kabutan

House Foods, Ordinary Profit Forecast for the Fiscal Year Revised Downward to an Unexpected 5% Decrease

Thu Nov 6, 2025 2:30 pm JST Earnings

2810 House Foods Group Inc. 【J-GAAP】

Earnings Report

House Foods Group Inc. <2810> [TSE Prime] announced its financial results in the afternoon session on November 6th (14:30). The consolidated ordinary profit for the cumulative second quarter of the fiscal year ending March 2026 (April to September) dropped 33.1% from the same period last year to 6.44 billion yen.

In addition, the full-year forecast for consolidated ordinary profit has decreased 9.4%, from the previous forecast of 22.4 billion yen to 20.3 billion yen (compared to 21.3 billion yen in the previous period). This changes the outlook from an anticipated profit increase to a projection of a 5.1% 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 17.9% from the same period last year, reaching 13.8 billion yen.

In the most recent three-month period, from July to September (2Q), the consolidated ordinary profit decreased to 2.78 billion yen, a 28.9% decrease compared to the same period last year. The operating profit margin worsened from 4.6% in the same period last year to 3.1%.

Kabutan News

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 142,824 8,067 8,770 10,825 111.0 41.6 Nov 7, 2023 J-GAAP
Apr - Sep, 2024 154,964 9,257 9,638 5,510 57.7 45.1 Nov 6, 2024 J-GAAP
Apr - Sep, 2025 153,602 5,868 6,448 5,601 60.0 31.8 Nov 6, 2025 J-GAAP
YoY -0.9% -36.6% -33.1% +1.7% +4.0%

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 ー ー ー ー － 24 May 8, 2025 J-GAAP
Apr - Sep, 2025 Results 153,602 5,868 6,448 5,601 60.0 24 Nov 6, 2025 J-GAAP
Revision Rate － － － － －

Guidance Update

Full Year Update

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2026 Prev 333,000 21,500 22,400 13,000 141.5 48 May 8, 2025 J-GAAP
Mar, 2026 New 321,500 19,000 20,300 13,000 141.5 48 Nov 6, 2025 J-GAAP
Revision Rate -3.5% -11.6% -9.4% 0.0% 0.0%

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 160,454 10,747 11,750 6,983 73.7 24 May 8, 2025 J-GAAP
Oct - Mar, 2025 Guidance 167,898 13,132 13,852 7,399 80.5 24 Nov 6, 2025 J-GAAP
YoY +4.6% +22.2% +17.9% +6.0% +9.3%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2024 299,600 19,470 21,085 17,580 180.5 47 May 9, 2024 J-GAAP
Mar, 2025 315,418 20,004 21,388 12,493 131.9 48 May 8, 2025 J-GAAP
Mar, 2026 Guidance 321,500 19,000 20,300 13,000 141.5 48 Nov 6, 2025 J-GAAP
YoY +1.9% -5.0% -5.1% +4.1% +7.3%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Jul - Sep, 2024 80,231 3,685 3,914 1,954 20.5 4.6 Nov 6, 2024 J-GAAP
Oct - Dec, 2024 84,393 8,442 8,757 6,662 70.1 10.0 Feb 4, 2025 J-GAAP
Jan - Mar, 2025 76,061 2,305 2,993 321 3.4 3.0 May 8, 2025 J-GAAP
Apr - Jun, 2025 75,699 3,418 3,666 1,801 19.2 4.5 Jul 31, 2025 J-GAAP
Jul - Sep, 2025 77,903 2,450 2,782 3,800 40.7 3.1 Nov 6, 2025 J-GAAP
YoY -2.9% -33.5% -28.9% +94.5% +99.0%

Related Articles