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.
To whom it may concern,
November 10, 2025
Listed company name: NIPPON THOMPSON CO., LTD. Representative: Mikihito Hosono, President & COO (Securities code: 6480; TSE Prime Market)
Inquiries: Takanori Kojima, General Manager of Accounting Department
(Telephone: +81-3-3448-5824)
Notice Regarding Revisions to Full-Year Financial Results Forecasts, Determination of Dividends of Surplus (Interim Dividends) and Revision of Year-End Dividend Forecast
NIPPON THOMPSON CO., LTD. (the "Company") hereby announces that, in light of recent performance trends, we have revised our consolidated financial results forecasts for the fiscal year ending March 31, 2026, disclosed on May 12, 2025, as follows.
The Company also announces that its Board of Directors has resolved at a meeting held today to pay an interim dividend with a record date of September 30, 2025, and to revise the year-end dividend forecast for the fiscal year ending March 31, 2026.
Revisions to consolidated financial results forecasts for the current fiscal year (from April 1, 2025 through March 31, 2026)
Net sales
Operating profit
Ordinary profit
Profit attributable to owners of parent
Basic earnings per share
Previously announced forecasts (A)
Millions of Yen
58,500
Millions of Yen
1,600
Millions of Yen
1,500
Millions of Yen
1,500
Yen 21.66
Revised forecasts (B)
60,500
3,100
3,200
2,900
41.85
Change (B-A)
2,000
1,500
1,700
1,400
-
Change (%)
3.4
93.8
113.3
93.3
-
(Reference) Actual consolidated results for the previous fiscal year
(Fiscal year ended March 31, 2025)
54,384
1,173
1,422
559
8.11
Reason for revisions of full-year financial results forecasts
Regarding the consolidated business results for the first half of the fiscal year ending March 31, 2026, the yen weakened more than expected, and sales exceeded the initial forecast, mainly in the Americas and China. In the second half of the year and beyond, we expect capital investment demand, especially for electronics-related equipment, to continue to recover. On the earnings front, however, we expect that the uncertain situation will continue due to soaring resource prices, rising commodity prices, and heightened geopolitical risks.
With regard to the increase in trade costs due to the tariff policy of the U.S. government, the impact on consolidated
performance is expected to be limited due to the implementation of the sales price shift.
Based on the above, we have revised our full-year consolidated financial results forecast for the fiscal year ending March 31, 2026, as shown above, since the forecast is now expected to exceed the previously announced forecast.
Details of the determination of interim dividends
Determined amount
Most recent dividend forecast (Announced on May 12, 2025)
Actual results for the previous fiscal year
(Fiscal year ended March 31, 2025)
Record date
September 30, 2025
September 30, 2025
September 30, 2024
Dividend per share
¥14.00
¥13.00
¥9.50
Total amount of dividends
¥986 million
-
¥669 million
Effective date
December 8, 2025
-
December 9, 2024
Source of dividends
Retained earnings
-
Retained earnings
Revision of year-end dividend forecast
Annual dividends
Second quarter-end
Fiscal-year end
Total
Previous forecasts (Announced on May 12,2025)
¥13.00
¥13.00
¥26.00
Revised forecasts
¥14.00
¥28.00
Actual results for the current fiscal year
¥14.00
Actual results for the previous fiscal year
(Fiscal year ended March 31, 2025)
¥9.50
¥9.50
¥19.00
Reasons for Revision of Interim Dividend and Year-End Dividend Forecasts
We regard the distribution of profits to shareholders as one of our most important management issues, and our basic policy is to continue to pay stable dividends, taking into consideration the overall level of business performance and other factors.
In addition, the "Medium-Term Management Plan 2026" sets a target of a total return ratio of 50% or more and a dividend on equity (DOE) ratio of 2.5% as a lower limit for dividends.
Based on this policy and taking into consideration the business performance and financial situation of the current fiscal year, the Company has revised its interim dividend to 14 yen per share, up 1 yen from the previous forecast, and its year-end dividend to 14 yen per share, also up 1 yen. As a result, the annual dividend, including the interim dividend, will be 28 yen per share, an increase of 9 yen per share from the previous year.