Worth reading
58In focus
Scored from 5 of 6 sectionsDirection
Improvement
Direction inferred from the company’s description.Scale
130507
Millions of yen (year-on-year increase in ordinary profit)Wording
Conditional
How definitive the wording is.Results for this period
Interim period (second quarter)1 April 2026 to 30 September 2026ConsolidatedJapanese GAAPNet Sales5,903,572¥ millionYear on year +3.9%Progress 52.0%
Ordinary income652,149¥ millionYear on year +25.0%Progress 55.7%
Net income attributable to owners of the parent232,215¥ millionYear on year +62.9%Progress 61.1%
The width of the band at each stage is based on revenue. The narrower it becomes toward the bottom, the smaller the proportion of revenue that remains as profit. The dotted outline is the full-year forecast and the band inside it is the result for this period. The progress rate is the result divided by the forecast.
Net income per share¥84.22
Financial position at period-end
Total assets279,980,152¥ million
of which net assets 16,910,381 ¥ millionEquity ratio 3.5%vs. prior year-end +0.1pt
塗りつぶした部分が自己資本比率です。総資産のうち、返済のいらない自前の資金がどれだけかを表します。The thin vertical line indicates the level at the end of the previous fiscal year.
Segment revenuePostal and Logistics Business ¥1,094,357 million, Post Office Counter Services Business ¥504,991 million, International Logistics Business ¥324,553 million, Real estate business ¥67,166 million, Banking ¥1,716,584 million, Life insurance business ¥2,662,630 million
Segment profitPostal and Logistics Business ¥-55,833 million, Post Office Counter Services Business ¥4,467 million, International Logistics Business ¥3,100 million, Real estate business ¥19,288 million, Banking ¥550,988 million, Life insurance business ¥113,174 million
Outlook and shareholder returns
Full-year earnings forecast
Net Sales¥11,360,000 million (YoY -0.7%)
Operating profitNot disclosed
Ordinary income¥1,170,000 million (YoY +8.8%)
Net income¥380,000 million (YoY +1.5%)
Revision to Earnings ForecastNo revision
Annual Dividend Forecast50 yen → 60 yen（+20.0%）
Factors Behind Changes in Business Performance
Consolidated ordinary revenue increased due to higher ordinary revenue in the international logistics, real estate and banking businesses, despite lower ordinary revenue in the postal and logistics, post office counter services and life insurance businesses. Consolidated ordinary profit increased, mainly due to higher profit in the banking business and other businesses.
Disclosure regarding the going concern assumption
Not applicable.
Change in accounting policy
基準改正に伴う変更 Noneそれ以外の変更 None見積りの変更 None修正再表示 None
Changes in the scope of consolidationNo material changes (the number and names of companies newly included in or excluded from consolidation are Not disclosed)
Material subsequent eventsJapan Post Bank resolved to enter into a capital and business alliance with Matsui Securities and acquire 51,489,700 common shares, and signed the relevant agreement. Following the acquisition, Japan Post Bank is expected to hold approximately 20% of the voting rights, and Matsui Securities is expected to become an equity-method affiliate. The impact on results is currently expected to be minor.
