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NIHON DENKEI, Ordinary Profit Forecast for the Fiscal Year Revised Upward to an Unexpected 6% Increase, Highest in Two Terms, Dividend Revised Upward by 7 Yen
9908 NIHON DENKEI CO.,LTD. 【J-GAAP】
Guidance Update ReportNIHON DENKEI CO.,LTD. <9908> [TSE Std] announced a revision to its performance and dividend in the afternoon session on March 10th (13:00). The consolidated ordinary profit forecast for the fiscal year ending March 2026 has been revised upward 11.1%, from the previous forecast of 4.50 billion yen to 5.00 billion yen (compared to 4.73 billion yen in the previous period), reaches new record high for the first time in two terms, turning to a 5.6% increase in the consolidated ordinary profit outlook.
Based on the upwardly revised full-year plan announced by the company, our calculation indicates that the October to March period (second half) consolidated ordinary profit is expected to increase 15.2%, from the previous forecast of 3.28 billion yen to 3.78 billion yen (compared to 3.45 billion yen in the same period of the previous year), turning to a 9.3% increase in the consolidated ordinary profit outlook.
In light of the strong performance, the company has increased its planned annual dividend for the current fiscal year from the original plan of 90 yen to 97 yen (compared to 87 yen in the previous period).
Kabutan News
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 | 71,681 | 3,254 | 3,280 | 2,252 | 199.2 | 47 | Nov 10, 2025 | J-GAAP |
| Oct - Mar, 2025 New | 77,681 | 3,654 | 3,780 | 2,652 | 234.5 | 54 | Mar 10, 2026 | J-GAAP |
| Revision Rate | +8.4% | +12.3% | +15.2% | +17.8% | +17.7% |
Full Year Update
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Mar, 2026 Prev | 124,000 | 4,500 | 4,500 | 3,000 | 265.4 | 90 | May 9, 2025 | J-GAAP |
| Mar, 2026 New | 130,000 | 4,900 | 5,000 | 3,400 | 300.7 | 97 | Mar 10, 2026 | J-GAAP |
| Revision Rate | +4.8% | +8.9% | +11.1% | +13.3% | +13.3% |
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 | 72,856 | 3,363 | 3,457 | 2,228 | 195.5 | 47 | May 9, 2025 | J-GAAP |
| Oct - Mar, 2025 Guidance | 77,681 | 3,654 | 3,780 | 2,652 | 234.5 | 54 | Mar 10, 2026 | J-GAAP |
| YoY | +6.6% | +8.7% | +9.3% | +19.0% | +20.0% |
Current Period Guidance
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Mar, 2024 | 108,539 | 4,431 | 4,809 | 2,947 | 255.5 | 80 | May 10, 2024 | J-GAAP |
| Mar, 2025 | 121,235 | 4,738 | 4,734 | 2,973 | 260.9 | 87 | May 9, 2025 | J-GAAP |
| Mar, 2026 Guidance | 130,000 | 4,900 | 5,000 | 3,400 | 300.7 | 97 | Mar 10, 2026 | J-GAAP |
| YoY | +7.2% | +3.4% | +5.6% | +14.4% | +15.3% |
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