)
NOF (4403) investor relations material
NOF Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
Net sales for the nine months ended December 31, 2025, rose 1.3% year-over-year to ¥173,472 million, but operating profit fell 11.0% to ¥31,826 million and profit attributable to owners of parent declined 7.5% to ¥25,565 million.
The business environment was impacted by global economic uncertainty, high raw material and fuel prices, and geopolitical risks, though domestic personal consumption in Japan showed gradual recovery.
Management focused on expanding business, developing new products, improving productivity, and cost reduction under the 2025 Mid-Term Management Plan.
Financial highlights
Gross profit decreased to ¥62,208 million from ¥64,690 million year-over-year.
Comprehensive income increased 16.4% year-over-year to ¥30,567 million.
Basic earnings per share for the period was ¥110.81, down from ¥116.14 year-over-year.
Equity-to-asset ratio was 75.3% as of December 31, 2025.
Outlook and guidance
Full-year net sales forecast revised to ¥260,500 million (up 9.3% year-over-year), with operating profit of ¥46,000 million (up 1.5%) and profit attributable to owners of parent of ¥39,400 million (up 8.0%).
Year-end dividend forecast raised to ¥35.00 per share, total annual dividend projected at ¥61.00 per share.
- Profits fell but full-year outlook and shareholder returns were raised on segment growth.4403
Q2 202618 Nov 2025 - Net sales rose slightly, but profits declined amid global uncertainty and higher costs.4403
Q1 20266 Aug 2025 - Sales and profits climbed in H1 FY2024, with guidance and shareholder returns both increased.4403
Q2 202513 Jun 2025 - Strong Q1 profit growth driven by Functional Chemicals; full-year outlook maintained.4403
Q1 202513 Jun 2025 - Record profits, higher dividends, and robust capital returns drive future growth.4403
Q4 20256 Jun 2025 - Sales and profits rose, driven by Functional Chemicals, with stable outlook and shareholder returns.4403
Q3 20255 Jun 2025
Next NOF earnings date
Next NOF earnings date
The essential earnings season companion
The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
I can't remember the last time an app had such a positive impact on my investment process.
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
I can't remember the last time an app had such a positive impact on my investment process.
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
Frequently asked questions
Explore our global coverage
)
)