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Yoshimura Food, Ordinary Profit Forecast for the Fiscal Year Revised Downward to a 1.9 Billion Yen

Wed Oct 15, 2025 4:00 pm JST Earnings

2884 Yoshimura Food Holdings K.K. 【J-GAAP】

Earnings Report

Yoshimura Food Holdings K.K. <2884> [TSE Prime] announced its financial results after the market closed on October 15th (16:00). The consolidated ordinary profit for the cumulative second quarter of the fiscal year ending February 2026 (March to August) significantly dropped 55.0% from the same period last year to 0.87 billion yen.

In addition, the full-year forecast for consolidated ordinary profit has been revised downward from the previous range of 2.90 billion to 3.90 billion yen to a new 1.95 billion yen.

Based on the first-half performance announced by the company and the full-year plan, our calculation indicates that the consolidated ordinary profit for the September to February period (second half) is expected to significant drop 53.4% from the same period last year to 1.07 billion yen.

In the most recent three-month period, from June to August (2Q), the consolidated ordinary profit significantly dropped to 0.25 billion yen, a 62.6% decrease compared to the same period last year. The operating profit margin drastically worsened from 5.7% in the same period last year to 1.7%.

Note: If the earnings forecast is disclosed as a range, the article is based on the midpoint of that range.

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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 23,084 902 1,371 832 35.1 45.9 Oct 13, 2023 J-GAAP
Mar - Aug, 2024 28,738 1,930 1,937 806 33.9 45.6 Oct 15, 2024 J-GAAP
Mar - Aug, 2025 27,765 921 872 528 22.2 44.7 Oct 15, 2025 J-GAAP
YoY -3.4% -52.3% -55.0% -34.5% -34.6%

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 － 0 Apr 14, 2025 J-GAAP
Mar - Aug, 2025 Results 27,765 921 872 528 22.2 0 Oct 15, 2025 J-GAAP
Revision Rate － － － － －

Guidance Update

Full Year Update

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Feb, 2026 Prev 62,200 3,500 3,400 1,350 56.6 0 Apr 14, 2025 J-GAAP
Feb, 2026 New 56,400 2,000 1,950 850 35.6 0 Oct 15, 2025 J-GAAP
Revision Rate -9.3% -42.9% -42.6% -37.0% -37.0%

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 29,372 2,231 2,314 1,055 44.3 0 Apr 14, 2025 J-GAAP
Sep - Feb, 2025 Guidance 28,635 1,079 1,078 322 13.5 0 Oct 15, 2025 J-GAAP
YoY -2.5% -51.6% -53.4% -69.5% -69.5%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Feb, 2024 49,781 2,366 2,989 1,036 43.8 0 Apr 15, 2024 J-GAAP
Feb, 2025 58,110 4,161 4,251 1,861 78.1 0 Apr 14, 2025 J-GAAP
Feb, 2026 Guidance 56,400 2,000 1,950 850 35.6 0 Oct 15, 2025 J-GAAP
YoY -2.9% -51.9% -54.1% -54.3% -54.4%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Jun - Aug, 2024 14,124 805 674 214 9.0 5.7 Oct 15, 2024 J-GAAP
Sep - Nov, 2024 14,613 1,069 1,123 440 18.5 7.3 Jan 14, 2025 J-GAAP
Dec - Feb, 2024 14,759 1,162 1,191 615 25.8 7.9 Apr 14, 2025 J-GAAP
Mar - May, 2025 14,600 700 620 286 12.0 4.8 Jul 15, 2025 J-GAAP
Jun - Aug, 2025 13,165 221 252 242 10.2 1.7 Oct 15, 2025 J-GAAP
YoY -6.8% -72.5% -62.6% +13.1% +12.8%

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