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Yoshimura Food, Ordinary Profit Forecast for the Fiscal Year Revised Upward by 44%

Wed Jan 14, 2026 4:00 pm JST Earnings

2884 Yoshimura Food Holdings K.K. 【J-GAAP】

Earnings Report

Yoshimura Food Holdings K.K. <2884> [TSE Prime] announced its financial results after the market closed on January 14th (16:00). The consolidated ordinary profit for the cumulative third quarter of the fiscal year ending February 2026 (March to November) dropped 35.2% from the same period last year to 1.98 billion yen.

However, the full-year forecast for consolidated ordinary profit has been revised upward 43.6%, from the previous forecast of 1.95 billion yen to 2.80 billion yen (compared to 4.25 billion yen in the previous period), and the declining rate is expected to decrease from 54.1% to 34.1%.

Based on the cumulative third-quarter performance announced by the company and the full-year plan, our calculation indicates that the consolidated ordinary profit for the December to February period (4Q) is expected to drop 31.5% from the same period last year to 0.81 billion yen.

In the most recent three-month period, from September to November (3Q), the consolidated ordinary profit amounted to 1.11 billion yen, a 1.0% decrease compared to the same period last year. The operating profit margin worsened from 7.3% in the same period last year to 6.8%.

Note: If the earnings forecast is disclosed as a range, the article is based on the midpoint of that range.

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Actual Results

Accumulated Results 3rd Quarter
Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Progress Rate vs. First Half Announce Accounting Standards
Mar - Nov, 2023 34,645 1,359 1,904 590 24.9 63.7 Jan 15, 2024 J-GAAP
Mar - Nov, 2024 43,351 2,999 3,060 1,246 52.4 72.0 Jan 14, 2025 J-GAAP
Mar - Nov, 2025 42,486 1,918 1,984 1,018 42.7 70.9 Jan 14, 2026 J-GAAP
YoY -2.0% -36.0% -35.2% -18.3% -18.5%

Guidance Update

Second Half Update

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Sep - Feb, 2025 Prev 28,635 1,079 1,078 322 13.5 0 Oct 15, 2025 J-GAAP
Sep - Feb, 2025 New 28,635 1,879 1,928 1,072 44.9 0 Jan 14, 2026 J-GAAP
Revision Rate 0.0% +74.1% +78.8% +232.9% +232.8%

Full Year Update

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Feb, 2026 Prev 56,400 2,000 1,950 850 35.6 0 Oct 15, 2025 J-GAAP
Feb, 2026 New 56,400 2,800 2,800 1,600 67.0 0 Jan 14, 2026 J-GAAP
Revision Rate 0.0% +40.0% +43.6% +88.2% +88.3%

Current Period Guidance

Second Half Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Sep - Feb, 2024 29,372 2,231 2,314 1,055 44.3 0 Apr 14, 2025 J-GAAP
Sep - Feb, 2025 Guidance 28,635 1,879 1,928 1,072 44.9 0 Jan 14, 2026 J-GAAP
YoY -2.5% -15.8% -16.7% +1.6% +1.4%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Feb, 2024 49,781 2,366 2,989 1,036 43.8 0 Apr 15, 2024 J-GAAP
Feb, 2025 58,110 4,161 4,251 1,861 78.1 0 Apr 14, 2025 J-GAAP
Feb, 2026 Guidance 56,400 2,800 2,800 1,600 67.0 0 Jan 14, 2026 J-GAAP
YoY -2.9% -32.7% -34.1% -14.0% -14.2%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Sep - Nov, 2024 14,613 1,069 1,123 440 18.5 7.3 Jan 14, 2025 J-GAAP
Dec - Feb, 2024 14,759 1,162 1,191 615 25.8 7.9 Apr 14, 2025 J-GAAP
Mar - May, 2025 14,600 700 620 286 12.0 4.8 Jul 15, 2025 J-GAAP
Jun - Aug, 2025 13,165 221 252 242 10.2 1.7 Oct 15, 2025 J-GAAP
Sep - Nov, 2025 14,721 997 1,112 490 20.5 6.8 Jan 14, 2026 J-GAAP
YoY +0.7% -6.7% -1.0% +11.4% +11.0%

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