NIPPON CARBIDE, Ordinary Profit Forecast for the Fiscal Year Revised Upward to an Unexpected 9% Increase, Dividend Revised Upward by 10 Yen

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Fri Feb 6, 2026 4:00 pm JST Earnings

4064 NIPPON CARBIDE INDUSTRIES CO.,INC. 【J-GAAP】

Earnings Report

NIPPON CARBIDE INDUSTRIES CO.,INC. <4064> [TSE Prime] announced its financial results after the market closed on February 6th (16:00). The consolidated ordinary profit for the cumulative third quarter of the fiscal year ending March 2026 (April to December) increased 27.5% from the same period last year, reaching 3.66 billion yen.

In addition, the full-year forecast for consolidated ordinary profit has been revised upward 20.6%, from the previous forecast of 3.40 billion yen to 4.10 billion yen (compared to 3.76 billion yen in the previous period), turning to a 9.0% increase in the consolidated ordinary profit outlook.

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 67.5%, from the previous forecast of 1.03 billion yen to 1.73 billion yen (compared to 2.38 billion yen in the same period of the previous year), and the declining rate is expected to decrease from 56.4% to 27.0%.

In light of the strong performance, the company has increased its planned annual dividend for the current fiscal year from the original plan of 82 yen to 92 yen (compared to 80 yen in the previous period).

In the most recent three-month period, from October to December (3Q), the consolidated ordinary profit decreased to 1.29 billion yen, a 13.0% decrease compared to the same period last year. The operating profit margin worsened from 9.9% in the same period last year to 8.5%.

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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	32,798	756	1,251	889	94.6	79.5	Feb 7, 2024	J-GAAP
Apr - Dec, 2024	35,854	2,498	2,871	2,075	222.9	76.3	Feb 7, 2025	J-GAAP
Apr - Dec, 2025	37,483	3,214	3,660	2,455	263.4	89.3	Feb 6, 2026	J-GAAP
YoY	+4.5%	+28.7%	+27.5%	+18.3%	+18.2%

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	24,738	1,207	1,037	769	82.5	41	Nov 10, 2025	J-GAAP
Oct - Mar, 2025 New	24,738	1,607	1,737	1,069	114.6	51	Feb 6, 2026	J-GAAP
Revision Rate	0.0%	+33.1%	+67.5%	+39.0%	+39.0%

Full Year Update

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Adj. Dividend	Announce	Accounting Standards
Mar, 2026 Prev	49,000	3,300	3,400	2,300	246.6	82	May 13, 2025	J-GAAP
Mar, 2026 New	49,000	3,700	4,100	2,600	278.8	92	Feb 6, 2026	J-GAAP
Revision Rate	0.0%	+12.1%	+20.6%	+13.0%	+13.0%

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	25,357	2,230	2,380	1,364	146.5	40	May 13, 2025	J-GAAP
Oct - Mar, 2025 Guidance	24,738	1,607	1,737	1,069	114.6	51	Feb 6, 2026	J-GAAP
YoY	-2.4%	-27.9%	-27.0%	-21.6%	-21.8%

Current Period Guidance

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Adj. Dividend	Announce	Accounting Standards
Mar, 2024	43,231	849	1,573	999	106.4	80	May 13, 2024	J-GAAP
Mar, 2025	48,727	3,493	3,761	2,211	237.5	80	May 13, 2025	J-GAAP
Mar, 2026 Guidance	49,000	3,700	4,100	2,600	278.8	92	Feb 6, 2026	J-GAAP
YoY	+0.6%	+5.9%	+9.0%	+17.6%	+17.4%

Quarterly Results

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Operating Profit Margin	Announce	Accounting Standards
Oct - Dec, 2024	12,484	1,235	1,490	1,228	131.9	9.9	Feb 7, 2025	J-GAAP
Jan - Mar, 2025	12,873	995	890	136	14.6	7.7	May 13, 2025	J-GAAP
Apr - Jun, 2025	11,770	965	1,033	534	57.4	8.2	Aug 7, 2025	J-GAAP
Jul - Sep, 2025	12,492	1,128	1,330	997	107.0	9.0	Nov 10, 2025	J-GAAP
Oct - Dec, 2025	13,221	1,121	1,297	924	99.1	8.5	Feb 6, 2026	J-GAAP
YoY	+5.9%	-9.2%	-13.0%	-24.8%	-24.9%