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MOS FOOD SERVICES, First Half Ordinary Profit Increases by 50%

Fri Nov 7, 2025 3:30 pm JST Earnings

8153 MOS FOOD SERVICES,INC. 【J-GAAP】

Earnings Report

MOS FOOD SERVICES,INC. <8153> [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 4.28 billion yen, an increase 50.4% compared to the same period last year. Progress toward the full-year plan of 5.45 billion yen was 78.6%, it was below the five-year average of 111.3%.

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 significant drop 57.1% from the same period last year to 1.16 billion yen.

In the most recent three-month period, from July to September (2Q), the consolidated ordinary profit increased 48.6% from the same period last year, reaching 2.50 billion yen. The operating profit margin improved from 6.9% in the same period last year to 8.6%.

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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 46,138 2,368 2,565 1,500 48.6 58.4 Nov 10, 2023 J-GAAP
Apr - Sep, 2024 47,578 2,711 2,848 1,782 57.8 51.1 Nov 8, 2024 J-GAAP
Apr - Sep, 2025 50,758 4,041 4,284 2,834 91.9 78.6 Nov 7, 2025 J-GAAP
YoY +6.7% +49.1% +50.4% +59.0% +59.0%

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 － 15 May 15, 2025 J-GAAP
Apr - Sep, 2025 Results 50,758 4,041 4,284 2,834 91.9 15 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 48,607 2,512 2,721 1,368 44.3 15 May 15, 2025 J-GAAP
Oct - Mar, 2025 Guidance 46,242 1,209 1,166 66 2.1 15 Nov 7, 2025 J-GAAP
YoY -4.9% -51.9% -57.1% -95.2% -95.2%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2024 93,058 4,185 4,392 2,573 83.5 28 May 15, 2024 J-GAAP
Mar, 2025 96,185 5,223 5,569 3,150 102.1 30 May 15, 2025 J-GAAP
Mar, 2026 Guidance 97,000 5,250 5,450 2,900 94.0 30 May 15, 2025 J-GAAP
YoY +0.8% +0.5% -2.1% -7.9% -8.0%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Jul - Sep, 2024 25,067 1,721 1,688 916 29.7 6.9 Nov 8, 2024 J-GAAP
Oct - Dec, 2024 25,182 1,466 1,656 1,285 41.7 5.8 Feb 14, 2025 J-GAAP
Jan - Mar, 2025 23,425 1,046 1,065 83 2.7 4.5 May 15, 2025 J-GAAP
Apr - Jun, 2025 23,787 1,722 1,776 1,263 40.9 7.2 Aug 8, 2025 J-GAAP
Jul - Sep, 2025 26,971 2,319 2,508 1,571 50.9 8.6 Nov 7, 2025 J-GAAP
YoY +7.6% +34.7% +48.6% +71.5% +71.5%

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