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ASAHIMATSU FOODS, First Half Ordinary Profit Increases by 77%, Jul-Sep Ordinary Profit Increases by 2.4 times

Fri Nov 7, 2025 3:00 pm JST Earnings

2911 ASAHIMATSU FOODS CO.,LTD. 【J-GAAP】

Earnings Report

ASAHIMATSU FOODS CO.,LTD. <2911> [TSE Std] announced its financial results in the afternoon session on November 7th (15:00). The consolidated ordinary profit for the cumulative second quarter of the fiscal year ending March 2026 (April to September) expanded 94 million yen, an increase 77.4% compared to the same period last year. However, Progress toward the full-year plan of 320 million yen was 29.4%, almost the same as the five-year average of 32.2%.

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 October to March period (second half) is expected to decrease 11.0% from the same period last year to 226 million yen.

In the most recent three-month period, from July to September (2Q), the consolidated ordinary profit surged 2.4 times that of the same period last year, reaching 22 million yen. The operating profit/loss margin remained almost flat, changing from -0.3% in the same period last year to -0.1%.

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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 3,830 48 71 58 31.7 24.7 Nov 7, 2023 J-GAAP
Apr - Sep, 2024 3,731 18 53 30 16.6 17.3 Nov 8, 2024 J-GAAP
Apr - Sep, 2025 3,633 26 94 61 33.4 29.4 Nov 7, 2025 J-GAAP
YoY -2.6% +44.4% +77.4% +103.3% +100.9%

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 － 0 May 15, 2025 J-GAAP
Apr - Sep, 2025 Results 3,633 26 94 61 33.4 0 Nov 7, 2025 J-GAAP
Revision Rate － － － － －

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 4,286 207 254 208 113.0 35 May 15, 2025 J-GAAP
Oct - Mar, 2025 Guidance 4,667 214 226 179 96.3 35 Nov 7, 2025 J-GAAP
YoY +8.9% +3.4% -11.0% -13.9% -14.8%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2024 8,098 205 287 232 126.5 25 May 15, 2024 J-GAAP
Mar, 2025 8,017 225 307 238 129.3 35 May 15, 2025 J-GAAP
Mar, 2026 Guidance 8,300 240 320 240 129.2 35 May 15, 2025 J-GAAP
YoY +3.5% +6.7% +4.2% +0.8% -0.1%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Jul - Sep, 2024 1,849 -6 9 3 1.7 -0.3 Nov 8, 2024 J-GAAP
Oct - Dec, 2024 2,407 164 199 160 87.1 6.8 Feb 7, 2025 J-GAAP
Jan - Mar, 2025 1,879 43 55 48 26.1 2.3 May 15, 2025 J-GAAP
Apr - Jun, 2025 1,815 28 72 46 25.4 1.5 Aug 8, 2025 J-GAAP
Jul - Sep, 2025 1,818 -2 22 15 8.2 -0.1 Nov 7, 2025 J-GAAP
YoY -1.7% +66.7% +144.4% +400.0% +395.2%

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