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Nippon Television, Ordinary Profit Forecast for the Fiscal Year Revised Upward by 11%, Exceeded Record Profit Forecast
9404 Nippon Television Holdings, Inc. 【J-GAAP】
Guidance Update ReportNippon Television Holdings, Inc. <9404> [TSE Prime] announced a performance revision after the market closed on March 19th (15:30). The consolidated ordinary profit forecast for the fiscal year ending March 2026 has been revised upward 11.4%, from the previous forecast of 70.0 billion yen to 78.0 billion yen (compared to 65.7 billion yen in the previous period), increasing the growth rate from 6.5% to 18.7%. The company has further increased its previous forecast of record profits for the first time in twenty five years.
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 has been revised upward 26.5%, from the previous forecast of 30.1 billion yen to 38.1 billion yen (compared to 41.4 billion yen in the same period of the previous year), and the declining rate is expected to decrease from 27.2% to 7.9%.
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 | 238,519 | 25,790 | 30,199 | 23,602 | 95.5 | 30 | Nov 6, 2025 | J-GAAP |
| Oct - Mar, 2025 New | 246,519 | 33,790 | 38,199 | 27,602 | 111.6 | 30 | Mar 19, 2026 | J-GAAP |
| Revision Rate | +3.4% | +31.0% | +26.5% | +16.9% | +16.9% |
Full Year Update
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Mar, 2026 Prev | 473,000 | 59,000 | 70,000 | 50,000 | 202.2 | 40 | Nov 6, 2025 | J-GAAP |
| Mar, 2026 New | 481,000 | 67,000 | 78,000 | 54,000 | 218.4 | 40 | Mar 19, 2026 | J-GAAP |
| Revision Rate | +1.7% | +13.6% | +11.4% | +8.0% | +8.0% |
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 | 245,042 | 33,776 | 41,469 | 30,032 | 119.8 | 30 | May 8, 2025 | J-GAAP |
| Oct - Mar, 2025 Guidance | 246,519 | 33,790 | 38,199 | 27,602 | 111.6 | 30 | Mar 19, 2026 | J-GAAP |
| YoY | +0.6% | +0.0% | -7.9% | -8.1% | -6.8% |
Current Period Guidance
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Mar, 2024 | 423,523 | 41,877 | 49,503 | 34,660 | 136.4 | 40 | May 9, 2024 | J-GAAP |
| Mar, 2025 | 461,915 | 54,917 | 65,724 | 46,000 | 183.4 | 40 | May 8, 2025 | J-GAAP |
| Mar, 2026 Guidance | 481,000 | 67,000 | 78,000 | 54,000 | 218.4 | 40 | Mar 19, 2026 | J-GAAP |
| YoY | +4.1% | +22.0% | +18.7% | +17.4% | +19.1% |
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