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NITTOKU, Ordinary Profit Forecast for the Fiscal Year Revised Upward by 21%, Dividend Revised Upward by 10 Yen
6145 NITTOKU CO., LTD. 【J-GAAP】
Earnings ReportNITTOKU CO., LTD. <6145> [TSE Std] announced its financial results after the market closed on November 14th (15:30). The consolidated ordinary profit for the cumulative second quarter of the fiscal year ending March 2026 (April to September) surged 57 times that of the same period last year, reaching 2.43 billion yen, exceeded the previous forecast of 1.40 billion yen.
In addition, the full-year forecast for consolidated ordinary profit has been revised upward 21.2%, from the previous forecast of 3.30 billion yen to 4.00 billion yen (compared to 1.22 billion yen in the previous period), increasing the growth rate from 2.7 times to 3.3 times.
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 expand 32.8% from the same period last year, reaching 1.57 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 50 yen to 60 yen (compared to 42 yen in the previous period).
In the most recent three-month period, from July to September (2Q), the consolidated ordinary profit surged 3.9 times that of the same period last year, reaching 2.04 billion yen. The operating profit margin drastically improved from 6.5% in the same period last year to 15.9%.
Kabutan News
Actual Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Progress Rate vs. First Half | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Apr - Sep, 2023 | 13,162 | 1,662 | 1,711 | 1,103 | 61.1 | 40.0 | Nov 10, 2023 | J-GAAP |
| Apr - Sep, 2024 | 14,244 | 39 | 43 | 341 | 18.9 | 3.5 | Nov 13, 2024 | J-GAAP |
| Apr - Sep, 2025 | 19,302 | 2,393 | 2,430 | 1,610 | 95.4 | 60.8 | Nov 14, 2025 | J-GAAP |
| YoY | +35.5% | +6,035.9% | +5,551.2% | +372.1% | +404.9% |
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 | 18,500 | 1,400 | 1,400 | 850 | 50.4 | 25 | Aug 8, 2025 | J-GAAP |
| Apr - Sep, 2025 Results | 19,302 | 2,393 | 2,430 | 1,610 | 95.4 | 30 | Nov 14, 2025 | J-GAAP |
| Revision Rate | +4.3% | +70.9% | +73.6% | +89.4% | +89.4% |
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 | 3,300 | 3,300 | 2,100 | 124.1 | 50 | Aug 8, 2025 | J-GAAP |
| Mar, 2026 New | 40,000 | 4,000 | 4,000 | 2,500 | 147.7 | 60 | Nov 14, 2025 | J-GAAP |
| Revision Rate | 0.0% | +21.2% | +21.2% | +19.0% | +19.1% |
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 | 19,024 | 1,080 | 1,182 | 966 | 54.7 | 21 | May 9, 2025 | J-GAAP |
| Oct - Mar, 2025 Guidance | 20,698 | 1,607 | 1,570 | 890 | 52.6 | 30 | Nov 14, 2025 | J-GAAP |
| YoY | +8.8% | +48.8% | +32.8% | -7.9% | -3.8% |
Current Period Guidance
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Mar, 2024 | 30,803 | 4,164 | 4,280 | 2,744 | 151.9 | 34 | May 10, 2024 | J-GAAP |
| Mar, 2025 | 33,268 | 1,119 | 1,225 | 1,307 | 74.0 | 42 | May 9, 2025 | J-GAAP |
| Mar, 2026 Guidance | 40,000 | 4,000 | 4,000 | 2,500 | 147.7 | 60 | Nov 14, 2025 | J-GAAP |
| YoY | +20.2% | +257.5% | +226.5% | +91.3% | +99.7% |
Quarterly Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Operating Profit Margin | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Jul - Sep, 2024 | 9,925 | 650 | 527 | 686 | 38.0 | 6.5 | Nov 13, 2024 | J-GAAP |
| Oct - Dec, 2024 | 7,307 | 467 | 575 | 481 | 26.8 | 6.4 | Feb 14, 2025 | J-GAAP |
| Jan - Mar, 2025 | 11,717 | 613 | 607 | 485 | 27.5 | 5.2 | May 9, 2025 | J-GAAP |
| Apr - Jun, 2025 | 6,337 | 338 | 385 | 243 | 14.4 | 5.3 | Aug 8, 2025 | J-GAAP |
| Jul - Sep, 2025 | 12,965 | 2,055 | 2,045 | 1,367 | 81.0 | 15.9 | Nov 14, 2025 | J-GAAP |
| YoY | +30.6% | +216.2% | +288.0% | +99.3% | +113.1% |
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