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EZAKI GLICO, Ordinary Profit Forecast for the Fiscal Year Revised Downward to an Unexpected 10% Decrease
2206 EZAKI GLICO CO.,LTD. 【J-GAAP】
Guidance Update ReportEZAKI GLICO CO.,LTD. <2206> [TSE Prime] announced a performance revision after the market closed on December 17th (15:30). The consolidated ordinary profit forecast for the fiscal year ending December 2025 has decreased 11.1%, from the previous forecast of 13.5 billion yen to 12.0 billion yen (compared to 13.3 billion yen in the previous period). This changes the outlook from an anticipated profit increase to a projection of a 10.1% decrease in profit.
Based on the downwardly revised full-year plan announced by the company, our calculation indicates that the July to December period (second half) consolidated ordinary profit has decreased 18.8%, from the previous forecast of 7.99 billion yen to 6.49 billion yen (compared to 3.72 billion yen in the same period of the previous year), leading to a reduction in the profit growth rate from 2.1 times to 74.4%.
Kabutan News
Guidance Update
Second Half Update
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Jul - Dec, 2025 Prev | 199,505 | 7,741 | 7,994 | 4,256 | 66.9 | 50 | Aug 6, 2025 | J-GAAP |
| Jul - Dec, 2025 New | 197,505 | 6,741 | 6,494 | 1,756 | 27.6 | 50 | Dec 17, 2025 | J-GAAP |
| Revision Rate | -1.0% | -12.9% | -18.8% | -58.7% | -58.7% |
Full Year Update
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Dec, 2025 Prev | 364,000 | 11,000 | 13,500 | 8,000 | 125.7 | 95 | Aug 6, 2025 | J-GAAP |
| Dec, 2025 New | 362,000 | 10,000 | 12,000 | 5,500 | 86.4 | 95 | Dec 17, 2025 | J-GAAP |
| Revision Rate | -0.5% | -9.1% | -11.1% | -31.3% | -31.3% |
Current Period Guidance
Second Half Results
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Jul - Dec, 2024 | 177,105 | 2,196 | 3,723 | 4,446 | 69.9 | 45 | Feb 13, 2025 | J-GAAP |
| Jul - Dec, 2025 Guidance | 197,505 | 6,741 | 6,494 | 1,756 | 27.6 | 50 | Dec 17, 2025 | J-GAAP |
| YoY | +11.5% | +207.0% | +74.4% | -60.5% | -60.5% |
Current Period Guidance
| Fiscal Year | Revenue | Operating Profit | Ordinary Profit | Net Profit | Adj. EPS | Adj. Dividend | Announce | Accounting Standards |
|---|---|---|---|---|---|---|---|---|
| Dec, 2023 | 332,590 | 18,622 | 21,285 | 14,133 | 222.3 | 80 | Feb 13, 2024 | J-GAAP |
| Dec, 2024 | 331,129 | 11,065 | 13,348 | 8,113 | 127.5 | 90 | Feb 13, 2025 | J-GAAP |
| Dec, 2025 Guidance | 362,000 | 10,000 | 12,000 | 5,500 | 86.4 | 95 | Dec 17, 2025 | J-GAAP |
| YoY | +9.3% | -9.6% | -10.1% | -32.2% | -32.3% |
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