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Edge20 Feb 2026
Dollar General: The Rural Retailer Playbook
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NTT DATA Group
NTT DATA Group (9613) investor relations material
NTT DATA Group has been delisted
NTT DATA Group Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2026 earnings summary5 Feb, 2026
Executive summary
Q3 and the nine months ended December 31, 2025, saw strong fee income in the data center segment, including one-off positive factors and gains on data center transfers, with overseas operations facing stretch targets and some downside risk, while domestic public sector performance was negative year-over-year.
Overseas business showed improvement in profit margins, aided by structural reforms and one-off factors, with North America and the UK seeing positive order trends.
Net sales and operating profit rose year-over-year, driven by large-scale project acquisitions in Japan and overseas.
New orders received increased 9.2% year-over-year, reflecting strong demand across segments.
Profit including non-controlling interests surged 140% year-over-year to ¥216.9 billion.
Financial highlights
Q3 included approximately JPY 5 billion in one-off data center fee income, with a nine-month total of about JPY 10 billion; an additional JPY 3 billion government subsidy was received in North America.
Net sales for the nine months reached ¥3,643.8 billion, up 6.9% year-over-year, and operating profit rose 62.8% to ¥384.2 billion, with margin improving to 10.5%.
Profit before tax increased to ¥323.8 billion, up ¥146.9 billion year-over-year.
Full-year net sales forecast revised to ¥4,910.7 billion, reflecting a lower-than-expected gain on DC transfer.
Capital investment for the period was ¥435.4 billion.
Outlook and guidance
Q4 is expected to have limited headroom for outperformance, especially overseas, but efforts are focused on achieving full-year targets.
Full-year operating profit forecast revised to ¥496.0 billion, reflecting a ¥26.0 billion shortfall in DC transfer gain.
Data center investment from FY2023 to FY2027 is projected to exceed JPY 1.5 trillion, with continued strong demand from hyperscalers.
Net sales for FY2025 expected to grow by ¥272.0 billion year-over-year.
No fixed plan for data center asset sales in FY2026; future deals will depend on market trends and liquidity needs.
Next year's data center capital recycling plan
Overseas profit margin trajectory post-Q3
AIVista's first platform deliverable timeline
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NTT DATA Group
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Frequently asked questions
NTT DATA Group Corporation is a Japanese information technology services provider specializing in system integration, consulting, and managed services. The company offers solutions in areas such as digital transformation, cloud computing, application development, and IT infrastructure management. The company serves industries such as finance, healthcare, manufacturing, and government.
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