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NANYO, Net Income Forecast for the Fiscal Year Revised Upward to an Unexpected 1% Increase, Dividend Revised Upward by 6 Yen

Mon Nov 10, 2025 4:00 pm JST Earnings

7417 NANYO CORPORATION 【J-GAAP】

Earnings Report

NANYO CORPORATION <7417> [TSE Std] announced its financial results after the market closed on November 10th (16:00). The consolidated net income for the cumulative second quarter of the fiscal year ending March 2026 (April to September) decreased 17.3% from the same period last year to 0.81 billion yen.

However, the full-year forecast for consolidated net income has been revised upward 10.8%, from the previous forecast of 1.85 billion yen to 2.05 billion yen (compared to 2.03 billion yen in the previous period), turning to a 0.6% increase in the consolidated net income outlook.

Based on the first-half performance announced by the company and the full-year plan, our calculation indicates that the consolidated net income for the October to March period (second half) is expected to grow 17.3% from the same period last year, reaching 1.23 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 52 yen to 58 yen (compared to 58 yen in the previous period).

In the most recent three-month period, from July to September (2Q), the consolidated net income dropped to 0.32 billion yen, a 34.5% decrease compared to the same period last year. The operating profit margin worsened from 7.9% 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 18,088 1,200 1,364 871 68.3 44.9 Nov 9, 2023 J-GAAP
Apr - Sep, 2024 17,657 1,343 1,497 984 78.8 48.1 Nov 8, 2024 J-GAAP
Apr - Sep, 2025 16,910 1,214 1,297 814 65.4 44.7 Nov 10, 2025 J-GAAP
YoY -4.2% -9.6% -13.4% -17.3% -17.0%

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 17,500 1,100 1,150 750 60.3 10 May 12, 2025 J-GAAP
Apr - Sep, 2025 Results 16,910 1,214 1,297 814 65.4 10 Nov 10, 2025 J-GAAP
Revision Rate -3.4% +10.4% +12.8% +8.5% +8.5%

Guidance Update

Full Year Update

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2026 Prev 38,000 2,750 2,900 1,850 148.7 52 May 12, 2025 J-GAAP
Mar, 2026 New 37,000 2,750 2,900 2,050 164.7 58 Nov 10, 2025 J-GAAP
Revision Rate -2.6% 0.0% 0.0% +10.8% +10.8%

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 18,878 1,508 1,617 1,054 84.4 48 May 12, 2025 J-GAAP
Oct - Mar, 2025 Guidance 20,090 1,536 1,603 1,236 99.3 48 Nov 10, 2025 J-GAAP
YoY +6.4% +1.9% -0.9% +17.3% +17.7%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2024 37,991 2,785 3,036 1,991 156.6 50.50 May 10, 2024 J-GAAP
Mar, 2025 36,535 2,851 3,114 2,038 163.1 58 May 12, 2025 J-GAAP
Mar, 2026 Guidance 37,000 2,750 2,900 2,050 164.7 58 Nov 10, 2025 J-GAAP
YoY +1.3% -3.5% -6.9% +0.6% +1.0%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Jul - Sep, 2024 9,045 714 747 498 39.9 7.9 Nov 8, 2024 J-GAAP
Oct - Dec, 2024 9,377 857 930 603 48.3 9.1 Feb 7, 2025 J-GAAP
Jan - Mar, 2025 9,501 651 687 451 36.1 6.9 May 12, 2025 J-GAAP
Apr - Jun, 2025 8,454 713 762 488 39.2 8.4 Aug 7, 2025 J-GAAP
Jul - Sep, 2025 8,456 501 535 326 26.2 5.9 Nov 10, 2025 J-GAAP
YoY -6.5% -29.8% -28.4% -34.5% -34.3%

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