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Nitto Boseki (3110) investor relations material
Nitto Boseki Q2 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2026 earnings summary6 Nov, 2025
Executive summary
Net sales for the first half of FY2025 rose to ¥57.4 billion, up ¥4.4 billion or 8.2% year-over-year, with operating profit up ¥2.1 billion or 28.7% to ¥9.5 billion, driven by strong special glass and electronic materials demand for AI servers and data centers.
Full-year outlook revised upward, with net profit forecast at ¥37.5 billion, a 192.1% increase year-over-year, reflecting extraordinary income from asset sales.
Robust demand for special glass and electronic materials in AI, data center, and semiconductor markets continues to drive growth.
Dividend forecast revised upward to ¥114 per share for FY2025, with a payout ratio target of 30% of recurring profit.
Extraordinary income from fixed asset sales significantly boosts net profit forecast.
Financial highlights
Operating profit for 1H FY2025 was ¥9.5 billion, up ¥2.1 billion year-over-year, with an operating margin of 16.5%.
Net profit for 1H FY2025 reached ¥6.9 billion, up ¥1.5 billion year-over-year.
Full-year forecasts: sales ¥120 billion, operating profit ¥19 billion, ordinary profit ¥18.5 billion, net profit ¥37.5 billion.
EBITDA for 1H FY2025 was ¥13.9 billion, with an EBITDA margin of 24.1%.
Basic earnings per share for the full year forecasted at ¥1,030.04.
Outlook and guidance
Full-year outlook anticipates higher sales and profits, supported by robust special glass demand and extraordinary income from asset sales.
Upward revision of operating and ordinary profit forecasts by ¥2 billion from previous guidance.
Dividend policy targets at least ¥55 per share, with a planned annual dividend of ¥114 per share for FY2025.
Risks include US-China trade friction, geopolitical uncertainties, and rising raw material and energy costs.
Actual results may differ from forecasts due to various factors.
Non-current asset sale impact on profit?
Strategy for underperforming segments?
Purpose of increased CAPEX and borrowings?
Special Glass demand drivers beyond AI servers
Medical segment profitability improvement plan
Deployment of ¥34.1B special gain
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Next Nitto Boseki earnings date
Q3 20265 Feb, 2026
Next Nitto Boseki earnings date
Q3 20265 Feb, 2026
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Frequently asked questions
Nitto Boseki Co., Ltd., operating under the name Nittobo, is a diverse manufacturing company with a broad portfolio of products and services. Founded in 1898 and formally established in 1923, the company is involved in the manufacture, processing, and sale of textile products, glass fiber products, and chemical and pharmaceutical products. Nittobo also engages in the planning, supervision, and contracting of construction projects, as well as the design, manufacture, and sale of machinery and equipment. Its glass fiber products find applications across various sectors, including interior and exterior markets, construction, lifestyle, sports, leisure, media, automotive, aviation, and industrial materials. The company is headquartered in Tokyo, Japan, and its shares are listed on the Tokyo Stock Exchange.
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