Nomura Holdings, Inc. TSE:8604

Nomura : Quarterly Earnings (2026 full pres)

Published

Source: MarketScreener

Consolidated Results of Operations

Fourth quarter, year ended March 2026

(US GAAP)

April 2026

Nomura Holdings, Inc.

© Nomura



‌1

  • Investment Management related data (p. 30-31)

  • Wholesale related data (p. 32)

  • Number of employees (p. 33)

  • Robust financial position (p. 17)

  • Wealth Management related data (p. 26-29)

  • Non-interest expenses (p. 16)

  • Segment "Other" (p. 25)

  • Banking (p. 15)

  • Consolidated results: Income (loss) before income taxes by

segment and region (p. 24)

  • Investment Management (p. 10-11)

  • Wholesale (p. 12-14)

  • Consolidated financial highlights (p. 21)

  • Consolidated income (p. 22)

  • Main revenue items (p. 23)

  • Overview of results (p. 5)

  • Business segment results (p. 6)

  • Wealth Management (p. 7-9)

  • Value at risk (p. 20)

  • Trend in stable revenue (p. 4)

  • Consolidated balance sheet (p. 19)

  • Executive summary (p. 2-3)

Financial Supplement Presentation Outline

‌FY2024/25‌

full year

FY2025/26

full year

YoY

Net revenue

Y1,892.5bn

Y2,167.7bn

15%

Income before income taxes

Y472.0bn

Y539.8bn

14%

Net income1

Y340.7bn

Y362.1bn

6%

EPS2

Y111.03

Y118.99

7%

ROE

10.0%

10.1%

Income before income taxes:

Segment information3

FY2024/25

full year

FY2025/26

full year

YoY

Wealth Management

Y166.2bn

Y204.0bn

23%

Investment Management

Y89.6bn

Y88.3bn

-1%

Wholesale

Y166.3bn

Y200.6bn

21%

Banking

Y16.4bn

Y14.0bn

-14%

Four segment total

Y438.4bn

Y506.9bn

16%

Other

Y35.1bn

Y24.6bn

-30%

Unrealized gain (loss) on investments held for operating purposes

Y-1.5bn

Y8.3bn

-

Income before income taxes

Y472.0bn

Y539.8bn

14%

Executive summary (1/2) FY2025/26 full year highlights
  • Net income1 of Y362.1bn, setting a record high for the second straight year
    • Full-year ROE of 10.1%, meeting the quantitative target in our 2030 Vision for second year in a row

  • Four segment income before income taxes reached an all-time high of Y506.9bn

    ~Wealth Management and Wholesale drove companywide earnings, with both achieving highest income before income taxes since their

    respective establishments4

    • Wealth Management's asset management-based business model gained further momentum, with substantial growth in major KPIs
    • Investment Management's assets under management rose by more than 50% over the year to around Y137trn, with substantial increase in stable business revenue base
    • Wholesale saw revenue growth in all regions. In addition to the overall division, both Global Markets and Investment Banking achieved record-high revenues
    • Banking saw solid growth in its business base, also making steady advances towards scheduled launch of deposit sweep service in FY2026/27
  • Proactive shareholder returns: Dividend per share; Year-end Y24, Annual Y51 (Dividend payout ratio of 41%)

1. Net income (loss) attributable to Nomura Holdings shareholders.

  1. Retrospective adjustments made to prior years following the establishment of the Banking Division, a portion of whose businesses were previously included in Wealth Management Division, in April 2025.

  2. Wealth Management Division: Established in the fiscal year ended March 2002 Wholesale Division: Established in the f iscal year ended March 2011

2. Diluted net income (loss) attributable to Nomura Holdings shareholders per share.

2



First of all, our full-year results.

As you can see in the bottom left, Group net revenue increased 15 percent year on year to 2,167.7 billion yen, while income before income taxes grew 14 percent to 539.8 billion yen, and net income increased 6 percent to 362.1 billion yen, setting a record high for the second consecutive year. We achieved full-year ROE of 10.1 percent, on target for the second year in a row since we set our ROE target range of 8 to 10 percent or more by 2030.

Four segment income before income taxes reached an all-time high of 506.9 billion yen.

Wealth Management and Wholesale drove companywide earnings, with both divisions achieving their highest income since their respective establishments.

Wealth Management achieved growth of 23 percent in income before income taxes, as the recurring revenue-based business model gained further momentum and major KPIs also saw substantial growth. Investment Management saw its assets under management rise by more than 50 percent over the year to around 137 trillion yen, with a substantial increase in the stable business revenue base. Meanwhile, Wholesale saw revenue growth across all regions, and both Global Markets and Investment Banking achieved record-high revenue, resulting in income growth of 21 percent. As for the Banking, it has steadily expanded its business base since the division was established and is making solid progress toward implementing deposit sweep.

In view of our strong performance, for the period ended March 2026, we expect to pay an ordinary dividend of 24 yen per share. This brings the annual dividend to 51 yen per share, for a dividend payout ratio of 41 percent.

4Q

  1. Diluted net income (loss) attributable to Nomura Holdings shareholders per share.

  2. Retrospective adjustments made to prior years following the establishment of the Banking Division, a portion of whose businesses were previously included in Wealth Management, in April 2025.

  3. A record quarter since comparisons possible in FY2016/17 3

  • Investment Management:

    • Net revenue hit an all-time high thanks to growth in existing businesses and a contribution from

      acquired businesses

    • However, expenses related to acquired businesses and an impairment loss on equity interests in an investee company was recognized

Four segment income before income taxes4

(billions of yen)

Investment Management Wealth Management4

132.6

Banking Wholesale

142.9

125.6

  • Wholesale:

- In Global Markets, although revenue fell QoQ, Equities reached an all-time high5, while in Investment Banking momentum remained solid thanks to performance in Japan

105.8

92.0

  • Banking:

- Net revenue was solid but income before income taxes was down on upfront investment in business expansion

FY24/25 FY25/26

4Q 1Q 2Q

3Q

4Q

1. Calculated using annualized net income attributable to Nomura Holdings shareholders for each period.

2. Net income (loss) attributable to Nomura Holdings shareholders.

3Q

FY24/25 FY25/26

4Q 1Q 2Q

107.7

73.9

135.2

91.6

104.6

97.7

72.0

  • Four segment income before income taxes4 of Y125.6bn (-12% QoQ)

    • Wealth Management:

      • Recurring revenue assets remained at a high level while recurring revenue hit an all-time high as in the previous quarter

      • Amid volatile market conditions, flow revenue also remained at a high level supported by effective

support of customers' needs

136.6

92.1

160.3

Net income

(billions of yen)

Groupwide

Income before income taxes

Income before income taxes and net income2 FY2025/26 4Q highlights
  • Income before income taxes and net income both fell QoQ and ROE1 came in at 8.0%

    • Net revenue: Y577.2bn (+5% QoQ); Income before income taxes: Y107.7bn (-20% QoQ); Net income2:

      Y73.9bn (-19% QoQ); EPS3: Y24.34

    • Revenue increased in the four main segments combined, but the share of profit/loss from affiliates declined in segment "Other"

    • Recognized an impairment loss at an investee company in Investment Management

Executive summary (2/2)

Next, let me give an overview of our fourth quarter results. Please turn to Page three. All the percentages I mention from here on are quarter-on-quarter comparisons.

First of all, Group net revenue rose 5 percent to 577.2 billion yen, income before income taxes fell 20 percent to 107.7 billion yen, and net income was down 19 percent at 73.9 billion yen. Earnings per share came to 24.34 yen and ROE was 8.0 percent.

While four segment net revenue rose, income fell due to factors including a decrease in the amount of profit/loss recognized from affiliates in the Other segment, as well as an impairment loss at an investee company in Investment Management.

Next, please turn to page seven, and I will present an overview of each business in the fourth quarter.

120.7

0.0

FY20/21 FY21/22 FY22/23 FY23/24 FY24/25 FY25/26

400.0

Mar Mar Mar Mar Mar

Mar

47.2

Investment Management (IM)

(trillions of yen)

300.0

42.9

223.7

AuM

163.7

200.0

119.9

53.9

137.2

111.9

100.0

180.1

205.2

107.1

131.7

134.4

138.2

0.0

FY20/21 FY21/22 FY22/23 FY23/24 FY24/25

FY25/26

Retrospective adjustments to align with the new segment classification for FY23/24 and FY24/252

  1. Total of recurring revenue assets in Wealth Management, business revenue in Investment Management, and revenue in Banking.

  2. Banking revenue is separately disclosed from FY25/26 1Q following the establishment of the Banking Division in April 2025. A portion of Banking revenue was previously included in recurring revenue in the Wealth

Management Division. Retrospective adjustments have been made to figures for FY23/24 and FY24/25 to reflect the establishment of the Banking Division, but not to figures for earlier fiscal years.

