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HAGOROMO FOODS, First Half Ordinary Profit Unexpectedly Revised Upward by 5%, Current Fiscal Year Dividend Revised Upward by 10 Yen

Thu Nov 13, 2025 3:30 pm JST Earnings

2831 HAGOROMO FOODS CORPORATION 【J-GAAP】

Earnings Report

HAGOROMO FOODS CORPORATION <2831> [TSE Std] announced its financial results after the market closed on November 13th (15:30). The consolidated ordinary profit for the cumulative second quarter of the fiscal year ending March 2026 (April to September) increased 4.6% from the same period last year, reaching 2.56 billion yen, resulting in an increase in profits compared to the previous forecast of a 14.4% decrease.

Progress toward the full-year plan of 3.40 billion yen was 75.5%, almost the same as the five-year average of 75.5%.

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 11.9% from the same period last year to 0.83 billion yen.

At the same time, the company has increased its planned annual dividend for the current fiscal year from the original plan of 60 yen to 70 yen (compared to 60 yen in the previous period).

In the most recent three-month period, from July to September (2Q), the consolidated ordinary profit grew 8.1% from the same period last year, reaching 1.24 billion yen. The operating profit margin remained almost flat, changing from 5.6% in the same period last year to 5.9%.

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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 37,483 1,394 1,626 1,298 138.0 71.7 Nov 14, 2023 J-GAAP
Apr - Sep, 2024 38,715 2,193 2,454 1,792 190.5 72.2 Nov 13, 2024 J-GAAP
Apr - Sep, 2025 38,916 2,204 2,567 1,821 193.5 75.5 Nov 13, 2025 J-GAAP
YoY +0.5% +0.5% +4.6% +1.6% +1.6%

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 39,100 1,800 2,100 1,500 159.4 30 May 13, 2025 J-GAAP
Apr - Sep, 2025 Results 38,916 2,204 2,567 1,821 193.5 35 Nov 13, 2025 J-GAAP
Revision Rate -0.5% +22.4% +22.2% +21.4% +21.4%

Guidance Update

Full Year Update

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2026 Prev 76,300 2,800 3,400 2,300 244.4 60 May 13, 2025 J-GAAP
Mar, 2026 New 76,300 2,800 3,400 2,300 244.4 70 Nov 13, 2025 J-GAAP
Revision Rate 0.0% 0.0% 0.0% 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 35,935 656 945 667 70.9 30 May 13, 2025 J-GAAP
Oct - Mar, 2025 Guidance 37,384 596 833 479 50.9 35 Nov 13, 2025 J-GAAP
YoY +4.0% -9.1% -11.9% -28.2% -28.2%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2024 73,501 1,834 2,269 1,749 186.0 50 May 13, 2024 J-GAAP
Mar, 2025 74,650 2,849 3,399 2,459 261.4 60 May 13, 2025 J-GAAP
Mar, 2026 Guidance 76,300 2,800 3,400 2,300 244.4 70 Nov 13, 2025 J-GAAP
YoY +2.2% -1.7% +0.0% -6.5% -6.5%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Jul - Sep, 2024 19,470 1,099 1,154 889 94.5 5.6 Nov 13, 2024 J-GAAP
Oct - Dec, 2024 19,566 983 1,308 968 102.9 5.0 Feb 12, 2025 J-GAAP
Jan - Mar, 2025 16,369 -327 -363 -301 -32.0 -2.0 May 13, 2025 J-GAAP
Apr - Jun, 2025 19,076 1,038 1,319 911 96.8 5.4 Aug 13, 2025 J-GAAP
Jul - Sep, 2025 19,840 1,166 1,248 910 96.7 5.9 Nov 13, 2025 J-GAAP
YoY +1.9% +6.1% +8.1% +2.4% +2.3%

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