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JAPAN POST, Ordinary Profit Forecast for the Fiscal Year Revised Downward by 6%

Fri Nov 14, 2025 3:30 pm JST Earnings

6178 JAPAN POST HOLDINGS Co.,Ltd. 【J-GAAP】

Earnings Report

JAPAN POST HOLDINGS Co.,Ltd. <6178> [TSE Prime] announced its financial results after the market closed on November 14th (15:30). The consolidated ordinary profit for the cumulative second quarter of the fiscal year ending March 2026 (April to September) increased 12.6% from the same period last year, reaching 0.52 trillion yen.

However, the full-year forecast for consolidated ordinary profit has decreased 5.9%, from the previous forecast of 1.02 trillion yen to 0.96 trillion yen (compared to 0.81 trillion yen in the previous period), leading to a reduction in the profit growth rate from 25.2% to 17.8%.

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 grow 24.8% from the same period last year, reaching 0.43 trillion yen.

In the most recent three-month period, from July to September (2Q), the consolidated ordinary profit grew 17.7% from the same period last year, reaching 0.29 trillion yen.

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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 5,618,183 ー 335,255 120,239 35.0 50.2 Nov 13, 2023 J-GAAP
Apr - Sep, 2024 5,511,971 ー 463,397 139,496 44.0 56.9 Nov 14, 2024 J-GAAP
Apr - Sep, 2025 5,682,434 ー 521,642 142,564 48.0 54.3 Nov 14, 2025 J-GAAP
YoY +3.1% － +12.6% +2.2% +9.2%

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 － 25 May 15, 2025 J-GAAP
Apr - Sep, 2025 Results 5,682,434 ー 521,642 142,564 48.0 25 Nov 14, 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 11,260,000 ー 1,020,000 380,000 133.5 50 May 15, 2025 J-GAAP
Mar, 2026 New 11,370,000 ー 960,000 320,000 112.4 50 Nov 14, 2025 J-GAAP
Revision Rate +1.0% － -5.9% -15.8% -15.8%

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 5,956,397 ー 351,199 231,068 74.4 25 May 15, 2025 J-GAAP
Oct - Mar, 2025 Guidance 5,687,566 ー 438,358 177,436 62.4 25 Nov 14, 2025 J-GAAP
YoY -4.5% － +24.8% -23.2% -16.2%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2024 11,982,152 ー 668,316 268,685 80.3 50 May 15, 2024 J-GAAP
Mar, 2025 11,468,368 ー 814,596 370,564 119.3 50 May 15, 2025 J-GAAP
Mar, 2026 Guidance 11,370,000 ー 960,000 320,000 112.4 50 Nov 14, 2025 J-GAAP
YoY -0.9% － +17.8% -13.6% -5.8%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Jul - Sep, 2024 2,776,083 ー 251,948 64,788 20.4 0.0 Nov 14, 2024 J-GAAP
Oct - Dec, 2024 2,814,020 ー 239,197 125,489 40.0 0.0 Feb 14, 2025 J-GAAP
Jan - Mar, 2025 3,142,377 ー 112,002 105,579 34.0 0.0 May 15, 2025 J-GAAP
Apr - Jun, 2025 2,810,244 ー 225,161 67,702 22.8 0.0 Aug 8, 2025 J-GAAP
Jul - Sep, 2025 2,872,190 ー 296,481 74,862 25.2 0.0 Nov 14, 2025 J-GAAP
YoY +3.5% － +17.7% +15.5% +23.4%

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