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Nihon Tokushu Toryo, Ordinary Profit Forecast for the Fiscal Year Revised Upward by 11%

Wed Nov 12, 2025 4:30 pm JST Earnings

4619 Nihon Tokushu Toryo Co., Ltd. 【J-GAAP】

Earnings Report

Nihon Tokushu Toryo Co., Ltd. <4619> [TSE Std] announced its financial results after the market closed on November 12th (16:30). The consolidated ordinary profit for the cumulative second quarter of the fiscal year ending March 2026 (April to September) decreased 5.2% from the same period last year to 2.82 billion yen.

However, the full-year forecast for consolidated ordinary profit has been revised upward 10.8%, from the previous forecast of 5.10 billion yen to 5.65 billion yen (compared to 6.70 billion yen in the previous period), and the declining rate is expected to decrease from 24.0% to 15.8%.

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 decrease 24.2% from the same period last year to 2.82 billion yen.

In the most recent three-month period, from July to September (2Q), the consolidated ordinary profit amounted to 1.37 billion yen, an increase of 2.6% compared to the same period last year. However, the operating profit margin worsened from 6.4% in the same period last year to 5.6%.

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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 31,348 1,404 2,590 1,798 82.7 43.4 Nov 8, 2023 J-GAAP
Apr - Sep, 2024 32,567 1,916 2,980 2,114 97.2 44.4 Nov 13, 2024 J-GAAP
Apr - Sep, 2025 30,300 1,640 2,825 2,595 119.3 50.0 Nov 12, 2025 J-GAAP
YoY -7.0% -14.4% -5.2% +22.8% +22.7%

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 30,600 1,000 2,250 2,000 91.9 50 May 9, 2025 J-GAAP
Apr - Sep, 2025 Results 30,300 1,640 2,825 2,595 119.3 50 Nov 12, 2025 J-GAAP
Revision Rate -1.0% +64.0% +25.6% +29.8% +29.8%

Guidance Update

Full Year Update

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2026 Prev 63,000 2,700 5,100 4,000 186.5 110 May 9, 2025 J-GAAP
Mar, 2026 New 60,500 3,050 5,650 4,800 223.9 110 Nov 12, 2025 J-GAAP
Revision Rate -4.0% +13.0% +10.8% +20.0% +20.0%

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 33,493 2,540 3,729 2,828 130.0 68 May 9, 2025 J-GAAP
Oct - Mar, 2025 Guidance 30,200 1,410 2,825 2,205 102.8 60 Nov 12, 2025 J-GAAP
YoY -9.8% -44.5% -24.2% -22.0% -20.9%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2024 64,693 3,905 5,963 3,947 181.6 46 May 8, 2024 J-GAAP
Mar, 2025 66,060 4,456 6,709 4,942 227.2 90 May 9, 2025 J-GAAP
Mar, 2026 Guidance 60,500 3,050 5,650 4,800 223.9 110 Nov 12, 2025 J-GAAP
YoY -8.4% -31.6% -15.8% -2.9% -1.5%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Jul - Sep, 2024 16,211 1,032 1,335 1,000 46.0 6.4 Nov 13, 2024 J-GAAP
Oct - Dec, 2024 16,796 1,231 1,642 1,195 55.0 7.3 Feb 12, 2025 J-GAAP
Jan - Mar, 2025 16,697 1,309 2,087 1,633 75.1 7.8 May 9, 2025 J-GAAP
Apr - Jun, 2025 15,136 797 1,455 1,158 53.3 5.3 Aug 8, 2025 J-GAAP
Jul - Sep, 2025 15,164 843 1,370 1,437 66.1 5.6 Nov 12, 2025 J-GAAP
YoY -6.5% -18.3% +2.6% +43.7% +43.7%

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