Nitta (5186) Q4 2025 earnings summary

Executive summary

• Net sales for FY2024 reached ¥90,276M, up 1.9% year-over-year, with operating income of ¥5,155M, up 16.6%.

• Net income attributable to owners of parent increased 23.1% to ¥12,131M.

• Growth was driven by recovery in semiconductor manufacturing equipment and North American logistics, offset by weakness in automotive and construction machinery.

• Overseas sales ratio increased to 32.4% due to higher demand in North America and a weak yen.

• Comprehensive income reached ¥16,799M, up 6.8% year-over-year.

Financial highlights

• Gross profit increased 8.6% to ¥24,246M.

• Ordinary income rose 21.6% to ¥14,601M.

• Net income per share rose to ¥436.73 from ¥353.84 year-over-year.

• Return on equity increased to 8.2% from 7.3% year-over-year.

• Equity in net income of affiliates was ¥8,669M, up from ¥7,001M.

Outlook and guidance

• FY2025 forecasts net sales of ¥92,000M (+1.9% YoY), operating income of ¥5,300M (+2.8%), and net income attributable to owners of parent of ¥11,500M (down 5.2%).

• Net income per share forecasted at ¥414.01 for the next fiscal year.

• Capital expenditure planned at ¥4,000M, with a new plant in India.

• Impact of U.S. tariffs and global responses not included in forecasts.