kabutan

ICHIMASA KAMABOKO, First Half Ordinary Profit Decreases by 23%, Oct-Dec Ordinary Profit Decreases by 8%

Fri Feb 13, 2026 4:00 pm JST Earnings

2904 ICHIMASA KAMABOKO CO.,LTD. 【J-GAAP】

Earnings Report

ICHIMASA KAMABOKO CO.,LTD. <2904> [TSE Std] announced its financial results after the market closed on February 13th (16:00). The consolidated ordinary profit for the cumulative second quarter of the fiscal year ending June 2026 (July to December) decreased 23.3% from the same period last year to 0.83 billion yen. Progress toward the full-year plan of 1.15 billion yen was 72.7%, below the five-year average of 104.1%.

Based on the first-half performance announced by the company and the unchanged full-year plan, our calculation indicates that the consolidated ordinary profit/loss for the January to June period (second half) is expected to turn into a profit of 0.31 billion yen (compared to a loss of 0.18 billion yen in the same period last year).

In the most recent three-month period, from October to December (2Q), the consolidated ordinary profit decreased to 1.07 billion yen, an 8.3% decrease compared to the same period last year. The operating profit margin worsened from 9.2% in the same period last year to 8.8%.

Kabutan News

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 18,854 924 937 701 38.2 75.1 Feb 9, 2024 J-GAAP
Jul - Dec, 2024 19,053 1,023 1,090 953 51.9 120.2 Feb 13, 2025 J-GAAP
Jul - Dec, 2025 19,587 852 836 606 33.1 72.7 Feb 13, 2026 J-GAAP
YoY +2.8% -16.7% -23.3% -36.4% -36.2%

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 19,910 800 850 580 31.7 0 Aug 8, 2025 J-GAAP
Jul - Dec, 2025 Results 19,587 852 836 606 33.1 0 Feb 13, 2026 J-GAAP
Revision Rate -1.6% +6.5% -1.6% +4.5% +4.5%

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 15,526 -132 -183 -207 -11.3 14 Aug 8, 2025 J-GAAP
Jan - Jun, 2026 Guidance 16,613 248 314 144 7.9 14 Feb 13, 2026 J-GAAP
YoY +7.0% － － － －

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Jun, 2024 34,487 1,271 1,247 957 52.1 12 Aug 7, 2024 J-GAAP
Jun, 2025 34,579 891 907 746 40.7 14 Aug 8, 2025 J-GAAP
Jun, 2026 Guidance 36,200 1,100 1,150 750 40.9 14 Aug 8, 2025 J-GAAP
YoY +4.7% +23.5% +26.8% +0.5% +0.6%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Oct - Dec, 2024 11,709 1,074 1,168 946 51.5 9.2 Feb 13, 2025 J-GAAP
Jan - Mar, 2025 8,395 122 70 2 0.1 1.5 May 14, 2025 J-GAAP
Apr - Jun, 2025 7,131 -254 -253 -209 -11.4 -3.6 Aug 8, 2025 J-GAAP
Jul - Sep, 2025 7,433 -216 -235 -121 -6.7 -2.9 Nov 14, 2025 J-GAAP
Oct - Dec, 2025 12,154 1,068 1,071 727 39.7 8.8 Feb 13, 2026 J-GAAP
YoY +3.8% -0.6% -8.3% -23.2% -22.9%

Related Articles