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NITTO BOSEKI, Ordinary Profit Forecast for the Fiscal Year Revised Upward by 8%, Raises Record High Profit Forecast
3110 NITTO BOSEKI CO.,LTD. 【J-GAAP】
Earnings ReportNITTO BOSEKI CO.,LTD. <3110> [TSE Prime] announced its financial results after the market closed on February 5th (15:30). The consolidated ordinary profit for the cumulative third quarter of the fiscal year ending March 2026 (April to December) increased 15.5% from the same period last year, reaching 15.2 billion yen.
In addition, the full-year forecast for consolidated ordinary profit has been revised upward 8.1%, from the previous forecast of 18.5 billion yen to 20.0 billion yen (compared to 17.5 billion yen in the previous period), increasing the growth rate from 5.3% to 13.8%, further surpassing the previous forecast of record-high profits for two consecutive terms.
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 16.1%, from the previous forecast of 9.34 billion yen to 10.8 billion yen (compared to 9.84 billion yen in the same period of the previous year), turning to a 10.1% increase in the consolidated ordinary profit outlook.
In the most recent three-month period, from October to December (3Q), the consolidated ordinary profit grew 11.1% from the same period last year, reaching 6.08 billion yen. The operating profit margin rose from 15.7% in the same period last year to 18.2%.
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Actual Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Progress Rate vs. First Half | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Apr - Dec, 2023 | 68,041 | 5,704 | 6,773 | 5,366 | 147.4 | 69.5 | Feb 6, 2024 | J-GAAP |
| Apr - Dec, 2024 | 81,520 | 11,811 | 13,196 | 9,421 | 258.8 | 75.1 | Feb 6, 2025 | J-GAAP |
| Apr - Dec, 2025 | 87,594 | 14,933 | 15,245 | 35,110 | 964.4 | 76.2 | Feb 5, 2026 | J-GAAP |
| YoY | +7.5% | +26.4% | +15.5% | +272.7% | +272.7% |
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 | 62,588 | 9,546 | 9,341 | 30,622 | 841.1 | 86.50 | Nov 6, 2025 | J-GAAP |
| Oct - Mar, 2025 New | 62,588 | 10,546 | 10,841 | 31,122 | 854.9 | 86.50 | Feb 5, 2026 | J-GAAP |
| Revision Rate | 0.0% | +10.5% | +16.1% | +1.6% | +1.6% |
Full Year Update
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Mar, 2026 Prev | 120,000 | 19,000 | 18,500 | 37,500 | 1,030.1 | 114 | Nov 6, 2025 | J-GAAP |
| Mar, 2026 New | 120,000 | 20,000 | 20,000 | 38,000 | 1,043.8 | 114 | Feb 5, 2026 | J-GAAP |
| Revision Rate | 0.0% | +5.3% | +8.1% | +1.3% | +1.3% |
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 | 55,984 | 9,100 | 9,848 | 7,426 | 204.0 | 78.50 | May 9, 2025 | J-GAAP |
| Oct - Mar, 2025 Guidance | 62,588 | 10,546 | 10,841 | 31,122 | 854.9 | 86.50 | Feb 5, 2026 | J-GAAP |
| YoY | +11.8% | +15.9% | +10.1% | +319.1% | +319.1% |
Current Period Guidance
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Mar, 2024 | 93,253 | 8,387 | 9,752 | 7,296 | 200.4 | 55 | May 9, 2024 | J-GAAP |
| Mar, 2025 | 109,035 | 16,445 | 17,568 | 12,837 | 352.6 | 106 | May 9, 2025 | J-GAAP |
| Mar, 2026 Guidance | 120,000 | 20,000 | 20,000 | 38,000 | 1,043.8 | 114 | Feb 5, 2026 | J-GAAP |
| YoY | +10.1% | +21.6% | +13.8% | +196.0% | +196.0% |
Quarterly Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Operating Profit Margin | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Oct - Dec, 2024 | 28,469 | 4,466 | 5,476 | 4,010 | 110.1 | 15.7 | Feb 6, 2025 | J-GAAP |
| Jan - Mar, 2025 | 27,515 | 4,634 | 4,372 | 3,416 | 93.8 | 16.8 | May 9, 2025 | J-GAAP |
| Apr - Jun, 2025 | 28,231 | 4,298 | 4,344 | 3,147 | 86.5 | 15.2 | Aug 1, 2025 | J-GAAP |
| Jul - Sep, 2025 | 29,181 | 5,156 | 4,815 | 3,731 | 102.5 | 17.7 | Nov 6, 2025 | J-GAAP |
| Oct - Dec, 2025 | 30,182 | 5,479 | 6,086 | 28,232 | 775.5 | 18.2 | Feb 5, 2026 | J-GAAP |
| YoY | +6.0% | +22.7% | +11.1% | +604.0% | +604.1% |
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