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Nippon Hume, Ordinary Profit Forecast for the Fiscal Year Revised Upward by 11%

Tue Nov 11, 2025 2:00 pm JST Earnings

5262 Nippon Hume Corporation 【J-GAAP】

Earnings Report

Nippon Hume Corporation <5262> [TSE Prime] announced its financial results in the afternoon session on November 11th (14:00). The consolidated ordinary profit for the cumulative second quarter of the fiscal year ending March 2026 (April to September) decreased 8.3% from the same period last year to 2.28 billion yen.

However, the full-year forecast for consolidated ordinary profit has been revised upward 11.5%, from the previous forecast of 3.05 billion yen to 3.40 billion yen (compared to 3.04 billion yen in the previous period), increasing the growth rate from 0.03% to 11.5%.

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 2.0 times that of the same period last year, reaching 1.11 billion yen.

In light of the strong performance, the company has increased its planned annual dividend for the current fiscal year from the original plan of 33 yen to 35 yen (compared to 38 yen in the previous period).

In the most recent three-month period, from July to September (2Q), the consolidated ordinary profit decreased to 0.74 billion yen, a 10.2% decrease compared to the same period last year. However, the operating profit margin remained almost flat, changing from 5.8% in the same period last year to 5.9%.

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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 14,340 287 1,114 1,150 47.9 46.6 Nov 9, 2023 J-GAAP
Apr - Sep, 2024 18,922 1,468 2,491 2,082 88.1 81.7 Nov 8, 2024 J-GAAP
Apr - Sep, 2025 16,754 1,145 2,284 1,873 80.6 67.2 Nov 11, 2025 J-GAAP
YoY -11.5% -22.0% -8.3% -10.0% -8.5%

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 － 22 May 9, 2025 J-GAAP
Apr - Sep, 2025 Results 16,754 1,145 2,284 1,873 80.6 22 Nov 11, 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 40,000 2,200 3,050 2,270 98.6 44 Sep 26, 2025 J-GAAP
Mar, 2026 New 40,000 2,300 3,400 3,000 130.2 48 Nov 11, 2025 J-GAAP
Revision Rate 0.0% +4.5% +11.5% +32.2% +32.2%

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 18,142 554 558 963 41.1 19 May 9, 2025 J-GAAP
Oct - Mar, 2025 Guidance 23,246 1,155 1,116 1,127 48.9 26 Nov 11, 2025 J-GAAP
YoY +28.1% +108.5% +100.0% +17.0% +19.1%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2024 33,732 1,381 2,391 1,912 79.9 25 May 9, 2024 J-GAAP
Mar, 2025 37,064 2,022 3,049 3,045 129.9 38 May 9, 2025 J-GAAP
Mar, 2026 Guidance 40,000 2,300 3,400 3,000 130.2 48 Nov 11, 2025 J-GAAP
YoY +7.9% +13.7% +11.5% -1.5% +0.2%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Jul - Sep, 2024 9,910 574 832 744 31.5 5.8 Nov 8, 2024 J-GAAP
Oct - Dec, 2024 9,730 554 617 997 42.4 5.7 Feb 7, 2025 J-GAAP
Jan - Mar, 2025 8,412 0 -59 -34 -1.5 0.0 May 9, 2025 J-GAAP
Apr - Jun, 2025 8,034 629 1,537 1,265 54.5 7.8 Aug 8, 2025 J-GAAP
Jul - Sep, 2025 8,720 516 747 608 26.2 5.9 Nov 11, 2025 J-GAAP
YoY -12.0% -10.1% -10.2% -18.3% -16.9%

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