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NAKAMOTO PACKS, Mar-Nov (Cumulative 3Q) Ordinary Profit Increases by 1%
7811 NAKAMOTO PACKS CO.,LTD. 【J-GAAP】
Earnings ReportNAKAMOTO PACKS CO.,LTD. <7811> [TSE Std] announced its financial results in the afternoon session on January 14th (15:00). The consolidated ordinary profit for the cumulative third quarter of the fiscal year ending February 2026 (March to November) was 2.36 billion yen, a 1.3% increase compared to the same period last year. Progress toward the full-year plan of 3.10 billion yen was 76.4%, it was below the five-year average of 86.7%.
Based on the cumulative third-quarter performance announced by the company and the unchanged full-year plan, our calculation indicates that the consolidated ordinary profit for the December to February period (4Q) is expected to grow 28.4% from the same period last year, reaching 0.73 billion yen.
In the most recent three-month period, from September to November (3Q), the consolidated ordinary profit grew 12.3% from the same period last year, reaching 0.80 billion yen. However, the operating profit margin worsened from 6.4% in the same period last year to 6.0%.
Kabutan News
Actual Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Progress Rate vs. First Half | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Mar - Nov, 2023 | 33,757 | 1,598 | 2,186 | 1,438 | 176.0 | 93.4 | Jan 15, 2024 | J-GAAP |
| Mar - Nov, 2024 | 36,826 | 2,363 | 2,338 | 1,625 | 182.2 | 80.4 | Jan 14, 2025 | J-GAAP |
| Mar - Nov, 2025 | 37,634 | 2,368 | 2,368 | 1,667 | 187.6 | 76.4 | Jan 14, 2026 | J-GAAP |
| YoY | +2.2% | +0.2% | +1.3% | +2.6% | +3.0% |
Current Period Guidance
Second Half Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Sep - Feb, 2024 | 24,756 | 1,311 | 1,283 | 763 | 85.6 | 34 | Apr 10, 2025 | J-GAAP |
| Sep - Feb, 2025 Guidance | 27,014 | 1,414 | 1,533 | 952 | 107.6 | 34 | Oct 10, 2025 | J-GAAP |
| YoY | +9.1% | +7.9% | +19.5% | +24.8% | +25.7% |
Current Period Guidance
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Feb, 2024 | 44,362 | 1,815 | 2,341 | 1,057 | 128.5 | 62 | Apr 8, 2024 | J-GAAP |
| Feb, 2025 | 49,132 | 2,871 | 2,908 | 2,010 | 225.4 | 66 | Apr 10, 2025 | J-GAAP |
| Feb, 2026 Guidance | 52,000 | 3,025 | 3,100 | 2,011 | 227.3 | 68 | Apr 10, 2025 | J-GAAP |
| YoY | +5.8% | +5.4% | +6.6% | +0.0% | +0.8% |
Quarterly Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Operating Profit Margin | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Sep - Nov, 2024 | 12,450 | 803 | 713 | 378 | 42.4 | 6.4 | Jan 14, 2025 | J-GAAP |
| Dec - Feb, 2024 | 12,306 | 508 | 570 | 385 | 43.2 | 4.1 | Apr 10, 2025 | J-GAAP |
| Mar - May, 2025 | 12,328 | 750 | 696 | 554 | 62.2 | 6.1 | Jul 11, 2025 | J-GAAP |
| Jun - Aug, 2025 | 12,658 | 861 | 871 | 505 | 56.8 | 6.8 | Oct 10, 2025 | J-GAAP |
| Sep - Nov, 2025 | 12,648 | 757 | 801 | 608 | 68.4 | 6.0 | Jan 14, 2026 | J-GAAP |
| YoY | +1.6% | -5.7% | +12.3% | +60.8% | +61.4% |
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