ASAHIMATSU FOODS, Ordinary Profit Forecast for the Fiscal Year Revised Downward to an Unexpected 35% Decrease, Dividend Revised Upward by 10 Yen

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Fri Feb 6, 2026 3:30 pm JST Earnings

2911 ASAHIMATSU FOODS CO.,LTD. 【J-GAAP】

Earnings Report

ASAHIMATSU FOODS CO.,LTD. <2911> [TSE Std] announced its financial results after the market closed on February 6th (15:30). The consolidated ordinary profit for the cumulative third quarter of the fiscal year ending March 2026 (April to December) decreased 8.3% from the same period last year to 231 million yen.

In addition, the full-year forecast for consolidated ordinary profit has decreased 37.5%, from the previous forecast of 320 million yen to 200 million yen (compared to 307 million yen in the previous period). This changes the outlook from an anticipated profit increase to a projection of a 34.9% decrease in profit. However, the full-year forecast for consolidated net income has been revised upward 4.2%, from the previous forecast of 240 million yen to 250 million yen (compared to 238 million yen in the previous period), increasing the growth rate from 0.8% to 5.0%.

Based on the full-year plan announced by the company after the downward revision, our estimate of the consolidated ordinary profit for the October to March period (second half) has decreased 53.1%, from the previous forecast of 226 million yen to 106 million yen (compared to 254 million yen in the same period of the previous year), leading to an increase in the profit decline rate from 11.0% to 58.3%.

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 35 yen to 45 yen (compared to 35 yen in the previous period).

In the most recent three-month period, from October to December (3Q), the consolidated ordinary profit dropped to 137 million yen, a 31.2% decrease compared to the same period last year. The operating profit margin worsened from 6.8% in the same period last year to 4.3%.

Kabutan News

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	6,253	191	242	200	109.0	84.3	Feb 6, 2024	J-GAAP
Apr - Dec, 2024	6,138	182	252	190	103.4	82.1	Feb 7, 2025	J-GAAP
Apr - Dec, 2025	5,944	125	231	228	123.2	115.5	Feb 6, 2026	J-GAAP
YoY	-3.2%	-31.3%	-8.3%	+20.0%	+19.1%

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	4,667	214	226	179	96.3	35	Nov 7, 2025	J-GAAP
Oct - Mar, 2025 New	4,167	74	106	189	101.7	45	Feb 6, 2026	J-GAAP
Revision Rate	-10.7%	-65.4%	-53.1%	+5.6%	+5.6%

Full Year Update

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Adj. Dividend	Announce	Accounting Standards
Mar, 2026 Prev	8,300	240	320	240	129.2	35	May 15, 2025	J-GAAP
Mar, 2026 New	7,800	100	200	250	134.6	45	Feb 6, 2026	J-GAAP
Revision Rate	-6.0%	-58.3%	-37.5%	+4.2%	+4.2%

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	4,286	207	254	208	113.0	35	May 15, 2025	J-GAAP
Oct - Mar, 2025 Guidance	4,167	74	106	189	101.7	45	Feb 6, 2026	J-GAAP
YoY	-2.8%	-64.3%	-58.3%	-9.1%	-10.0%

Current Period Guidance

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Adj. Dividend	Announce	Accounting Standards
Mar, 2024	8,098	205	287	232	126.5	25	May 15, 2024	J-GAAP
Mar, 2025	8,017	225	307	238	129.3	35	May 15, 2025	J-GAAP
Mar, 2026 Guidance	7,800	100	200	250	134.6	45	Feb 6, 2026	J-GAAP
YoY	-2.7%	-55.6%	-34.9%	+5.0%	+4.0%

Quarterly Results

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Operating Profit Margin	Announce	Accounting Standards
Oct - Dec, 2024	2,407	164	199	160	87.1	6.8	Feb 7, 2025	J-GAAP
Jan - Mar, 2025	1,879	43	55	48	26.1	2.3	May 15, 2025	J-GAAP
Apr - Jun, 2025	1,815	28	72	46	25.4	1.5	Aug 8, 2025	J-GAAP
Jul - Sep, 2025	1,818	-2	22	15	8.2	-0.1	Nov 7, 2025	J-GAAP
Oct - Dec, 2025	2,311	99	137	167	90.3	4.3	Feb 6, 2026	J-GAAP
YoY	-4.0%	-39.6%	-31.2%	+4.4%	+3.6%