4

(trillions of yen)

FY20/21 FY21/22 FY22/23 FY23/24 FY24/25 FY25/26

Mar Mar Mar Mar Mar Mar

0.0

40.0

67.3

67.9

64.7

80.0

89.0 89.3

120.0

136.9

160.0

Trend in stable revenue:

Building recurring business to expand the revenue base for growth

Recurring revenue assets and AuM increased with inflows

Wealth Management (WM)

Stable revenue1 steadily expanding

500.0

Recurring revenue assets

(billions of yen)

WM Recurring revenue

IM Business revenue

30.0

27.9

Banking revenue

23.0

23.5

19.6

600.0

18.7

20.0

18.2

10.0



FY25/26

FY25/26

Mar

FY25/26

Mar

‌(billions of yen, excluding EPS, BPS and ROE

) FY24/25

FY25/26

QoQ

YoY

FY24/25

FY25/26

YoY

4Q

1Q

2Q

3Q

4Q

Full year

Full year

Net revenue

452.7

523.3

515.5

551.8

577.2

5%

27%

1,892.5

2,167.7

15%

Non-interest expenses

355.0

363.0

378.8

416.5

469.5

13%

32%

1,420.5

1,627.9

15%

Income before income taxes

97.7

160.3

136.6

135.2

107.7

-20%

10%

472.0

539.8

14%

Net income1

72.0

104.6

92.1

91.6

73.9

-19%

3%

340.7

362.1

6%

Effective tax rate

24.3%

32.9%

29.9%

30.1%

28.9%

26.4%

30.6%

EPS2

Y23.39

Y34.04

Y30.49

Y30.19

Y24.34

-19%

4%

Y111.03

Y118.99

7%

BPS3

Y1,174.10

Y1,177.31

Y1,188.05

Y1,244.72

Y1,277.99

3%

9%

Y1,174.10

Y1,277.99

11%

ROE4

8.2%

12.0%

10.6%

10.3%

8.0%

10.0%

10.1%

Income before income taxes from three international regions5,6

28.5

27.5

44.9

16.3

2.9

-82%

-90%

137.0

91.5

-33%

Overview of results Highlights

1. Net income (loss) attributable to Nomura Holdings shareholders. 2. Diluted net income (loss) attributable to Nomura Holdings shareholders per share.

3. Total Nomura Holdings shareholders' equity per share. 4. Calculated using annualized net income attributable to Nomura Holdings shareholders for each period.

  1. Three international regions refers to (i) the Americas, (ii) Europe and (iii) Asia and Oceania (Including Powai office in India).

  2. Geographic information is based on U.S. GAAP. Nomura's revenues and expenses are allocated based on the country of domicile of the legal entity providing the service. This information is not used for business management purposes.

5



‌(billions of yen)

FY24/25

FY25/26

QoQ

YoY

FY24/25

FY25/26

YoY

4Q

1Q

2Q

3Q

4Q

Full year

Full year

Net

revenue

Wealth Management1

99.9

105.8

116.5

132.5

133.1

0.5%

33%

433.6

487.9

13%

Investment Management

43.0

50.6

60.8

60.9

86.2

42%

100%

192.5

258.5

34%

Wholesale

259.2

261.1

279.2

313.9

308.1

-2%

19%

1,057.9

1,162.2

10%

Banking1

11.4

12.8

12.9

13.7

14.5

6%

27%

47.2

53.9

14%

Subtotal1

413.5

430.3

469.3

521.0

542.0

4%

31%

1,731.1

1,962.6

13%

Other*1

39.4

93.2

44.4

28.1

31.2

11%

-21%

162.9

196.9

21%

Unrealized gain (loss) on investments

in equity securities held for operating purpose

-0.2

-0.1

1.8

2.7

4.0

50%

-

-1.5

8.3

-

Net revenue

452.7

523.3

515.5

551.8

577.2

5%

27%

1,892.5

2,167.7

15%

Income (loss) before income taxes

Wealth Management1

35.9

38.8

45.5

58.5

61.2

5%

70%

166.2

204.0

23%

Investment Management

15.5

21.5

30.7

17.9

18.1

1%

17%

89.6

88.3

-1%

Wholesale

37.5

41.9

53.1

62.3

43.2

-31%

15%

166.3

200.6

21%

Banking1

3.1

3.6

3.2

4.2

3.0

-27%

-0.1%

16.4

14.0

-14%

Subtotal1

92.0

105.8

132.6

142.9

125.6

-12%

37%

438.4

506.9

16%

Other*1

5.9

54.6

2.3

-10.3

-22.0

-

-

35.1

24.6

-30%

Unrealized gain (loss) on investments

in equity securities held for operating

purpose

-0.2

-0.1

1.8

2.7

4.0

50%

-

-1.5

8.3

-

Income (loss) before income taxes

97.7

160.3

136.6

135.2

107.7

-20%

10%

472.0

539.8

14%

Business segment results Net revenue and income (loss) before income taxes

*Additional information on "Other" (FY2025/26 4Q)

  • Loss related to economic hedging (Y-2.9bn)

  • Loss on changes to own and counterparty credit spread relating to Derivatives (Y-1.2bn)

1. Retrospective adjustments made to prior years following the establishment of the Banking Division, a portion of whose businesses were previously included in Wealth Management, in April 2025.

6



‌(billions of yen)

FY24/

25

FY25/

26

FY24/

25

FY25/

26

QoQ

YoY

Full

year

Full

year

4Q

1Q

2Q

3Q

4Q

Net revenue

433.6

487.9

99.9

105.8

116.5

132.5

133.1

0.5%

33%

Non-interest expenses

267.4

283.9

64.0

67.0

71.0

74.0

71.9

-3%

12%

Income before income taxes

166.2

204.0

35.9

38.8

45.5

58.5

61.2

5%

70%

FY24/

25

FY25/

26

FY24/

25

FY25/

26

QoQ

YoY

Full

year

Full

year

4Q

1Q

2Q

3Q

4Q

Recurring revenue1,2

180.1

205.2

47.0

44.5

51.2

52.7

56.8

8%

21%

Flow revenue, etc.3

253.4

282.7

52.9

61.3

65.3

79.8

76.4

-4%

44%

Net revenue1

433.6

487.9

99.9

105.8

116.5

132.5

133.1

0.5%

33%

Growth of client assets

FY2025/26

3Q

FY2025/26

4Q

Investment trust net inflows5

+Y369.3bn

+Y335.7bn

Discretionary investment net inflows5

+Y104.3bn

+Y98.8bn

Net inflows of cash and securities6

-Y460.6bn

+Y2,720.0bn

Wealth Management Net revenue and income before income taxes1 Key points

Full year

Net revenue: Y487.9bn (+13% YoY) Income before income taxes: Y204.0bn (+23% YoY)
  • Income before income taxes at highest level since the division was established in the fiscal year ended March 2002

    • Major advances in all KPIs, with the foundation of asset management-

      based business model steadily strengthened

    • The recurring revenue cost coverage ratio4 rose to 72%, mainly reflecting revenue growth, while disciplined cost control was maintained

Breakdown of net revenue1

(billions of yen) 500.0

400.0

Flow

revenue, etc.300.0

Recurring revenue

200.0

100.0

0.0

140.0

120.0

100.0

80.0

60.0

40.0

20.0

0.0

Fourth quarter

Net revenue: Y133.1bn (+0.5% QoQ, +33% YoY) Income before income taxes: Y61.2bn (+5% QoQ, +70% YoY) Recurring revenue
  • Net inflows of recurring revenue assets remained at a high level (+Y422.8bn); 16th consecutive quarter of strong net inflows

  • Recurring revenue also at record high; steady growth in recurring revenue assets facilitated growth in income

    Flow revenue, etc.
  • Flow revenue edged down, but remained at a high level, second only to 3Q level; supported by effective responses to client needs amid volatile market conditions

  1. Retrospective adjustments made to prior years following the establishment of the Banking Division, a portion of whose businesses were previously included in Wealth Management, in April 2025.

  2. Revenue from client assets and ongoing revenue (investment trusts, discretionary investments, insurance, loans, level fee ass ets, etc.).

  3. Revenue from transactions (brokerage revenue, consulting-related revenue), interest income, etc. other than from loans. 4. Recurring revenue divided by non-interest expenses using four-quarter cumulative.

5. Excludes Corporate section. 6. Cash and securities inflows minus outflows, excluding regional financial institutions.

7



As you can see in the top left, in Wealth Management, net revenue was more or less flat versus the previous quarter at 133.1 billion yen, while income before income taxes exceeded the strong previous quarter, rising 5 percent to 61.2 billion yen. The recurring revenue cost coverage ratio reached 72 percent, and the division achieved a high level of profitability, with the margin on income before income taxes remaining above 40 percent, which is higher than the industry average.

