NS United Kaiun Kaisha, Ordinary Profit Forecast for the Fiscal Year Revised Upward by 4%, Dividend Revised Upward by 20 Yen

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Fri Jan 30, 2026 2:30 pm JST Earnings

9110 NS United Kaiun Kaisha,Ltd. 【J-GAAP】

Earnings Report

NS United Kaiun Kaisha,Ltd. <9110> [TSE Prime] announced its financial results in the afternoon session on January 30th (14:30). The consolidated ordinary profit for the cumulative third quarter of the fiscal year ending March 2026 (April to December) decreased 13.4% from the same period last year to 14.6 billion yen.

However, the full-year forecast for consolidated ordinary profit has been revised upward 3.6%, from the previous forecast of 16.5 billion yen to 17.1 billion yen (compared to 19.0 billion yen in the previous period), and the declining rate is expected to decrease from 13.2% to 10.1%.

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) has been revised upward 7.5%, from the previous forecast of 8.01 billion yen to 8.61 billion yen (compared to 8.91 billion yen in the same period of the previous year), and the declining rate is expected to decrease from 10.0% to 3.3%.

In light of the strong performance, the company has increased its planned annual dividend for the current fiscal year from the original plan of 245 yen to 265 yen (compared to 240 yen in the previous period).

In the most recent three-month period, from October to December (3Q), the consolidated ordinary profit decreased to 6.17 billion yen, a 9.6% decrease compared to the same period last year. However, the operating profit margin improved from 8.5% in the same period last year to 9.8%.

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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	172,520	17,228	17,473	14,130	599.6	78.8	Jan 31, 2024	J-GAAP
Apr - Dec, 2024	189,391	16,862	16,933	14,582	618.8	89.1	Jan 31, 2025	J-GAAP
Apr - Dec, 2025	171,264	15,073	14,656	18,153	770.3	85.7	Jan 30, 2026	J-GAAP
YoY	-9.6%	-10.6%	-13.4%	+24.5%	+24.5%

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	100,471	9,260	8,017	7,853	333.2	140	Oct 31, 2025	J-GAAP
Oct - Mar, 2025 New	112,471	9,660	8,617	9,753	413.9	160	Jan 30, 2026	J-GAAP
Revision Rate	+11.9%	+4.3%	+7.5%	+24.2%	+24.2%

Full Year Update

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Adj. Dividend	Announce	Accounting Standards
Mar, 2026 Prev	212,000	18,500	16,500	18,900	802.0	245	Oct 31, 2025	J-GAAP
Mar, 2026 New	224,000	18,900	17,100	20,800	882.6	265	Jan 30, 2026	J-GAAP
Revision Rate	+5.7%	+2.2%	+3.6%	+10.1%	+10.1%

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	118,685	8,518	8,910	9,468	401.8	125	Apr 30, 2025	J-GAAP
Oct - Mar, 2025 Guidance	112,471	9,660	8,617	9,753	413.9	160	Jan 30, 2026	J-GAAP
YoY	-5.2%	+13.4%	-3.3%	+3.0%	+3.0%

Current Period Guidance

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Adj. Dividend	Announce	Accounting Standards
Mar, 2024	233,100	21,601	22,185	17,986	763.2	230	Apr 30, 2024	J-GAAP
Mar, 2025	247,408	20,224	19,015	18,621	790.2	240	Apr 30, 2025	J-GAAP
Mar, 2026 Guidance	224,000	18,900	17,100	20,800	882.6	265	Jan 30, 2026	J-GAAP
YoY	-9.5%	-6.5%	-10.1%	+11.7%	+11.7%

Quarterly Results

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Operating Profit Margin	Announce	Accounting Standards
Oct - Dec, 2024	60,668	5,156	6,828	5,429	230.4	8.5	Jan 31, 2025	J-GAAP
Jan - Mar, 2025	58,017	3,362	2,082	4,039	171.4	5.8	Apr 30, 2025	J-GAAP
Apr - Jun, 2025	54,833	3,725	2,910	5,954	252.7	6.8	Jul 31, 2025	J-GAAP
Jul - Sep, 2025	56,696	5,515	5,573	5,093	216.1	9.7	Oct 31, 2025	J-GAAP
Oct - Dec, 2025	59,735	5,833	6,173	7,106	301.5	9.8	Jan 30, 2026	J-GAAP
YoY	-1.5%	+13.1%	-9.6%	+30.9%	+30.9%