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NIFTY Lifestyle, First Half Ordinary Profit Increases by 41%, Jul-Sep Ordinary Profit Increases by 13%

Thu Oct 30, 2025 8:30 am JST Earnings

4262 NIFTY Lifestyle Co., Ltd. 【J-GAAP】

Earnings Report

NIFTY Lifestyle Co., Ltd. <4262> [TSE Growth] announced its financial results in the morning on October 30th (08:30). The consolidated ordinary profit for the cumulative second quarter of the fiscal year ending March 2026 (April to September) expanded 0.47 billion yen, an increase 40.9% compared to the same period last year. Progress toward the full-year plan of 1.07 billion yen was 44.4%, exceeding the five-year average of 40.2%.

Based on the first-half performance announced by the company and the unchanged full-year plan, our calculation indicates that the consolidated ordinary profit for the October to March period (second half) is expected to decrease 9.6% from the same period last year to 0.59 billion yen.

In the most recent three-month period, from July to September (2Q), the consolidated ordinary profit grew 12.7% from the same period last year, reaching 0.24 billion yen. The operating profit margin rose from 18.3% in the same period last year to 20.1%.

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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 1,495 350 353 229 36.1 37.7 Oct 31, 2023 J-GAAP
Apr - Sep, 2024 2,159 336 337 198 31.2 33.9 Oct 31, 2024 J-GAAP
Apr - Sep, 2025 2,454 473 475 300 47.2 44.4 Oct 30, 2025 J-GAAP
YoY +13.7% +40.8% +40.9% +51.5% +51.0%

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 7, 2025 J-GAAP
Apr - Sep, 2025 Results 2,454 473 475 300 47.2 27 Oct 30, 2025 J-GAAP
Revision Rate － － － － －

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 2,779 668 658 419 65.9 23 May 7, 2025 J-GAAP
Oct - Mar, 2025 Guidance 2,870 599 595 392 61.7 27 Oct 30, 2025 J-GAAP
YoY +3.3% -10.3% -9.6% -6.4% -6.3%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2024 3,559 933 937 631 99.3 15 May 7, 2024 J-GAAP
Mar, 2025 4,938 1,004 995 617 97.0 32 May 7, 2025 J-GAAP
Mar, 2026 Guidance 5,324 1,072 1,070 692 109.0 54 May 7, 2025 J-GAAP
YoY +7.8% +6.8% +7.5% +12.2% +12.3%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Jul - Sep, 2024 1,196 219 220 152 24.0 18.3 Oct 31, 2024 J-GAAP
Oct - Dec, 2024 1,303 318 317 205 32.2 24.4 Jan 30, 2025 J-GAAP
Jan - Mar, 2025 1,476 350 341 214 33.7 23.7 May 7, 2025 J-GAAP
Apr - Jun, 2025 1,227 226 227 142 22.4 18.4 Jul 31, 2025 J-GAAP
Jul - Sep, 2025 1,227 247 248 158 24.8 20.1 Oct 30, 2025 J-GAAP
YoY +2.6% +12.8% +12.7% +3.9% +3.6%

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