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MATSUYA FOODS, Ordinary Profit Forecast for the Fiscal Year Revised Upward by 25%, Highest in Four Terms

Mon Feb 9, 2026 3:30 pm JST Earnings

9887 MATSUYA FOODS HOLDINGS CO., LTD. 【J-GAAP】

Earnings Report

MATSUYA FOODS HOLDINGS CO., LTD. <9887> [TSE Prime] announced its financial results after the market closed on February 9th (15:30). The consolidated ordinary profit for the cumulative third quarter of the fiscal year ending March 2026 (April to December) expanded 7.01 billion yen, an increase 48.1% compared to the same period last year.

In addition, the full-year forecast for consolidated ordinary profit has been revised upward 25.4%, from the previous forecast of 5.90 billion yen to 7.40 billion yen (compared to 5.14 billion yen in the previous period), increasing the growth rate from 14.6% to 43.7%, reaches new record high for the first time in four terms.

Based on the full-year plan announced by the company after the upward revision, our estimate of the consolidated ordinary profit for the October to March period (second half) is expected to increase 56.4%, from the previous forecast of 2.65 billion yen to 4.15 billion yen (compared to 2.94 billion yen in the same period of the previous year), turning to a 41.3% increase in the consolidated ordinary profit outlook.

In the most recent three-month period, from October to December (3Q), the consolidated ordinary profit increased 49.1% from the same period last year, reaching 3.77 billion yen. The operating profit margin improved from 5.6% in the same period last year to 7.3%.

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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 93,118 4,174 4,564 2,693 141.3 76.3 Feb 5, 2024 J-GAAP
Apr - Dec, 2024 113,414 4,182 4,737 2,170 113.9 92.0 Feb 10, 2025 J-GAAP
Apr - Dec, 2025 136,688 6,400 7,015 3,308 173.5 94.8 Feb 9, 2026 J-GAAP
YoY +20.5% +53.0% +48.1% +52.4% +52.4%

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 91,054 2,171 2,658 907 47.6 12 Nov 7, 2025 J-GAAP
Oct - Mar, 2025 New 94,454 3,671 4,158 1,657 86.9 12 Feb 9, 2026 J-GAAP
Revision Rate +3.7% +69.1% +56.4% +82.7% +82.7%

Full Year Update

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2026 Prev 179,000 5,000 5,900 2,200 115.4 24 Nov 7, 2025 J-GAAP
Mar, 2026 New 182,400 6,500 7,400 2,950 154.8 24 Feb 9, 2026 J-GAAP
Revision Rate +1.9% +30.0% +25.4% +34.1% +34.1%

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 81,836 2,522 2,943 1,402 73.6 12 May 12, 2025 J-GAAP
Oct - Mar, 2025 Guidance 94,454 3,671 4,158 1,657 86.9 12 Feb 9, 2026 J-GAAP
YoY +15.4% +45.6% +41.3% +18.2% +18.1%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2024 127,611 5,322 5,978 2,915 152.9 24 May 13, 2024 J-GAAP
Mar, 2025 154,223 4,406 5,149 2,185 114.7 24 May 12, 2025 J-GAAP
Mar, 2026 Guidance 182,400 6,500 7,400 2,950 154.8 24 Feb 9, 2026 J-GAAP
YoY +18.3% +47.5% +43.7% +35.0% +35.0%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Oct - Dec, 2024 41,027 2,298 2,531 1,387 72.8 5.6 Feb 10, 2025 J-GAAP
Jan - Mar, 2025 40,809 224 412 15 0.8 0.5 May 12, 2025 J-GAAP
Apr - Jun, 2025 43,164 965 1,149 554 29.1 2.2 Aug 12, 2025 J-GAAP
Jul - Sep, 2025 44,782 1,864 2,093 739 38.8 4.2 Nov 7, 2025 J-GAAP
Oct - Dec, 2025 48,742 3,571 3,773 2,015 105.7 7.3 Feb 9, 2026 J-GAAP
YoY +18.8% +55.4% +49.1% +45.3% +45.2%

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