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SATO FOODS, Ordinary Profit Forecast for the Fiscal Year Revised Upward by 12%

Fri Feb 6, 2026 4:00 pm JST Earnings

2814 SATO FOODS INDUSTRIES CO.,LTD. 【J-GAAP】

Earnings Report

SATO FOODS INDUSTRIES CO.,LTD. <2814> [TSE Std] announced its financial results after the market closed on February 6th (16:00). The ordinary profit (non-consolidated) for the cumulative third quarter of the fiscal year ending March 2026 (April to December) increased 8.1% from the same period last year, reaching 704 million yen.

In addition, the full-year forecast for ordinary profit has been revised upward 12.4%, from the previous forecast of 695 million yen to 781 million yen (compared to 813 million yen in the previous period), and the declining rate is expected to decrease from 14.5% to 3.9%.

Based on the full-year plan announced by the company after the upward revision, our estimate of the ordinary profit for the October to March period (second half) has been revised upward 35.0%, from the previous forecast of 246 million yen to 332 million yen (compared to 484 million yen in the same period of the previous year), and the declining rate is expected to decrease from 49.2% to 31.4%.

In the most recent three-month period, from October to December (3Q), the ordinary profit decreased to 255 million yen, a 20.8% decrease compared to the same period last year. The operating profit margin decreased from 14.7% in the same period last year to 10.8%.

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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 4,629 492 615 482 108.1 77.9 Feb 2, 2024 J-GAAP
Apr - Dec, 2024 4,898 520 651 497 117.1 80.1 Feb 7, 2025 J-GAAP
Apr - Dec, 2025 5,166 561 704 565 147.5 90.1 Feb 6, 2026 J-GAAP
YoY +5.5% +7.9% +8.1% +13.7% +25.9%

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 2,981 214 246 88 24.1 20 Nov 7, 2025 J-GAAP
Oct - Mar, 2025 New 3,201 261 332 232 63.4 22 Feb 6, 2026 J-GAAP
Revision Rate +7.4% +22.0% +35.0% +163.6% +163.6%

Full Year Update

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2026 Prev 6,400 586 695 478 130.7 40 Nov 7, 2025 J-GAAP
Mar, 2026 New 6,620 633 781 622 170.1 42 Feb 6, 2026 J-GAAP
Revision Rate +3.4% +8.0% +12.4% +30.1% +30.1%

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 3,252 416 484 324 76.8 20 May 16, 2025 J-GAAP
Oct - Mar, 2025 Guidance 3,201 261 332 232 63.4 22 Feb 6, 2026 J-GAAP
YoY -1.6% -37.3% -31.4% -28.4% -17.4%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2024 6,101 663 789 773 173.6 36.36 May 10, 2024 J-GAAP
Mar, 2025 6,360 672 813 596 141.3 38.18 May 16, 2025 J-GAAP
Mar, 2026 Guidance 6,620 633 781 622 170.1 42 Feb 6, 2026 J-GAAP
YoY +4.1% -5.8% -3.9% +4.4% +20.4%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Oct - Dec, 2024 1,790 264 322 225 53.0 14.7 Feb 7, 2025 J-GAAP
Jan - Mar, 2025 1,462 152 162 99 23.5 10.4 May 16, 2025 J-GAAP
Apr - Jun, 2025 1,682 221 284 283 70.4 13.1 Aug 8, 2025 J-GAAP
Jul - Sep, 2025 1,737 151 165 107 27.4 8.7 Nov 7, 2025 J-GAAP
Oct - Dec, 2025 1,747 189 255 175 45.7 10.8 Feb 6, 2026 J-GAAP
YoY -2.4% -28.4% -20.8% -22.2% -13.8%

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