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KOBE BUSSAN, Ordinary Profit Forecast for Last Fiscal Year Revised Upward by 27%, Exceeded Record Profit Forecast, Dividend Revised Upward by 4 Yen

Mon Dec 8, 2025 3:30 pm JST Revision

3038 KOBE BUSSAN CO.,LTD. 【J-GAAP】

Guidance Update Report

KOBE BUSSAN CO.,LTD. <3038> [TSE Prime] announced a revision to its performance and dividend after the market closed on December 8th (15:30). The consolidated ordinary profit forecast for the fiscal year ending October 2025 has been revised upward 27.0%, from the previous forecast of 37.8 billion yen to 48.0 billion yen (compared to 31.5 billion yen in the previous period), increasing the growth rate from 19.7% to 52.0%. The company has further increased its previous forecast of record profits for the first time in three years.

Based on the upwardly revised full-year plan announced by the company, our calculation indicates that the May to October period (second half) consolidated ordinary profit is expected to increase 60.5%, from the previous forecast of 16.8 billion yen to 27.0 billion yen (compared to 13.5 billion yen in the same period of the previous year), increasing the growth rate from 24.6% to 99.9%.

In light of the strong performance, the company has increased its planned year-end lump-sum dividend for the last fiscal year from the original plan of 26 yen to 30 yen (compared to 23 yen in the previous period).

Kabutan News

Guidance Update

Second Half Update

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
May - Oct, 2025 Prev 252,694 18,614 16,871 9,733 43.9 26 Jun 12, 2025 J-GAAP
May - Oct, 2025 New 279,394 20,714 27,071 17,533 79.2 30 Dec 8, 2025 J-GAAP
Revision Rate +10.6% +11.3% +60.5% +80.1% +80.3%

Full Year Update

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Oct, 2025 Prev 525,000 37,700 37,800 24,000 108.3 26 Dec 13, 2024 J-GAAP
Oct, 2025 New 551,700 39,800 48,000 31,800 143.6 30 Dec 8, 2025 J-GAAP
Revision Rate +5.1% +5.6% +27.0% +32.5% +32.6%

Current Period Guidance

Second Half Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
May - Oct, 2024 259,760 16,630 13,540 9,098 41.2 23 Dec 13, 2024 J-GAAP
May - Oct, 2025 Guidance 279,394 20,714 27,071 17,533 79.2 30 Dec 8, 2025 J-GAAP
YoY +7.6% +24.6% +99.9% +92.7% +92.3%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Oct, 2023 461,546 30,717 29,970 20,560 93.6 22 Dec 15, 2023 J-GAAP
Oct, 2024 507,883 34,350 31,576 21,443 97.1 23 Dec 13, 2024 J-GAAP
Oct, 2025 Guidance 551,700 39,800 48,000 31,800 143.6 30 Dec 8, 2025 J-GAAP
YoY +8.6% +15.9% +52.0% +48.3% +47.9%

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