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S Foods, First Half Ordinary Profit Increases by 16%

Tue Oct 14, 2025 3:30 pm JST Earnings

2292 S Foods Inc. 【J-GAAP】

Earnings Report

S Foods Inc. <2292> [TSE Prime] announced its financial results after the market closed on October 14th (15:30). The consolidated ordinary profit for the cumulative second quarter of the fiscal year ending February 2026 (March to August) increased 16.5% from the same period last year, reaching 4.04 billion yen. However, Progress toward the full-year plan of 8.50 billion yen was 47.6%, also falling below the five-year average of 55.1%.

Based on the first-half performance announced by the company and the unchanged full-year plan, our calculation indicates that the consolidated ordinary profit for the September to February period (second half) is expected to expand 52.8% from the same period last year, reaching 4.45 billion yen.

In the most recent three-month period, from June to August (2Q), the consolidated ordinary profit grew 18.7% from the same period last year, reaching 2.12 billion yen. The operating profit margin remained almost flat, changing from 1.3% in the same period last year to 1.5%.

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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
Mar - Aug, 2023 208,986 8,333 9,426 7,166 226.6 65.5 Oct 12, 2023 J-GAAP
Mar - Aug, 2024 218,900 2,643 3,471 1,215 38.4 54.3 Oct 11, 2024 J-GAAP
Mar - Aug, 2025 229,048 3,598 4,042 4,150 131.1 47.6 Oct 14, 2025 J-GAAP
YoY +4.6% +36.1% +16.5% +241.6% +241.3%

First Half Results vs. Previous Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar - Aug, 2025 Guidance ー ー ー ー － 52 Apr 14, 2025 J-GAAP
Mar - Aug, 2025 Results 229,048 3,598 4,042 4,150 131.1 52 Oct 14, 2025 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
Sep - Feb, 2024 225,646 2,500 2,917 1,452 45.9 45 Apr 14, 2025 J-GAAP
Sep - Feb, 2025 Guidance 245,952 3,902 4,458 350 11.1 52 Oct 14, 2025 J-GAAP
YoY +9.0% +56.1% +52.8% -75.9% -75.9%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Feb, 2024 425,011 12,673 14,390 9,073 286.9 84 Apr 15, 2024 J-GAAP
Feb, 2025 444,546 5,143 6,388 2,667 84.3 89 Apr 14, 2025 J-GAAP
Feb, 2026 Guidance 475,000 7,500 8,500 4,500 142.1 104 Apr 14, 2025 J-GAAP
YoY +6.9% +45.8% +33.1% +68.7% +68.5%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Jun - Aug, 2024 109,300 1,371 1,790 544 17.2 1.3 Oct 11, 2024 J-GAAP
Sep - Nov, 2024 109,167 655 767 261 8.3 0.6 Jan 14, 2025 J-GAAP
Dec - Feb, 2024 116,479 1,845 2,150 1,191 37.6 1.6 Apr 14, 2025 J-GAAP
Mar - May, 2025 113,841 1,822 1,917 2,077 65.6 1.6 Jul 14, 2025 J-GAAP
Jun - Aug, 2025 115,207 1,776 2,125 2,073 65.5 1.5 Oct 14, 2025 J-GAAP
YoY +5.4% +29.5% +18.7% +281.1% +280.7%

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