CALBEE, Ordinary Profit Forecast for the Fiscal Year Revised Downward to an Unexpected 12% Decrease, Dividend Revised Upward by 6 Yen

CALBEE,Inc. <2229> [TSE Prime] announced its financial results at noon (12:00) on November 5th. The consolidated ordinary profit for the cumulative second quarter of the fiscal year ending March 2026 (April to September) decreased 29.8% from the same period last year to 10.3 billion yen.

In addition, the full-year forecast for consolidated ordinary profit has decreased 13.5%, from the previous forecast of 30.4 billion yen to 26.3 billion yen (compared to 29.8 billion yen in the previous period). This changes the outlook from an anticipated profit increase to a projection of an 11.9% decrease in profit.

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 October to March period (second half) is expected to grow 5.7% from the same period last year, reaching 15.9 billion yen.

At the same time, the company has increased its planned year-end lump-sum dividend for the current fiscal year from the original plan of 60 yen to 66 yen (compared to 58 yen in the previous period).

In the most recent three-month period, from July to September (2Q), the consolidated ordinary profit decreased to 5.11 billion yen, a 6.6% decrease compared to the same period last year. The operating profit margin drastically worsened from 9.1% in the same period last year to 5.8%.

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