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NTT DATA Group (9613) investor relations material
NTT DATA Group Q2 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2026 earnings summary4 Nov, 2025
Executive summary
Q2 saw JPY 3 billion in unprofitable public sector projects, but risk visibility has improved and no further losses are expected in H2.
Net sales and operating profit rose year-over-year for the first half, with significant increases in new orders both domestically and internationally, driven by large-scale contracts.
Operating profit margin improved to 11.4% from 6.7% year-over-year, and profit surged 189.6% to ¥155.6 billion.
North America secured large-scale cloud and security projects, with net sales expected to exceed last fiscal year from Q3 onward.
AI strategy focuses on private AI solutions for enterprise clients, with a new company to be established in Silicon Valley for AI agent offerings.
Financial highlights
Net sales: ¥2,360.5 billion, up 5.4% year-over-year; operating profit: ¥269.0 billion, up 80.5%.
Public and social infrastructure net sales increased by JPY 22.6 billion year-over-year, but operating profit declined due to unprofitable projects and higher SG&A.
Gain on transfer of data centers: $880 million (¥129.5 billion) recorded in Q2.
Enterprise segment net sales grew 1.4% year-over-year, with underlying growth stronger after adjusting for changes in payment agent rates.
Order backlog increased by ¥1,029.5 billion to ¥7,103.6 billion.
Outlook and guidance
No further losses expected in public and social infrastructure for H2; strong demand anticipated to continue.
North American net sales and gross profit expected to rise in H2 as new large-scale projects are recognized.
Full-year forecasts: net sales ¥4,936.7 billion, operating profit ¥522.0 billion, profit ¥266.0 billion.
AI agent and managed AI services targeted to reach JPY 300 billion in sales by 2027.
Progress toward full-year forecasts: net sales 47.8%, operating profit 51.5%, profit 58.5%.
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Next NTT DATA Group earnings date
Q3 20263 Feb, 2026
Next NTT DATA Group earnings date
Q3 20263 Feb, 2026
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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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