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NOHMI BOSAI, First Half Ordinary Profit Revised Downward to an Unexpected 14%Decrease
6744 NOHMI BOSAI LTD. 【J-GAAP】
Earnings ReportNOHMI BOSAI LTD. <6744> [TSE Prime] announced its financial results after the market closed on November 10th (15:30). The consolidated ordinary profit for the cumulative second quarter of the fiscal year ending March 2026 (April to September) decreased 13.9% from the same period last year to 3.26 billion yen, resulting in a decrease in profits compared to the previous forecast of a 0.9% increase.
Progress toward the full-year plan of 16.9 billion yen was 19.3%, also falling below the five-year average of 22.3%.
Based on the first-half performance announced by the company and the unchanged full-year plan, our calculation indicates that the consolidated ordinary profit for the October to March period (second half) is expected to grow 9.8% from the same period last year, reaching 13.6 billion yen.
In the most recent three-month period, from July to September (2Q), the consolidated ordinary profit amounted to 3.22 billion yen, an increase of 2.4% compared to the same period last year. However, the operating profit margin decreased from 10.2% in the same period last year to 9.9%.
Kabutan News
Actual Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Progress Rate vs. First Half | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Apr - Sep, 2023 | 48,732 | 1,497 | 1,758 | 1,193 | 19.8 | 14.4 | Nov 8, 2023 | J-GAAP |
| Apr - Sep, 2024 | 54,538 | 3,600 | 3,794 | 2,539 | 42.8 | 23.4 | Nov 7, 2024 | J-GAAP |
| Apr - Sep, 2025 | 57,020 | 2,877 | 3,265 | 2,102 | 35.7 | 19.3 | Nov 10, 2025 | J-GAAP |
| YoY | +4.6% | -20.1% | -13.9% | -17.2% | -16.6% |
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 | 55,500 | 3,640 | 3,830 | 2,550 | 43.3 | 50 | May 9, 2025 | J-GAAP |
| Apr - Sep, 2025 Results | 57,020 | 2,877 | 3,265 | 2,102 | 35.7 | 50 | Nov 10, 2025 | J-GAAP |
| Revision Rate | +2.7% | -21.0% | -14.8% | -17.6% | -17.5% |
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 | 79,158 | 12,077 | 12,423 | 8,559 | 144.9 | 46 | May 9, 2025 | J-GAAP |
| Oct - Mar, 2025 Guidance | 83,580 | 13,623 | 13,635 | 9,498 | 161.4 | 50 | Nov 10, 2025 | J-GAAP |
| YoY | +5.6% | +12.8% | +9.8% | +11.0% | +11.4% |
Current Period Guidance
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Mar, 2024 | 118,506 | 11,662 | 12,242 | 8,574 | 142.1 | 53 | May 9, 2024 | J-GAAP |
| Mar, 2025 | 133,696 | 15,677 | 16,217 | 11,098 | 187.9 | 76 | May 9, 2025 | J-GAAP |
| Mar, 2026 Guidance | 140,600 | 16,500 | 16,900 | 11,600 | 197.1 | 100 | May 9, 2025 | J-GAAP |
| YoY | +5.2% | +5.2% | +4.2% | +4.5% | +4.9% |
Quarterly Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Operating Profit Margin | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Jul - Sep, 2024 | 30,471 | 3,093 | 3,146 | 2,168 | 36.6 | 10.2 | Nov 7, 2024 | J-GAAP |
| Oct - Dec, 2024 | 33,980 | 4,017 | 4,201 | 2,933 | 49.6 | 11.8 | Feb 10, 2025 | J-GAAP |
| Jan - Mar, 2025 | 45,178 | 8,060 | 8,222 | 5,626 | 95.2 | 17.8 | May 9, 2025 | J-GAAP |
| Apr - Jun, 2025 | 25,678 | -217 | 45 | -101 | -1.7 | -0.8 | Aug 7, 2025 | J-GAAP |
| Jul - Sep, 2025 | 31,342 | 3,094 | 3,220 | 2,203 | 37.4 | 9.9 | Nov 10, 2025 | J-GAAP |
| YoY | +2.9% | +0.0% | +2.4% | +1.6% | +2.4% |
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