Seven & I Holdings <3382> Traded Weakly. After the close on the 9th, Seven & I disclosed its consolidated results for the fiscal year ending February 2026, along with its earnings and dividend forecasts for the fiscal year ending February 2027. For the current fiscal year, the company projects revenue of \9,448.0 billion, down 9.4% year on year, and net income of \270.0 billion, down 7.8%. The annual dividend is expected to be \60, up \10 from the previous year. At the same time, Seven & I announced that it would postpone the IPO of its U.S. convenience store subsidiary, previously planned for the second half of fiscal 2026, to fiscal 2027 at the earliest. The company also reaffirmed that there would be no change to its shareholder return policy, which includes up to \2 trillion in share buybacks through fiscal 2030 (including \600 billion to be completed in fiscal 2025) and a progressive dividend policy. While the stock initially saw buying interest in early trading following the dividend increase announcement, shares turned lower as some investors reacted negatively to the absence of any share buyback announcement for the current fiscal year.

The IPO postponement had already been partially reported during the previous afternoon session, weighing on the stock. For the fiscal year ended February 2026, revenue declined 12.9% year on year to \10,430.3 billion, while net income increased 69.2% to \292.8 billion. For the fiscal year ending February 2027, Seven & I expects a decline in revenue from its overseas convenience store business. On an adjusted basis, excluding the deconsolidation effects of York Holdings and Seven Bank, net income is projected to increase 5.9% year on year.

Source: MINKABU PRESS

*Translated by generative AI. Click here for the original article.