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NF HOLDINGS, First Half Net Income Turns to Loss, Jul-Sep Net Income Turns to Loss

Thu Oct 30, 2025 3:15 pm JST Earnings

6864 NF HOLDINGS CORPORATION 【J-GAAP】

Earnings Report

NF HOLDINGS CORPORATION <6864> [TSE Std] announced its financial results in the afternoon session on October 30th (15:15). The consolidated net income/loss for the cumulative second quarter of the fiscal year ending March 2026 (April to September) turned into a loss of 160 million yen (compared to a profit of 310 million yen in the same period last year).

Based on the first-half performance announced by the company and the unchanged full-year plan, our calculation indicates that the consolidated net income for the October to March period (second half) is expected to expand 57.1% from the same period last year, reaching 220 million yen.

In the most recent three-month period, from July to September (2Q), the consolidated net income/loss turned to a loss of 261 million yen (compared to a profit of 122 million yen in the same period last year). The operating profit margin worsened from 6.8% in the same period last year to 6.1%.

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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
Apr - Sep, 2023 5,356 449 478 313 44.7 98.8 Oct 30, 2023 J-GAAP
Apr - Sep, 2024 4,089 202 220 310 44.3 37.5 Oct 30, 2024 J-GAAP
Apr - Sep, 2025 3,974 261 273 -160 -22.8 40.1 Oct 30, 2025 J-GAAP
YoY -2.8% +29.2% +24.1% － －

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 3,970 255 270 -160 -22.8 0 Oct 29, 2025 J-GAAP
Apr - Sep, 2025 Results 3,974 261 273 -160 -22.8 0 Oct 30, 2025 J-GAAP
Revision Rate +0.1% +2.4% +1.1% 0.0% -0.1%

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 4,994 345 367 140 20.0 32 May 15, 2025 J-GAAP
Oct - Mar, 2025 Guidance 4,926 419 407 220 31.4 34 Oct 30, 2025 J-GAAP
YoY -1.4% +21.4% +10.9% +57.1% +56.9%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2024 9,399 418 484 323 46.1 32 May 14, 2024 J-GAAP
Mar, 2025 9,083 547 587 450 64.2 32 May 15, 2025 J-GAAP
Mar, 2026 Guidance 8,900 680 680 60 8.6 34 Oct 29, 2025 J-GAAP
YoY -2.0% +24.3% +15.8% -86.7% -86.7%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Jul - Sep, 2024 2,211 150 150 122 17.4 6.8 Oct 30, 2024 J-GAAP
Oct - Dec, 2024 2,027 41 52 81 11.6 2.0 Jan 31, 2025 J-GAAP
Jan - Mar, 2025 2,967 304 315 59 8.4 10.2 May 15, 2025 J-GAAP
Apr - Jun, 2025 2,074 145 152 101 14.4 7.0 Jul 31, 2025 J-GAAP
Jul - Sep, 2025 1,900 116 121 -261 -37.2 6.1 Oct 30, 2025 J-GAAP
YoY -14.1% -22.7% -19.3% － －

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