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SHOEI FOODS, Ordinary Profit Forecast for the Fiscal Year Revised Upward by 2%

Fri Jun 13, 2025 3:30 pm JST Earnings

8079 SHOEI FOODS CORPORATION 【J-GAAP】

Earnings Report

SHOEI FOODS CORPORATION <8079> [TSE Prime] announced its financial results after the market closed on June 13th (15:30). The consolidated ordinary profit for the cumulative second quarter of the fiscal year ending October 2025 (November 2024 to April 2025) decreased 7.5% from the same period last year to 2.94 billion yen.

However, the full-year forecast for consolidated ordinary profit has been revised upward 2.2%, from the previous forecast of 4.50 billion yen to 4.60 billion yen (compared to 4.95 billion yen in the previous period), and the declining rate is expected to decrease from 9.1% to 7.1%. However, the full-year forecast for consolidated net income has decreased 8.3%, from the previous forecast of 3.00 billion yen to 2.75 billion yen (compared to 3.17 billion yen in the previous period), leading to an increase in the profit decline rate from 5.4% to 13.2%.

Based on the first-half performance announced by the company and the full-year plan, our calculation indicates that the consolidated ordinary profit for the May to October period (second half) is expected to decrease 6.4% from the same period last year to 1.65 billion yen.

In the most recent three-month period, from February to April (2Q), the consolidated ordinary profit decreased to 1.69 billion yen, a 13.6% decrease compared to the same period last year. The operating profit margin worsened from 6.3% in the same period last year to 5.5%.

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Actual Results

Accumulated Results 2nd Quarter
Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Progress Rate vs. First Half Announce Accounting Standards
Nov - Apr, 2022 55,771 2,097 2,082 1,349 80.1 50.3 Jun 12, 2023 J-GAAP
Nov - Apr, 2023 59,692 3,092 3,178 1,949 115.7 64.2 Jun 11, 2024 J-GAAP
Nov - Apr, 2024 65,764 2,913 2,941 1,731 102.8 63.9 Jun 13, 2025 J-GAAP
YoY +10.2% -5.8% -7.5% -11.2% -11.2%

First Half Results vs. Previous Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Nov - Apr, 2024 Guidance 59,500 2,900 2,950 1,950 115.7 30 Dec 13, 2024 J-GAAP
Nov - Apr, 2024 Results 65,764 2,913 2,941 1,731 102.8 30 Jun 13, 2025 J-GAAP
Revision Rate +10.5% +0.4% -0.3% -11.2% -11.2%

Guidance Update

Full Year Update

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Oct, 2025 Prev 115,000 4,400 4,500 3,000 181.0 60 Dec 13, 2024 J-GAAP
Oct, 2025 New 120,000 4,550 4,600 2,750 165.9 60 Jun 13, 2025 J-GAAP
Revision Rate +4.3% +3.4% +2.2% -8.3% -8.3%

Current Period Guidance

Second Half Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
May - Oct, 2024 55,516 1,752 1,772 1,221 72.5 25 Dec 13, 2024 J-GAAP
May - Oct, 2025 Guidance 54,236 1,637 1,659 1,019 61.5 30 Jun 13, 2025 J-GAAP
YoY -2.3% -6.6% -6.4% -16.5% -15.2%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Oct, 2023 109,594 4,034 4,137 2,809 166.8 48 Dec 13, 2023 J-GAAP
Oct, 2024 115,208 4,844 4,950 3,170 188.2 50 Dec 13, 2024 J-GAAP
Oct, 2025 Guidance 120,000 4,550 4,600 2,750 165.9 60 Jun 13, 2025 J-GAAP
YoY +4.2% -6.1% -7.1% -13.2% -11.8%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Feb - Apr, 2024 30,170 1,898 1,967 1,373 81.5 6.3 Jun 11, 2024 J-GAAP
May - Jul, 2024 28,234 1,122 1,192 797 47.3 4.0 Sep 11, 2024 J-GAAP
Aug - Oct, 2024 27,282 630 580 424 25.2 2.3 Dec 13, 2024 J-GAAP
Nov - Jan, 2024 33,422 1,149 1,242 477 28.3 3.4 Mar 14, 2025 J-GAAP
Feb - Apr, 2025 32,342 1,764 1,699 1,254 74.5 5.5 Jun 13, 2025 J-GAAP
YoY +7.2% -7.1% -13.6% -8.7% -8.7%

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