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NIFTY Lifestyle, Ordinary Profit Forecast for the Fiscal Year Revised Upward by 10%, Dividend Revised Upward by 3 Yen
4262 NIFTY Lifestyle Co., Ltd. 【J-GAAP】
Guidance Update ReportNIFTY Lifestyle Co., Ltd. <4262> [TSE Growth] announced a revision to its performance and dividend after the market closed on March 13th (15:30). The consolidated ordinary profit forecast for the fiscal year ending March 2026 has been revised upward 10.3%, from the previous forecast of 1.07 billion yen to 1.18 billion yen (compared to 0.99 billion yen in the previous period), increasing the growth rate from 7.5% to 18.6%.
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 18.5%, from the previous forecast of 0.59 billion yen to 0.70 billion yen (compared to 0.65 billion yen in the same period of the previous year), turning to a 7.1% 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 54 yen to 57 yen (compared to 32 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 | 2,870 | 599 | 595 | 392 | 61.7 | 27 | Oct 30, 2025 | J-GAAP |
| Oct - Mar, 2025 New | 2,776 | 707 | 705 | 430 | 67.7 | 30 | Mar 13, 2026 | J-GAAP |
| Revision Rate | -3.3% | +18.0% | +18.5% | +9.7% | +9.7% |
Full Year Update
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Mar, 2026 Prev | 5,324 | 1,072 | 1,070 | 692 | 109.0 | 54 | May 7, 2025 | J-GAAP |
| Mar, 2026 New | 5,230 | 1,180 | 1,180 | 730 | 114.9 | 57 | Mar 13, 2026 | J-GAAP |
| Revision Rate | -1.8% | +10.1% | +10.3% | +5.5% | +5.5% |
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 | 2,779 | 668 | 658 | 419 | 65.9 | 23 | May 7, 2025 | J-GAAP |
| Oct - Mar, 2025 Guidance | 2,776 | 707 | 705 | 430 | 67.7 | 30 | Mar 13, 2026 | J-GAAP |
| YoY | -0.1% | +5.8% | +7.1% | +2.6% | +2.8% |
Current Period Guidance
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Mar, 2024 | 3,559 | 933 | 937 | 631 | 99.3 | 15 | May 7, 2024 | J-GAAP |
| Mar, 2025 | 4,938 | 1,004 | 995 | 617 | 97.0 | 32 | May 7, 2025 | J-GAAP |
| Mar, 2026 Guidance | 5,230 | 1,180 | 1,180 | 730 | 114.9 | 57 | Mar 13, 2026 | J-GAAP |
| YoY | +5.9% | +17.5% | +18.6% | +18.3% | +18.5% |
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