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YAMATO HOLDINGS, Net Income Forecast for First Half Loss Widened in Downward Revision, Full Year also Reduced

Thu May 14, 2026 3:30 pm JST Revision

9064 YAMATO HOLDINGS CO.,LTD. 【J-GAAP】

Guidance Update Report

YAMATO HOLDINGS CO.,LTD. <9064> [TSE Prime] announced a performance revision after the market closed on May 14th (15:30). The consolidated net income/loss forecast for the cumulative second quarter of the fiscal year ending March 2027 (April to September) has been revised downward from an expected loss of 1.50 billion yen to a loss of 9.50 billion yen (compared to a loss of 4.88 billion yen in the same period of the previous year), indicating an expansion in the loss margin.

Due to the expansion of the first half deficit, the full-year forecast for consolidated net income has decreased 33.3%, from the previous forecast of 24.0 billion yen to 16.0 billion yen (compared to 13.6 billion yen in the previous period), leading to a reduction in the profit growth rate from 75.7% to 17.1%.

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Guidance Update

First Half Update

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Apr - Sep, 2026 Prev 920,000 0 0 -1,500 -4.7 23 Apr 30, 2026 J-GAAP
Apr - Sep, 2026 New 920,000 0 0 -9,500 -30.0 23 May 14, 2026 J-GAAP
Revision Rate 0.0% － － -533.3% -532.9%

Full Year Update

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2027 Prev 1,920,000 42,000 42,000 24,000 75.8 46 Apr 30, 2026 J-GAAP
Mar, 2027 New 1,918,000 42,000 42,000 16,000 50.5 46 May 14, 2026 J-GAAP
Revision Rate -0.1% 0.0% 0.0% -33.3% -33.3%

Current Period Guidance

H1 Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Apr - Sep, 2025 906,774 -3,782 -3,747 -4,887 -15.4 23 Oct 30, 2025 J-GAAP
Apr - Sep, 2026 Guidance 920,000 0 0 -9,500 -30.0 23 May 14, 2026 J-GAAP
YoY +1.5% － － -94.4% -95.1%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2025 1,762,696 14,206 19,587 37,937 111.9 46 May 1, 2025 J-GAAP
Mar, 2026 1,865,675 28,304 26,258 13,662 43.1 46 Apr 30, 2026 J-GAAP
Mar, 2027 Guidance 1,918,000 42,000 42,000 16,000 50.5 46 May 14, 2026 J-GAAP
YoY +2.8% +48.4% +60.0% +17.1% +17.3%

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