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NAKAMURAYA, Ordinary Profit Forecast for the Fiscal Year Revised Upward to an Unexpected 14% Increase, Dividend Revised Upward by 5 Yen

Tue Mar 24, 2026 4:30 pm JST Revision

2204 NAKAMURAYA CO.,LTD. 【J-GAAP】

Guidance Update Report

NAKAMURAYA CO.,LTD. <2204> [TSE Std] announced a revision to its performance and dividend after the market closed on March 24th (16:30). The ordinary profit (non-consolidated) forecast for the fiscal year ending March 2026 has been revised upward 68.6%, from the previous forecast of 0.86 billion yen to 1.45 billion yen (compared to 1.27 billion yen in the previous period), turning to a 13.5% increase in the 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) ordinary profit is expected to increase 22.2%, from the previous forecast of 2.66 billion yen to 3.25 billion yen (compared to 3.04 billion yen in the same period of the previous year), turning to a 6.7% increase in the ordinary profit outlook.

In light of the strong performance, the company has increased its planned year-end lump-sum dividend for the current fiscal year from the original plan of 70 yen to 75 yen (compared to 70 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 25,204 2,590 2,662 1,847 323.2 70 Nov 10, 2025 J-GAAP
Oct - Mar, 2025 New 24,804 3,130 3,252 2,207 386.2 75 Mar 24, 2026 J-GAAP
Revision Rate -1.6% +20.8% +22.2% +19.5% +19.5%

Full Year Update

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2026 Prev 37,700 660 860 520 91.0 70 May 15, 2025 J-GAAP
Mar, 2026 New 37,300 1,200 1,450 880 154.0 75 Mar 24, 2026 J-GAAP
Revision Rate -1.1% +81.8% +68.6% +69.2% +69.2%

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 24,531 2,927 3,049 2,108 363.3 70 May 15, 2025 J-GAAP
Oct - Mar, 2025 Guidance 24,804 3,130 3,252 2,207 386.2 75 Mar 24, 2026 J-GAAP
YoY +1.1% +6.9% +6.7% +4.7% +6.3%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2024 37,770 830 996 405 68.2 60 May 15, 2024 J-GAAP
Mar, 2025 37,248 1,070 1,277 885 152.5 70 May 15, 2025 J-GAAP
Mar, 2026 Guidance 37,300 1,200 1,450 880 154.0 75 Mar 24, 2026 J-GAAP
YoY +0.1% +12.1% +13.5% -0.6% +1.0%

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