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YAKULT HONSHA, Oct-Dec (3Q) Ordinary Profit Decreases by 17%, Current Fiscal Year Dividend Revised Upward by 4 Yen

Tue Feb 10, 2026 2:20 pm JST Earnings

2267 YAKULT HONSHA CO.,LTD. 【J-GAAP】

Earnings Report

YAKULT HONSHA CO.,LTD. <2267> [TSE Prime] announced its financial results in the afternoon session on February 10th (14:20). The consolidated ordinary profit for the cumulative third quarter of the fiscal year ending March 2026 (April to December) decreased 19.0% from the same period last year to 55.6 billion yen. Progress toward the full-year plan of 67.0 billion yen was 83.1%, below the five-year average of 88.6%.

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 for the January to March period (4Q) is expected to expand 59.5% from the same period last year, reaching 11.3 billion yen.

At the same time, the company has increased its planned annual dividend for the current fiscal year from the original plan of 66 yen to 70 yen (compared to 64 yen in the previous period).

In the most recent three-month period, from October to December (3Q), the consolidated ordinary profit decreased to 19.4 billion yen, a 17.3% decrease compared to the same period last year. The operating profit margin decreased from 12.9% in the same period last year to 11.9%.

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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 387,721 55,902 68,976 43,339 139.1 87.0 Feb 9, 2024 J-GAAP
Apr - Dec, 2024 386,264 50,742 68,747 43,598 143.8 90.6 Feb 14, 2025 J-GAAP
Apr - Dec, 2025 371,778 40,927 55,656 41,574 141.5 83.1 Feb 10, 2026 J-GAAP
YoY -3.8% -19.3% -19.0% -4.6% -1.6%

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 248,326 23,174 30,765 21,983 75.0 33 Nov 14, 2025 J-GAAP
Oct - Mar, 2025 New 248,326 23,174 30,765 21,983 75.0 37 Feb 10, 2026 J-GAAP
Revision Rate 0.0% 0.0% 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 489,500 48,500 67,000 46,500 158.6 66 Nov 14, 2025 J-GAAP
Mar, 2026 New 489,500 48,500 67,000 46,500 158.6 70 Feb 10, 2026 J-GAAP
Revision Rate 0.0% 0.0% 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 244,590 21,614 30,604 18,061 59.7 32 May 13, 2025 J-GAAP
Oct - Mar, 2025 Guidance 248,326 23,174 30,765 21,983 75.0 37 Feb 10, 2026 J-GAAP
YoY +1.5% +7.2% +0.5% +21.7% +25.6%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2024 503,079 63,399 79,300 51,006 164.5 55.50 May 14, 2024 J-GAAP
Mar, 2025 499,683 55,391 75,860 45,533 150.5 64 May 13, 2025 J-GAAP
Mar, 2026 Guidance 489,500 48,500 67,000 46,500 158.6 70 Feb 10, 2026 J-GAAP
YoY -2.0% -12.4% -11.7% +2.1% +5.4%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Oct - Dec, 2024 131,171 16,965 23,491 16,126 53.2 12.9 Feb 14, 2025 J-GAAP
Jan - Mar, 2025 113,419 4,649 7,113 1,935 6.4 4.1 May 13, 2025 J-GAAP
Apr - Jun, 2025 116,586 10,906 17,190 11,597 39.4 9.4 Jul 29, 2025 J-GAAP
Jul - Sep, 2025 124,588 14,420 19,045 12,920 44.0 11.6 Nov 14, 2025 J-GAAP
Oct - Dec, 2025 130,604 15,601 19,421 17,057 58.1 11.9 Feb 10, 2026 J-GAAP
YoY -0.4% -8.0% -17.3% +5.8% +9.2%

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