As shown on the bottom left, recurring revenue reached an all-time high of 56.8 billion yen. Net inflows of recurring revenue assets remained at a high level, exceeding 400 billion yen once again this quarter.

Flow revenue was down slightly, but at 76.4 billion remained high in absolute terms, second only to the level the previous quarter, as we were able to effectively support customers' needs amid volatile market conditions.

FY24/25

FY25/26

4Q

1Q

2Q

3Q

4Q

Stocks

3,870.6

4,967.5

4,539.9

4,741.3

9,953.3

Bonds

462.7

660.6

633.4

473.4

447.6

Investment trusts

791.0

754.7

815.2

1,095.1

953.7

Discretionary Investments

149.5

140.2

187.0

221.0

223.6

Insurance

87.1

137.3

185.5

132.7

96.7

Total sales1

5,360.9

6,660.3

6,361.0

6,663.4

11,675.0

Wealth Management: Robust total sales underpinned by comprehensive asset management services Total sales1

(billions of yen)

Total sales1 were Y11.675trn, +75% QoQ

12,000

Discretionary investments, Insurance products

Investment trusts

10,000

8,000

  • Stocks: +2x QoQ

    • Sales of Japanese stock rose thanks to major tender offers (around Y4trn) and primary deals

    • Primary stock subscriptions fell by 38% QoQ to Y202.3bn

6,000

Bonds

4,000

  • Bonds: -5% QoQ

    • Sales of Japanese bonds fell slightly on absence of primary deals

    • Demand for foreign bonds was solid

Stocks

2,000

0

  • Investment trusts: -13% QoQ

    • Remained at a high level despite falling QoQ amid increasingly widespread investment diversification for portfolio management purposes

  • Discretionary investments: +1% QoQ

    • Existing contracts grew and new contracts also increased, thanks to high-quality product lineup and provision of services geared to customer needs

  • Insurance: -27% QoQ

    • Sales of foreign currency-denominated products declined on weaker yen, but contract value for yen-denominated products increased

1. Excludes Corporate section and Workplace Solution Department.

8



Next, I will give you an update on total sales by product. Please turn to page eight.

Total sales rose 75 percent quarter on quarter, to around 11.7 trillion yen. This was largely due to major tender offer totalling 4 trillion yen, but even excluding this factor total sales remained at a high level.

By product, excluding the tender offer, sales of Japanese stocks remained high thanks to a contribution from primary deals. Sales of bonds fell by 5 percent. While demand for foreign bonds was solid, sales of Japanese bonds fell slightly on the absence of primary deals.

Sales of investment trusts and discretionary investments, which constitute recurring revenue assets, saw some fluctuations but remained at a high level as the flow from savings to investments continued. In insurance, meanwhile, sales of foreign currency-denominated products declined on weaker yen.

28.1

0.0

30.0

27.9

26.2

24.6

23.5

15.0

40.0

50.0

44.5

25.0

20.0

422.8

403.2

289.5

278.9

9

265.6

Workplace services
  • Provision of workplace services on growth trajectory driven mainly by ESOP

FY24/25 FY25/26

Mar Jun Sep Dec Mar

  1. Excludes investment trust distributions, and investment trust net inflows in level fee accounts, etc.

  2. Revenue from client assets and ongoing revenue (investment trusts, discretionary investments, insurance, loans, level fee ass ets, etc.).

  3. Retrospective adjustments made to prior years following the establishment of the Banking Division, a portion of whose businesses were previously included in Wealth Management, on Apr. 1, 2025.

3,963

3,883

4,082

4,035

4,142

4,200

4,000

3,800

3,600

3,400

3,200

3,000

(thousands)

10.0

Flow business clients
  • Flow business client numbers well above prior-year level; customer access increased steadily as transformation of business model improved productivity

(thousands)

Mar/4Q

Dec/3Q

Sep/2Q

20.0

FY25/26

Jun/1Q

FY24/25 FY25/26 FY24/25

4Q 1Q 2Q 3Q 4Q Mar/4Q

1,000

1,800

1,741

1,600

1,538

1,644

1,400

1,200

1,263

1,251

1,482

Wealth Management: KPI summary

914

925

FY2024/25

FY2025/26

800

Jun

Sep

Dec

Mar

539.0

377.4

428.0

450.0

300.0

150.0

60.0

52.7

51.2

56.8

30.0

47.0

(billions of yen)

Recurring revenue assets

Recurring revenue (rhs)

(trillions of yen)

Excluding Corporate section

606.6

503.9

(billions of yen) Wealth Management total

600.0

Recurring revenue assets and recurring revenue2, 3
  • Fiscal year-end recurring revenue assets fell on market factors but remained at high level; recurring revenue at all-time high thanks to half-yearly investment advisory fees

Net inflows of recurring revenue assets1
  • Net inflows for 16th straight quarter on progress in asset management business



Mar

Next we take a look at the KPIs on Page nine.

Net inflows of recurring revenue assets, shown on the top left, were 422.8 billion yen, the sixteenth straight quarter for inflows to exceed outflows. Recurring revenue assets at the end of March, shown on the top right, were down owing to market factors, but recurring revenue came to 56.8 billion yen, a record high even when factoring out the receipt of half-yearly investment advisory fees.

As shown on the bottom left, the number of flow business clients rose by around 200 thousand from the previous quarter, reaching 1.74 million. Business has been growing against a backdrop of high market volatility, primarily in face-to-face channels.

‌(billions of yen)

FY24/

25

FY25/

26

FY24/

25

FY25/

26

QoQ

Full year

Net revenue: Y258.5bn (+34% YoY)

YoY Income before income taxes: Y88.3bn (-1% YoY)

Full

year

Full

year

4Q

1Q

2Q

3Q

4Q

Net revenue

192.5

258.5

43.0

50.6

60.8

60.9

86.2

42%

  • Assets under management at all-time high, reflecting continued expansion of

100% the business base

Non-interest expenses

102.9

170.2

27.5

29.0

30.1

43.0

68.1

58%

148% - Business revenue, which constitutes stable revenue reached a record high4

driven by growth in existing businesses and the expansion of international

Income before income taxes

89.6

88.3

15.5

21.5

30.7

17.9

18.1

1%

17% businesses through acquisition

FY24/

25

FY25/

26

FY24/

25

FY25/

26

QoQ

YoY

Full

year

Full

year

4Q

1Q

2Q

3Q

4Q

Business revenue1,2

163.7

223.7

43.3

40.6

44.1

57.8

81.2

40%

88%

Investment gain/loss3

28.8

34.8

-0.2

9.9

16.8

3.1

5.0

64%

-

Net revenue

192.5

258.5

43.0

50.6

60.8

60.9

86.2

42%

100%

Investment Management

Net revenue and income before income taxes1 Key points

,

Breakdown of net revenue

- Costs increased due to expenses attributable to acquired businesses, as

well as an impairment loss in the fourth quarter on our equity interest in an investee company5

(billions of yen)

250.0

200.0

Investment 150.0

100.0

80.0

60.0

gain/loss 100.0

Business

revenue 50.0

0.0

40.0

20.0

0.0

Fourth quarter

Net revenue: Y86.2bn (+42% QoQ, +100% YoY) Income before income taxes: Y18.1bn (+1% QoQ, +17% YoY) Business revenue
  • Net revenue: Y81.2bn (+40% QoQ, +88% YoY)

    • Asset management business continued to deliver solid performance, with all-time high performance fees4 as well as solid growth in asset management fees and contributions from acquired businesses

    • QoQ growth in revenue at aircraft leasing business Nomura Babcock &

      Brown

      Investment gain/loss
  • Net revenue: Y5.0bn (+64% QoQ)

    • American Century Investments related valuation gain/loss increased QoQ

  1. Includes gain/loss from Nomura Fiduciary Research & Consulting Co., Ltd. starting in FY2025/26 1Q. Includes gain/loss from public asset management business of Macquarie Group since 1 December 2025.

  2. Includes revenues from asset management business, aircraft leasing-related revenues, and general partner management fees gained from private assets and other investment businesses.

  3. Consists of net revenue arising from American Century Investments-related gain/loss, investment business in private assets & other, and investments (including changes in fair valuations, funding costs, management fees,

    dividends, etc.)

  4. Record high since the division's establishment in 2021

  5. A minority interest in a forestry asset management company

10



Next is Investment Management. Please turn to page 10.

