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NIKKON Holdings, Ordinary Profit Forecast for the Fiscal Year Revised Downward by 16%

Fri Feb 6, 2026 2:00 pm JST Earnings

9072 NIKKON Holdings Co.,Ltd. 【J-GAAP】

Earnings Report

NIKKON Holdings Co.,Ltd. <9072> [TSE Prime] announced its financial results in the afternoon session on February 6th (14:00). The consolidated ordinary profit for the cumulative third quarter of the fiscal year ending March 2026 (April to December) decreased 5.1% from the same period last year to 18.2 billion yen.

In addition, the full-year forecast for consolidated ordinary profit has decreased 15.6%, from the previous forecast of 29.4 billion yen to 24.8 billion yen (compared to 23.9 billion yen in the previous period), leading to a reduction in the profit growth rate from 22.7% to 3.5%.

Based on the full-year plan announced by the company after the downward revision, our estimate of the consolidated ordinary profit for the October to March period (second half) has decreased 25.1%, from the previous forecast of 18.3 billion yen to 13.7 billion yen (compared to 13.0 billion yen in the same period of the previous year), leading to a reduction in the profit growth rate from 40.9% to 5.6%.

In the most recent three-month period, from October to December (3Q), the consolidated ordinary profit decreased to 7.22 billion yen, a 13.1% decrease compared to the same period last year. The operating profit margin decreased from 10.5% in the same period last year to 9.5%.

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Actual Results

Accumulated Results 3rd Quarter
Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Progress Rate vs. First Half Announce Accounting Standards
Apr - Dec, 2023 166,551 15,997 18,049 12,288 96.3 75.6 Feb 2, 2024 J-GAAP
Apr - Dec, 2024 184,962 18,322 19,250 12,797 102.9 80.3 Feb 7, 2025 J-GAAP
Apr - Dec, 2025 201,375 17,388 18,268 12,200 101.6 73.7 Feb 6, 2026 J-GAAP
YoY +8.9% -5.1% -5.1% -4.7% -1.2%

Guidance Update

Second Half Update

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Oct - Mar, 2025 Prev 148,088 17,228 18,352 12,799 108.5 37 Nov 7, 2025 J-GAAP
Oct - Mar, 2025 New 137,088 12,928 13,752 10,199 86.4 37 Feb 6, 2026 J-GAAP
Revision Rate -7.4% -25.0% -25.1% -20.3% -20.3%

Full Year Update

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2026 Prev 280,000 28,000 29,400 20,000 169.5 74 May 9, 2025 J-GAAP
Mar, 2026 New 269,000 23,700 24,800 17,400 147.5 74 Feb 6, 2026 J-GAAP
Revision Rate -3.9% -15.4% -15.6% -13.0% -13.0%

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 127,529 11,618 13,028 9,806 79.4 27 May 9, 2025 J-GAAP
Oct - Mar, 2025 Guidance 137,088 12,928 13,752 10,199 86.4 37 Feb 6, 2026 J-GAAP
YoY +7.5% +11.3% +5.6% +4.0% +8.9%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2024 222,324 21,235 23,875 16,608 130.5 52.50 May 10, 2024 J-GAAP
Mar, 2025 247,890 23,155 23,969 16,550 134.0 54 May 9, 2025 J-GAAP
Mar, 2026 Guidance 269,000 23,700 24,800 17,400 147.5 74 Feb 6, 2026 J-GAAP
YoY +8.5% +2.4% +3.5% +5.1% +10.1%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Oct - Dec, 2024 64,601 6,785 8,309 6,053 48.7 10.5 Feb 7, 2025 J-GAAP
Jan - Mar, 2025 62,928 4,833 4,719 3,753 30.4 7.7 May 9, 2025 J-GAAP
Apr - Jun, 2025 65,826 5,015 5,545 2,699 22.3 7.6 Aug 8, 2025 J-GAAP
Jul - Sep, 2025 66,086 5,757 5,503 4,502 37.3 8.7 Nov 7, 2025 J-GAAP
Oct - Dec, 2025 69,463 6,616 7,220 4,999 41.6 9.5 Feb 6, 2026 J-GAAP
YoY +7.5% -2.5% -13.1% -17.4% -14.4%

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