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NIPPON THOMPSON, Ordinary Profit Forecast for the Fiscal Year Revised Upward to an Unexpected 74% Increase, Dividend Revised Upward by 2 Yen

Mon Nov 10, 2025 3:00 pm JST Earnings

6480 NIPPON THOMPSON CO.,LTD. 【J-GAAP】

Earnings Report

NIPPON THOMPSON CO.,LTD. <6480> [TSE Prime] announced its financial results in the afternoon session on November 10th (15:00). The consolidated ordinary profit for the cumulative second quarter of the fiscal year ending March 2026 (April to September) surged 2.7 times that of the same period last year, reaching 1.77 billion yen.

In addition, the full-year forecast for consolidated ordinary profit has been revised upward 2.1 times, from the previous forecast of 1.50 billion yen to 3.20 billion yen (compared to 1.84 billion yen in the previous period), turning to a 73.8% 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 grow 21.0% from the same period last year, reaching 1.42 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 26 yen to 28 yen (compared to 19 yen in the previous period).

In the most recent three-month period, from July to September (2Q), the consolidated ordinary profit/loss turned to a profit of 1.00 billion yen (compared to a loss of 0.28 billion yen in the same period last year). The operating profit margin improved from 4.0% in the same period last year to 5.3%.

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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 28,481 2,040 3,007 1,586 22.2 66.5 Nov 13, 2023 J-GAAP
Apr - Sep, 2024 26,705 766 664 -511 -7.4 36.1 Nov 11, 2024 J-GAAP
Apr - Sep, 2025 30,254 1,543 1,776 1,706 24.6 55.5 Nov 10, 2025 J-GAAP
YoY +13.3% +101.4% +167.5% － －

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 － 13 May 12, 2025 J-GAAP
Apr - Sep, 2025 Results 30,254 1,543 1,776 1,706 24.6 14 Nov 10, 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 58,500 1,600 1,500 1,500 21.5 26 May 12, 2025 J-GAAP
Mar, 2026 New 60,500 3,100 3,200 2,900 41.6 28 Nov 10, 2025 J-GAAP
Revision Rate +3.4% +93.8% +113.3% +93.3% +93.3%

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 27,679 826 1,177 1,489 21.6 9.50 May 12, 2025 J-GAAP
Oct - Mar, 2025 Guidance 30,246 1,557 1,424 1,194 17.1 14 Nov 10, 2025 J-GAAP
YoY +9.3% +88.5% +21.0% -19.8% -20.7%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2024 55,048 3,164 4,525 2,674 37.8 19 May 13, 2024 J-GAAP
Mar, 2025 54,384 1,592 1,841 978 14.2 19 May 12, 2025 J-GAAP
Mar, 2026 Guidance 60,500 3,100 3,200 2,900 41.6 28 Nov 10, 2025 J-GAAP
YoY +11.2% +94.7% +73.8% +196.5% +193.2%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Jul - Sep, 2024 13,699 554 -288 -335 -4.9 4.0 Nov 11, 2024 J-GAAP
Oct - Dec, 2024 13,584 144 880 519 8.4 1.1 Feb 10, 2025 J-GAAP
Jan - Mar, 2025 14,095 682 297 970 14.1 4.8 May 12, 2025 J-GAAP
Apr - Jun, 2025 14,938 731 768 710 10.3 4.9 Aug 7, 2025 J-GAAP
Jul - Sep, 2025 15,316 812 1,008 996 14.4 5.3 Nov 10, 2025 J-GAAP
YoY +11.8% +46.6% － － －

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