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MS&AD Insurance, Net Income to Reach 425 Billion Yen for The Current Fiscal Year, Increased Previous Year's Dividend by 5 Yen, This Fiscal Year to Increase Dividend by 10 Yen

Wed May 20, 2026 3:30 pm JST Earnings

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

Earnings Report

MS&AD Insurance Group Holdings, Inc. <8725> [TSE Prime] announced its financial results after the market closed on May 20th (15:30). The consolidated net income for the fiscal year ended March 2026 increased by 13.8% from the previous period to 787 billion yen. With the transition to International Financial Reporting Standards (IFRS) for the fiscal year ending March 2027, the consolidated net income is expected to drop by 425 billion yen.

At the same time, the company increased the annual dividend for the previous term from 155 yen to 160 yen (compared to 145 yen in the prior term), and has decided to increase the dividend this fiscal year to 170 yen, an increase of 10 yen from the previous fiscal year.

In the most recent three-month period, from January to March (4Q), the consolidated net income increased 98.6% from the same period last year, reaching 130 billion yen.

Note: As accounting standards will be transitioning from Japan GAAP to IFRS from the fiscal year ending March 2027, comparisons with the previous period are not shown.

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Actual Results

Historical Performance
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 928,989 691,657 445.5 145 May 20, 2025 J-GAAP
Mar, 2026 7,653,030 ー 1,120,230 787,339 528.9 160 May 20, 2026 J-GAAP
YoY +14.9% － +20.6% +13.8% +18.7%

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 ー ー 1,120,000 780,000 523.9 155 May 11, 2026 J-GAAP
Mar, 2026 Results 7,653,030 ー 1,120,230 787,339 528.9 160 May 20, 2026 J-GAAP
Revision Rate － － +0.0% +0.9% +0.9%

Current Period Guidance

H1 Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Apr - Sep, 2025 4,111,516 ー 653,351 491,674 326.9 77.50 Nov 19, 2025 J-GAAP
Apr - Sep, 2026 Guidance ー ー ー ー － 85 May 20, 2026 IFRS
YoY － － － － －

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2025 6,660,813 ー 928,989 691,657 445.5 145 May 20, 2025 J-GAAP
Mar, 2026 7,653,030 ー 1,120,230 787,339 528.9 160 May 20, 2026 J-GAAP
Mar, 2027 Guidance ー ー ー 425,000 292.9 170 May 20, 2026 IFRS
YoY － － － － －

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Jan - Mar, 2025 1,431,074 ー 104,125 65,590 42.3 0.0 May 20, 2025 J-GAAP
Apr - Jun, 2025 2,020,318 ー 284,841 222,787 147.4 0.0 Aug 8, 2025 J-GAAP
Jul - Sep, 2025 2,091,198 ー 368,510 268,887 178.8 0.0 Nov 19, 2025 J-GAAP
Oct - Dec, 2025 1,793,743 ー 233,096 165,428 110.5 0.0 Feb 13, 2026 J-GAAP
Jan - Mar, 2026 1,747,771 ー 233,783 130,237 87.5 0.0 May 20, 2026 J-GAAP
YoY +22.1% － +124.5% +98.6% +107.1%

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