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NIPPON KANZAI, First Half Ordinary Profit Unexpectedly Revised Upward by 38%

Thu Nov 6, 2025 2:00 pm JST Earnings

9347 NIPPON KANZAI Holdings Co.,Ltd. 【J-GAAP】

Earnings Report

NIPPON KANZAI Holdings Co.,Ltd. <9347> [TSE Prime] announced its financial results in the afternoon session on November 6th (14:00). The consolidated ordinary profit for the cumulative second quarter of the fiscal year ending March 2026 (April to September) expanded 5.73 billion yen, an increase 37.7% compared to the same period last year, resulting in an increase in profits compared to the previous forecast of a 1.5% decrease.

Progress toward the full-year plan of 9.30 billion yen was 61.6%, also surpassing the five-year average of 48.2%.

Based on the first-half performance announced by the company and the unchanged full-year plan, our calculation indicates that the consolidated ordinary profit for the October to March period (second half) is expected to decrease 27.7% from the same period last year to 3.56 billion yen.

In the most recent three-month period, from July to September (2Q), the consolidated ordinary profit increased 41.9% from the same period last year, reaching 2.67 billion yen. The operating profit margin improved from 4.9% 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 57,003 3,997 4,482 3,045 81.5 54.5 Nov 7, 2023 J-GAAP
Apr - Sep, 2024 65,319 3,730 4,163 2,278 61.2 45.8 Nov 6, 2024 J-GAAP
Apr - Sep, 2025 71,555 4,643 5,733 3,703 102.0 61.6 Nov 6, 2025 J-GAAP
YoY +9.5% +24.5% +37.7% +62.6% +66.6%

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 70,400 3,800 4,100 2,500 68.8 27 May 8, 2025 J-GAAP
Apr - Sep, 2025 Results 71,555 4,643 5,733 3,703 102.0 27 Nov 6, 2025 J-GAAP
Revision Rate +1.6% +22.2% +39.8% +48.1% +48.1%

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 74,549 4,948 4,931 3,551 96.0 27 May 8, 2025 J-GAAP
Oct - Mar, 2025 Guidance 76,445 4,057 3,567 2,397 66.0 27 Nov 6, 2025 J-GAAP
YoY +2.5% -18.0% -27.7% -32.5% -31.3%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2024 122,674 8,271 8,225 5,680 152.0 54 May 8, 2024 J-GAAP
Mar, 2025 139,868 8,678 9,094 5,829 157.6 54 May 8, 2025 J-GAAP
Mar, 2026 Guidance 148,000 8,700 9,300 6,100 168.0 54 May 8, 2025 J-GAAP
YoY +5.8% +0.3% +2.3% +4.6% +6.6%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Jul - Sep, 2024 33,856 1,668 1,881 1,849 49.7 4.9 Nov 6, 2024 J-GAAP
Oct - Dec, 2024 34,507 2,086 1,574 632 17.0 6.0 Feb 4, 2025 J-GAAP
Jan - Mar, 2025 40,042 2,862 3,357 2,919 78.9 7.1 May 8, 2025 J-GAAP
Apr - Jun, 2025 35,135 2,729 3,063 1,943 53.5 7.8 Aug 5, 2025 J-GAAP
Jul - Sep, 2025 36,420 1,914 2,670 1,760 48.5 5.3 Nov 6, 2025 J-GAAP
YoY +7.6% +14.7% +41.9% -4.8% -2.4%

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