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NH Foods, Apr-Dec (Cumulative 3Q) Net Income Increases by 15%, Current Fiscal Year Dividend Revised Upward by 4 Yen

Mon Feb 2, 2026 3:40 pm JST Earnings

2282 NH Foods Ltd. 【IFRS】

Earnings Report

NH Foods Ltd. <2282> [TSE Prime] announced its financial results (based on IFRS) after the market closed on February 2nd (15:40). The consolidated net income for the cumulative third quarter of the fiscal year ending March 2026 (April to December) increased 15.2% from the same period last year, reaching 33.5 billion yen. Progress toward the full-year plan of 34.0 billion yen was 98.8%, almost the same as the five-year average of 98.8%.

Based on the cumulative third-quarter performance announced by the company and the full-year plan, our calculation indicates that the consolidated net income/loss for the January to March period (4Q) is expected to turn into a profit of 0.42 billion yen (compared to a loss of 2.56 billion yen in the same period last year).

At the same time, the company has increased its planned year-end lump-sum dividend for the current fiscal year from the original plan of 156 yen to 160 yen (compared to 135 yen in the previous period).

In the most recent three-month period, from October to December (3Q), the consolidated net income decreased to 10.3 billion yen, an 8.0% decrease compared to the same period last year.

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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
Apr - Dec, 2023 997,957 ー 43,681 29,520 287.8 107.6 Feb 1, 2024 IFRS
Apr - Dec, 2024 1,055,018 ー 43,297 29,152 286.4 116.4 Jan 31, 2025 IFRS
Apr - Dec, 2025 1,108,591 ー 53,658 33,577 343.1 107.3 Feb 2, 2026 IFRS
YoY +5.1% － +23.9% +15.2% +19.8%

Guidance Update

Second Half Update

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Oct - Mar, 2025 Prev 707,401 ー 11,727 10,812 113.8 156 Nov 4, 2025 IFRS
Oct - Mar, 2025 New 717,401 ー 11,727 10,812 113.8 160 Feb 2, 2026 IFRS
Revision Rate +1.4% － 0.0% 0.0% 0.0%

Full Year Update

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2026 Prev 1,430,000 ー 50,000 34,000 357.7 156 Nov 4, 2025 IFRS
Mar, 2026 New 1,440,000 ー 50,000 34,000 357.7 160 Feb 2, 2026 IFRS
Revision Rate +0.7% － 0.0% 0.0% 0.0%

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 686,689 ー 8,326 8,721 86.3 135 May 9, 2025 IFRS
Oct - Mar, 2025 Guidance 717,401 ー 11,727 10,812 113.8 160 Feb 2, 2026 IFRS
YoY +4.5% － +40.8% +24.0% +31.8%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2024 1,303,432 ー 40,599 28,078 273.7 119 May 10, 2024 IFRS
Mar, 2025 1,370,553 ー 37,198 26,585 263.1 135 May 9, 2025 IFRS
Mar, 2026 Guidance 1,440,000 ー 50,000 34,000 357.7 160 Feb 2, 2026 IFRS
YoY +5.1% － +34.4% +27.9% +36.0%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Oct - Dec, 2024 371,154 ー 14,425 11,288 110.9 0.0 Jan 31, 2025 IFRS
Jan - Mar, 2025 315,535 ー -6,099 -2,567 -25.4 0.0 May 9, 2025 IFRS
Apr - Jun, 2025 354,141 ー 18,418 11,417 115.4 0.0 Aug 1, 2025 IFRS
Jul - Sep, 2025 368,458 ー 19,855 11,771 119.4 0.0 Nov 4, 2025 IFRS
Oct - Dec, 2025 385,992 ー 15,385 10,389 106.2 0.0 Feb 2, 2026 IFRS
YoY +4.0% － +6.7% -8.0% -4.3%

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