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NIPPON SANSO, Jul-Sep (2Q) Net Income Increases by 44%, Current Fiscal Year Dividend Revised Upward by 4 Yen

Thu Oct 30, 2025 3:00 pm JST Earnings

4091 NIPPON SANSO HOLDINGS CORPORATION 【IFRS】

Earnings Report

NIPPON SANSO HOLDINGS CORPORATION <4091> [TSE Prime] announced its financial results (based on IFRS) in the afternoon session on October 30th (15:00). The consolidated net income for the cumulative second quarter of the fiscal year ending March 2026 (April to September) increased 16.7% from the same period last year, reaching 57.4 billion yen. However, Progress toward the full-year plan of 116 billion yen was 49.5%, almost the same as the five-year average of 47.1%.

Based on the first-half performance announced by the company and the unchanged full-year plan, our calculation indicates that the consolidated net income for the October to March period (second half) is expected to grow 18.1% from the same period last year, reaching 58.5 billion yen.

At the same time, the company has increased its planned annual dividend for the current fiscal year from the original plan of 54 yen to 58 yen (compared to 51 yen in the previous period).

In the most recent three-month period, from July to September (2Q), the consolidated net income increased 44.4% from the same period last year, reaching 29.0 billion yen. The operating profit margin jumped from 11.0% in the same period last year to 14.5%.

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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 612,571 81,576 71,549 48,547 112.2 47.5 Oct 31, 2023 IFRS
Apr - Sep, 2024 643,045 82,512 71,781 49,194 113.7 49.4 Oct 31, 2024 IFRS
Apr - Sep, 2025 650,829 94,204 83,261 57,426 132.7 49.4 Oct 30, 2025 IFRS
YoY +1.2% +14.2% +16.0% +16.7% +16.7%

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 － 27 May 12, 2025 IFRS
Apr - Sep, 2025 Results 650,829 94,204 83,261 57,426 132.7 29 Oct 30, 2025 IFRS
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 1,290,000 191,000 168,500 116,000 268.0 54 May 12, 2025 IFRS
Mar, 2026 New 1,290,000 191,000 168,500 116,000 268.0 58 Oct 30, 2025 IFRS
Revision Rate 0.0% 0.0% 0.0% 0.0% 0.0%

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 664,979 83,394 73,491 49,585 114.6 27 May 12, 2025 IFRS
Oct - Mar, 2025 Guidance 639,171 96,796 85,239 58,574 135.3 29 Oct 30, 2025 IFRS
YoY -3.9% +16.1% +16.0% +18.1% +18.1%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2024 1,255,081 172,041 150,720 105,901 244.7 44 May 13, 2024 IFRS
Mar, 2025 1,308,024 165,906 145,272 98,779 228.2 51 May 12, 2025 IFRS
Mar, 2026 Guidance 1,290,000 191,000 168,500 116,000 268.0 58 Oct 30, 2025 IFRS
YoY -1.4% +15.1% +16.0% +17.4% +17.4%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Jul - Sep, 2024 313,771 34,533 28,878 20,109 46.5 11.0 Oct 31, 2024 IFRS
Oct - Dec, 2024 328,218 46,262 41,127 28,285 65.3 14.1 Feb 5, 2025 IFRS
Jan - Mar, 2025 336,761 37,132 32,364 21,300 49.2 11.0 May 12, 2025 IFRS
Apr - Jun, 2025 314,758 45,547 39,986 28,395 65.6 14.5 Jul 31, 2025 IFRS
Jul - Sep, 2025 336,071 48,657 43,275 29,031 67.1 14.5 Oct 30, 2025 IFRS
YoY +7.1% +40.9% +49.9% +44.4% +44.4%

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