KIBUN FOODS, Ordinary Profit Forecast for the Fiscal Year Revised Downward to an Unexpected 29% Decrease, Dividend Revised down by 3.5 Yen

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Thu Feb 12, 2026 4:30 pm JST Earnings

2933 KIBUN FOODS INC. 【J-GAAP】

Earnings Report

KIBUN FOODS INC. <2933> [TSE Prime] announced its financial results after the market closed on February 12th (16:30). The consolidated ordinary profit for the cumulative third quarter of the fiscal year ending March 2026 (April to December) dropped 38.2% from the same period last year to 2.24 billion yen.

In addition, the full-year forecast for consolidated ordinary profit has decreased 33.6%, from the previous forecast of 4.45 billion yen to 2.95 billion yen (compared to 4.19 billion yen in the previous period). This changes the outlook from an anticipated profit increase to a projection of a 29.5% decrease in profit.

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 28.3%, from the previous forecast of 5.28 billion yen to 3.78 billion yen (compared to 3.75 billion yen in the same period of the previous year), leading to a reduction in the profit growth rate from 40.8% to 1.0%.

Due to a decline in performance, the company has reduced its planned year-end lump-sum dividend for the current fiscal year from the original plan of 23.5 yen to 20 yen (compared to 20 yen in the previous period).

In the most recent three-month period, from October to December (3Q), the consolidated ordinary profit decreased to 3.07 billion yen, a 3.6% decrease compared to the same period last year. The operating profit margin worsened from 9.4% in the same period last year to 8.6%.

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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	81,575	3,907	3,721	2,511	110.0	84.7	Feb 14, 2024	J-GAAP
Apr - Dec, 2024	82,756	3,826	3,631	2,468	108.1	86.6	Feb 14, 2025	J-GAAP
Apr - Dec, 2025	84,713	2,656	2,244	901	39.5	75.9	Feb 12, 2026	J-GAAP
YoY	+2.4%	-30.6%	-38.2%	-63.5%	-63.5%

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	66,762	5,433	5,283	4,053	177.5	23.50	Nov 13, 2025	J-GAAP
Oct - Mar, 2025 New	62,300	4,115	3,789	2,596	113.7	20	Feb 12, 2026	J-GAAP
Revision Rate	-6.7%	-24.3%	-28.3%	-35.9%	-35.9%

Full Year Update

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Adj. Dividend	Announce	Accounting Standards
Mar, 2026 Prev	115,626	5,020	4,450	3,000	131.4	23.50	May 15, 2025	J-GAAP
Mar, 2026 New	111,164	3,702	2,956	1,543	67.6	20	Feb 12, 2026	J-GAAP
Revision Rate	-3.9%	-26.3%	-33.6%	-48.6%	-48.6%

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	61,153	3,967	3,751	2,642	115.8	20	May 15, 2025	J-GAAP
Oct - Mar, 2025 Guidance	62,300	4,115	3,789	2,596	113.7	20	Feb 12, 2026	J-GAAP
YoY	+1.9%	+3.7%	+1.0%	-1.7%	-1.8%

Current Period Guidance

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Adj. Dividend	Announce	Accounting Standards
Mar, 2024	106,516	4,719	4,394	2,828	123.9	17	May 14, 2024	J-GAAP
Mar, 2025	108,912	4,513	4,191	2,587	113.4	20	May 15, 2025	J-GAAP
Mar, 2026 Guidance	111,164	3,702	2,956	1,543	67.6	20	Feb 12, 2026	J-GAAP
YoY	+2.1%	-18.0%	-29.5%	-40.4%	-40.4%

Quarterly Results

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Operating Profit Margin	Announce	Accounting Standards
Oct - Dec, 2024	34,997	3,280	3,191	2,523	110.6	9.4	Feb 14, 2025	J-GAAP
Jan - Mar, 2025	26,156	687	560	119	5.2	2.6	May 15, 2025	J-GAAP
Apr - Jun, 2025	24,874	359	189	48	2.1	1.4	Aug 12, 2025	J-GAAP
Jul - Sep, 2025	23,990	-772	-1,022	-1,101	-48.2	-3.2	Nov 13, 2025	J-GAAP
Oct - Dec, 2025	35,849	3,069	3,077	1,954	85.6	8.6	Feb 12, 2026	J-GAAP
YoY	+2.4%	-6.4%	-3.6%	-22.6%	-22.5%