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Nomura Real Estate Master Fund, 13% Increase in Ordinary Profit for The Current Fiscal Year
3462 Nomura Real Estate Master Fund,Inc.
Earnings ReportNomura Real Estate Master Fund,Inc. <3462> [TSE REIT] announced its financial results after the market closed on April 17th (15:30). The ordinary profit for the fiscal year ended February 2026 decreased by 17.0% from the previous period to 13.3 billion yen. For the fiscal year ending August 2026, the ordinary profit is expected to grow by 12.7% to 15.0 billion yen.
At the same time, the company increased the distribution for the previous term from 3624 yen to 3634 yen (compared to 3542 yen in the prior term), and plans to set the distribution for the current term at 3695 yen.
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Actual Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Feb, 2025 | 43,117 | 18,336 | 15,986 | 15,986 | 3,434.0 | 3,453 | Apr 17, 2025 | J-GAAP |
| Aug, 2025 | 43,710 | 18,561 | 16,099 | 16,103 | 3,465.0 | 3,542 | Oct 16, 2025 | J-GAAP |
| Feb, 2026 | 41,186 | 15,858 | 13,355 | 13,355 | 2,874.0 | 3,634 | Apr 17, 2026 | J-GAAP |
| YoY | -5.8% | -14.6% | -17.0% | -17.1% | -17.1% |
Full Year Results vs. Previous Guidance
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Feb, 2026 Guidance | 41,443 | 15,982 | 13,378 | 13,411 | 2,886.3 | 3,624 | Oct 16, 2025 | J-GAAP |
| Feb, 2026 Results | 41,186 | 15,858 | 13,355 | 13,355 | 2,874.0 | 3,634 | Apr 17, 2026 | J-GAAP |
| Revision Rate | -0.6% | -0.8% | -0.2% | -0.4% | -0.4% |
Current Period Guidance
Current Period Guidance
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Aug, 2025 | 43,710 | 18,561 | 16,099 | 16,103 | 3,465.0 | 3,542 | Oct 16, 2025 | J-GAAP |
| Feb, 2026 | 41,186 | 15,858 | 13,355 | 13,355 | 2,874.0 | 3,634 | Apr 17, 2026 | J-GAAP |
| Aug, 2026 Guidance | 43,116 | 17,904 | 15,053 | 15,052 | 3,239.5 | 3,695 | Apr 17, 2026 | J-GAAP |
| YoY | +4.7% | +12.9% | +12.7% | +12.7% | +12.7% |
Quarterly Results
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