NOMURA Co., Ltd.
Fiscal Year Ending February 2026 (FY2025) Q3 Financial Presentation
For the third quarter of the fiscal year ending February 2026, net sales totaled 121.216 billion yen (28.6% YoY increase), operating income was 9.954 billion yen (222.6% YoY increase), and quarterly net income was 6.52 billion yen (191.7% YoY increase).
Key Figures
- Net Sales: 121,216 million yen (28.6% YoY increase)
- Operating Income: 9,954 million yen (222.6% YoY increase)
- Quarterly Net Income: 6,520 million yen (191.7% YoY increase)
AI要約
Overview of Performance
Large-scale projects including the Osaka-Kansai Expo, inbound-related demand, and urban redevelopment steadily progressed and were completed, resulting in net sales increasing 28.6% YoY to 121.216 billion yen. Gross profit rose 54.4% to 24.62 billion yen, and operating income surged 222.6% to 9.954 billion yen, achieving a significant profit increase. Although selling, general and administrative expenses increased by 14.1%, operating income reached a record high due to the gross profit growth. Quarterly net income increased 191.7% YoY to 6.52 billion yen.
Market Segment Trends and Outlook
The specialty store market, handling renovations and new openings of large mobile-related stores, overseas brands, and sports brand stores, as well as the complex commercial facility market securing urban redevelopment projects in the Tokyo metropolitan and Kansai areas, posted revenue and profit growth. Order intake increased 8.1% YoY to 122.628 billion yen, while order backlog declined 18.6% to 70.221 billion yen. The full-year earnings forecast is net sales of 163 billion yen (8.5% increase over prior year), operating income of 13 billion yen (46.1% increase), ordinary income of 13.1 billion yen (44.6% increase), and net income of 9.15 billion yen (35.4% increase), all set to reach record highs. The dividend forecast has also been revised upward to 42 yen.