NANYO (7417) Q1 2026 earnings summary

Executive summary

• Revenue for Q1 FY2026 was ¥8,454 million, down 1.8% year-over-year, but operating profit rose 13.4% to ¥713 million and net profit attributable to shareholders increased 0.5% to ¥488 million.

• Performance was generally in line with plan, despite a challenging macroeconomic environment with uncertainties from US tariffs, slow recovery in China, and geopolitical risks.

Financial highlights

• Operating profit margin improved as operating profit grew to ¥713 million from ¥629 million year-over-year.

• Ordinary profit increased 1.6% to ¥762 million, and EPS was ¥39.18, slightly up from ¥38.97.

• Comprehensive income was ¥581 million, down from ¥632 million in the prior year.

• Total assets decreased to ¥39,335 million, and net assets to ¥25,568 million.

Outlook and guidance

• Full-year revenue forecast is ¥38,000 million (+4.0% YoY), with operating profit expected at ¥2,750 million (down 3.6%) and net profit at ¥1,850 million (down 9.2%).

• No revision to previously announced guidance.