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MS&AD Insurance, Ordinary Profit Forecast for Last Fiscal Year Revised Upward to an Unexpected 21% Increase, Raises Record High Profit

Mon May 11, 2026 3:30 pm JST Revision

8725 MS&AD Insurance Group Holdings, Inc. 【J-GAAP】

Guidance Update Report

MS&AD Insurance Group Holdings, Inc. <8725> [TSE Prime] announced a performance revision after the market closed on May 11th (15:30). The consolidated ordinary profit forecast for the fiscal year ending March 2026 has been revised upward 34.3%, from the previous forecast of 0.83 trillion yen to 1.12 trillion yen (compared to 0.92 trillion yen in the previous period), record profits reach three consecutive terms, turning to a 20.6% increase in the consolidated 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) consolidated ordinary profit is expected to increase 2.6 times, from the previous forecast of 0.18 trillion yen to 0.46 trillion yen (compared to 0.29 trillion yen in the same period of the previous year), turning to a 56.5% increase in the consolidated ordinary profit outlook.

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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 ー ー 180,649 98,326 67.8 77.50 Nov 19, 2025 J-GAAP
Oct - Mar, 2025 New ー ー 466,649 288,326 193.7 77.50 May 11, 2026 J-GAAP
Revision Rate － － +158.3% +193.2% +185.8%

Full Year Update

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2026 Prev ー ー 834,000 590,000 406.6 155 Nov 19, 2025 J-GAAP
Mar, 2026 New ー ー 1,120,000 780,000 523.9 155 May 11, 2026 J-GAAP
Revision Rate － － +34.3% +32.2% +28.8%

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 3,213,006 ー 298,098 232,613 149.9 72.50 May 20, 2025 J-GAAP
Oct - Mar, 2025 Guidance ー ー 466,649 288,326 193.7 77.50 May 11, 2026 J-GAAP
YoY － － +56.5% +24.0% +29.2%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2024 6,572,889 ー 416,440 369,266 231.8 90 May 20, 2024 J-GAAP
Mar, 2025 6,660,813 ー 928,900 691,600 445.5 145 May 20, 2025 J-GAAP
Mar, 2026 Guidance ー ー 1,120,000 780,000 523.9 155 May 11, 2026 J-GAAP
YoY － － +20.6% +12.8% +17.6%

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