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Yakiniku Sakai, Ordinary Profit Forecast for the Fiscal Year Revised Downward to an Unexpected 6% Decrease

Fri Feb 13, 2026 4:30 pm JST Earnings

2694 Yakiniku Sakai Holdings Inc. 【J-GAAP】

Earnings Report

Yakiniku Sakai Holdings Inc. <2694> [TSE Std] announced its financial results after the market closed on February 13th (16:30). The consolidated ordinary profit for the cumulative third quarter of the fiscal year ending March 2026 (April to December) significantly dropped 53.6% from the same period last year to 174 million yen.

In addition, the full-year forecast for consolidated ordinary profit has decreased 29.8%, from the previous forecast of 571 million yen to 401 million yen (compared to 428 million yen in the previous period). This changes the outlook from an anticipated profit increase to a projection of a 6.3% 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 34.3%, from the previous forecast of 495 million yen to 325 million yen (compared to 306 million yen in the same period of the previous year), leading to a reduction in the profit growth rate from 61.8% to 6.2%.

In the most recent three-month period, from October to December (3Q), the consolidated ordinary profit significantly dropped to 98 million yen, a 61.3% decrease compared to the same period last year. The operating profit margin worsened from 3.5% in the same period last year to 1.4%.

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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 17,080 444 512 180 0.8 84.5 Feb 14, 2024 J-GAAP
Apr - Dec, 2024 17,612 403 375 326 1.4 87.6 Feb 14, 2025 J-GAAP
Apr - Dec, 2025 18,103 84 174 76 0.3 43.4 Feb 13, 2026 J-GAAP
YoY +2.8% -79.2% -53.6% -76.7% -77.0%

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 12,357 619 495 345 1.5 － Nov 14, 2025 J-GAAP
Oct - Mar, 2025 New 12,557 319 325 175 0.7 － Feb 13, 2026 J-GAAP
Revision Rate +1.6% -48.5% -34.3% -49.3% -49.3%

Full Year Update

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2026 Prev 24,004 613 571 350 1.5 － May 15, 2025 J-GAAP
Mar, 2026 New 24,204 313 401 180 0.8 － Feb 13, 2026 J-GAAP
Revision Rate +0.8% -48.9% -29.8% -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 12,156 283 306 -731 -3.1 0.50 May 15, 2025 J-GAAP
Oct - Mar, 2025 Guidance 12,557 319 325 175 0.7 － Feb 13, 2026 J-GAAP
YoY +3.3% +12.7% +6.2% － －

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2024 22,817 529 606 235 1.0 0.50 May 15, 2024 J-GAAP
Mar, 2025 23,533 468 428 -613 -2.6 0.50 May 15, 2025 J-GAAP
Mar, 2026 Guidance 24,204 313 401 180 0.8 － Feb 13, 2026 J-GAAP
YoY +2.9% -33.1% -6.3% － －

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Oct - Dec, 2024 6,235 218 253 208 0.9 3.5 Feb 14, 2025 J-GAAP
Jan - Mar, 2025 5,921 65 53 -939 -4.0 1.1 May 15, 2025 J-GAAP
Apr - Jun, 2025 5,737 6 3 -21 -0.1 0.1 Aug 13, 2025 J-GAAP
Jul - Sep, 2025 5,910 -12 73 26 0.1 -0.2 Nov 14, 2025 J-GAAP
Oct - Dec, 2025 6,456 90 98 71 0.3 1.4 Feb 13, 2026 J-GAAP
YoY +3.5% -58.7% -61.3% -65.9% -66.3%

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