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NGK SPARK PLUG, Net Income Forecast for the Fiscal Year Revised Upward to an Unexpected 25% Increase, Raises Record High Profit, Dividend Revised Upward by 19 Yen
5334 Niterra Co.,Ltd. 【IFRS】
Guidance Update ReportNiterra Co.,Ltd. <5334> [TSE Prime] announced a revision to its performance and dividend after the market closed on March 23rd (16:30). The consolidated net income forecast for the fiscal year ending March 2026 has been revised upward 28.9%, from the previous forecast of 90.0 billion yen to 116 billion yen (compared to 92.6 billion yen in the previous period), record profits reach five consecutive terms, turning to a 25.2% increase in the consolidated net income 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 net income is expected to increase 71.7%, from the previous forecast of 36.2 billion yen to 62.2 billion yen (compared to 42.2 billion yen in the same period of the previous year), turning to a 47.4% increase in the consolidated net income 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 186 yen to 205 yen (compared to 178 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 | 336,829 | 58,009 | 52,882 | 36,244 | 184.6 | 93 | Oct 31, 2025 | IFRS |
| Oct - Mar, 2025 New | 372,829 | 65,009 | 87,882 | 62,244 | 317.0 | 112 | Mar 23, 2026 | IFRS |
| Revision Rate | +10.7% | +12.1% | +66.2% | +71.7% | +71.7% |
Full Year Update
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Mar, 2026 Prev | 688,000 | 130,000 | 129,000 | 90,000 | 458.3 | 186 | Oct 31, 2025 | IFRS |
| Mar, 2026 New | 724,000 | 137,000 | 164,000 | 116,000 | 590.7 | 205 | Mar 23, 2026 | IFRS |
| Revision Rate | +5.2% | +5.4% | +27.1% | +28.9% | +28.9% |
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 | 328,406 | 57,368 | 61,423 | 42,227 | 212.6 | 90 | Apr 30, 2025 | IFRS |
| Oct - Mar, 2025 Guidance | 372,829 | 65,009 | 87,882 | 62,244 | 317.0 | 112 | Mar 23, 2026 | IFRS |
| YoY | +13.5% | +13.3% | +43.1% | +47.4% | +49.1% |
Current Period Guidance
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Mar, 2024 | 614,486 | 107,591 | 117,184 | 82,646 | 409.5 | 164 | Apr 30, 2024 | IFRS |
| Mar, 2025 | 652,993 | 129,660 | 133,313 | 92,625 | 466.3 | 178 | Apr 30, 2025 | IFRS |
| Mar, 2026 Guidance | 724,000 | 137,000 | 164,000 | 116,000 | 590.7 | 205 | Mar 23, 2026 | IFRS |
| YoY | +10.9% | +5.7% | +23.0% | +25.2% | +26.7% |
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