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NFK HOLDINGS, Ordinary Profit Forecast for the Fiscal Year Revised Upward to an Unexpected 1% Increase

Fri Feb 13, 2026 4:00 pm JST Earnings

6494 NFK HOLDINGS CO.,LTD. 【J-GAAP】

Earnings Report

NFK HOLDINGS CO.,LTD. <6494> [TSE Std] announced its financial results after the market closed on February 13th (16:00). The consolidated ordinary profit for the cumulative third quarter of the fiscal year ending March 2026 (April to December) surged 15 times that of the same period last year, reaching 92 million yen.

In addition, the full-year forecast for consolidated ordinary profit has been revised upward 29.2%, from the previous forecast of 120 million yen to 155 million yen (compared to 153 million yen in the previous period), turning to a 1.3% 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) is expected to increase 23.2%, from the previous forecast of 151 million yen to 186 million yen (compared to 169 million 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 surged 5.6 times that of the same period last year, reaching 123 million yen. The operating profit margin significantly improved from 2.8% in the same period last year to 7.3%.

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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 1,658 51 68 705 16.0 50.4 Feb 9, 2024 J-GAAP
Apr - Dec, 2024 1,284 -15 6 -29 -0.7 3.9 Feb 14, 2025 J-GAAP
Apr - Dec, 2025 2,233 103 92 75 1.6 59.4 Feb 13, 2026 J-GAAP
YoY +73.9% － +1,433.3% － －

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 1,351 126 151 99 2.0 0 Nov 14, 2025 J-GAAP
Oct - Mar, 2025 New 2,601 161 186 124 2.5 0 Feb 13, 2026 J-GAAP
Revision Rate +92.5% +27.8% +23.2% +25.3% +25.1%

Full Year Update

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2026 Prev 2,100 120 120 95 2.0 0 May 15, 2025 J-GAAP
Mar, 2026 New 3,350 155 155 120 2.5 0 Feb 13, 2026 J-GAAP
Revision Rate +59.5% +29.2% +29.2% +26.3% +26.2%

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 1,266 165 169 155 3.5 0 May 15, 2025 J-GAAP
Oct - Mar, 2025 Guidance 2,601 161 186 124 2.5 0 Feb 13, 2026 J-GAAP
YoY +105.5% -2.4% +10.1% -20.0% -28.2%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2024 2,127 127 135 790 18.0 0 May 15, 2024 J-GAAP
Mar, 2025 2,082 137 153 105 2.4 0 May 15, 2025 J-GAAP
Mar, 2026 Guidance 3,350 155 155 120 2.5 0 Feb 13, 2026 J-GAAP
YoY +60.9% +13.1% +1.3% +14.3% +2.5%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Oct - Dec, 2024 468 13 22 21 0.5 2.8 Feb 14, 2025 J-GAAP
Jan - Mar, 2025 798 152 147 134 3.1 19.0 May 15, 2025 J-GAAP
Apr - Jun, 2025 269 -81 -57 -60 -1.4 -30.1 Aug 14, 2025 J-GAAP
Jul - Sep, 2025 480 75 26 56 1.5 15.6 Nov 14, 2025 J-GAAP
Oct - Dec, 2025 1,484 109 123 79 1.7 7.3 Feb 13, 2026 J-GAAP
YoY +217.1% +738.5% +459.1% +276.2% +253.1%

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