As seen on the top left, net revenue increased 42 percent to 86.2 billion yen, and income before income taxes was more or less flat at 18.1 billion yen. Business revenue which is a stable type of revenue was at an all-time high owing to growth in existing business and the expansion of international business through acquisitions. At the same time, expenses related to acquired businesses and losses on the impairment of our equity stake in an investee company were recognized.

An explanation of the breakdown of net revenues can be found on the bottom right. Solid asset management business, and the aircraft leasing business, Nomura Babcock and Brown, both contributed to the increase in business revenue, while investment gains related to American Century Investments rose quarter on quarter.

Moving on, on page 11, we look at our asset management business, the backbone of business revenue.

-500

2,941

500

314

274

40

108

315

-207

3,000 2,608

2,658

525

816

0

-26

115 44

71

2,000

498

-1,095

1,000

-1,000

-279

0

-1,500 FY24/25 FY25/26

4Q 1Q

2Q

3Q

4Q

FY24/25 FY25/26

Mar Jun

Sep

Dec

Mar

  1. Assets under management (net) are calculated by deducting overlapping assets within the Investment Management division from the simple aggregate (gross) of AuM of asset management companies within Investment Management division

  2. Based on assets under management (net)

  3. Total of Nomura Asset Management alternative AuM and private assets AuM of other asset management companies within Investment Management division 11

68.1

Investment Management:

AuM, inclusive of alternative assets, remains at a record-high

Assets under management (net)1

(trillions of yen)

Domestic Investment advisory and international businesses, etc.

Domestic Investment trust business

136.9

140.0

134.7

120.0

100.0

80.0

60.0

40.0

20.0

0.0

101.2

89.3

25.0

94.3

55.7

55.7

26.3

27.9

64.3

3,334

73.4

79.0

81.2

FY24/25

Mar

Net inflows2

FY25/26

Jun

Fourth quarter

Assets under management at record high of Y136.9trn Domestic investment trust business
  • Despite sharp fall in the overall market in March, net inflows continued, particularly into ETFs

    • Investment trusts (excl. ETFs, MRFs etc): Inflows into balanced funds,

      Japan equity active funds, and private asset products

    • ETFs: Inflows mainly into Japanese stocks

      Domestic investment advisory and international businesses
  • In Japan, saw outflows mainly for equities

  • Internationally, saw outflows from acquired business and US high-yield bonds

Sep

Dec

Mar

(billions of yen)

Domestic investment advisory and international businesses, etc.

Domestic investment trust business

Alternative AuM3: net inflows continue, reaching a record high

(billions of yen)

4,000 3,633

1,000



The graph on the upper left shows that assets under management hit an all-time high of

136.9 trillion yen at the end of March.

Shifting our focus to the bottom left, we see there were net outflows of 279 billion yen. In the domestic investment trust business, which had inflows of 816 billion yen, funds went mostly into Japan equities products in the ETF category, and into balanced funds, Japan equity active funds, and private asset-related products in the investment trust category. In the domestic investment advisory and international businesses, outflows came to about 1 trillion yen, mainly from businesses targeted for acquisition. In line with industry trends in the US, we expect funds to continue flowing from active-type mutual funds for now, but we aim to grow assets under management by boosting total sales and bringing net flows to neutral as soon as possible with enhancements to marketing capabilities and expansion of active ETF/SMA business opportunities.

Alternative assets under management, on the bottom right, grew to a record-high 3.6 trillion yen, an increase of about 300 billion yen from the end of December, of which fund inflows account for more than half.

‌(billions of yen)

FY24/

25

FY25/

26

FY24/

25

FY25/

26

QoQ

YoY

Full

year

Full

year

4Q

1Q

2Q

3Q

4Q

Net revenue

1,057.9

1,162.2

259.2

261.1

279.2

313.9

308.1

-2%

19%

Non-interest expenses

891.7

961.7

221.7

219.2

226.0

251.6

264.8

5%

19%

Income before income

taxes

166.3

200.6

37.5

41.9

53.1

62.3

43.2

-31%

15%

CIR

84%

83%

86%

84%

81%

80%

86%

Revenue/modified RWA1

7.6%

7.4%

7.3%

6.9%

7.1%

7.8%

7.6%

FY24/

25

FY25/

26

FY24/

25

FY25/

26

QoQ

YoY

Full

year

Full

year

4Q

1Q

2Q

3Q

4Q

Global Markets

874.6

968.1

206.9

223.1

235.7

256.8

252.5

-2%

22%

Investment Banking

183.3

194.1

52.3

37.9

43.5

57.1

55.6

-3%

6%

Net revenue

1,057.9

1,162.2

259.2

261.1

279.2

313.9

308.1

-2%

19%

FY24/ 25

FY25/ 26

FY24/ 25

FY2025/26

Full

year

Full

year

4Q

1Q

2Q

3Q

4Q

Wholesale

Net revenue and income before income taxes Net revenue by business line

(billions of yen)

1,200.0

Key points

Full year

Net revenue: Y1,162.2bn (+10% YoY) Income before income taxes: Y200.6bn (+21% YoY)
  • Net revenue and income before income taxes both at all-time high since establishment of the division in April 2010

  • Revenue in Global Markets and Investment Banking both at all-time high2

  • YoY growth in revenue across all regions

    Fourth quarter

    Net revenue: Y308.1bn (-2% QoQ, +19% YoY) Income before income taxes: Y43.2bn (-31% QoQ, +15% YoY)
  • Global Markets revenue fell QoQ but revenue in Equities reached an all-time high2

  • Momentum in Investment Banking remained solid thanks to performance in Japan

Net revenue by region

(billions of yen)

1,200.0

Americas

EMEA

AEJ

Japan

400.0

400.0

Investment

Banking

800.0

300.0

437.5

200.0

300.0

800.0

401.9

Global Markets 400.0

124.1 105.5

100.0

190.8

109.9

100.6

107.4

200.0

0.0

0.0

400.0

175.5

182.7

195.9

54.0

48.5

48.1

52.3

297.8

45.5

40.5

63.3

45.0

46.0

69.5

43.7

49.1

79.0

100.0

338.1

87.3

102.2

0.0 0.0

  1. Wholesale net revenue (annualized) divided by modified risk-weighted assets (daily average for the accounting period) used by Wholesale. Modified risk-weighted assets (daily average for the accounting period) is a non-GAAP financial measure and is the total of (i) risk-weighted assets (as calculated and presented under Basel III) and (ii) an adjustment equal to the regulatory adjustment to common equity tier 1 capital calculated and presented under Basel III divided by our internal minimum capital ratio target. Starting from FY2025/26 1Q, based on Basel III finalization rule.

  2. A record quarter since comparisons possible in FY2016/17

12



Next is Wholesale. Please refer to page 12.

On the top left you can see that Wholesale net revenue fell 2 percent to 308.1 billion yen and income before income taxes declined 31 percent to 43.2 billion yen. Looking at the breakdown on the bottom left, Global Markets net revenue slid 2 percent and Investment Banking net revenue fell 3 percent.

Discussion by business line can be found on page 13.

FY24/

25

FY25/

26

FY24/

25

FY2025/26

QoQ

YoY

Full

year

Full

year

4Q

1Q

2Q

3Q

4Q

Fixed

Income (FI)

499.2

509.0

105.8

124.8

121.9

136.9

125.3

-8%

18%

Equities

(EQ)

375.4

459.2

101.1

98.3

113.8

119.9

127.2

6%

26%

Global

Markets

874.6

968.1

206.9

223.1

235.7

256.8

252.5

-2%

22%

Wholesale: Global Markets

Net revenue

(billions of yen)

Key points

1,000.0

300

Full year

Net revenue: Y968.1bn (+11% YoY)
  • Fixed income revenue and equities revenue both at all-time high7

800.0

  • FI: Others1

  • YoY growth in revenue across all regions

250

600.0

  • FI: Macro Products2

200

  • FI: Spread

    150 Products3

    400.0

  • EQ: Others4

100

200.0 EQ: Equity

50 Products5

  • EQ: Execution

0.0 0 Services6

Fourth quarter

Net revenue: Y252.5bn (-2% QoQ, +22% YoY)
  • In Fixed income, growth in FX/EM partially offset by slower Rates

  • In Equities, revenue in Equity Products reached all-time high7

    Fixed Income
  • Net revenue: Y125.3bn (-8% QoQ, +18% YoY)

    • Macro Products: Rates revenue saw slowdown in the Americas amid increased market volatility but rose in Japan. FX/EM revenue rose across all regions on accurate perception of client flows

    • Spread Products: Securitized Products revenue remained strong in the Americas while AEJ declined from a strong previous quarter. Credit revenue held steady QoQ despite spreads widening

      Equities
  • Net revenue: Y127.2bn (+6% QoQ, +26% YoY)

    • Equity Products: Substantial revenue growth in Japan and AEJ from strong performance across Financing and Derivatives

    • Execution Services: Revenue growth across all regions from increased client activity

1. International Wealth Management, businesses run together with Investment Banking, and other revenue not attributed to a particular desk. 2. Rates, FX/EM. 3. Credit, Securitized Products.

