Japan · Delayed Price · Currency is JPY Nihon M&A Center Holdings Earnings Call Transcripts
Fiscal Year 2026
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Sales and profit grew double digits year-over-year, with a strong recovery in performance cycles and a renewed focus on quality mandates. FY 2026 guidance targets continued growth, supported by new compensation plans and strategic investments.
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Record-high sales and profits were achieved, with strong growth in both deal volume and value. The company is on track to meet or exceed full-year guidance, while focusing on quality mandates, employee retention, and leveraging AI for operational improvements.
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First half FY2025 delivered strong sales and profit growth, prompting an upward revision of guidance. Improved transaction quality, higher average deal value, and cost optimization drove results, while selectivity in mandates and employee turnover remain key focus areas.
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Q1 FY2025 saw sales rise 18.1% and ordinary profit surge 63.8% year-over-year, driven by more closed transactions and higher sales per deal. Despite a conservative full-year revenue forecast, management is confident in exceeding first-half guidance, with ongoing focus on efficiency, digital transformation, and PMI consulting.
Fiscal Year 2025
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Q4 sales and profit hit record highs, but full-year results were impacted by fewer closed deals and external market disruptions. FY 2025 guidance is conservative, with a focus on quality, client relationships, and regrowth, while maintaining dividends and pursuing new business pillars.
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Third quarter sales and profit declined year-over-year due to fewer closed transactions, but strong growth in new mandates and negotiation meetings signal a positive outlook. Regulatory changes and industry scandals have increased compliance, yet employee engagement and leading indicators remain robust.
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Sales and ordinary profit declined slightly year-over-year, but record-high new mandates and leading indicators signal strong future growth. Industry faces challenges from a surge in boutique intermediaries and malicious buyers, prompting new safeguards and reforms.
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Q1 FY2024 saw a 7.4% drop in sales and a 5.7% decline in ordinary profit, mainly due to fewer closed transactions amid management transition. Leading indicators such as new mandates and pipeline growth are strong, supporting expectations for improved results in Q2 and Q3.