Noda (7879) Q3 2026 earnings summary

Executive summary

• 9M FY2026 revenue ¥48.294bn, up 2.0% YoY; operating profit ¥206m vs ¥3.6m, ordinary profit ¥20.8m vs ¥25.4m loss, and parent-attributable net income ¥557.5m vs ¥472.1m loss.

• Net income included ¥848.0m in investment securities sale gains; comprehensive income was ¥1.292bn.

Financial highlights

• Gross profit was ¥9.637bn versus ¥9.640bn in the prior-year period; SG&A declined to ¥9.890bn from ¥10.096bn.

• Total assets were ¥70.745bn, down ¥2.061bn from FY2025 year-end; net assets were ¥39.571bn, up ¥20m.

• Cash and deposits fell ¥2.547bn; receivables and contract assets fell ¥2.708bn, while finished goods inventory rose ¥1.258bn.

Outlook and guidance

• FY2026 forecast revised: revenue ¥65.0bn, up 0.5%; operating profit ¥400m, ordinary loss ¥100m, parent-attributable net loss ¥100m, EPS loss ¥6.65.

• FY2026 annual dividend forecast remains ¥30 per share, comprising ¥15 interim and ¥15 year-end; prior-year annual dividend was ¥33.

• Forward-looking results depend on current information and assumptions; actual performance may differ materially due to multiple factors.