4. Businesses run together with Investment Banking, Other gains and losses not attributable to a particular desk. 5. Cash and derivatives trading and Prime Services. 6. Equities execution business

7. A record quarter since comparisons possible in FY2016/17

13



Global Markets net revenue was down 2 percent at 252.5 billion yen.

Please find the middle section on the right. Fixed income revenue declined 8 percent to

125.3 billion yen.

In Macro Products, Rates revenue was weak in the Americas with market volatility rising, but rose in Japan. FX/EM revenue offset some of the weakness in Rates revenue as client flows were accurately captured.

In Spread Products, Securitized Products revenue remained high, mainly in the Americas, and fell quarter on quarter in AEJ. Credit revenue was unchanged despite widening spreads.

Equities revenue was up 6 percent to 127.2 billion yen. Equity Products revenue reached a record-high, as revenue rose sharply in Japan and AEJ on strong Financing and Derivatives performances. Execution Services revenue rose in all regions, benefiting from a pick-up in client activity.

Please go to page 14 next.



Wholesale: Investment Banking Net revenue

FY24/

25

FY25/ 26

FY24/

25

FY25/

26

60.0

40.0

20.0

0.0

QoQ

Fi S

A

YoY

Full

year

Full

year

4Q

1Q

2Q

3Q

4Q

183.3

194.1

52.3

37.9

43.5

57.1

55.6

-3%

6%

(billions of yen)

200.0

150.0

100.0

50.0

0.0

Key points

Full year

Net revenue: Y194.1bn (+6% YoY)

nancing, olutions, etc.

dvisory

Major Deals2

Advisory

  • Business integration between Gunma Bank and Daishi Hokuetsu Financial Group (share exchange, Y859.7bn)

  • KKR's deal to take Taiyo Holdings private (Y402.9bn)
  • Carlyle acquisition of Omron's device & module solutions business (Y81.0bn)
  • Itochu Corp.'s deal to take Itochu-Shokuhin private (Y78.4bn)
  • Acquisition by TCL Electronics (Hong Kong) of a 51% stake in JV company taking

    over Sony's home entertainment business (Y75.4bn)

  • Acquisition by Molson Coors Beverage (US) of Atomic Brands (US) (amount undisclosed)

  • IK Partners acquires majority interest in Trustmoore Netherlands BV (amount undisclosed)
  • Series D capital raise by Oxa (UK) ($103m)

    Financing, Solutions, etc.

  • Nippon Steel: Euroyen CB (Y600.0bn)
  • Nintendo: FO (Y227.2bn)
  • Japan and international net revenues both at highest level since comparisons possible in FY2016/17

  • Strong performance in Japan across a broad range of products amid buoyant corporate actions, while overseas M&A was the main driver

Fourth quarter

Net revenue: Y55.6bn (-3% QoQ, +6% YoY)
  • Net revenue down QoQ, but kept at a high level; M&A and ECM remained

    Advisory
  • Maintained net revenue growth momentum through steady execution of diverse M&A deals

    Financing and Solutions, etc.1
  • ECM revenues continued to grow on contributions from major CB and PO deals

  • Solid performance too from solutions business catering to need to unwind

    cross-shareholdings

    • Medline (US): FO ($3.1bn)
    • European Union: Euro-denominated bonds (€11.0bn)
    • Republic of Poland: Samurai bonds (Y211.6bn)
    • NTT Finance: Euro- and Sterling-denominated bonds (€2.25bn/£350mn)
    • Mitsui Sumitomo Insurance: Euro-denominated bonds (€1.4bn)
    • Investindustrial: TreeHouse Foods (US) LBO loan for privatization ($1.8bn)

    Awarded Major Financial Honors

    M&A-Japan ECM-Japan

    FY25/263

    1st place

FY25/263

1st place

House of the Year

  • DCM also involved in multiple cross-border deals

Global Ranking 16th4

4-year streak at No.1 Top in the Overall Category

1. ECM, DCM, ALF, businesses run together with Global Markets, and other revenue not attributed to a particular product. 2. Major deals in Q4 3. April 2025 to March 2026 4. January to December 2025 14

As shown on the bottom left, Investment Banking net revenue came to 55.6 billion yen, down 3 percent, but still at a high level.

By product, in Advisory, revenue growth momentum continued based on involvement in many M&A deals, chiefly in Japan. The range of deals was varied, and included domestic realignment, privatization, and cross-border deals.

In Financing and Solutions, etc., ECM revenue rose, partly on contributions from large-scale CB and PO deals. Solutions business continued to perform well as it tapped demand for the unwinding of cross-shareholdings.

‌FY24/ 25

FY25/ 26

FY24/ 25

FY25/ 26

QoQ

Full year

Net Revenue: Y53.9bn (+14% YoY)

YoY Income before income taxes: Y14.0bn (-14% YoY)

(billions of yen)

Full

year

Full

year

4Q

1Q

2Q

3Q

4Q

  • Steady progress in the business, but income before income taxes down on

Net revenue

47.2

53.9

11.4

12.8

12.9

13.7

14.5

6%

27% upfront investment in business expansion

Non-interest expenses

30.8

39.9

8.4

9.2

9.7

9.5

11.5

21%

37% Fourth quarter

Net revenue: Y14.5bn (+6% QoQ, +27% YoY)

Income before income taxes

16.4

14.0

3.1

3.6

3.2

4.2

3.0

-27%

-0.1% Income before income taxes: Y3.0bn (-27% QoQ, -0.1% YoY)

Banking Net revenue and income before income taxes1 Key points
  • Account openings and loan executions both at high on increased profile of loan

    business

  • Investment trust balance grew thanks to both market factors and the establishment of new trusts

  • Expenses rose on due to IT investments associated with the standardization of business processes and the public charges

Loans Outstanding

(Nomura Trust and Banking)

(billions of yen)

1,200

Investment Trust balance

(Nomura Trust and Banking)2

Assets under administration

(Nomura Bank Luxembourg)

1,044

1,069

1,093

1,131 1,177

(trillions of yen)

50.0

40.5

40.0

40.0

40.4

41.2

42.9

(billions of dollar) Nomura Group 70.0

59.3

60.2

Others

62.4

64.6

800

30.0

10.0

60.0

50.0

40.0

30.0

20.0

10.0

0.0

56.6

29.2

26.7

28.0

28.1

29.2

20.0

400

29.9

31.4

32.1

33.2

35.3

0

0.0

FY24/25 FY25/26 FY24/25 FY25/26 FY24/25 FY25/26

Mar Jun Sep Dec Mar Mar

Jun

Sep

Dec

Mar

Mar

Jun

Sep

Dec

Mar

  1. Retrospective adjustments made to prior years following the establishment of the Banking Division, a portion of whose businesses were previously included in Wealth Management, in April 2025.

  2. Investment trust balance (Nomura Trust and Banking) is the total net asset value of each fund as of the end of its most recen t fiscal period 15



Let's continue to a discussion of Banking, which you can find on page 15.

As can be seen on the top left, Banking net revenue was up 6 percent at 14.5 billion yen, and income before income taxes was down 27 percent at 3.0 billion yen.

Loans outstanding accumulated steadily during the quarter as recognition of loan products on offer grew. The investment trust balance grew thanks to both market factors and the establishment of new trusts. Income fell as expenses rose, including spending on IT as part of the standardization of business processes and recognition of taxes and public charges. We would like you to view this as an upfront investment aimed for future business expansion.

‌Compensation and benefits

732.4

829.5

172.3

186.3

195.1

220.7

227.4

3.0%

Commissions and floor brokerage

177.5

221.9

44.9

44.8

47.2

54.0

75.9

40.5%

Information processing and

communications

227.0

248.4

60.1

57.2

59.2

63.5

68.6

7.9%

Occupancy and related depreciation

70.2

71.5

17.8

16.0

17.3

17.9

20.4

14.4%

Business development

expenses

27.1

33.7

7.7

7.0

7.3

10.0

9.4

-5.7%

Other

186.4

222.9

52.2

51.8

52.8

50.4

67.8

34.5%

Total

1,420.5

1,627.9

355.0

363.0

378.8

416.5

469.5

12.7%

Non-interest expenses Key points

(billions of yen)

Other

2,000.0

(billions of yen) Full year

Non-interest expenses: Y1,627.9bn (+15% YoY)

469.5 500.0

Business development expenses

Occupancy and related depreciation

1,627.9

416.5

1,500.0

1,420.5

355.0

363.0

378.8

Information processing 1,000.0 250.0

and communications

Commissions and floor

brokerage

Compensation and benefits

500.0

  • Compensation and benefits (+13% YoY)

    • Increase in bonus provisions linked to performance and effect of business acquisition

  • Commissions and floor brokerage (+25% YoY)

    • Higher trading volume, temporary increase due to changes in accounting presentation, and effect of business acquisition

0.0

FY24

/25

FY25

/26

FY24/25 FY25/26

0.0

4Q

1Q

2Q

3Q

4Q QoQ

Fourth quarter

Non-interest expenses: Y469.5bn (+13% QoQ)
  • Commissions and floor brokerage (+41% QoQ)

    • Temporary increase due to changes in accounting presentation and effect of business acquisition

  • Other (+35% QoQ)

    • Impairment loss booked in relation to equity stake in an investee company

16

Quarter

Full year



Next we look at expenses. Please see page 16.

