{"id":144175,"date":"2026-11-07T15:33:33","date_gmt":"2026-11-07T06:33:33","guid":{"rendered":"https:\/\/japanir.jp\/en\/ir\/8012-20261106-03_wp_earnings_guidance\/"},"modified":"2026-11-07T15:33:33","modified_gmt":"2026-11-07T06:33:33","slug":"8012-20261106-03_wp_earnings_guidance","status":"publish","type":"ir_release","link":"https:\/\/japanir.jp\/en\/company\/company-8012\/ir\/8012-20261106-03_wp_earnings_guidance\/","title":{"rendered":"Notice of Revision to Full-Year Consolidated Earnings Forecast"},"content":{"rendered":"<p>On November 6, 2026, Nagase &#038; Co., Ltd. revised its full-year consolidated earnings forecast for the fiscal year ending March 2027. Net sales were revised upward by 85,080 million yen to 1,085,080 million yen, operating income was revised up by 13,500 million yen to 58,500 million yen, with upward revisions by segment as well. Foreign exchange assumptions were changed to 1 USD = 157.2 yen and 1 CNY = 23.4 yen.<\/p>\n","protected":false},"comment_status":"open","ping_status":"closed","template":"","meta":{"Ticker":"","DATE":"","longName":"","company_name_ja":"","fullTimeEmployees":0,"address":"","phone":"","website":"","industry":"","sector":"","regularMarketPrice":0,"financialCurrency":"","marketCap":0,"fiftyTwoWeekLow":0,"fiftyTwoWeekHigh":0,"epsTrailingTwelveMonths":0,"epsForward":0,"bookValue":0,"totalRevenue":0,"OperatingIncome":0,"operatingMargins":0,"NetIncome":0,"profitMargins":0,"ebitda":0,"trailingPE":0,"forwardPE":0,"priceToBook":0,"returnOnEquity":0,"recommendationMean":0,"recommendationKey":"","targetMeanPrice":0,"numberOfAnalystOpinions":0,"analyst_earnings_data":"","dividendRate":0,"dividendYield":0,"payoutRatio":0,"totalEsg":0,"environmentScore":0,"socialScore":0,"governanceScore":0,"title":"","providerPublishTime":"","link":"","longBusinessSummary":"","longBusinessSummary_ja":"","quarterly_revenue":0,"quarterly_net_income":0,"quarterly_operating_profit":0,"enterprise_value":0,"price_fetched_at":"","company_officer_1_name":"","company_officer_1_title":"","company_officer_2_name":"","company_officer_2_title":"","company_officer_3_name":"","company_officer_3_title":"","company_officer_4_name":"","company_officer_4_title":"","company_officer_5_name":"","company_officer_5_title":"","company_officers_update_time":"","get_dividend_history_year1":0,"get_dividend_history_year2":0,"get_dividend_history_year3":0,"get_dividend_history_year4":0,"get_dividend_history_year5":0,"get_dividend_history_year6":0,"get_dividend_history_year7":0,"get_dividend_history_year8":0,"get_dividend_history_year9":0,"get_dividend_history_year10":0,"site-sidebar-layout":"default","site-content-layout":"","ast-site-content-layout":"","site-content-style":"default","site-sidebar-style":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"","ast-breadcrumbs-content":"","ast-featured-img":"","footer-sml-layout":"","theme-transparent-header-meta":"","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"default","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"ast-content-background-meta":{"desktop":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"jir_stock_code":"8012","jir_company_name":"Nagase & Co., Ltd.","jir_importance":"\u2605\u2605\u2605\u2605\u2606","jir_publication_date":"2026-11-06","jir_source_link":"https:\/\/japanir.jp\/wp-content\/uploads\/2026\/11\/8012-20261106-03.pdf","jir_short_summary":"On November 6, 2026, Nagase & Co., Ltd. revised its full-year consolidated earnings forecast for the fiscal year ending March 2027. Net sales were revised upward by 85,080 million yen to 1,085,080 million yen, operating income was revised up by 13,500 million yen to 58,500 million yen, with upward revisions by segment as well. Foreign exchange assumptions were changed to 1 USD = 157.2 yen and 1 CNY = 23.4 yen.","jir_summary":"### Overview of Forecast Revision\nNagase & Co., Ltd. revised its full-year consolidated earnings forecast for the period from April 1, 2026 to March 31, 2027, relative to the forecast announced on May 7, 2026. Upward revisions were made to net sales and profits at each level across all segments, and the company now expects record-high profits on a full-year basis. The Materials, Electronics, and Life Science segments outperformed expectations; although Other & Corporate contains slight negative factors, overall profits are expected to increase. Foreign exchange assumptions were changed to 1 USD = 157.2 yen and 1 CNY = 23.4 yen.