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NTT DATA INTRAMART, Ordinary Profit Forecast for the Fiscal Year Revised Upward by 20%, Exceeded Record Profit Forecast

Wed Jan 28, 2026 3:30 pm JST Earnings

3850 NTT DATA INTRAMART CORPORATION 【J-GAAP】

Earnings Report

NTT DATA INTRAMART CORPORATION <3850> [TSE Std] announced its financial results after the market closed on January 28th (15:30). The consolidated ordinary profit for the cumulative third quarter of the fiscal year ending March 2026 (April to December) surged 3.7 times that of the same period last year, reaching 1.00 billion yen.

In addition, the full-year forecast for consolidated ordinary profit has been revised upward 20.0%, from the previous forecast of 1.00 billion yen to 1.20 billion yen (compared to 0.59 billion yen in the previous period), increasing the growth rate from 66.9% to 2.0 times. The company has further increased its previous forecast of record profits for the first time in four years.

Based on the full-year plan announced by the company after the upward revision, our estimate of the consolidated ordinary profit for the October to March period (second half) is expected to increase 66.0%, from the previous forecast of 0.30 billion yen to 0.50 billion yen (compared to 0.43 billion yen in the same period of the previous year), turning to a 14.6% increase in the consolidated ordinary profit outlook.

In the most recent three-month period, from October to December (3Q), the consolidated ordinary profit surged 2.8 times that of the same period last year, reaching 0.30 billion yen. The operating profit margin significantly improved from 2.6% in the same period last year to 7.2%.

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Actual Results

Accumulated Results 3rd Quarter
Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Progress Rate vs. First Half Announce Accounting Standards
Apr - Dec, 2023 6,316 39 66 105 21.7 16.4 Jan 26, 2024 J-GAAP
Apr - Dec, 2024 8,482 228 269 149 30.7 44.9 Jan 29, 2025 J-GAAP
Apr - Dec, 2025 10,332 966 1,004 618 127.0 83.7 Jan 28, 2026 J-GAAP
YoY +21.8% +323.7% +273.2% +314.8% +313.0%

Guidance Update

Second Half Update

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Oct - Mar, 2025 Prev 6,574 316 303 262 53.8 50 Oct 29, 2025 J-GAAP
Oct - Mar, 2025 New 7,574 516 503 402 82.5 50 Jan 28, 2026 J-GAAP
Revision Rate +15.2% +63.3% +66.0% +53.4% +53.4%

Full Year Update

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2026 Prev 13,000 1,000 1,000 700 143.7 50 May 9, 2025 J-GAAP
Mar, 2026 New 14,000 1,200 1,200 840 172.4 50 Jan 28, 2026 J-GAAP
Revision Rate +7.7% +20.0% +20.0% +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 6,325 399 439 245 50.4 35 May 9, 2025 J-GAAP
Oct - Mar, 2025 Guidance 7,574 516 503 402 82.5 50 Jan 28, 2026 J-GAAP
YoY +19.7% +29.3% +14.6% +64.1% +63.6%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2024 9,257 376 402 350 72.2 35 May 10, 2024 J-GAAP
Mar, 2025 11,829 551 599 341 70.2 35 May 9, 2025 J-GAAP
Mar, 2026 Guidance 14,000 1,200 1,200 840 172.4 50 Jan 28, 2026 J-GAAP
YoY +18.4% +117.8% +100.3% +146.3% +145.7%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Oct - Dec, 2024 2,978 76 109 53 10.9 2.6 Jan 29, 2025 J-GAAP
Jan - Mar, 2025 3,347 323 330 192 39.5 9.7 May 9, 2025 J-GAAP
Apr - Jun, 2025 3,307 296 307 209 43.1 9.0 Jul 30, 2025 J-GAAP
Jul - Sep, 2025 3,119 388 390 229 47.1 12.4 Oct 29, 2025 J-GAAP
Oct - Dec, 2025 3,906 282 307 180 37.0 7.2 Jan 28, 2026 J-GAAP
YoY +31.2% +271.1% +181.7% +239.6% +238.3%

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