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S&B FOODS, Jul-Sep (2Q) Ordinary Profit Increases by 35%

Fri Oct 31, 2025 2:00 pm JST Earnings

2805 S&B FOODS INC. 【J-GAAP】

Earnings Report

S&B FOODS INC. <2805> [TSE Std] announced its financial results in the afternoon session on October 31st (14:00). The consolidated ordinary profit for the cumulative second quarter of the fiscal year ending March 2026 (April to September) was 4.88 billion yen, a 2.3% decrease compared to the same period last year. Progress toward the full-year plan of 9.80 billion yen was 49.8%, also falling below the five-year average of 55.8%.

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 October to March period (second half) is expected to grow 5.7% from the same period last year, reaching 4.91 billion yen.

In the most recent three-month period, from July to September (2Q), the consolidated ordinary profit increased 35.1% from the same period last year, reaching 2.08 billion yen. The operating profit margin improved from 6.1% in the same period last year to 6.6%.

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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
Apr - Sep, 2023 63,157 3,277 3,515 2,410 99.7 43.5 Oct 31, 2023 J-GAAP
Apr - Sep, 2024 61,491 5,001 4,999 3,659 151.4 51.8 Nov 1, 2024 J-GAAP
Apr - Sep, 2025 63,350 4,701 4,885 3,720 153.9 49.8 Oct 31, 2025 J-GAAP
YoY +3.0% -6.0% -2.3% +1.7% +1.6%

First Half Results vs. Previous Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Apr - Sep, 2025 Guidance 63,500 4,400 4,400 3,200 132.4 24 May 13, 2025 J-GAAP
Apr - Sep, 2025 Results 63,350 4,701 4,885 3,720 153.9 24 Oct 31, 2025 J-GAAP
Revision Rate -0.2% +6.8% +11.0% +16.3% +16.3%

Current Period Guidance

Second Half Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Oct - Mar, 2024 62,029 4,441 4,651 3,906 161.6 21.50 May 13, 2025 J-GAAP
Oct - Mar, 2025 Guidance 63,650 4,899 4,915 3,880 160.5 24 Oct 31, 2025 J-GAAP
YoY +2.6% +10.3% +5.7% -0.7% -0.7%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2024 126,443 7,778 8,079 6,717 278.0 33 May 10, 2024 J-GAAP
Mar, 2025 123,520 9,442 9,650 7,565 313.0 40 May 13, 2025 J-GAAP
Mar, 2026 Guidance 127,000 9,600 9,800 7,600 314.4 48 May 13, 2025 J-GAAP
YoY +2.8% +1.7% +1.6% +0.5% +0.4%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Jul - Sep, 2024 30,452 1,859 1,540 1,195 49.5 6.1 Nov 1, 2024 J-GAAP
Oct - Dec, 2024 35,030 4,288 4,690 3,317 137.3 12.2 Jan 31, 2025 J-GAAP
Jan - Mar, 2025 26,999 153 -39 589 24.4 0.6 May 13, 2025 J-GAAP
Apr - Jun, 2025 32,088 2,636 2,804 1,941 80.3 8.2 Jul 31, 2025 J-GAAP
Jul - Sep, 2025 31,262 2,065 2,081 1,779 73.6 6.6 Oct 31, 2025 J-GAAP
YoY +2.7% +11.1% +35.1% +48.9% +48.8%

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