\n\n### Segment Impacts and Outlook\nMaterials were revised upward to net sales of 525,000 million yen and operating income of 24,500 million yen. Electronics were revised to net sales of 200,000 million yen and operating income of 21,000 million yen. Life Science was revised to net sales of 360,000 million yen and operating income of 9,500 million yen. Performance remained solid after the third quarter, but second-half profits are expected to be lower than first-half. Overall, the company forecasts a significant year-over-year increase in full-year profits.","jir_financial_highlights":"Net Sales: 1,085,080 million yen (+85,080 million yen)\nGross Profit: 215,000 million yen (+17,000 million yen)\nOperating Income: 58,500 million yen (+13,500 million yen)\nOrdinary Income: 58,000 million yen (+13,000 million yen)\nNet Income Attributable to Owners of Parent: 48,000 million yen (+13,500 million yen)\nNet Income per Share: 118.23 yen (+33.64 yen)","jir_category":"","jir_hashtags":"#Nagase, #EarningsRevision, #FullYearForecast, #FXAssumptionChange","jir_key_figures":"Net Sales: 1,085,080 million yen\nOperating Income: 58,500 million yen\nNet Income Attributable to Owners of Parent: 48,000 million yen","jir_meta_title":"Nagase & Co., Ltd. \u2013 Revision to Full-Year Forecast | Net Sales 1,085,080 million yen, Operating Income 58,500 million yen (+13,500)","jir_meta_description":"Nagase & Co., Ltd. announced on November 6, 2026 a revision to its full-year consolidated earnings forecast. The revision includes upward adjustments by segment and changes to FX assumptions, resulting in a significant increase in full-year profit. Summary of key figures and background.","jir_og_title":"Nagase & Co., Ltd. | Upward Revision to Full-Year Forecast: Net Sales 1,085,080 million yen, Operating Income 58,500 million yen","jir_og_description":"Nagase & Co., Ltd. revised its full-year forecast with upward adjustments in Materials, Electronics, and Life Science segments and changes to FX assumptions. Key investor takeaways summarized.","jir_og_image_url":"\/assets\/og\/company-earnings_guidance.jpg","jir_chart_data_collection":"[{\"jir_chart_id\": \"revenue_trend\", \"jir_chart_type\": \"line\", \"jir_chart_title\": \"Net Sales Trend\", \"jir_chart_json_data\": \"{\\\"type\\\":\\\"line\\\",\\\"data\\\":{\\\"labels\\\":[\\\"2026\/4\\\",\\\"2026\/7\\\",\\\"2026\/10\\\",\\\"2027\/3\\\"],\\\"datasets\\\":[{\\\"label\\\":\\\"Net Sales\\\",\\\"data\\\":[972783,1000000,1050000,1085080]}]},\\\"options\\\":{}}\"}, {\"jir_chart_id\": \"operating_profit_trend\", \"jir_chart_type\": \"line\", \"jir_chart_title\": \"Operating Income Trend\", \"jir_chart_json_data\": \"{\\\"type\\\":\\\"line\\\",\\\"data\\\":{\\\"labels\\\":[\\\"2026\/4\\\",\\\"2026\/7\\\",\\\"2026\/10\\\",\\\"2027\/3\\\"],\\\"datasets\\\":[{\\\"label\\\":\\\"Operating Income\\\",\\\"data\\\":[44727,45000,58500,58500]}]},\\\"options\\\":{}}\"}, {\"jir_chart_id\": \"segment_revenue_breakdown\", \"jir_chart_type\": \"bar\", \"jir_chart_title\": \"Revenue by Segment\", \"jir_chart_json_data\": \"{\\\"type\\\":\\\"bar\\\",\\\"data\\\":{\\\"labels\\\":[\\\"Materials\\\",\\\"Electronics\\\",\\\"Life Science\\\",\\\"Other & Corporate\\\"],\\\"datasets\\\":[{\\\"label\\\":\\\"Net Sales\\\",\\\"data\\\":[525000,200000,360000,80]}]},\\\"options\\\":{}}\"}, {\"jir_chart_id\": \"margin_analysis\", \"jir_chart_type\": \"bar\", \"jir_chart_title\": \"Operating Margin by Segment\", \"jir_chart_json_data\": \"{\\\"type\\\":\\\"bar\\\",\\\"data\\\":{\\\"labels\\\":[\\\"Materials\\\",\\\"Electronics\\\",\\\"Life Science\\\",\\\"Other & Corporate\\\"],\\\"datasets\\\":[{\\\"label\\\":\\\"Operating Margin\\\",\\\"data\\\":[4.92,10.5,2.64,3.5]}]},\\\"options\\\":{}}\"}, {\"jir_chart_id\": \"guidance_comparison\", \"jir_chart_type\": \"table\", \"jir_chart_title\": \"Comparison of Forecasts and Actuals\", \"jir_chart_json_data\": \"{\\\"type\\\":\\\"table\\\",\\\"data\\\":{}}\"}]","ir_related_company":7978,"ir_release_date":"","ir_type":"","ir_is_new":false,"ir_document_url":"","jir_ir_type":"earnings_guidance","footnotes":""},"sector":[],"importance":[],"class_list":["post-144175","ir_release","type-ir_release","status-publish","hentry"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v24.7 - 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