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NICHIREKI , First Half Ordinary Profit Revised Downward to an Unexpected 7%Decrease

Wed Nov 12, 2025 2:00 pm JST Earnings

5011 NICHIREKI GROUP CO., LTD. 【J-GAAP】

Earnings Report

NICHIREKI GROUP CO., LTD. <5011> [TSE Prime] announced its financial results in the afternoon session on November 12th (14:00). The consolidated ordinary profit for the cumulative second quarter of the fiscal year ending March 2026 (April to September) decreased 7.1% from the same period last year to 1.33 billion yen, resulting in a decrease in profits compared to the previous forecast of a 4.3% increase.

Progress toward the full-year plan of 7.30 billion yen was 18.3%, also falling below the five-year average of 30.6%.

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 6.3% from the same period last year, reaching 5.96 billion yen.

In the most recent three-month period, from July to September (2Q), the consolidated ordinary profit grew 13.8% from the same period last year, reaching 1.45 billion yen. The operating profit margin improved from 6.8% in the same period last year to 8.3%.

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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, 2023 32,285 1,918 2,351 1,430 48.5 36.8 Nov 8, 2023 J-GAAP
Apr - Sep, 2024 32,012 1,329 1,438 890 30.3 20.4 Nov 12, 2024 J-GAAP
Apr - Sep, 2025 32,211 1,225 1,336 1,030 35.7 18.3 Nov 12, 2025 J-GAAP
YoY +0.6% -7.8% -7.1% +15.7% +17.8%

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 33,000 1,400 1,500 1,000 35.0 40 May 12, 2025 J-GAAP
Apr - Sep, 2025 Results 32,211 1,225 1,336 1,030 35.7 40 Nov 12, 2025 J-GAAP
Revision Rate -2.4% -12.5% -10.9% +3.0% +1.9%

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 43,733 4,939 5,609 3,958 134.6 40 May 12, 2025 J-GAAP
Oct - Mar, 2025 Guidance 47,789 5,775 5,964 3,870 136.0 40 Nov 12, 2025 J-GAAP
YoY +9.3% +16.9% +6.3% -2.2% +1.0%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2024 73,832 6,019 6,390 4,488 152.7 70 May 10, 2024 J-GAAP
Mar, 2025 75,745 6,268 7,047 4,848 164.9 75 May 12, 2025 J-GAAP
Mar, 2026 Guidance 80,000 7,000 7,300 4,900 172.2 80 May 12, 2025 J-GAAP
YoY +5.6% +11.7% +3.6% +1.1% +4.4%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Jul - Sep, 2024 18,485 1,253 1,274 836 28.4 6.8 Nov 12, 2024 J-GAAP
Oct - Dec, 2024 24,305 3,225 3,440 2,294 78.0 13.3 Feb 12, 2025 J-GAAP
Jan - Mar, 2025 19,428 1,714 2,169 1,664 56.6 8.8 May 12, 2025 J-GAAP
Apr - Jun, 2025 13,700 -317 -114 3 0.1 -2.3 Aug 8, 2025 J-GAAP
Jul - Sep, 2025 18,511 1,542 1,450 1,027 35.6 8.3 Nov 12, 2025 J-GAAP
YoY +0.1% +23.1% +13.8% +22.8% +25.1%

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