Nomura Holdings, Inc. (NMR) Q2 2025 Earnings Call Transcript Summary
Nomura Holdings, Inc. (NMR) Q2 2025 Earnings Call Transcript Summary
EPS was JPY 32.26 and the annualized ROE reached 11.6%, aligning with the upper end of the 2030 quantitative target.The following is a summary of the Nomura Holdings, Inc. (NMR) Q2 2025 Earnings Call Transcript:
以下是野村控股（NMR）2025年第二季度業績會文本摘要：
Financial Performance:
金融業績：
Group-wide net revenue for Q2 increased by 6% quarter-on-quarter to JPY 483.3 billion.
Net income saw a significant increase of 43% over the last quarter to JPY 98.4 billion, marking the highest level since June 2020.
EPS was JPY 32.26 and the annualized ROE reached 11.6%, aligning with the upper end of the 2030 quantitative target.
For the first half of the fiscal year, net income soared by 186% to JPY 167.3 billion, with a corresponding EPS of JPY 54.58.
第二季度全球淨營業收入按季度增長了6％，達到了4833億日元。
淨利潤較上一季度大幅增長了43％，達到了984億日元，創下2020年6月以來的最高水平。
每股收益爲32.26日元，年化roe達到了11.6%，與2030年定量目標的上限相符。
截至本財年上半年，淨利潤激增186％，達到了1673億日元，eps相應爲54.58日元。
Business Progress:
業務進展：
Significant improvements in wholesale with a cost-to-income ratio improvement to 83% and income before income taxes doubling.
Wealth management recorded the highest income before taxes in nine years and recurring revenue reached a record high of JPY 50.3 billion.
批發業務獲得了顯著改善，成本收入比提高至83％，所得稅前收入翻番。
财富管理業務錄得了九年來稅前利潤最高的記錄，持續營收達到了創紀錄的503億日元。
Opportunities:
機會：
Continued diversification of revenue sources across wholesale, with robust performances in fixed income, equities, and investment banking.
Strong gains in wealth management and investment management divisions indicate a growing and diversified business portfolio.
Announced a dividend per share of JPY 23, maintaining a payout ratio of 40.6%.
跨批發領域的營收來源持續多元化，固定收益、股票和投資銀行業務表現強勁。
财富管理和投資管理部門的強勁增長表明業務組合正在增長並多元化。
宣佈每股股息爲23日元，維持40.6%的派息比率。
Risks:
風險：
Increased market volatility affected line businesses, with adjustments required according to market shifts and client activity.
Geopolitical risks and economic uncertainties influenced investment banking and global markets revenues.
市場波動性增加影響到業務線，需要根據市場變動和客戶活動進行調整。
地緣政治風險和經濟不確定性影響了投資銀行和全球市場的營收。
Tips: For more comprehensive details, please refer to the IR website. The article is only for investors' reference without any guidance or recommendation suggestions.
提示：如需更全面的詳情，請參閱投資人關係網站。本文僅供投資者參考，不作任何指引或建議。
譯文內容由第三人軟體翻譯。