Groupwide expenses were 469.5 billion yen, a quarter-on-quarter increase of about 13%, or 53 billion yen. Extraordinary factors that boosted expenses include impairment losses associated with our equity stake in an investee company , compensation and benefits accompanying changes to remuneration regulation, and effects from changes to the method of presentation of financial statements. When these factors are excluded, we think it is evident that the cost structure in place is appropriate for the revenue growth. We aim to balance revenue growth and cost controls, while making steady investments in growth.

‌Mar 2025

Dec 2025

Mar 2026

Total assets

Y56.8trn

Y61.9trn

Y62.6trn

Shareholders' equity

Y3.5trn

Y3.7trn

Y3.7trn

Gross leverage

16.4x

17.0x

16.9x

Net leverage1

11.0x

11.9x

12.2x

Level 3 assets (net) 2

Y1.3trn

Y1.4trn

Y1.3trn

Liquidity portfolio

Y10.2trn

Y10.8trn

Y10.7trn

Basel 3 basis

Mar 2025

Dec 2025

Mar 20262

Tier 1 capital

3,500

3,670

3,848

Tier 2 capital

0.6

187.6

189.3

Total capital

3,500

3,858

4,037

RWA

21,497

23,959

24,459

CET 1 capital ratio3

14.5%

13.0%

12.9%

Tier 1 capital ratio

16.2%

15.3%

15.7%

Consolidated capital adequacy ratio

16.2%

16.1%

16.5%

Consolidated leverage ratio4

5.16%

5.03%

5.09%

HQLA5

Y7.2trn

Y8.0trn

Y7.9trn

LCR5

234.1%

212.9%

214.0%

TLAC ratio (RWA basis)

28.1%

27.2%

26.8%

TLAC ratio (Total exposure basis)

9.9%

10.0%

9.7%

Robust financial position Balance sheet related indicators and capital ratios RWA and CET 1 capital ratio3

(trillions of yen)

Post Basel III finalization

28.0

RWA (lhs)

CET 1 capital ratio (rhs)

20.0%

14.5%

21.0

13.2%

13.0%

13.0%

12.9%

15.0%

14.0

10.0%

7.0

5.0%

(billions of yen)

0.0

FY24/25

Mar

FY25/26

Jun

0.0%

Sep

Dec

Mar

Changes in RWA2

(trillions of yen)

30.0

25.0

24.0

3.7

0.2

-0.2

20.0

15.0

6.7

0.5 24.5

4.2 Operational risk

6.5 Market risk

10.0

5.0

13.5

13.7 Credit risk6

0.0

Dec 25

Mar 26

1. Net leverage: Total assets minus securities purchased under agreements to resell and securities borrowed, divided by Nomura Holdings shareholders' equity

2. HQLA and LCR as of the end of March 2026 are final figures. Other figures are preliminary.

4. Tier 1 capital divided by exposure (sum of on-balance sheet exposures and off-balance sheet items). 5. Daily average for each quarter. 6. Credit risk includes CVA.

3. CET 1 capital ratio is defined as Tier 1 capital minus Additional Tier 1 capital divided by risk-weighted assets.

17



Last, we look at financial position. Please turn to page 17.

As you can see in the bottom left table, the Common Equity Tier 1 capital ratio stood at

12.9 percent at the end of March, down 0.1 percentage point from 13.0 percent at the

end of December.

This concludes our overview of our fourth quarter results.

Financial Supplement



In closing, we announced "Reaching for Sustainable Growth", our vision for business in 2030, in May 2024, and set as numerical targets the consistent attainment of ROE of 8-10 percent or more and income before income taxes of more than 500 billion yen. With the targets attained now in the span of two years, great strides have been made to build the franchise required to realize sustained growth for the Nomura Group.

I would like to briefly touch on our situation as of now in April. In Wealth Management, net revenue is largely at the same level as in the fourth quarter. Uncertainty remains in the market from the manifestation of geopolitical risk, but the flow of funds into products and services assuming the long-term diversification of investments remains firm, and client sentiment has been recovering.

In Wholesale, net revenue has been trending much higher than in the fourth quarter. With equity markets rebounding sharply from the end of March and rising to new all-time highs, client activity has picked up and Equity Products revenue has been strong, and Rates has also been steadily monetizing client flows amid moderate market volatility.

We aim to monetize business opportunities while keeping mindful of appropriate risk

levels and cost controls. Your continued support is appreciated.

Total cash and cash deposits

5,515

5,649

134

Short-term borrowings

1,117

1,753

635

Total payables and deposits

7,249

8,698

1,449

Total loans and receivables

7,449

9,543

2,094

Total collateralized financing

18,646

18,066

-580

Trading liabilities

11,379

12,916

1,537

Total collateralized agreements

18,664

17,550

-1,114

Other liabilities

1,457

1,814

357

Long-term borrowings

13,374

15,545

2,171

Total trading assets and private

equity and debt investments1 22,524

26,342

3,818

Total liabilities

53,221

58,791

5,570

Total other assets1 2,651

3,562

911

Equity

Total NHI shareholders' equity

3,471

3,708

237

Noncontrolling interest

110

147

37

Total assets 56,802

62,646

5,844

Total liabilities and equity

56,802

62,646

5,844

Consolidated balance sheet

Consolidated balance sheet

(billions of yen)

Mar 31, Mar 31, Increase

2025 2026 (Decrease)

Mar 31, Mar 31, Increase

2025 2026 (Decrease)

Assets Liabilities

1. Including securities pledged as collateral.

19



Mar

Mar

Mar

Jun

Sep

Dec

Mar

Equity

2.0

4.5

2.0

3.2

3.6

4.8

4.5

Interest rate

2.1

2.9

2.1

2.2

2.2

2.6

2.9

Foreign exchange

1.5

1.1

1.5

1.6

1.5

1.3

1.1

Sub-total

5.6

8.5

5.6

7.0

7.3

8.7

8.5

Diversification benefit

-1.8

-2.7

-1.8

-2.5

-2.4

-2.5

-2.7

VaR

3.8

5.8

3.8

4.5

4.9

6.2

5.8

Value at risk

  • Definition

95% confidence level

1-day time horizon for outstanding portfolio

Inter-product price fluctuations considered

From April 1, 2025, to March 31, 2026 (billions of yen)

Maximum:

Minimum:

Average:

7.7

3.1

5.1

(billions of yen)

FY2024/25 FY2025/26 FY2024/25 FY2025/26

19



Net revenue 1,892.5

2,167.7

452.7

523.3

515.5

551.8

577.2

Income (loss) before income taxes 472.0

539.8

97.7

160.3

136.6

135.2

107.7

Net income (loss) attributable to Nomura 340.7

362.1

72.0

104.6

92.1

91.6

73.9

Total NHI shareholders' equity 3,470.9

3,707.9

3,470.9

3,476.0

3,485.3

3,651.8

3,707.9

ROE (%)1 10.0%

10.1%

10.0%

12.0%

11.3%

10.8%

10.1%

Basic-Net income (loss) attributable to NHI 115.30

123.08

24.35

35.19

31.34

31.21

25.29

Diluted-Net income (loss) attributable to NHI 111.03

118.99

23.39

34.04

30.49

30.19

24.34

Total NHI shareholders' equity per share (yen) 1,174.10

1,277.99

1,174.10

1,177.31

1,188.05

1,244.72

1,277.99

Consolidated financial highlights

(billions of yen)

400

340.7

362.1

12%

120

12.0%

12%

10.0%

10.1%

104.6

11.3%

Net income (loss) attributable to Nomura Holdings, Inc. ("NHI") shareholders

92.1

10.8%

91.6

10.1%

300

9%

90

10.0%

9%

72.0

73.9

200

6%

60

6%

ROE

100

3%

30

3%

0

0%

0

0%

FY2024/25 FY2025/26

FY2024/25 FY2025/26

4Q 1Q

2Q

3Q

4Q

Holdings, Inc. ("NHI") shareholders

shareholders per share (yen)

shareholders per share (yen)

