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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.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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