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Okamura Foods, First Half Ordinary Profit Increases by 35%, Oct-Dec Ordinary Profit Increases by 99%

Fri Feb 13, 2026 2:00 pm JST Earnings

2938 Okamura Foods Co.,Ltd 【J-GAAP】

Earnings Report

Okamura Foods Co.,Ltd <2938> [TSE Std] announced its financial results in the afternoon session on February 13th (14:00). The consolidated ordinary profit for the cumulative second quarter of the fiscal year ending June 2026 (July to December) expanded 2.20 billion yen, an increase 34.7% compared to the same period last year. Progress toward the full-year plan of 3.59 billion yen was 61.2%, also surpassing the three-year average of 53.6%.

Based on the first-half performance announced by the company and the unchanged full-year plan, our calculation indicates that the consolidated ordinary profit for the January to June period (second half) is expected to grow 18.0% from the same period last year, reaching 1.39 billion yen.

In the most recent three-month period, from October to December (2Q), the consolidated ordinary profit increased 99.4% from the same period last year, reaching 0.95 billion yen. The operating profit margin significantly improved from 5.4% in the same period last year to 8.6%.

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Actual Results

Accumulated Results 2nd Quarter
Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Progress Rate vs. First Half Announce Accounting Standards
Jul - Dec, 2023 15,366 1,254 1,325 895 19.8 45.2 Feb 14, 2024 J-GAAP
Jul - Dec, 2024 17,084 1,692 1,634 1,114 22.9 58.0 Feb 14, 2025 J-GAAP
Jul - Dec, 2025 18,776 2,037 2,201 1,445 29.1 61.2 Feb 13, 2026 J-GAAP
YoY +9.9% +20.4% +34.7% +29.7% +26.7%

First Half Results vs. Previous Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Jul - Dec, 2025 Guidance ー ー ー ー － 4 Aug 8, 2025 J-GAAP
Jul - Dec, 2025 Results 18,776 2,037 2,201 1,445 29.1 4 Feb 13, 2026 J-GAAP
Revision Rate － － － － －

Current Period Guidance

Second Half Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Jan - Jun, 2025 18,261 1,329 1,181 906 18.6 3.16 Aug 8, 2025 J-GAAP
Jan - Jun, 2026 Guidance 20,259 1,776 1,393 1,132 22.5 4 Feb 13, 2026 J-GAAP
YoY +10.9% +33.6% +18.0% +24.9% +21.5%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Jun, 2024 32,665 2,548 2,932 1,968 42.0 5.67 Aug 9, 2024 J-GAAP
Jun, 2025 35,345 3,021 2,815 2,020 41.4 6.33 Aug 8, 2025 J-GAAP
Jun, 2026 Guidance 39,035 3,813 3,594 2,577 51.3 8 Aug 8, 2025 J-GAAP
YoY +10.4% +26.2% +27.7% +27.6% +24.1%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Oct - Dec, 2024 8,893 477 479 187 3.9 5.4 Feb 14, 2025 J-GAAP
Jan - Mar, 2025 8,245 541 491 474 9.7 6.6 May 14, 2025 J-GAAP
Apr - Jun, 2025 10,016 788 690 432 8.8 7.9 Aug 8, 2025 J-GAAP
Jul - Sep, 2025 8,450 1,149 1,246 864 17.5 13.6 Nov 14, 2025 J-GAAP
Oct - Dec, 2025 10,326 888 955 581 11.7 8.6 Feb 13, 2026 J-GAAP
YoY +16.1% +86.2% +99.4% +210.7% +203.4%

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