NH Foods, Net Income Forecast for the Fiscal Year Revised Upward by 13%
2282 NH Foods Ltd. 【IFRS】
Earnings ReportNH Foods Ltd. <2282> [TSE Prime] announced its financial results (based on IFRS) after the market closed on November 4th (15:40). The consolidated net income for the cumulative second quarter of the fiscal year ending March 2026 (April to September) increased 29.8% from the same period last year, reaching 23.1 billion yen, exceeded the previous forecast of 18.5 billion yen.
In addition, the full-year forecast for consolidated net income has been revised upward 13.3%, from the previous forecast of 30.0 billion yen to 34.0 billion yen (compared to 26.5 billion yen in the previous period), increasing the growth rate from 12.8% to 27.9%.
Based on the first-half performance announced by the company and the full-year plan, our calculation indicates that the consolidated net income for the October to March period (second half) is expected to grow 24.0% from the same period last year, reaching 10.8 billion yen.
In the most recent three-month period, from July to September (2Q), the consolidated net income surged 2.4 times that of the same period last year, reaching 11.7 billion yen.
Kabutan News
Actual Performance and Financial Trends
| Fiscal Year | Revenue | Operating Profit |
Ordinary Profit |
Net Profit |
Adj. EPS |
Progress Rate vs. First Half |
Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
|
|
652,122M | ー | 31,605M | 19,984M | 194.9 | 77.8 | Oct 31, 2023 | IFRS |
|
|
683,864M | ー | 28,872M | 17,864M | 174.2 | 77.6 | Nov 1, 2024 | IFRS |
|
|
722,599M | ー | 38,273M | 23,188M | 235.2 | 76.5 | Nov 4, 2025 | IFRS |
| YoY | +5.7% | － | +32.6% | +29.8% | +35.0% |
| Fiscal Year | Revenue | Operating Profit |
Ordinary Profit |
Net Profit |
Adj. EPS |
Adj. Dividend |
Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Apr - Sep, 2025 Guidance | 700,000M | ー | 30,000M | 18,500M | 189.2 | － | May 9, 2025 | IFRS |
| Apr - Sep, 2025 Results | 722,599M | ー | 38,273M | 23,188M | 235.2 | － | Nov 4, 2025 | IFRS |
| Revision Rate | +3.2% | － | +27.6% | +25.3% | +24.3% |
Guidance Update
| Fiscal Year | Revenue | Operating Profit |
Ordinary Profit |
Net Profit |
Adj. EPS |
Adj. Dividend |
Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Mar, 2026 Prev | 1,400,000M | ー | 45,000M | 30,000M | 318.7 | 156 | May 9, 2025 | IFRS |
| Mar, 2026 New | 1,430,000M | ー | 50,000M | 34,000M | 361.2 | 156 | Nov 4, 2025 | IFRS |
| Revision Rate | +2.1% | － | +11.1% | +13.3% | +13.3% |
Current Period Guidance
| Fiscal Year | Revenue | Operating Profit |
Ordinary Profit |
Net Profit |
Adj. EPS |
Adj. Dividend |
Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
|
|
686,689M | ー | 8,326M | 8,721M | 86.3 | 135 | May 9, 2025 | IFRS |
|
Guidance
Oct - Mar, 2025
|
707,401M | ー | 11,727M | 10,812M | 114.9 | 156 | Nov 4, 2025 | IFRS |
| YoY | +3.0% | － | +40.8% | +24.0% | +33.1% |
| Fiscal Year | Revenue | Operating Profit |
Ordinary Profit |
Net Profit |
Adj. EPS |
Adj. Dividend |
Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
|
|
1,303,432M | ー | 40,599M | 28,078M | 273.7 | 119 | May 10, 2024 | IFRS |
|
|
1,370,553M | ー | 37,198M | 26,585M | 263.1 | 135 | May 9, 2025 | IFRS |
|
Guidance
Mar, 2026
|
1,430,000M | ー | 50,000M | 34,000M | 361.2 | 156 | Nov 4, 2025 | IFRS |
| YoY | +4.3% | － | +34.4% | +27.9% | +37.3% |
Quarterly Results
| Fiscal Year | Revenue | Operating Profit |
Ordinary Profit |
Net Profit |
Adj. EPS |
Operating Profit Margin |
Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
|
|
345,814M | ー | 9,067M | 4,816M | 47.0 | 0.0 | Nov 1, 2024 | IFRS |
|
|
371,154M | ー | 14,425M | 11,288M | 110.9 | 0.0 | Jan 31, 2025 | IFRS |
|
|
315,535M | ー | -6,099M | -2,567M | -25.4 | 0.0 | May 9, 2025 | IFRS |
|
|
354,141M | ー | 18,418M | 11,417M | 115.4 | 0.0 | Aug 1, 2025 | IFRS |
|
|
368,458M | ー | 19,855M | 11,771M | 119.4 | 0.0 | Nov 4, 2025 | IFRS |
| YoY | +6.5% | － | +119.0% | +144.4% | +154.3% |
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