Nippon Information Development (2349) Q4 2026 earnings summary

Executive summary

• Consolidated revenue/net sales for the year ended March 2026 was ¥26,428 million, up 5.8% year-over-year.

• Operating income rose 9.6% to ¥3,372 million, with an operating margin of 12.8%.

• Net income/profit attributable to owners of parent increased 5.7% to ¥2,502 million, maintaining a net margin of 9.5%.

• Comprehensive income surged 44.4% year-over-year to ¥3,054 million.

• All major business segments contributed to revenue growth, with notable gains in system development and management.

Financial highlights

• Revenue: ¥26,428 million (+5.8% YoY); Operating income: ¥3,372 million (+9.6% YoY); Net income: ¥2,502 million (+5.7% YoY).

• Gross profit improved to ¥6,302 million from ¥5,681 million year-over-year, with margin up by 1.1 points.

• Basic earnings per share rose to ¥229.04 from ¥216.66 year-over-year.

• Cash and equivalents at year-end: ¥17,311 million, up from ¥15,489 million.

• Segment operating margins: System Development 13.6%, System Management 11.1%, Other 9.4%.

Outlook and guidance

• FY2027 revenue/net sales forecast: ¥27,500 million (+4.1% YoY); operating income: ¥3,400 million (+0.8% YoY); net income: ¥2,520 million (+0.7% YoY).

• All segments expected to see modest growth, with system development leading.

• Dividend per share projected at ¥30, marking six consecutive years of increases.