 Nov 7, 2025 J-GAAP
YoY +48.0% +304.7% +361.1% +393.6% +392.0%

Related Articles