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ICHIBANYA, First Half Ordinary Profit Unexpectedly Revised Upward by 9%

Mon Oct 6, 2025 3:30 pm JST Earnings

7630 ICHIBANYA CO.,LTD. 【J-GAAP】

Earnings Report

ICHIBANYA CO.,LTD. <7630> [TSE Prime] announced its financial results after the market closed on October 6th (15:30). The consolidated ordinary profit for the cumulative second quarter of the fiscal year ending February 2026 (March to August) increased 8.9% from the same period last year, reaching 2.70 billion yen, resulting in an increase in profits compared to the previous forecast of a 7.5% decrease.

Progress toward the full-year plan of 5.50 billion yen was 49.2%, exceeding the five-year average of 45.2%.

Based on the first-half performance announced by the company and the unchanged full-year plan, our calculation indicates that the consolidated ordinary profit for the September to February period (second half) is expected to grow 3.1% from the same period last year, reaching 2.79 billion yen.

In the most recent three-month period, from June to August (2Q), the consolidated ordinary profit amounted to 1.34 billion yen, an increase of 0.8% compared to the same period last year. However, the operating profit margin worsened from 8.6% in the same period last year to 7.7%.

Kabutan News

Actual Performance and Financial Trends

Accumulated Results 2nd Quarter
Fiscal Year Revenue Operating
Profit
Ordinary
Profit
Net
Profit
Adj.
EPS
Progress Rate
vs. First Half
Announce Accounting
Standards
Mar - Aug, 2023
26,822M 2,467M 2,606M 1,418M 8.9 51.9 Oct 6, 2023 J-GAAP
Mar - Aug, 2024
29,599M 2,393M 2,487M 1,554M 9.8 47.9 Oct 7, 2024 J-GAAP
Mar - Aug, 2025
32,018M 2,526M 2,708M 1,384M 8.7 49.2 Oct 6, 2025 J-GAAP
YoY +8.2% +5.6% +8.9% -10.9% -11.0%
First Half Results vs. Previous Guidance
Fiscal Year Revenue Operating
Profit
Ordinary
Profit
Net
Profit
Adj.
EPS
Adj.
Dividend
Announce Accounting
Standards
Mar - Aug, 2025 Guidance 32,300M 2,200M 2,300M 1,200M 7.5 8 Apr 4, 2025 J-GAAP
Mar - Aug, 2025 Results 32,018M 2,526M 2,708M 1,384M 8.7 8 Oct 6, 2025 J-GAAP
Revision Rate -0.9% +14.8% +17.7% +15.3% +15.4%

Current Period Guidance

Second Half Results
Fiscal Year Revenue Operating
Profit
Ordinary
Profit
Net
Profit
Adj.
EPS
Adj.
Dividend
Announce Accounting
Standards
Sep - Feb, 2024
31,407M 2,532M 2,707M 1,617M 10.1 8 Apr 4, 2025 J-GAAP
Guidance
Sep - Feb, 2025
35,282M 2,874M 2,792M 1,916M 12.0 8 Oct 6, 2025 J-GAAP
YoY +12.3% +13.5% +3.1% +18.5% +18.4%
Current Period Guidance
Fiscal Year Revenue Operating
Profit
Ordinary
Profit
Net
Profit
Adj.
EPS
Adj.
Dividend
Announce Accounting
Standards
Feb, 2024
55,137M 4,715M 5,021M 2,685M 16.8 16 Apr 4, 2024 J-GAAP
Feb, 2025
61,006M 4,925M 5,194M 3,171M 19.9 16 Apr 4, 2025 J-GAAP
Guidance
Feb, 2026
67,300M 5,400M 5,500M 3,300M 20.7 16 Apr 4, 2025 J-GAAP
YoY +10.3% +9.6% +5.9% +4.1% +4.0%

Quarterly Results

Fiscal Year Revenue Operating
Profit
Ordinary
Profit
Net
Profit
Adj.
EPS
Operating
Profit Margin
Announce Accounting
Standards
Jun - Aug, 2024
15,346M 1,313M 1,338M 706M 4.4 8.6 Oct 7, 2024 J-GAAP
Sep - Nov, 2024
15,395M 1,491M 1,568M 1,051M 6.6 9.7 Dec 23, 2024 J-GAAP
Dec - Feb, 2024
16,012M 1,041M 1,139M 566M 3.6 6.5 Apr 4, 2025 J-GAAP
Mar - May, 2025
15,750M 1,266M 1,359M 922M 5.8 8.0 Jun 23, 2025 J-GAAP
Jun - Aug, 2025
16,268M 1,260M 1,349M 462M 2.9 7.7 Oct 6, 2025 J-GAAP
YoY +6.0% -4.0% +0.8% -34.6% -34.5%