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TAKIZAWA HAM, Jul-Sep (2Q) Ordinary Profit Loss Narrows

Tue Nov 11, 2025 2:30 pm JST Earnings

2293 TAKIZAWA HAM CO.,LTD. 【J-GAAP】

Earnings Report

TAKIZAWA HAM CO.,LTD. <2293> [TSE Std] announced its financial results in the afternoon session on November 11th (14:30). The consolidated ordinary loss for the cumulative second quarter of the fiscal year ending March 2026 (April to September) expanded to a loss of 220 million yen (compared to a loss of 207 million yen in the same period last year).

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 October to March period (second half) is expected to turn into a profit of 160 million yen (compared to a loss of 198 million yen in the same period last year).

In the most recent three-month period, from July to September (2Q), the consolidated ordinary loss improved to a deficit of 135 million yen (compared to a loss of 230 million yen in the same period last year). The operating profit/loss margin improved from -3.0% in the same period last year to -1.9%.

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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
Apr - Sep, 2023 13,877 39 56 43 21.3 32.4 Nov 10, 2023 J-GAAP
Apr - Sep, 2024 13,968 -221 -207 -289 -140.9 ー Nov 12, 2024 J-GAAP
Apr - Sep, 2025 13,256 -226 -220 -229 -111.9 ー Nov 11, 2025 J-GAAP
YoY -5.1% -2.3% -6.3% +20.8% +20.6%

First Half Results vs. Previous Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Apr - Sep, 2025 Guidance 13,256 -226 -220 -229 -111.5 0 Nov 7, 2025 J-GAAP
Apr - Sep, 2025 Results 13,256 -226 -220 -229 -111.9 0 Nov 11, 2025 J-GAAP
Revision Rate 0.0% 0.0% 0.0% 0.0% -0.3%

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 14,120 -211 -198 -206 -100.4 0 May 14, 2025 J-GAAP
Oct - Mar, 2025 Guidance 14,850 160 160 304 148.0 20 Nov 7, 2025 J-GAAP
YoY +5.2% － － － －

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2024 28,211 144 173 123 60.3 20 May 14, 2024 J-GAAP
Mar, 2025 28,088 -432 -405 -495 -241.2 0 May 14, 2025 J-GAAP
Mar, 2026 Guidance 28,106 -66 -60 75 36.5 20 Nov 7, 2025 J-GAAP
YoY +0.1% +84.7% +85.2% － －

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Jul - Sep, 2024 7,107 -214 -230 -306 -149.2 -3.0 Nov 12, 2024 J-GAAP
Oct - Dec, 2024 7,853 18 35 31 15.1 0.2 Feb 12, 2025 J-GAAP
Jan - Mar, 2025 6,267 -229 -233 -237 -115.5 -3.7 May 14, 2025 J-GAAP
Apr - Jun, 2025 6,566 -98 -85 -89 -43.7 -1.5 Aug 8, 2025 J-GAAP
Jul - Sep, 2025 6,690 -128 -135 -140 -68.4 -1.9 Nov 11, 2025 J-GAAP
YoY -5.9% +40.2% +41.3% +54.2% +54.1%

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