1. Quarterly ROE is calculated using annualized year-to-date net income.

21



22

130.4 58.6 150.6 192.0 0.3 654.8 4.6 21.5 1,212.8 635.6 577.2 469.5 107.7 73.9

119.2

59.0

122.7

190.7

1.6

712.5

4.5

17.8

1,227.9

676.2

551.8

416.5

135.2

91.6

105.0

44.6

102.5

171.9

4.4

652.8

4.4

75.6

1,161.2

645.8

515.5

378.8

136.6

92.1

100.6

38.4

92.9

142.2

6.3

649.6

-0.4

127.0

1,156.6

633.3

523.3

363.0

160.3

104.6

100.3

53.3

96.8

158.4

1.2

630.9

-0.1

38.5

1,079.4

626.6

452.7

355.0

97.7

72.0

455.3 200.5 468.6 696.9 12.6 2,669.6 13.1 241.8 4,758.5 2,590.8 2,167.7 1,627.9 539.8 362.1

407.0

212.2

378.2

580.1

7.6

2,927.9

0.4

223.3

4,736.7

2,844.3

1,892.5

1,420.5

472.0

340.7

Revenue

Commissions

Fees from investment banking

Asset management and portfolio service fees Net gain on trading

Gain (loss) on private equity and debt investments Interest and dividends

Gain (loss) on investments in equity securities Other

Total revenue Interest expense Net revenue

Non-interest expenses

Income (loss) before income taxes

Net income (loss) attributable to NHI shareholders

4Q

3Q

2Q

FY2024/25 FY2025/26

FY2024/25 FY2025/26

4Q 1Q

(billions of yen)

Consolidated income



(billions of yen) FY2024/25

4Q

FY2025/26 1Q

2Q

3Q

4Q

Commissions

Stock brokerage commissions

264.5

295.2

66.3

62.8

67.2

79.9

85.3

Other brokerage commissions

17.5

20.3

4.7

4.7

4.5

3.3

7.8

Commissions for distribution of investment trusts

66.1

66.3

14.0

14.3

14.3

20.9

16.9

Other

58.9

73.5

15.3

18.7

19.1

15.1

20.5

Total

407.0

455.3

100.3

100.6

105.0

119.2

130.4

Fees from

Equity underwriting and distribution

52.9

41.0

8.6

3.6

5.0

15.1

17.3

Investment banking

Bond underwriting and distribution

48.4

47.0

13.2

13.8

11.4

10.8

10.9

M&A / Financial advisory fees

78.7

83.0

24.7

15.6

19.7

24.2

23.5

Other

32.2

29.5

6.7

5.4

8.4

8.9

6.9

Total

212.2

200.5

53.3

38.4

44.6

59.0

58.6

Asset Management

Asset management fees

235.9

311.7

60.8

58.3

64.5

81.6

107.3

and portfolio

Administration fees

109.1

120.6

27.6

26.3

29.0

31.8

33.5

service fees

Custodial fees

33.2

36.3

8.5

8.2

9.0

9.3

9.8

Total

378.2

468.6

96.8

92.9

102.5

122.7

150.6

Main revenue items

FY2024/25 FY2025/26

23



FY2024/25 FY2025/26

FY2024/25

4Q

FY2025/26

1Q

2Q

3Q

4Q

Wealth Management1

166.2

204.0

35.9

38.8

45.5

58.5

61.2

Investment Management

89.6

88.3

15.5

21.5

30.7

17.9

18.1

Wholesale

166.3

200.6

37.5

41.9

53.1

62.3

43.2

Banking1

16.4

14.0

3.1

3.6

3.2

4.2

3.0

Four business segments total1

438.4

506.9

92.0

105.8

132.6

142.9

125.6

Other1

35.1

24.6

5.9

54.6

2.3

-10.3

-22.0

Segments total

473.5

531.6

97.9

160.4

134.9

132.6

103.7

FY2024/25 FY2025/26

FY2024/25

4Q

FY2025/26

1Q

2Q

3Q

4Q

Americas

65.8

61.9

14.4

15.6

29.1

17.1

0.1

Europe

20.3

-31.1

5.9

-7.0

0.4

-10.6

-13.8

Asia and Oceania

50.9

60.8

8.1

18.9

15.4

9.8

16.6

Subtotal

137.0

91.5

28.5

27.5

44.9

16.3

2.9

Japan

335.0

448.3

69.3

132.8

91.8

118.9

104.8

Income (loss) before income taxes

472.0

539.8

97.7

160.3

136.6

135.2

107.7

Consolidated results: Income (loss) before income taxes

by segment and region

Adjustment of consolidated results and segment results: Income (loss) before income taxes

(billions of yen)

Unrealized gain (loss) on investments in equity securities held for operating purposes

Income (loss) before income taxes

-1.5

8.3

-0.2

-0.1

1.8

2.7

4.0

472.0

539.8

97.7

160.3

136.6

135.2

107.7 Geographic information: Income (loss) before income taxes 2

(billions of yen)

  1. Retrospective adjustments made to prior years figures following the establishment of Banking Division.

  2. Geographic information is based on U.S. GAAP (Figures are preliminary for the three months ended March 31, 2026). Nomura's re venues and expenses are allocated based on the country of domicile of the legal entity providing the service. This information is not used for business management purposes.

24



Equity in earnings of affiliates

51.2

36.5

9.7

12.3

12.4

17.6

-6.0

Corporate items

-5.9

-42.0

-5.1

-11.6

-15.2

-9.6

-5.5

Others1

-5.9

29.8

-1.2

52.9

3.0

-18.5

-7.6

Income (loss) before income taxes1

35.1

24.6

5.9

54.6

2.3

-10.3

-22.0

Segment "Other"

Income (loss) before income taxes

(billions of yen)

60

54.6

45

35.1

30

24.6

15

5.9

2.3

0

-15

-10.3

-30

-22.0

1

2

FY2024/25 FY2025/26

FY2024/25 FY2025/26

4Q 1Q

Net gain (loss) related to economic

hedging transactions Realized gain (loss) on investments in equity

-5.8 -2.9

2.2

1.1

2Q

-0.2

3Q

-1.0

4Q

-2.9

securities held for operating purposes

1.5 3.3

0.3

0.0

2.2

1.1

0.0

1. Retrospective adjustments made to prior years figures following the establishment of Banking Division.

25



Commissions

183.6

217.5

43.3

46.2

52.1

58.7

60.6

3.1%

39.8%

Of which, stock brokerage commission

72.2

96.0

17.4

18.3

22.7

24.7

30.3

22.4%

74.3%

Sales credit

52.5

49.3

10.8

11.6

12.6

13.1

12.0

-8.9%

10.3%

Fees from investment banking and other

27.3

25.6

3.7

5.2

3.9

8.8

7.6

-13.3%

106.7%

Investment trust administration fees and other

156.7

176.1

40.2

38.7

42.9

46.4

48.1

3.6%

19.6%

Net interest revenue1

13.4

19.4

1.9

4.0

5.0

5.4

4.9

-9.0%

160.5%

Net revenue1

433.6

487.9

99.9

105.8

116.5

132.5

133.1

0.5%

33.2%

Non-interest expenses1

267.4

283.9

64.0

67.0

71.0

74.0

71.9

-2.8%

12.3%

Income before income taxes1

166.2

204.0

35.9

38.8

45.5

58.5

61.2

4.7%

70.5%

Domestic distribution volume of investment trusts

3,882.8

4,097.9

838.3

827.1

854.6

1,178.9

1,237.4

5.0%

47.6%

Stock investment trusts

3,107.2

3,252.4

712.3

724.1

708.5

984.0

835.8

-15.1%

17.3%

Foreign investment trusts

775.6

844.7

126.0

102.9

146.0

194.3

401.4

106.6%

3.2x

Other

Sales of JGBs for individual investors (transaction 317.9

278.9

76.8

82.0

33.5

80.8

82.6

2.3%

7.6%

Wealth Management related data (1)

(billions of yen)

FY2024/25 FY2025/26 FY2024/25 FY2025/26

4Q 1Q

2Q

3Q

4Q

QoQ YoY

Of which, commissions for distribution of

investment trusts

65.9

66.1

14.3

14.2

14.3

20.8

16.8 -19.0% 17.6%

base)

