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NICHIDEN, First Half Ordinary Profit Unexpectedly Revised Upward by 8%
9902 NICHIDEN Corporation 【J-GAAP】
Earnings ReportNICHIDEN Corporation <9902> [TSE Prime] announced its financial results in the afternoon session on November 5th (13:00). The consolidated ordinary profit for the cumulative second quarter of the fiscal year ending March 2026 (April to September) increased 7.7% from the same period last year, reaching 3.25 billion yen, resulting in an increase in profits compared to the previous forecast of a 0.6% decrease.
Progress toward the full-year plan of 7.20 billion yen was 45.1%, almost the same as the five-year average of 45.4%.
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 5.5% from the same period last year to 3.95 billion yen.
In the most recent three-month period, from July to September (2Q), the consolidated ordinary profit increased 36.7% from the same period last year, reaching 1.73 billion yen. However, the operating profit margin remained almost flat, changing from 4.5% in the same period last year to 4.5%.
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Actual Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Progress Rate vs. First Half | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Apr - Sep, 2023 | 62,450 | 2,854 | 3,283 | 2,514 | 80.8 | 51.0 | Nov 2, 2023 | J-GAAP |
| Apr - Sep, 2024 | 64,944 | 2,911 | 3,018 | 2,020 | 67.4 | 41.9 | Nov 5, 2024 | J-GAAP |
| Apr - Sep, 2025 | 67,280 | 2,804 | 3,250 | 2,190 | 74.2 | 45.1 | Nov 5, 2025 | J-GAAP |
| YoY | +3.6% | -3.7% | +7.7% | +8.4% | +10.1% |
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 | 66,700 | 2,700 | 3,000 | 2,000 | 67.7 | 35 | May 8, 2025 | J-GAAP |
| Apr - Sep, 2025 Results | 67,280 | 2,804 | 3,250 | 2,190 | 74.2 | 35 | Nov 5, 2025 | J-GAAP |
| Revision Rate | +0.9% | +3.9% | +8.3% | +9.5% | +9.6% |
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 | 69,827 | 3,913 | 4,182 | 2,872 | 96.5 | 45 | May 8, 2025 | J-GAAP |
| Oct - Mar, 2025 Guidance | 72,720 | 3,896 | 3,950 | 2,710 | 91.8 | 35 | Nov 5, 2025 | J-GAAP |
| YoY | +4.1% | -0.4% | -5.5% | -5.6% | -4.9% |
Current Period Guidance
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Mar, 2024 | 126,912 | 5,809 | 6,431 | 4,674 | 151.8 | 65 | May 8, 2024 | J-GAAP |
| Mar, 2025 | 134,771 | 6,824 | 7,200 | 4,892 | 164.3 | 75 | May 8, 2025 | J-GAAP |
| Mar, 2026 Guidance | 140,000 | 6,700 | 7,200 | 4,900 | 165.9 | 70 | May 8, 2025 | J-GAAP |
| YoY | +3.9% | -1.8% | 0.0% | +0.2% | +1.0% |
Quarterly Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Operating Profit Margin | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Jul - Sep, 2024 | 32,346 | 1,456 | 1,271 | 848 | 28.3 | 4.5 | Nov 5, 2024 | J-GAAP |
| Oct - Dec, 2024 | 35,064 | 1,915 | 2,230 | 1,504 | 50.4 | 5.5 | Feb 3, 2025 | J-GAAP |
| Jan - Mar, 2025 | 34,763 | 1,998 | 1,952 | 1,368 | 46.0 | 5.7 | May 8, 2025 | J-GAAP |
| Apr - Jun, 2025 | 33,265 | 1,286 | 1,512 | 1,025 | 34.7 | 3.9 | Aug 1, 2025 | J-GAAP |
| Jul - Sep, 2025 | 34,015 | 1,518 | 1,738 | 1,165 | 39.5 | 4.5 | Nov 5, 2025 | J-GAAP |
| YoY | +5.2% | +4.3% | +36.7% | +37.4% | +39.5% |
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