Impairment loss¥337 million
Breakdown of extraordinary income (loss)Extraordinary income Gain on disposal of fixed assets ¥2,979 million, Reversal of statutory reserves ¥80,265 million, Gain on sale of shares of affiliates ¥13,913 million, Relocation compensation ¥68 million, Other extraordinary income ¥1,386 million / Total extraordinary income ¥98,613 million / Extraordinary loss Loss on disposal of non-current assets ¥2,551 million, Impairment loss ¥337 million, Business restructuring loss ¥1,254 million, Overseas tax-related loss ¥2,189 million, Other extraordinary losses ¥1,286 million / Total extraordinary losses ¥7,618 million
Depreciation and amortization¥144,038 million
Availability of Supplementary Financial Results MaterialsAvailable
Availability of Financial Results BriefingAvailable (for institutional investors and analysts)
Issued Shares at Period-End2,808,194,600 shares
Treasury Shares at Period-End73,710,410 shares
| Item | Details |
|---|---|
| Fiscal Period Classification | Interim period (second quarter) |
| Accounting standards | Japanese GAAP |
| Consolidated / non-consolidated | Consolidated |
| Period Covered | 1 April 2026 to 30 September 2026 |
| Net Sales | ¥5,903,572 million (YoY +3.9%) |
| Ordinary income | ¥652,149 million (YoY +25.0%) |
| Profit attributable to owners of the parent | ¥232,215 million (YoY +62.9%) |
| Net income per share | ¥84.22 |
| Equity ratio | End of the current fiscal period 3.5 / End of previous period 3.4 |
| Total assets | ¥279,980,152 million |
| Net assets | ¥16,910,381 million |
| Full-year earnings forecast | Net Sales ¥11,360,000 million (YoY -0.7%) / Operating profit Not disclosed / Ordinary income ¥1,170,000 million (YoY +8.8%) / Net income ¥380,000 million (YoY +1.5%) |
| Revision to Earnings Forecast | No revision |
| Annual Dividend Forecast | 50 yen → 60 yen（+20.0%） |
| Segment revenue | Postal and Logistics Business ¥1,094,357 million, Post Office Counter Services Business ¥504,991 million, International Logistics Business ¥324,553 million, Real estate business ¥67,166 million, Banking ¥1,716,584 million, Life insurance business ¥2,662,630 million |
| Segment profit | Postal and Logistics Business ¥-55,833 million, Post Office Counter Services Business ¥4,467 million, International Logistics Business ¥3,100 million, Real estate business ¥19,288 million, Banking ¥550,988 million, Life insurance business ¥113,174 million |
| Depreciation and amortization | ¥144,038 million |
| Impairment loss | ¥337 million |
| Breakdown of extraordinary income (loss) | Extraordinary income Gain on disposal of fixed assets ¥2,979 million, Reversal of statutory reserves ¥80,265 million, Gain on sale of shares of affiliates ¥13,913 million, Relocation compensation ¥68 million, Other extraordinary income ¥1,386 million / Total extraordinary income ¥98,613 million / Extraordinary loss Loss on disposal of non-current assets ¥2,551 million, Impairment loss ¥337 million, Business restructuring loss ¥1,254 million, Overseas tax-related loss ¥2,189 million, Other extraordinary losses ¥1,286 million / Total extraordinary losses ¥7,618 million |
| Disclosure regarding the going concern assumption | Not applicable. |
| Change in accounting policy | Changes due to revisions to standards None / Other changes None / Change in accounting estimate None / Restatement None |
| Changes in the scope of consolidation | No material changes (the number and names of companies newly included in or excluded from consolidation are Not disclosed) |
| Material subsequent events | Japan Post Bank resolved to enter into a capital and business alliance with Matsui Securities and acquire 51,489,700 common shares, and signed the relevant agreement. Following the acquisition, Japan Post Bank is expected to hold approximately 20% of the voting rights, and Matsui Securities is expected to become an equity-method affiliate. The impact on results is currently expected to be minor. |
| Availability of Supplementary Financial Results Materials | Available |
| Availability of Financial Results Briefing | Available (for institutional investors and analysts) |
| Issued Shares at Period-End | 2,808,194,600 shares |
| Treasury Shares at Period-End | 73,710,410 shares |
| Factors Behind Changes in Business Performance | Consolidated ordinary revenue increased due to higher ordinary revenue in the international logistics, real estate and banking businesses, despite lower ordinary revenue in the postal and logistics, post office counter services and life insurance businesses. Consolidated ordinary profit increased, mainly due to higher profit in the banking business and other businesses. |
Items this document does not state (10)
Operating profitOperating MarginCash flows from operating activitiesCash flows from investing activitiesCash flows from financing activitiesCash and cash equivalents at end of periodPayout ratioShareholder Return PolicyRegional salesOrders received and order backlog
These are items the company does not state in this document. We do not leave them blank, nor fill them in from other sources or by inference.
The reasons the company gives
The company's own explanation, not something inferred from the numbers.Ordinary revenue increased in the international logistics, real estate and banking businesses, while it decreased in the postal and logistics, post office counter services and life insurance businesses. Ordinary profit increased, mainly due to higher profit in the banking business and other businesses.
How to read this page
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