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SHOEI FOODS, Last Fiscal Year's Ordinary Profit Unexpectedly Increases, 3% Increase in The Current Fiscal Year, Dividend Raised by 30 Yen
8079 SHOEI FOODS CORPORATION 【J-GAAP】
Earnings ReportSHOEI FOODS CORPORATION <8079> [TSE Prime] announced its financial results in the afternoon session on December 12th (15:00). The consolidated ordinary profit for the fiscal year ended October 2025 increased by 0.8% from the previous period to 4.99 billion yen exceeding the previous forecast of 4.60 billion yen and resulted in an increase in profit, a complete reversal from the forecast for a decline in profit. For the fiscal year ending October 2026, the consolidated ordinary profit is expected to grow by 3.2% to 5.15 billion yen. This will be the fifth consecutive term of revenue and the fourth consecutive term of profit growth.
At the same time, the company has decided to increase the dividend this fiscal year to 90 yen, an increase of 30 yen from the previous fiscal year.
In the most recent three-month period, from August to October (4Q), the consolidated ordinary profit grew 25.3% from the same period last year, reaching 0.72 billion yen. The operating profit margin remained almost flat, changing from 2.3% in the same period last year to 2.4%.
Kabutan News
Actual Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Oct, 2023 | 109,594 | 4,034 | 4,137 | 2,809 | 166.8 | 48 | Dec 13, 2023 | J-GAAP |
| Oct, 2024 | 115,208 | 4,844 | 4,950 | 3,170 | 188.2 | 50 | Dec 13, 2024 | J-GAAP |
| Oct, 2025 | 124,897 | 4,942 | 4,992 | 3,035 | 181.3 | 60 | Dec 12, 2025 | J-GAAP |
| YoY | +8.4% | +2.0% | +0.8% | -4.3% | -3.7% |
Full Year Results vs. Previous Guidance
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Oct, 2025 Guidance | 120,000 | 4,550 | 4,600 | 2,750 | 165.9 | 60 | Jun 13, 2025 | J-GAAP |
| Oct, 2025 Results | 124,897 | 4,942 | 4,992 | 3,035 | 181.3 | 60 | Dec 12, 2025 | J-GAAP |
| Revision Rate | +4.1% | +8.6% | +8.5% | +10.4% | +9.3% |
Current Period Guidance
H1 Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Nov - Apr, 2024 | 65,764 | 2,913 | 2,941 | 1,731 | 102.8 | 30 | Jun 13, 2025 | J-GAAP |
| Nov - Apr, 2025 Guidance | 68,000 | 3,000 | 3,030 | 1,900 | 114.6 | 45 | Dec 12, 2025 | J-GAAP |
| YoY | +3.4% | +3.0% | +3.0% | +9.8% | +11.5% |
Current Period Guidance
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Oct, 2024 | 115,208 | 4,844 | 4,950 | 3,170 | 188.2 | 50 | Dec 13, 2024 | J-GAAP |
| Oct, 2025 | 124,897 | 4,942 | 4,992 | 3,035 | 181.3 | 60 | Dec 12, 2025 | J-GAAP |
| Oct, 2026 Guidance | 130,000 | 5,100 | 5,150 | 3,400 | 205.2 | 90 | Dec 12, 2025 | J-GAAP |
| YoY | +4.1% | +3.2% | +3.2% | +12.0% | +13.1% |
Quarterly Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Operating Profit Margin | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Aug - Oct, 2024 | 27,282 | 630 | 580 | 424 | 25.2 | 2.3 | Dec 13, 2024 | J-GAAP |
| Nov - Jan, 2024 | 33,422 | 1,149 | 1,242 | 477 | 28.3 | 3.4 | Mar 14, 2025 | J-GAAP |
| Feb - Apr, 2025 | 32,342 | 1,764 | 1,699 | 1,254 | 74.5 | 5.5 | Jun 13, 2025 | J-GAAP |
| May - Jul, 2025 | 28,762 | 1,305 | 1,324 | 874 | 52.0 | 4.5 | Sep 12, 2025 | J-GAAP |
| Aug - Oct, 2025 | 30,371 | 724 | 727 | 430 | 25.7 | 2.4 | Dec 12, 2025 | J-GAAP |
| YoY | +11.3% | +14.9% | +25.3% | +1.4% | +2.1% |
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