kabutan

Yakiniku Sakai, First Half Operating Profit Turns to Loss, Jul-Sep Operating Profit Turns to Loss

Fri Nov 14, 2025 4:30 pm JST Earnings

2694 Yakiniku Sakai Holdings Inc. 【J-GAAP】

Earnings Report

Yakiniku Sakai Holdings Inc. <2694> [TSE Std] announced its financial results after the market closed on November 14th (16:30). The consolidated operating profit/loss for the cumulative second quarter of the fiscal year ending March 2026 (April to September) turned into a loss of 6 million yen (compared to a profit of 185 million 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 operating profit for the October to March period (second half) is expected to surge 2.2 times that of the same period last year, reaching 619 million yen.

In the most recent three-month period, from July to September (2Q), the consolidated operating profit/loss turned to a loss of 12 million yen (compared to a profit of 92 million yen in the same period last year). The operating profit/loss margin worsened from 1.6% in the same period last year to -0.2%.

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 10,918 218 292 45 0.2 48.2 Nov 14, 2023 J-GAAP
Apr - Sep, 2024 11,377 185 122 118 0.5 28.5 Nov 14, 2024 J-GAAP
Apr - Sep, 2025 11,647 -6 76 5 0.0 13.3 Nov 14, 2025 J-GAAP
YoY +2.4% － -37.7% -95.8% -96.0%

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 － 0 May 15, 2025 J-GAAP
Apr - Sep, 2025 Results 11,647 -6 76 5 0.0 0 Nov 14, 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 12,156 283 306 -731 -3.1 0.50 May 15, 2025 J-GAAP
Oct - Mar, 2025 Guidance 12,357 619 495 345 1.5 － Nov 14, 2025 J-GAAP
YoY +1.7% +118.7% +61.8% － －

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2024 22,817 529 606 235 1.0 0.50 May 15, 2024 J-GAAP
Mar, 2025 23,533 468 428 -613 -2.6 0.50 May 15, 2025 J-GAAP
Mar, 2026 Guidance 24,004 613 571 350 1.5 － May 15, 2025 J-GAAP
YoY +2.0% +31.0% +33.4% － －

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Jul - Sep, 2024 5,862 92 11 49 0.2 1.6 Nov 14, 2024 J-GAAP
Oct - Dec, 2024 6,235 218 253 208 0.9 3.5 Feb 14, 2025 J-GAAP
Jan - Mar, 2025 5,921 65 53 -939 -4.0 1.1 May 15, 2025 J-GAAP
Apr - Jun, 2025 5,737 6 3 -21 -0.1 0.1 Aug 13, 2025 J-GAAP
Jul - Sep, 2025 5,910 -12 73 26 0.1 -0.2 Nov 14, 2025 J-GAAP
YoY +0.8% － +563.6% -46.9% -52.4%

Related Articles