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MATSUYA FOODS, Ordinary Profit Forecast for the Fiscal Year Revised Upward to an Unexpected 15% Increase

Fri Nov 7, 2025 3:30 pm JST Earnings

9887 MATSUYA FOODS HOLDINGS CO., LTD. 【J-GAAP】

Earnings Report

MATSUYA FOODS HOLDINGS CO., LTD. <9887> [TSE Prime] announced its financial results after the market closed on November 7th (15:30). The consolidated ordinary profit for the cumulative second quarter of the fiscal year ending March 2026 (April to September) expanded 3.24 billion yen, an increase 47.0% compared to the same period last year, exceeded the previous forecast of 2.40 billion yen.

In addition, the full-year forecast for consolidated ordinary profit has been revised upward 22.9%, from the previous forecast of 4.80 billion yen to 5.90 billion yen (compared to 5.14 billion yen in the previous period), turning to a 14.6% increase in the consolidated ordinary profit outlook.

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 decrease 9.7% from the same period last year to 2.65 billion yen.

In the most recent three-month period, from July to September (2Q), the consolidated ordinary profit grew 10.4% from the same period last year, reaching 2.09 billion yen. However, the operating profit margin worsened from 4.6% in the same period last year to 4.2%.

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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 59,031 1,606 1,885 1,327 69.7 31.5 Nov 6, 2023 J-GAAP
Apr - Sep, 2024 72,387 1,884 2,206 783 41.1 42.8 Nov 5, 2024 J-GAAP
Apr - Sep, 2025 87,946 2,829 3,242 1,293 67.9 54.9 Nov 7, 2025 J-GAAP
YoY +21.5% +50.2% +47.0% +65.1% +65.1%

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 86,050 2,100 2,400 950 49.8 12 Aug 12, 2025 J-GAAP
Apr - Sep, 2025 Results 87,946 2,829 3,242 1,293 67.9 12 Nov 7, 2025 J-GAAP
Revision Rate +2.2% +34.7% +35.1% +36.1% +36.2%

Guidance Update

Full Year Update

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2026 Prev 175,000 4,000 4,800 1,850 97.1 24 Aug 12, 2025 J-GAAP
Mar, 2026 New 179,000 5,000 5,900 2,200 115.4 24 Nov 7, 2025 J-GAAP
Revision Rate +2.3% +25.0% +22.9% +18.9% +18.9%

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 81,836 2,522 2,943 1,402 73.6 12 May 12, 2025 J-GAAP
Oct - Mar, 2025 Guidance 91,054 2,171 2,658 907 47.6 12 Nov 7, 2025 J-GAAP
YoY +11.3% -13.9% -9.7% -35.3% -35.3%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2024 127,611 5,322 5,978 2,915 152.9 24 May 13, 2024 J-GAAP
Mar, 2025 154,223 4,406 5,149 2,185 114.7 24 May 12, 2025 J-GAAP
Mar, 2026 Guidance 179,000 5,000 5,900 2,200 115.4 24 Nov 7, 2025 J-GAAP
YoY +16.1% +13.5% +14.6% +0.7% +0.6%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Jul - Sep, 2024 38,124 1,750 1,896 759 39.8 4.6 Nov 5, 2024 J-GAAP
Oct - Dec, 2024 41,027 2,298 2,531 1,387 72.8 5.6 Feb 10, 2025 J-GAAP
Jan - Mar, 2025 40,809 224 412 15 0.8 0.5 May 12, 2025 J-GAAP
Apr - Jun, 2025 43,164 965 1,149 554 29.1 2.2 Aug 12, 2025 J-GAAP
Jul - Sep, 2025 44,782 1,864 2,093 739 38.8 4.2 Nov 7, 2025 J-GAAP
YoY +17.5% +6.5% +10.4% -2.6% -2.6%

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