NGK INSULATORS, Ordinary Profit Forecast for the Fiscal Year Revised Upward to an Unexpected 5% Increase, Dividend Revised Upward by 10 Yen

About Information Provided on This Site

The information provided on our website 'Kabutan.com' is not intended to constitute investment solicitation or investment advisory services.
All investment decisions should be made at your own discretion and judgment.
The data on our website is provided by Tokyo Stock Exchange, Osaka Exchange, Nagoya Securities Exchange, JPX Market Innovation & Research, Japannext, and other sources.
Copyright of the Nikkei Stock Average belongs to Nikkei Inc. Stock price charts displayed on Kabutan.com are provided solely for the purpose of reviewing historical price movements of the securities.
These charts neither suggest nor guarantee future price movements of the securities and do not constitute recommendations to buy or sell.
In our financial results coverage, the term 'Surprise Results' identifies securities that demonstrate a significant degree of surprise in their earnings announcements.
This significance is quantitatively assessed based on multiple factors, including: the nature of the announcement (full-year or quarterly results); types of revisions (earnings or dividend forecasts); and numerical analysis comparing the announced results with both the company's previous forecasts and historical performance.
The 'Surprise Ranking' presents these results in order of their calculated surprise factor. Please note that neither these results nor rankings are intended to suggest or guarantee future performance of the listed securities, nor should they be construed as recommendations to buy or sell.

Fri Oct 31, 2025 3:40 pm JST Earnings

5333 NGK INSULATORS,LTD. 【J-GAAP】

Earnings Report

NGK INSULATORS,LTD. <5333> [TSE Prime] announced its financial results after the market closed on October 31st (15:40). The consolidated ordinary profit for the cumulative second quarter of the fiscal year ending March 2026 (April to September) increased 21.6% from the same period last year, reaching 46.6 billion yen, resulting in an increase in profits compared to the previous forecast of a 23.1% decrease.

In addition, the full-year forecast for consolidated ordinary profit has been revised upward 17.1%, from the previous forecast of 70.0 billion yen to 82.0 billion yen (compared to 78.2 billion yen in the previous period), turning to a 4.8% increase in the consolidated ordinary profit outlook.

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 decrease 11.4% from the same period last year to 35.3 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 66 yen to 76 yen (compared to 60 yen in the previous period).

In the most recent three-month period, from July to September (2Q), the consolidated ordinary profit grew 3.5% from the same period last year, reaching 22.2 billion yen. The operating profit margin rose from 15.1% in the same period last year to 15.6%.

Kabutan News

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	282,884	32,485	28,940	18,181	59.4	45.9	Oct 27, 2023	J-GAAP
Apr - Sep, 2024	298,352	39,700	38,367	25,869	87.0	49.0	Oct 31, 2024	J-GAAP
Apr - Sep, 2025	326,204	48,700	46,667	23,870	81.6	56.9	Oct 31, 2025	J-GAAP
YoY	+9.3%	+22.7%	+21.6%	-7.7%	-6.3%

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	310,000	33,000	29,500	19,000	65.1	33	Apr 28, 2025	J-GAAP
Apr - Sep, 2025 Results	326,204	48,700	46,667	23,870	81.6	38	Oct 31, 2025	J-GAAP
Revision Rate	+5.2%	+47.6%	+58.2%	+25.6%	+25.3%

Guidance Update

Full Year Update

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Adj. Dividend	Announce	Accounting Standards
Mar, 2026 Prev	630,000	75,000	70,000	55,000	190.7	66	Apr 28, 2025	J-GAAP
Mar, 2026 New	650,000	85,000	82,000	55,000	190.7	76	Oct 31, 2025	J-GAAP
Revision Rate	+3.2%	+13.3%	+17.1%	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	321,161	41,541	39,882	29,064	98.4	30	Apr 28, 2025	J-GAAP
Oct - Mar, 2025 Guidance	323,796	36,300	35,333	31,130	107.9	38	Oct 31, 2025	J-GAAP
YoY	+0.8%	-12.6%	-11.4%	+7.1%	+9.7%

Current Period Guidance

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Adj. Dividend	Announce	Accounting Standards
Mar, 2024	578,913	66,397	63,042	40,562	133.7	50	Apr 26, 2024	J-GAAP
Mar, 2025	619,513	81,241	78,249	54,933	186.0	60	Apr 28, 2025	J-GAAP
Mar, 2026 Guidance	650,000	85,000	82,000	55,000	190.7	76	Oct 31, 2025	J-GAAP
YoY	+4.9%	+4.6%	+4.8%	+0.1%	+2.6%

Quarterly Results

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Operating Profit Margin	Announce	Accounting Standards
Jul - Sep, 2024	145,831	22,044	21,542	14,905	50.1	15.1	Oct 31, 2024	J-GAAP
Oct - Dec, 2024	157,099	22,713	23,049	15,132	51.1	14.5	Jan 31, 2025	J-GAAP
Jan - Mar, 2025	164,062	18,828	16,833	13,932	47.2	11.5	Apr 28, 2025	J-GAAP
Apr - Jun, 2025	166,458	23,781	24,380	17,899	61.1	14.3	Jul 31, 2025	J-GAAP
Jul - Sep, 2025	159,746	24,919	22,287	5,971	20.4	15.6	Oct 31, 2025	J-GAAP
YoY	+9.5%	+13.0%	+3.5%	-59.9%	-59.3%