kabutan

KIBUN FOODS, First Half Ordinary Profit Turns to Loss, Jul-Sep Ordinary Profit Loss Widens

Thu Nov 13, 2025 5:00 pm JST Earnings

2933 KIBUN FOODS INC. 【J-GAAP】

Earnings Report

KIBUN FOODS INC. <2933> [TSE Prime] announced its financial results after the market closed on November 13th (17:00). The consolidated ordinary profit/loss for the cumulative second quarter of the fiscal year ending March 2026 (April to September) turned into a loss of 0.83 billion yen (compared to a profit of 0.44 billion yen in the same period last year).

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 expand 40.8% from the same period last year, reaching 5.28 billion yen.

In the most recent three-month period, from July to September (2Q), the consolidated ordinary loss expanded to a loss of 1.02 billion yen (compared to a loss of 0.01 billion yen in the same period last year). The operating profit/loss margin drastically worsened from 0.4% in the same period last year to -3.2%.

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 47,365 108 -69 -658 -28.8 ー Nov 14, 2023 J-GAAP
Apr - Sep, 2024 47,759 546 440 -55 -2.5 10.5 Nov 14, 2024 J-GAAP
Apr - Sep, 2025 48,864 -413 -833 -1,053 -46.1 ー Nov 13, 2025 J-GAAP
YoY +2.3% － － -1,814.5% -1,783.3%

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 48,864 -413 -833 -1,053 -46.1 0 Nov 13, 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 61,153 3,967 3,751 2,642 115.8 20 May 15, 2025 J-GAAP
Oct - Mar, 2025 Guidance 66,762 5,433 5,283 4,053 177.5 23.50 Nov 13, 2025 J-GAAP
YoY +9.2% +37.0% +40.8% +53.4% +53.3%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2024 106,516 4,719 4,394 2,828 123.9 17 May 14, 2024 J-GAAP
Mar, 2025 108,912 4,513 4,191 2,587 113.4 20 May 15, 2025 J-GAAP
Mar, 2026 Guidance 115,626 5,020 4,450 3,000 131.4 23.50 May 15, 2025 J-GAAP
YoY +6.2% +11.2% +6.2% +16.0% +15.9%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Jul - Sep, 2024 24,648 95 -19 -286 -12.7 0.4 Nov 14, 2024 J-GAAP
Oct - Dec, 2024 34,997 3,280 3,191 2,523 110.6 9.4 Feb 14, 2025 J-GAAP
Jan - Mar, 2025 26,156 687 560 119 5.2 2.6 May 15, 2025 J-GAAP
Apr - Jun, 2025 24,874 359 189 48 2.1 1.4 Aug 12, 2025 J-GAAP
Jul - Sep, 2025 23,990 -772 -1,022 -1,101 -48.2 -3.2 Nov 13, 2025 J-GAAP
YoY -2.7% － -5,278.9% -285.0% -278.6%

Related Articles