Japan Post Holdings Co., Ltd.TSE: 6178

Financial Results for the 1st Quarter of the Fiscal Year Ending March 31, 2026

· Issued by Japan Post Holdings Co., Ltd.

Note: This document has been translated from the Japanese original for reference purposes only. In the event of any discrepancy between this translated document and the Japanese original, the original shall prevail.

Financial Results

for the 1st Quarter of the Fiscal Year Ending March 31, 2026

(From April 1, 2025 to June 30, 2025)

August 8, 2025

JAPAN POST HOLDINGS Co., Ltd.

(Tokyo Stock Exchange, Prime Market: 6178)



Consolidated Results





Summary of Consolidated Financial Results

  • Ordinary income was ¥2,810.2 billion, an increase of ¥74.3 billion year-on-year.

  • Net ordinary income was ¥225.1 billion, an increase of ¥13.7 billion year-on-year.

  • Net income attributable to Japan Post Holdings was ¥67.7 billion, a decrease of ¥7.0 billion year-on-year.

    • Results of Operations and Full-year Results Forecast

      (Billions of yen)

      For the three months ended June 30, 2024

      For the three months ended June 30, 2025

      Year-on-year change

      Forecast for the Fiscal Year Ending March 31, 2026

      Percentage achievement

      Ordinary income

      2,735.8

      2,810.2

      + 74.3

      11,260.0

      25.0%

      + 2.7%

      Net ordinary income

      211.4

      225.1

      + 13.7

      1,020.0

      22.1%

      + 6.5%

      Net income attributable to Japan

      Post Holdings (Note 1) (Note 2)

      74.7

      67.7

      (7.0)

      380.0

      17.8%

      (9.4)%

      (Note 1) From the next page onward, "net income" represents "net income attributable to Japan Post Holdings."

      (Note 2) The figures include the impact of the decrease in the ratio of shareholders' equity due to the sale of shares of Japan Post Bank by Japan Post Holdings (in March 2025).

      Net income including net income attributable to non-controlling interests (Note 3)

      125.8

      146.5

      + 20.6

      + 16.4%

      (Note 3) Net income equivalent to consolidated net income, which is the quantitative target under the Company's Medium-term Management Plan "JP Vision 2025+."

      Copyright © JAPAN POST GROUP. All Rights Reserved. 1



      Summary of Financial Results (the Principal Subsidiaries)

  • Net income was ¥2.4 billion for Japan Post Co., ¥104.8 billion for Japan Post Bank, and ¥34.6 billion for Japan Post Insurance.

  • Revenue and income increased for Japan Post Co. and Japan Post Bank. Revenue decreased but income increased for Japan Post Insurance.

    Japan Post Co.

    (Consolidated)

    Japan Post Bank

    (Consolidated)

    Japan Post Insurance

    (Consolidated)



    • Results of Operations for the Three Months Ended June 30, 2025

      (Billions of yen)

      Ordinary income

      897.8

      667.2

      1,434.1

      Year-on-year

      + 65.6

      + 61.5

      (31.3)

      (for the three months ended

      + 7.9%

      + 10.1%

      (2.1)%

      June 30, 2024)

      Change

      Net ordinary income

      8.4

      153.8

      67.4

      Year-on-year

      + 24.4

      + 16.1

      (0.7)

      (for the three months ended

      -

      + 11.7%

      (1.0)%

      June 30, 2024)

      Change

      Net income

      2.4

      104.8

      34.6

      Year-on-year

      + 20.7

      + 8.6

      + 13.7

      (for the three months ended

      -

      + 8.9%

      + 65.4%

      June 30, 2024)

      Change

      Japan Post Co.

      (Consolidated)

      Japan Post Bank

      (Consolidated)

      Japan Post Insurance

      (Consolidated)



    • Forecast for the Fiscal Year Ending March 31, 2026

(Billions of yen)

Net ordinary income

53.0

680.0

240.0

1Q percentage achievement

15.9%

22.6%

28.1%

Net income

46.0

470.0

136.0

1Q percentage achievement

5.3%

22.3%

25.5%

Note : The amounts of net income attributable to Japan Post Co., net income attributable to Japan Post Bank and net income attributable to Japan Post Insurance have been used for Japan Post Co. (consolidated), Japan Post Bank (consolidated) and Japan Post Insurance (consolidated), respectively.

Copyright © JAPAN POST GROUP. All Rights Reserved. 2

Segment Information



(Billions of yen)

For the three months ended June 30, 2024

For the three months ended June 30, 2025

Year-on-year change

Postal and Domestic Logistics Business

Operating income

478.3

570.9

+ 92.6

Net operating income (loss)

(36.4)

0.4

+ 36.9

Post Office Business

Operating income

256.3

254.6

(1.6)

Net operating income

13.8

6.2

(7.6)

International Logistics Business

Operating income

124.7

109.2

(15.5)

Net operating income (EBIT)

0.9

0.4

(0.5)

Real Estate Business

Operating income

29.6

20.1

(9.5)

Net operating income

8.5

5.4

(3.0)

Banking Business (Japan Post Bank)

Ordinary income

605.6

667.2

+ 61.5

Net ordinary income

137.7

153.8

+ 16.1

Life Insurance Business (Japan Post Insurance)

Ordinary income

1,465.4

1,434.1

(31.3)

Net ordinary income

68.1

67.4

(0.7)

Note: EBIT is presented as net operating income for the international logistics business segment. Consolidated ordinary income for Japan Post Bank and Japan Post Insurance are presented as net operating income for the banking business segment and life insurance business segment. Net operating income (loss) is presented for the other segments.

Copyright © JAPAN POST GROUP. All Rights Reserved. 3