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Nippon Insure, Ordinary Profit Forecast for the Fiscal Year Revised Upward by 17%, Raises Record High Profit Forecast, Dividend Revised Upward by 3 Yen

Fri Aug 7, 2026 3:30 pm JST Earnings

5843 Nippon Insure Co., Ltd. 【J-GAAP】

Earnings Report

Nippon Insure Co., Ltd. <5843> [TSE Std] announced its financial results after the market closed on August 7th (15:30). The ordinary profit (non-consolidated) for the cumulative third quarter of the fiscal year ending September 2026 (October 2025 to June 2026) expanded 0.84 billion yen, an increase 51.0% compared to the same period last year.

In addition, the full-year forecast for ordinary profit has been revised upward 17.1%, from the previous forecast of 0.88 billion yen to 1.03 billion yen (compared to 0.77 billion yen in the previous period), increasing the growth rate from 14.5% to 34.1%, further surpassing the previous forecast of record-high profits for three consecutive terms.

Based on the full-year plan announced by the company after the upward revision, our estimate of the ordinary profit for the April to September period (second half) is expected to increase 53.3%, from the previous forecast of 0.28 billion yen to 0.43 billion yen (compared to 0.37 billion yen in the same period of the previous year), turning to a 16.2% 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 22 yen to 25 yen (compared to 19 yen in the previous period).

In the most recent three-month period, from April to June (3Q), the ordinary profit increased 51.2% from the same period last year, reaching 0.24 billion yen. The operating profit margin jumped from 16.9% in the same period last year to 23.1%.

Kabutan News

Actual Performance and Financial Trends

Accumulated Results 3rd Quarter
Fiscal Year Revenue Operating
Profit
Ordinary
Profit
Net
Profit
Adj.
EPS
Progress Rate
vs. First Half
Announce Accounting
Standards
Oct - Jun, 2023
2,378M 370M 361M 241M 86.9 88.0% Aug 9, 2024 J-GAAP
Oct - Jun, 2024
2,741M 549M 561M 376M 134.8 72.4% Aug 8, 2025 J-GAAP
Oct - Jun, 2025
3,123M 835M 847M 581M 202.8 81.5% Aug 7, 2026 J-GAAP
YoY +13.9% +52.1% +51.0% +54.5% +50.5%

Guidance Update

Second Half Update
Fiscal Year Revenue Operating
Profit
Ordinary
Profit
Net
Profit
Adj.
EPS
Adj.
Dividend
Announce Accounting
Standards
Apr - Sep, 2026 Prev 2,169M 293M 285M 200M 69.7 22 May 14, 2026 J-GAAP
Apr - Sep, 2026 New 2,169M 435M 437M 298M 103.9 25 Aug 7, 2026 J-GAAP
Revision Rate 0.0% +48.5% +53.3% +49.0% +49.0%
Full Year Update
Fiscal Year Revenue Operating
Profit
Ordinary
Profit
Net
Profit
Adj.
EPS
Adj.
Dividend
Announce Accounting
Standards
Sep, 2026 Prev 4,233M 883M 887M 617M 215.0 22 Nov 14, 2025 J-GAAP
Sep, 2026 New 4,233M 1,025M 1,039M 715M 249.2 25 Aug 7, 2026 J-GAAP
Revision Rate 0.0% +16.1% +17.1% +15.9% +15.9%

Current Period Guidance

Second Half Results
Fiscal Year Revenue Operating
Profit
Ordinary
Profit
Net
Profit
Adj.
EPS
Adj.
Dividend
Announce Accounting
Standards
Apr - Sep, 2025
1,952M 372M 376M 256M 91.4 19 Nov 14, 2025 J-GAAP
Guidance
Apr - Sep, 2026
2,169M 435M 437M 298M 103.9 25 Aug 7, 2026 J-GAAP
YoY +11.1% +16.9% +16.2% +16.4% +13.6%
Current Period Guidance
Fiscal Year Revenue Operating
Profit
Ordinary
Profit
Net
Profit
Adj.
EPS
Adj.
Dividend
Announce Accounting
Standards
Sep, 2024
3,220M 418M 410M 280M 100.7 11 Nov 14, 2024 J-GAAP
Sep, 2025
3,737M 759M 775M 528M 188.5 19 Nov 14, 2025 J-GAAP
Guidance
Sep, 2026
4,233M 1,025M 1,039M 715M 249.2 25 Aug 7, 2026 J-GAAP
YoY +13.3% +35.0% +34.1% +35.4% +32.2%

Quarterly Results

Fiscal Year Revenue Operating
Profit
Ordinary
Profit
Net
Profit
Adj.
EPS
Operating
Profit Margin
Announce Accounting
Standards
Apr - Jun, 2025
956M 162M 162M 104M 37.3 16.9% Aug 8, 2025 J-GAAP
Jul - Sep, 2025
996M 210M 214M 152M 54.3 21.1% Nov 14, 2025 J-GAAP
Oct - Dec, 2025
1,031M 242M 244M 161M 56.2 23.5% Feb 13, 2026 J-GAAP
Jan - Mar, 2026
1,033M 348M 358M 256M 89.4 33.7% May 14, 2026 J-GAAP
Apr - Jun, 2026
1,059M 245M 245M 164M 57.2 23.1% Aug 7, 2026 J-GAAP
YoY +10.8% +51.2% +51.2% +57.7% +53.6%