Next Generation Technology Group (319A) Q3 2026 earnings summary

Executive summary

• 9M 2026 net sales rose 135.4% YoY to ¥21,119m; Adjusted EBITDA increased 170.8% to ¥4,503m and Adjusted Profit rose 151.3% to ¥2,219m.

• Growth reflected strong portfolio performance and contributions from acquisitions, including three companies added to the consolidation scope during FY2026.

Financial highlights

• Operating profit increased to ¥3,200m from ¥795m; profit attributable to owners of parent was ¥2,167m versus ¥801m.

• Gross profit was ¥6,242m versus ¥2,474m, and SG&A was ¥3,041m versus ¥1,679m.

• Ordinary profit reached ¥3,081m versus ¥802m; profit before income taxes was ¥3,462m versus ¥1,142m.

• Basic EPS was ¥244.93 versus ¥92.08; diluted EPS was ¥244.88 for 9M 2026.

Outlook and guidance

• FY2026 net sales guidance was raised 19.6% to ¥27,500m from ¥23,000m; forecast growth is 83.8% YoY.

• Adjusted EBITDA guidance was raised 40.0% to ¥5,600m from ¥4,000m; forecast growth is 93.3% YoY.

• Adjusted Profit guidance was raised 40.0% to ¥2,800m from ¥2,000m; forecast growth is 85.0% YoY.

• Revisions reflect Horikoshi-Seiki, Osaki and Sanko Giken contributions, excluded from prior guidance, and continued strength across existing portfolio companies.