1. Retrospective adjustments made to prior years figures following the establishment of Banking Division.

26



FY2024/25

FY2025/26

FY2024/25 FY2025/26

Mar

Mar

Mar

Jun

Sep

Dec

Mar

Equities

92.2

117.6

92.2

99.7

106.2

114.3

117.6

Foreign currency bonds

6.5

6.9

6.5

6.5

6.8

7.0

6.9

Domestic bonds1

14.2

14.7

14.2

14.7

14.8

14.8

14.7

Stock investment trusts

13.3

16.1

13.3

14.2

15.2

16.5

16.1

Bond investment trusts

6.7

7.0

6.7

6.8

7.2

7.2

7.0

Foreign investment trusts

2.0

2.7

2.0

2.0

2.1

2.3

2.7

Other2

8.8

10.8

8.8

9.3

10.0

10.5

10.8

Total

143.8

175.8

143.8

153.2

162.3

172.6

175.8

Wealth Management related data (2)

Wealth Management client assets

(trillions of yen)

Other

200

175.8

172.6

175.8

162.3

Foreign investment trusts

Bond investment

trusts

Stock investment trusts

Domestic bonds

153.2

150

143.8

143.8

100

50

Foreign currency bonds

Equities

0

  1. Including CBs and warrants

  2. Including annuity insurance.

27



FY2024/25

FY2025/26

FY2024/25

4Q

FY2025/26

1Q

2Q

3Q

4Q

Wealth Management total

1,288

5,263

380

2,259

744

-461

2,720

Retail only2

1,276

1,521

168

519

296

398

309

Inflows of cash and securities3

6,256

7,639

1,381

1,809

1,753

2,062

2,015

Wealth Management related data (3)

Net inflows of cash and securities1

(billions of yen)

6,000

Wealth Management total

Retail only

5,263

3,000

2,720

5,000 2,500

2,259

4,000

2,000

3,000

1,500

2,000

1,288 1,276

1,521

1,000

744

519

1,000

500

380

168

296

398

309

0

0

-1,000

-500

-461

  1. Cash and securities inflows minus outflows, excluding regional financial institutions.

  2. Retail excludes Corporate section, Private Wealth Management and Workplace Service from Wealth Management total.

  3. Retail Only.

28



Number of accounts

(thousands)

FY2024/25

Mar

FY2025/26

Mar

FY2024/25

Mar

FY2025/26

Jun

Sep

Dec

Mar

Accounts with balance

5,934

6,095

5,934

5,965

5,998

6,075

6,095

Equity holding accounts

3,285

3,310

3,285

3,292

3,292

3,301

3,310

NISA accounts opened

1,779

1,900

1,779

1,800

1,816

1,877

1,900

Online service accounts

5,974

6,377

5,974

6,053

6,140

6,278

6,377

No. of orders

85%

85%

87%

86%

85%

83%

85%

Transaction value

60%

59%

62%

59%

60%

58%

59%

Wealth Management related data (4)

New individual accounts / IT share1

(thousands)

FY2024/25 FY2025/26

FY2024/25 FY2025/26

4Q 1Q

2Q

3Q

4Q

New individual accounts

372

440

109

103

103

113

121

IT share1

1. Ratio of cash stocks traded via online service.

29



FY2024/25 FY2025/26

FY2024/25

4Q

FY2025/26

1Q

2Q

3Q

4Q

QoQ YoY

Business revenue

163.7

223.7

43.3

40.6

44.1

57.8

81.2

40.4%

87.7%

Investment gain/loss

28.8

34.8

-0.2

9.9

16.8

3.1

5.0

63.7%

-

Net revenue

192.5

258.5

43.0

50.6

60.8

60.9

86.2

41.5%

100.5%

Non-interest expenses

102.9

170.2

27.5

29.0

30.1

43.0

68.1

58.5%

147.9%

Income (loss) before income taxes

89.6

88.3

15.5

21.5

30.7

17.9

18.1

1.0%

16.6%

Mar

Mar

Mar

Jun

Sep

Dec

Mar

Nomura Asset Management

88.1

111.3

88.1

93.0

99.7

108.4

111.3

Nomura Asset Management

International, etc.2

5.5

34.1

5.5

8.8

9.3

34.9

34.1

Assets under management (gross)3

93.6

145.4

93.6

101.8

109.1

143.3

145.4

Group company overlap

4.3

8.5

4.3

7.5

7.8

8.6

8.5

Assets under management (net)4

89.3

136.9

89.3

94.3

101.2

134.7

136.9

Investment Management related data (1)

Net revenue and income (loss) before income taxes

(billions of yen)

Asset under management by company1

(trillions of yen)

FY2024/25 FY2025/26 FY2024/25 FY2025/26

  1. From FY 2024/25 onward, assets under management (gross) of Nomura Asset Management and the Group company overlap decreased by a similar amount owing to the reorganization in the Americas on April 1, 2024.

    Includes the assets under management of Macquarie Group's Public Asset Management business (acquired on 1 December 2025).

  2. The assets under management (gross) of Nomura Corporate Research and Asset Management etc, and the Group company overlap incr eased by the same amount due to the transfer of Nomura Fiduciary Research & Consulting to the Investment Management division effective April 1, 2025. Established Nomura Asset Management International by integrating Nomura Capital Management and Nomura Corporate Research and Asset Management (Nomura's core U.S. investment management entities) with the acquired business.

  3. Total of assets under management (gross) of asset management companies within the Investment Management division.

  4. Net after deducting Group company overlap from assets under management (gross).

30



FY2024/25

FY2025/26

FY2024/25

FY2025/26

Mar

Mar

Mar

Jun

Sep

Dec

Mar

Domestic public investment trusts

Market

236.3

305.5

236.3

254.3

276.8

301.6

305.5

Nomura Asset Management share (%)

25%

25%

25%

25%

24%

24%

25%

Domestic public stock investment trusts

Market

221.5

289.1

221.5

239.0

260.4

284.7

289.1

Nomura Asset Management share (%)

24%

23%

24%

23%

23%

23%

23%

Domestic public bond investment trusts

Market

14.8

16.4

14.8

15.3

16.4

16.9

16.4

Nomura Asset Management share (%)

44%

43%

44%

44%

44%

43%

43%

ETF

Market

85.8

113.9

85.8

92.3

100.4

109.9

113.9

Nomura Asset Management share (%)

44%

44%

44%

44%

44%

44%

44%

Investment Management related data (2)

Asset inflows/outflows by business1

(billions of yen)

FY2024/25

FY2025/26 FY2024/25 FY2025/26

4Q 1Q

2Q

3Q

4Q

Domestic investment trusts business

of which ETFs

Domesetic investment advisory and

2,113

987

1,204 -23

274

673

-207

-667

525

77

71

-105

816 673

international businesses, etc.

536

-762

40 315

-26

44 -1,095

Total net asset inflow

2,648

443

314

108

498

115

-279 Domestic public investment trust market and Nomura Asset Management market share2

(trillions of yen)

  1. Based on assets under management (net)

  2. Source: Investment Trusts Association, Japan.

31



FY2024/25

FY2024/25 FY2025/26

4Q

FY2025/26

1Q

2Q

3Q

QoQ YoY

4Q

Net revenue

1,057.9

1,162.2

259.2

261.1

279.2

313.9

308.1

-1.9%

18.9%

Non-interest expenses

891.7

961.7

221.7

219.2

226.0

251.6

264.8

5.3%

19.5%

Income (loss) before income taxes

166.3

200.6

37.5

41.9

53.1

62.3

43.2

-30.6%

15.3%

FY2024/25

FY2024/25 FY2025/26

4Q

FY2025/26

1Q

2Q

3Q

QoQ YoY

4Q

Fixed Income

499.2

509.0

105.8

124.8

121.9

136.9

125.3

-8.5%

18.4%

Equities

375.4

459.2

101.1

98.3

113.8

119.9

127.2

6.1%

25.8%

Global Markets

874.6

968.1

206.9

223.1

235.7

256.8

252.5

-1.7%

22.0%

Investment Banking

183.3

194.1

52.3

37.9

43.5

57.1

55.6

-2.6%

6.3%

Net revenue

1,057.9

1,162.2

259.2

261.1

279.2

313.9

308.1

-1.9%

18.9%

Wholesale related data

Net revenue and income (loss) before income taxes

(billions of yen)

Breakdown of Wholesale revenue

(billions of yen)

32



FY2024/25

FY2025/26

FY2024/25

FY2025/26

Mar

Mar

Mar

Jun

Sep

Dec

Mar

Japan

14,877

15,017

14,877

15,317

15,144

15,061

15,017

Europe

3,133

3,269

3,133

3,155

3,173

3,237

3,269

Americas

2,417

3,028

2,417

2,476

2,450

3,030

3,028

Asia and Oceania1

6,815

7,363

6,815

6,960

7,109

7,273

7,363

Total

27,242

28,677

27,242

27,908

27,876

28,601

28,677

Number of employees

1. Includes Powai office in India.

33





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