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NTT DATA Group
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.Q2 2026 earnings summary4 Nov, 2025
Executive summary
Q2 saw JPY 3 billion in unprofitable projects within Public & Social Infrastructure, but risk visibility improved and no further losses are expected in H2.
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.
Operating profit margin improved to 11.4% from 6.7% year-over-year, and profit surged 189.6% to ¥155.6 billion.
The gain on the transfer of data centers in the Overseas Segment was a major contributor to profit growth.
North America secured large-scale cloud and security projects, with net sales expected to exceed last fiscal year from Q3 onward.
Financial highlights
Net sales: ¥2,360.5 billion, up 5.4% year-over-year; operating profit: ¥269.0 billion, up 80.5%.
Public & Social Infrastructure net sales increased by JPY 22.6 billion, but operating profit declined due to unprofitable projects and higher SG&A.
Gross profit in Public & Social Infrastructure declined by JPY 6 billion, with an additional JPY 4 billion increase in SG&A, totaling a JPY 10 billion profit decline.
New orders received: ¥2,749.7 billion, up 10.0% year-over-year.
Gain on transfer of data centers: $880 million (¥129.5 billion) recorded in Q2.
Outlook and guidance
No further losses are expected in Public & Social Infrastructure for H2; demand remains strong and cost controls are being prioritized.
North American net sales and gross profit are projected to rise in H2 as new large-scale orders are recognized.
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%.
Enterprise and manufacturing demand is expected to remain robust into the second half.
Public & Social Infra profit decline beyond JPY3B
Data center vs M&A cash allocation strategy
AI agent revenue recognition timing & model
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Next NTT DATA Group earnings date
Q3 202610 Feb, 2026
NTT DATA Group
Next NTT DATA Group earnings date
Q3 202610 Feb, 2026
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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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