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NIPPON KODOSHI, 19% Increase in Ordinary Profit, Record High for The First Time in Five Years, Increased Previous Year's Dividend by 10 Yen, This Fiscal Year to Increase Dividend by 20 Yen
3891 NIPPON KODOSHI CORPORATION 【J-GAAP】
Earnings ReportNIPPON KODOSHI CORPORATION <3891> [TSE Std] announced its financial results in the afternoon session on April 24th (14:00). The consolidated ordinary profit for the fiscal year ended March 2026 expanded to 51.6% from the previous period to 3.70 billion yen, exceeding the previous forecast of 3.10 billion yen. For the fiscal year ending March 2027, the consolidated ordinary profit is expected to grow by 18.7% to 4.40 billion yenExpected to reach record high profits for the first time in five years. This will be the third consecutive term of revenue and profit growth.
At the same time, the company increased the annual dividend for the previous term from 80 yen to 90 yen (compared to 60 yen in the prior term), and has decided to increase the dividend this fiscal year to 110 yen, an increase of 20 yen from the previous fiscal year.
In the most recent three-month period, from January to March (4Q), the consolidated ordinary profit surged 3.0 times that of the same period last year, reaching 0.91 billion yen. The operating profit margin drastically improved from 8.6% in the same period last year to 18.7%.
Kabutan News
Actual Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Mar, 2024 | 14,828 | 1,719 | 2,021 | 1,479 | 139.0 | 50 | Apr 24, 2024 | J-GAAP |
| Mar, 2025 | 16,033 | 2,460 | 2,445 | 1,781 | 167.6 | 60 | Apr 24, 2025 | J-GAAP |
| Mar, 2026 | 18,624 | 3,533 | 3,707 | 2,642 | 250.7 | 90 | Apr 24, 2026 | J-GAAP |
| YoY | +16.2% | +43.6% | +51.6% | +48.3% | +49.6% |
Full Year Results vs. Previous Guidance
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Mar, 2026 Guidance | 18,100 | 3,100 | 3,100 | 2,100 | 199.1 | 80 | Oct 30, 2025 | J-GAAP |
| Mar, 2026 Results | 18,624 | 3,533 | 3,707 | 2,642 | 250.7 | 90 | Apr 24, 2026 | J-GAAP |
| Revision Rate | +2.9% | +14.0% | +19.6% | +25.8% | +25.9% |
Current Period Guidance
H1 Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Apr - Sep, 2025 | 9,347 | 1,784 | 1,771 | 1,243 | 118.0 | 40 | Oct 30, 2025 | J-GAAP |
| Apr - Sep, 2026 Guidance | 10,500 | 2,200 | 2,200 | 1,600 | 151.7 | 55 | Apr 24, 2026 | J-GAAP |
| YoY | +12.3% | +23.3% | +24.2% | +28.7% | +28.6% |
Current Period Guidance
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Mar, 2025 | 16,033 | 2,460 | 2,445 | 1,781 | 167.6 | 60 | Apr 24, 2025 | J-GAAP |
| Mar, 2026 | 18,624 | 3,533 | 3,707 | 2,642 | 250.7 | 90 | Apr 24, 2026 | J-GAAP |
| Mar, 2027 Guidance | 21,000 | 4,400 | 4,400 | 3,200 | 303.4 | 110 | Apr 24, 2026 | J-GAAP |
| YoY | +12.8% | +24.5% | +18.7% | +21.1% | +21.0% |
Quarterly Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Operating Profit Margin | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Jan - Mar, 2025 | 3,848 | 331 | 310 | 224 | 21.1 | 8.6 | Apr 24, 2025 | J-GAAP |
| Apr - Jun, 2025 | 4,646 | 856 | 836 | 597 | 56.7 | 18.4 | Jul 31, 2025 | J-GAAP |
| Jul - Sep, 2025 | 4,701 | 928 | 935 | 646 | 61.3 | 19.7 | Oct 30, 2025 | J-GAAP |
| Oct - Dec, 2025 | 4,543 | 862 | 1,017 | 764 | 72.5 | 19.0 | Jan 29, 2026 | J-GAAP |
| Jan - Mar, 2026 | 4,734 | 887 | 919 | 635 | 60.3 | 18.7 | Apr 24, 2026 | J-GAAP |
| YoY | +23.0% | +168.0% | +196.5% | +183.5% | +186.0% |
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