Nojima (7419) Q4 2025 earnings summary

Executive summary

• Achieved record-high consolidated net sales of ¥853.4 billion, up 12.1% year-over-year, and operating income of ¥48.4 billion, up 58.3% year-over-year, driven by strong performance across core segments and new consolidations.

• Net income attributable to shareholders rose 61.6% year-over-year to ¥32.3 billion.

• EBITDA reached ¥74.3 billion, a 29.0% increase year-over-year.

• Integrated VAIO and STREET HOLDINGS as consolidated subsidiaries, enhancing B2B, marketing, and D2C capabilities.

• Continued focus on consulting sales and digital transformation to improve customer experience and operational efficiency.

Financial highlights

• Revenue rose to ¥853.4 billion, up 12.1% year-over-year.

• Operating income increased 58.3% to ¥48.4 billion; net income attributable to shareholders surged 61.6% to ¥32.3 billion.

• EBITDA grew 29.0% to ¥74.3 billion.

• Gross profit increased to ¥246.0 billion from ¥219.6 billion year-over-year.

• Gross profit margin remained robust at 28.8%; recurring profit margin improved to 6.0%.

Outlook and guidance

• Forecasts FY26 revenue of ¥900 billion (+5.5% YoY), operating income of ¥50 billion (+3.4%), net income of ¥35 billion (+8.4%), and EBITDA of ¥78 billion (+5.0%).

• Positive impact expected from new consolidations (VAIO, STREET HD); potential downside risk from U.S. policy affecting mobile market and economic headwinds.