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Nippon Yusen Kabushiki Kaisha, Ordinary Profit Forecast for the Fiscal Year Revised Downward by 6%

Tue Aug 5, 2025 12:00 pm JST Earnings

9101 Nippon Yusen Kabushiki Kaisha 【J-GAAP】

Earnings Report

Nippon Yusen Kabushiki Kaisha <9101> [TSE Prime] announced its financial results at noon (12:00) on August 5th. The consolidated ordinary profit for the first quarter of the fiscal year ending March 2026 (April to June) significantly dropped 52.5% from the same period last year to 59.7 billion yen.

In addition, the full-year forecast for consolidated ordinary profit has decreased 5.9%, from the previous forecast of 255 billion yen to 240 billion yen (compared to 490 billion yen in the previous period), leading to an increase in the profit decline rate from 48.1% to 51.1%.

However, the April to September period (first half) consolidated ordinary profit has been revised upward 4.3%, from the previous forecast of 140 billion yen to 146 billion yen (compared to 289 billion yen in the same period of the previous year), and the declining rate is expected to decrease from 51.6% to 49.5%.

In the most recent three-month period, from April to June (1Q), the operating profit margin significantly dropped from 10.1% in the same period last year to 6.3%.

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Actual Results

Accumulated Results 1st Quarter
Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Progress Rate vs. First Half Announce Accounting Standards
Apr - Jun, 2023 567,515 47,103 89,403 73,490 144.6 56.1 Aug 3, 2023 J-GAAP
Apr - Jun, 2024 651,714 65,878 125,787 110,234 240.9 43.5 Aug 5, 2024 J-GAAP
Apr - Jun, 2025 600,926 37,788 59,755 52,078 120.9 40.9 Aug 5, 2025 J-GAAP
YoY -7.8% -42.6% -52.5% -52.8% -49.8%

Guidance Update

First Half Update

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Apr - Sep, 2025 Prev 1,180,000 60,000 140,000 125,000 295.8 115 May 8, 2025 J-GAAP
Apr - Sep, 2025 New 1,190,000 75,000 146,000 127,000 300.5 115 Aug 5, 2025 J-GAAP
Revision Rate +0.8% +25.0% +4.3% +1.6% +1.6%

Full Year Update

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2026 Prev 2,380,000 135,000 255,000 250,000 605.5 235 May 8, 2025 J-GAAP
Mar, 2026 New 2,350,000 140,000 240,000 240,000 581.3 235 Aug 5, 2025 J-GAAP
Revision Rate -1.3% +3.7% -5.9% -4.0% -4.0%

Current Period Guidance

H1 Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Apr - Sep, 2024 1,316,816 115,628 289,239 265,892 585.6 130 Nov 6, 2024 J-GAAP
Apr - Sep, 2025 Guidance 1,190,000 75,000 146,000 127,000 300.5 115 Aug 5, 2025 J-GAAP
YoY -9.6% -35.1% -49.5% -52.2% -48.7%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2024 2,387,240 174,679 261,341 228,603 468.1 140 May 8, 2024 J-GAAP
Mar, 2025 2,588,700 210,820 490,866 477,707 1,070.3 325 May 8, 2025 J-GAAP
Mar, 2026 Guidance 2,350,000 140,000 240,000 240,000 581.3 235 Aug 5, 2025 J-GAAP
YoY -9.2% -33.6% -51.1% -49.8% -45.7%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Apr - Jun, 2024 651,714 65,878 125,787 110,234 240.9 10.1 Aug 5, 2024 J-GAAP
Jul - Sep, 2024 665,102 49,750 163,452 155,658 342.8 7.5 Nov 6, 2024 J-GAAP
Oct - Dec, 2024 660,143 62,521 147,190 129,593 287.9 9.5 Feb 5, 2025 J-GAAP
Jan - Mar, 2025 611,741 32,671 54,437 82,222 184.2 5.3 May 8, 2025 J-GAAP
Apr - Jun, 2025 600,926 37,788 59,755 52,078 120.9 6.3 Aug 5, 2025 J-GAAP
YoY -7.8% -42.6% -52.5% -52.8% -49.8%

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