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Nippon Electric Glass, Ordinary Profit Forecast for the Fiscal Year Revised Upward by 14%

Wed Jul 30, 2025 3:30 pm JST Earnings

5214 Nippon Electric Glass Co., Ltd. 【J-GAAP】

Earnings Report

Nippon Electric Glass Co., Ltd. <5214> [TSE Prime] announced its financial results after the market closed on July 30th (15:30). The consolidated ordinary profit for the cumulative second quarter of the fiscal year ending December 2025 (January to June) expanded 14.2 billion yen, an increase 38.2% compared to the same period last year, exceeded the previous forecast of 11.0 billion yen.

In addition, the full-year forecast for consolidated ordinary profit has been revised upward 14.3%, from the previous forecast of 21.0 billion yen to 24.0 billion yen (compared to 12.4 billion yen in the previous period), increasing the growth rate from 69.1% to 93.3%.

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 July to December period (second half) is expected to surge 4.6 times that of the same period last year, reaching 9.79 billion yen.

In the most recent three-month period, from April to June (2Q), the consolidated ordinary profit increased 43.4% from the same period last year, reaching 8.10 billion yen. The operating profit margin drastically improved from 2.7% in the same period last year to 11.1%.

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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
Jan - Jun, 2023 139,178 -5,742 -3,066 -15,711 -168.9 ー Jul 31, 2023 J-GAAP
Jan - Jun, 2024 154,717 2,875 10,276 30,202 347.1 82.8 Jul 29, 2024 J-GAAP
Jan - Jun, 2025 153,788 16,668 14,201 10,093 127.5 59.2 Jul 30, 2025 J-GAAP
YoY -0.6% +479.8% +38.2% -66.6% -63.3%

First Half Results vs. Previous Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Jan - Jun, 2025 Guidance 150,000 13,000 11,000 11,000 141.5 70 Apr 30, 2025 J-GAAP
Jan - Jun, 2025 Results 153,788 16,668 14,201 10,093 127.5 70 Jul 30, 2025 J-GAAP
Revision Rate +2.5% +28.2% +29.1% -8.2% -9.9%

Guidance Update

Full Year Update

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Dec, 2025 Prev 310,000 23,000 21,000 16,000 212.7 145 Apr 30, 2025 J-GAAP
Dec, 2025 New 310,000 27,000 24,000 17,000 226.0 145 Jul 30, 2025 J-GAAP
Revision Rate 0.0% +17.4% +14.3% +6.3% +6.2%

Current Period Guidance

Second Half Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Jul - Dec, 2024 144,520 3,245 2,141 -18,111 -212.2 65 Feb 5, 2025 J-GAAP
Jul - Dec, 2025 Guidance 156,212 10,332 9,799 6,907 91.8 75 Jul 30, 2025 J-GAAP
YoY +8.1% +218.4% +357.7% － －

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Dec, 2023 279,974 -10,420 -9,480 -26,188 -282.9 120 Feb 5, 2024 J-GAAP
Dec, 2024 299,237 6,120 12,417 12,091 141.7 130 Feb 5, 2025 J-GAAP
Dec, 2025 Guidance 310,000 27,000 24,000 17,000 226.0 145 Jul 30, 2025 J-GAAP
YoY +3.6% +341.2% +93.3% +40.6% +59.5%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Apr - Jun, 2024 78,061 2,110 5,649 10,586 121.7 2.7 Jul 29, 2024 J-GAAP
Jul - Sep, 2024 72,813 1,738 -3,933 586 6.8 2.4 Oct 30, 2024 J-GAAP
Oct - Dec, 2024 71,707 1,507 6,074 -18,697 -219.1 2.1 Feb 5, 2025 J-GAAP
Jan - Mar, 2025 74,847 7,897 6,101 5,008 62.5 10.6 Apr 30, 2025 J-GAAP
Apr - Jun, 2025 78,941 8,771 8,100 5,085 64.2 11.1 Jul 30, 2025 J-GAAP
YoY +1.1% +315.7% +43.4% -52.0% -47.2%

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