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SATO FOODS, First Half Ordinary Profit Unexpectedly Revised Upward by 36%, Current Fiscal Year Dividend Revised Upward by 2 Yen

Fri Nov 7, 2025 4:00 pm JST Earnings

2814 SATO FOODS INDUSTRIES CO.,LTD. 【J-GAAP】

Earnings Report

SATO FOODS INDUSTRIES CO.,LTD. <2814> [TSE Std] announced its financial results after the market closed on November 7th (16:00). The ordinary profit (non-consolidated) for the cumulative second quarter of the fiscal year ending March 2026 (April to September) expanded 449 million yen, an increase 36.5% compared to the same period last year, resulting in an increase in profits compared to the previous forecast of a 9.7% decrease.

Progress toward the full-year plan of 695 million yen was 64.6%, also surpassing the five-year average of 39.5%.

Based on the first-half performance announced by the company and the unchanged full-year plan, our calculation indicates that the ordinary profit for the October to March period (second half) is expected to drop 49.2% from the same period last year to 246 million yen.

At the same time, the company has increased its planned annual dividend for the current fiscal year from the original plan of 42 yen to 44 yen (compared to 42 yen in the previous period).

In the most recent three-month period, from July to September (2Q), the ordinary profit surged 2.7 times that of the same period last year, reaching 165 million yen. The operating profit margin significantly improved from 3.8% in the same period last year to 8.7%.

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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 2,934 260 331 261 64.3 42.0 Nov 2, 2023 J-GAAP
Apr - Sep, 2024 3,108 256 329 272 69.9 40.5 Nov 8, 2024 J-GAAP
Apr - Sep, 2025 3,419 372 449 390 109.6 64.6 Nov 7, 2025 J-GAAP
YoY +10.0% +45.3% +36.5% +43.4% +56.8%

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 3,125 242 297 204 61.4 20 May 16, 2025 J-GAAP
Apr - Sep, 2025 Results 3,419 372 449 390 109.6 22 Nov 7, 2025 J-GAAP
Revision Rate +9.4% +53.7% +51.2% +91.2% +78.6%

Guidance Update

Full Year Update

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2026 Prev 6,400 586 695 478 143.8 42 May 16, 2025 J-GAAP
Mar, 2026 New 6,400 586 695 478 143.8 44 Nov 7, 2025 J-GAAP
Revision Rate 0.0% 0.0% 0.0% 0.0% 0.0%

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 3,252 416 484 324 84.5 22 May 16, 2025 J-GAAP
Oct - Mar, 2025 Guidance 2,981 214 246 88 26.5 22 Nov 7, 2025 J-GAAP
YoY -8.3% -48.6% -49.2% -72.8% -68.7%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2024 6,101 663 789 773 191.0 40 May 10, 2024 J-GAAP
Mar, 2025 6,360 672 813 596 155.4 42 May 16, 2025 J-GAAP
Mar, 2026 Guidance 6,400 586 695 478 143.8 44 Nov 7, 2025 J-GAAP
YoY +0.6% -12.8% -14.5% -19.8% -7.5%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Jul - Sep, 2024 1,624 61 62 69 17.7 3.8 Nov 8, 2024 J-GAAP
Oct - Dec, 2024 1,790 264 322 225 58.3 14.7 Feb 7, 2025 J-GAAP
Jan - Mar, 2025 1,462 152 162 99 25.8 10.4 May 16, 2025 J-GAAP
Apr - Jun, 2025 1,682 221 284 283 77.4 13.1 Aug 8, 2025 J-GAAP
Jul - Sep, 2025 1,737 151 165 107 30.1 8.7 Nov 7, 2025 J-GAAP
YoY +7.0% +147.5% +166.1% +55.1% +69.6%

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