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NIPPON FELT, Ordinary Profit Forecast for the Fiscal Year Revised Upward by 27%

Fri Oct 31, 2025 2:00 pm JST Earnings

3512 NIPPON FELT CO.,LTD. 【J-GAAP】

Earnings Report

NIPPON FELT CO.,LTD. <3512> [TSE Std] announced its financial results in the afternoon session on October 31st (14:00). The consolidated ordinary profit for the cumulative second quarter of the fiscal year ending March 2026 (April to September) was 411 million yen, a 1.0% increase compared to the same period last year.

In addition, the full-year forecast for consolidated ordinary profit has been revised upward 27.3%, from the previous forecast of 550 million yen to 700 million yen (compared to 468 million yen in the previous period), increasing the growth rate from 17.5% to 49.6%.

Based on the first-half performance announced by the company and the full-year plan, our calculation indicates that the consolidated ordinary profit for the October to March period (second half) is expected to surge 4.7 times that of the same period last year, reaching 289 million yen.

In the most recent three-month period, from July to September (2Q), the consolidated ordinary profit grew 3.1% from the same period last year, reaching 167 million yen. However, the operating profit margin worsened from 6.5% in the same period last year to 6.2%.

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Actual Results

Accumulated Results 2nd Quarter
Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Progress Rate vs. First Half Announce Accounting Standards
Apr - Sep, 2023 4,949 284 383 272 14.6 57.8 Oct 31, 2023 J-GAAP
Apr - Sep, 2024 4,882 268 407 273 15.0 87.0 Oct 31, 2024 J-GAAP
Apr - Sep, 2025 4,775 268 411 291 16.5 58.7 Oct 31, 2025 J-GAAP
YoY -2.2% 0.0% +1.0% +6.6% +9.6%

First Half Results vs. Previous Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Apr - Sep, 2025 Guidance ー ー ー ー － 10 May 15, 2025 J-GAAP
Apr - Sep, 2025 Results 4,775 268 411 291 16.5 10 Oct 31, 2025 J-GAAP
Revision Rate － － － － －

Guidance Update

Full Year Update

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2026 Prev 9,800 250 550 400 22.6 20 May 15, 2025 J-GAAP
Mar, 2026 New 9,600 450 700 500 28.2 20 Oct 31, 2025 J-GAAP
Revision Rate -2.0% +80.0% +27.3% +25.0% +25.0%

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 4,817 -68 61 156 8.7 10 May 15, 2025 J-GAAP
Oct - Mar, 2025 Guidance 4,825 182 289 209 11.8 10 Oct 31, 2025 J-GAAP
YoY +0.2% － +373.8% +34.0% +36.0%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2024 10,082 468 663 487 26.4 16 May 15, 2024 J-GAAP
Mar, 2025 9,699 200 468 429 23.8 20 May 15, 2025 J-GAAP
Mar, 2026 Guidance 9,600 450 700 500 28.2 20 Oct 31, 2025 J-GAAP
YoY -1.0% +125.0% +49.6% +16.6% +18.3%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Jul - Sep, 2024 2,456 160 162 117 6.4 6.5 Oct 31, 2024 J-GAAP
Oct - Dec, 2024 2,442 33 152 110 6.1 1.4 Jan 31, 2025 J-GAAP
Jan - Mar, 2025 2,375 -101 -91 46 2.6 -4.3 May 15, 2025 J-GAAP
Apr - Jun, 2025 2,344 117 244 168 9.5 5.0 Jul 31, 2025 J-GAAP
Jul - Sep, 2025 2,431 151 167 123 7.0 6.2 Oct 31, 2025 J-GAAP
YoY -1.0% -5.6% +3.1% +5.1% +8.1%

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