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Ishii Food, Apr-Dec (Cumulative 3Q) Ordinary Profit Increases by 45%, Exceeds Full-Year Plan

Fri Feb 6, 2026 1:00 pm JST Earnings

2894 Ishii Food Co.,Ltd. 【J-GAAP】

Earnings Report

Ishii Food Co.,Ltd. <2894> [TSE Std] announced its financial results in the afternoon session on February 6th (13:00). The consolidated ordinary profit for the cumulative third quarter of the fiscal year ending March 2026 (April to December) expanded 370 million yen, an increase 44.5% compared to the same period last year. Progress toward the full-year plan of 280 million yen is 132.1%, already exceeding the target and also exceeding the five-year average of 91.3%.

Based on the cumulative third-quarter performance announced by the company and the unchanged full-year plan, our calculation indicates that the consolidated ordinary profit/loss for the January to March period (4Q) is expected to turn into a loss of 90 million yen (compared to a profit of 53 million yen in the same period last year). However, if the fourth-quarter performance remains at the same level as the first three quarters, the full-year plan may be increased.

In the most recent three-month period, from October to December (3Q), the consolidated ordinary profit decreased to 152 million yen, a 3.8% decrease compared to the same period last year. The operating profit margin remained almost flat, changing from 5.1% in the same period last year to 4.9%.

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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 7,931 506 536 306 18.2 117.3 Jan 31, 2024 J-GAAP
Apr - Dec, 2024 8,298 235 256 135 8.1 82.8 Jan 31, 2025 J-GAAP
Apr - Dec, 2025 8,400 365 370 259 15.6 132.1 Feb 6, 2026 J-GAAP
YoY +1.2% +55.3% +44.5% +91.9% +91.2%

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 5,466 179 211 253 15.2 4 May 15, 2025 J-GAAP
Oct - Mar, 2025 Guidance 5,760 29 62 58 3.5 4 Nov 13, 2025 J-GAAP
YoY +5.4% -83.8% -70.6% -77.1% -77.1%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2024 10,492 413 457 471 28.1 4 May 14, 2024 J-GAAP
Mar, 2025 10,869 267 309 287 17.3 4 May 15, 2025 J-GAAP
Mar, 2026 Guidance 11,200 250 280 209 12.6 4 Nov 13, 2025 J-GAAP
YoY +3.0% -6.4% -9.4% -27.2% -27.3%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Oct - Dec, 2024 2,895 147 158 101 6.1 5.1 Jan 31, 2025 J-GAAP
Jan - Mar, 2025 2,571 32 53 152 9.2 1.2 May 15, 2025 J-GAAP
Apr - Jun, 2025 2,728 137 135 75 4.5 5.0 Jul 31, 2025 J-GAAP
Jul - Sep, 2025 2,712 84 83 76 4.6 3.1 Nov 13, 2025 J-GAAP
Oct - Dec, 2025 2,960 144 152 108 6.5 4.9 Feb 6, 2026 J-GAAP
YoY +2.2% -2.0% -3.8% +6.9% +6.6%

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