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NTT DATA Group (9613) investor relations material

NTT DATA Group Q2 2026 earnings summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
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Q2 2026 earnings summary4 Nov, 2025

Executive summary

  • Net sales and operating profit rose year-over-year for the first half, with significant increases in new orders both domestically and internationally, driven by large-scale contracts.

  • Q2 saw JPY 3 billion in unprofitable public sector projects, but visibility on risks has improved and no further losses are expected in H2.

  • Public & Social Infrastructure segment experienced strong demand and sales growth, but profit declined year-over-year due to one-time profitable projects last year and higher SG&A.

  • North America secured large-scale, multi-year cloud and security projects, with net sales and gross profit expected to rise from Q3 onward.

  • Operating profit margin improved to 11.4% from 6.7% year-over-year, and profit surged 189.6% to ¥155.6 billion.

Financial highlights

  • Net sales: ¥2,360.5 billion, up 5.4% year-over-year; operating profit: ¥269.0 billion, up 80.5%.

  • Profit: ¥155.6 billion, up 189.6% year-over-year.

  • New orders received: ¥2,749.7 billion, up 10.0% year-over-year.

  • Order backlog increased by ¥1,029.5 billion to ¥7,103.6 billion.

  • Gain on transfer of data centers: $880 million (¥129.5 billion) recorded in Q2.

Outlook and guidance

  • No further unprofitable project losses are anticipated in H2 for Public & Social Infrastructure; segment is expected to continue steady growth.

  • North American net sales are projected to exceed last fiscal year from Q3, driven by new large-scale orders.

  • Full-year forecasts: net sales ¥4,936.7 billion, operating profit ¥522.0 billion, profit ¥266.0 billion.

  • Progress toward full-year forecasts: net sales 47.8%, operating profit 51.5%, profit 58.5%.

  • Full-year targets are being pursued through SG&A control and leveraging strong order demand.

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Frequently asked questions

NTT DATA Group Corporation is a Japanese information technology services provider specializing in system integration, consulting, and managed services. The company offers solutions in areas such as digital transformation, cloud computing, application development, and IT infrastructure management. The company serves industries such as finance, healthcare, manufacturing, and government.

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