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NIPPON RIETEC, Ordinary Profit Forecast for the Fiscal Year Revised Upward by 18%, Highest in Thirteen Terms

Thu Feb 12, 2026 4:00 pm JST Earnings

1938 NIPPON RIETEC CO.,LTD. 【J-GAAP】

Earnings Report

NIPPON RIETEC CO.,LTD. <1938> [TSE Prime] announced its financial results after the market closed on February 12th (16:00). The consolidated ordinary profit for the cumulative third quarter of the fiscal year ending March 2026 (April to December) expanded 3.87 billion yen, an increase 66.6% compared to the same period last year.

In addition, the full-year forecast for consolidated ordinary profit has been revised upward 18.3%, from the previous forecast of 6.00 billion yen to 7.10 billion yen (compared to 5.95 billion yen in the previous period), increasing the growth rate from 0.8% to 19.2%, reaches new record high for the first time in thirteen 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 25.9%, from the previous forecast of 4.25 billion yen to 5.35 billion yen (compared to 4.85 billion yen in the same period of the previous year), turning to a 10.3% increase in the consolidated ordinary profit outlook.

In the most recent three-month period, from October to December (3Q), the consolidated ordinary profit increased 73.6% from the same period last year, reaching 2.13 billion yen. The operating profit margin significantly improved from 6.2% in the same period last year to 9.6%.

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Actual Performance and Financial Trends

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
36,398M 461M 793M 494M 19.8 20.3 Feb 8, 2024 J-GAAP
Apr - Dec, 2024
43,897M 1,830M 2,327M 1,633M 66.0 39.1 Feb 12, 2025 J-GAAP
Apr - Dec, 2025
48,488M 3,372M 3,876M 2,545M 102.8 54.6 Feb 12, 2026 J-GAAP
YoY +10.5% +84.3% +66.6% +55.8% +55.8%

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 43,671M 3,855M 4,254M 3,150M 127.1 82 Nov 10, 2025 J-GAAP
Oct - Mar, 2025 New 44,971M 4,925M 5,354M 3,850M 155.4 82 Feb 12, 2026 J-GAAP
Revision Rate +3.0% +27.8% +25.9% +22.2% +22.2%
Full Year Update
Fiscal Year Revenue Operating
Profit
Ordinary
Profit
Net
Profit
Adj.
EPS
Adj.
Dividend
Announce Accounting
Standards
Mar, 2026 Prev 72,300M 5,330M 6,000M 4,200M 169.5 82 May 12, 2025 J-GAAP
Mar, 2026 New 73,600M 6,400M 7,100M 4,900M 197.7 82 Feb 12, 2026 J-GAAP
Revision Rate +1.8% +20.1% +18.3% +16.7% +16.7%

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
41,680M 4,413M 4,855M 3,958M 159.9 77 May 12, 2025 J-GAAP
Guidance
Oct - Mar, 2025
44,971M 4,925M 5,354M 3,850M 155.4 82 Feb 12, 2026 J-GAAP
YoY +7.9% +11.6% +10.3% -2.7% -2.9%
Current Period Guidance
Fiscal Year Revenue Operating
Profit
Ordinary
Profit
Net
Profit
Adj.
EPS
Adj.
Dividend
Announce Accounting
Standards
Mar, 2024
58,542M 3,432M 3,910M 2,770M 111.4 35 May 14, 2024 J-GAAP
Mar, 2025
68,669M 5,199M 5,955M 4,733M 191.2 77 May 12, 2025 J-GAAP
Guidance
Mar, 2026
73,600M 6,400M 7,100M 4,900M 197.7 82 Feb 12, 2026 J-GAAP
YoY +7.2% +23.1% +19.2% +3.5% +3.4%

Quarterly Results

Fiscal Year Revenue Operating
Profit
Ordinary
Profit
Net
Profit
Adj.
EPS
Operating
Profit Margin
Announce Accounting
Standards
Oct - Dec, 2024
16,908M 1,044M 1,227M 858M 34.7 6.2 Feb 12, 2025 J-GAAP
Jan - Mar, 2025
24,772M 3,369M 3,628M 3,100M 125.3 13.6 May 12, 2025 J-GAAP
Apr - Jun, 2025
12,173M -50M 112M 18M 0.7 -0.4 Aug 7, 2025 J-GAAP
Jul - Sep, 2025
16,456M 1,525M 1,634M 1,032M 41.7 9.3 Nov 10, 2025 J-GAAP
Oct - Dec, 2025
19,859M 1,897M 2,130M 1,495M 60.4 9.6 Feb 12, 2026 J-GAAP
YoY +17.5% +81.7% +73.6% +74.2% +74.2%