Nippon Information Development (2349) Q2 2026 earnings summary

Executive summary

• Consolidated revenue/net sales for Q2 FY2026 rose 6.5% year-over-year to ¥12,774 million, with operating profit at ¥1,446 million, down 5.0% from the previous year.

• Ordinary profit decreased 8.7% year-over-year to ¥1,565 million, while net income/profit attributable to owners of parent declined 4.3% to ¥1,081 million.

• Comprehensive income increased 53.8% year-over-year to ¥1,395 million.

• All business segments saw revenue growth, but only the System Management segment achieved both revenue and profit growth.

Financial highlights

• Gross profit for the period was ¥2,897 million, up from ¥2,774 million year-over-year.

• Basic earnings per share for the six months was ¥99.03, compared to ¥103.44 in the prior year.

• Total assets as of September 30, 2025, were ¥29,134 million, up from ¥28,233 million at the previous fiscal year-end.

• Net assets increased to ¥22,619 million, with an equity-to-asset ratio of 77.6%.

• Cash and equivalents at quarter-end were ¥16,133 million, up from ¥14,454 million a year earlier; operating cash flow was ¥1,108 million.

Outlook and guidance

• Full-year revenue/net sales forecast is ¥25,000 million, a 0.1% increase from the previous year.

• Operating profit is projected at ¥3,100 million (+0.7%), with net income/profit attributable to owners of parent expected to decline 4.1% to ¥2,270 million.

• Both revenue and operating profit are expected to reach record highs.

• Annual dividend per share is forecast at ¥29.00, up from ¥28.00 in the previous year.