YAKULT HONSHA, Ordinary Profit Forecast for the Fiscal Year Revised Downward by 4%

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Fri Nov 14, 2025 2:20 pm JST Earnings

2267 YAKULT HONSHA CO.,LTD. 【J-GAAP】

Earnings Report

YAKULT HONSHA CO.,LTD. <2267> [TSE Prime] announced its financial results in the afternoon session on November 14th (14:20). The consolidated ordinary profit for the cumulative second quarter of the fiscal year ending March 2026 (April to September) decreased 19.9% from the same period last year to 36.2 billion yen.

In addition, the full-year forecast for consolidated ordinary profit has decreased 3.6%, from the previous forecast of 69.5 billion yen to 67.0 billion yen (compared to 75.8 billion yen in the previous period), leading to an increase in the profit decline rate from 8.4% to 11.7%. However, the full-year forecast for consolidated net income has been revised upward 2.2%, from the previous forecast of 45.5 billion yen to 46.5 billion yen (compared to 45.5 billion yen in the previous period), turning to a 2.1% increase in the consolidated net income 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 nearly flat at 30.7 billion yen, up 0.5% from the same period last year.

In the most recent three-month period, from July to September (2Q), the consolidated ordinary profit decreased to 19.0 billion yen, a 17.1% decrease compared to the same period last year. The operating profit margin decreased from 13.3% in the same period last year to 11.6%.

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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	252,829	35,305	42,233	26,074	83.5	53.3	Nov 14, 2023	J-GAAP
Apr - Sep, 2024	255,093	33,777	45,256	27,472	90.6	59.7	Nov 12, 2024	J-GAAP
Apr - Sep, 2025	241,174	25,326	36,235	24,517	83.4	54.1	Nov 14, 2025	J-GAAP
YoY	-5.5%	-25.0%	-19.9%	-10.8%	-7.9%

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	246,500	27,000	37,500	23,500	80.1	33	Jul 29, 2025	J-GAAP
Apr - Sep, 2025 Results	241,174	25,326	36,235	24,517	83.4	33	Nov 14, 2025	J-GAAP
Revision Rate	-2.2%	-6.2%	-3.4%	+4.3%	+4.1%

Guidance Update

Full Year Update

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Adj. Dividend	Announce	Accounting Standards
Mar, 2026 Prev	495,000	53,500	69,500	45,500	155.2	66	Jul 29, 2025	J-GAAP
Mar, 2026 New	489,500	48,500	67,000	46,500	158.6	66	Nov 14, 2025	J-GAAP
Revision Rate	-1.1%	-9.3%	-3.6%	+2.2%	+2.2%

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	244,590	21,614	30,604	18,061	59.7	32	May 13, 2025	J-GAAP
Oct - Mar, 2025 Guidance	248,326	23,174	30,765	21,983	75.0	33	Nov 14, 2025	J-GAAP
YoY	+1.5%	+7.2%	+0.5%	+21.7%	+25.6%

Current Period Guidance

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Adj. Dividend	Announce	Accounting Standards
Mar, 2024	503,079	63,399	79,300	51,006	164.5	55.50	May 14, 2024	J-GAAP
Mar, 2025	499,683	55,391	75,860	45,533	150.5	64	May 13, 2025	J-GAAP
Mar, 2026 Guidance	489,500	48,500	67,000	46,500	158.6	66	Nov 14, 2025	J-GAAP
YoY	-2.0%	-12.4%	-11.7%	+2.1%	+5.4%

Quarterly Results

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Operating Profit Margin	Announce	Accounting Standards
Jul - Sep, 2024	132,449	17,679	22,968	13,383	44.1	13.3	Nov 12, 2024	J-GAAP
Oct - Dec, 2024	131,171	16,965	23,491	16,126	53.2	12.9	Feb 14, 2025	J-GAAP
Jan - Mar, 2025	113,419	4,649	7,113	1,935	6.4	4.1	May 13, 2025	J-GAAP
Apr - Jun, 2025	116,586	10,906	17,190	11,597	39.4	9.4	Jul 29, 2025	J-GAAP
Jul - Sep, 2025	124,588	14,420	19,045	12,920	44.0	11.6	Nov 14, 2025	J-GAAP
YoY	-5.9%	-18.4%	-17.1%	-3.5%	-0.4%