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Okamura Foods, 28% Increase in Ordinary Profit, Record High for The First Time in Three Years, Dividend Effectively Increased

Fri Aug 8, 2025 3:00 pm JST Earnings

2938 Okamura Foods Co.,Ltd 【J-GAAP】

Earnings Report

Okamura Foods Co.,Ltd <2938> [TSE Std] announced its financial results in the afternoon session on August 8th (15:00). The consolidated ordinary profit for the fiscal year ended June 2025 decreased by 4.0% from the previous period to 2.81 billion yen. For the fiscal year ending June 2026, the consolidated ordinary profit is expected to expand to 27.7% to 3.59 billion yenExpected to reach record high profits for the first time in three years. This will be the eighth consecutive term of revenue growth.

At the same time, the annual dividend for this fiscal year is 8 yen, taking into account the forward stock split scheduled to be allocated on June 30, this dividend represents an actual increase of 26.4%.

In the most recent three-month period, from April to June (4Q), the consolidated ordinary profit decreased to 0.69 billion yen, a 22.6% decrease compared to the same period last year. However, the operating profit margin improved from 7.3% in the same period last year to 7.9%.

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Actual Results

Historical Performance
Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Jun, 2024 32,665 2,548 2,932 1,968 42.0 5.67 Aug 9, 2024 J-GAAP
Jun, 2025 35,345 3,021 2,815 2,020 41.4 6.33 Aug 8, 2025 J-GAAP
YoY +8.2% +18.6% -4.0% +2.6% -1.6%

Full Year Results vs. Previous Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Jun, 2025 Guidance 36,119 3,212 2,949 2,093 42.6 6.33 Nov 14, 2024 J-GAAP
Jun, 2025 Results 35,345 3,021 2,815 2,020 41.4 6.33 Aug 8, 2025 J-GAAP
Revision Rate -2.1% -5.9% -4.5% -3.5% -2.9%

Current Period Guidance

H1 Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Jul - Dec, 2024 17,084 1,692 1,634 1,114 22.9 3.17 Feb 14, 2025 J-GAAP
Jul - Dec, 2025 Guidance ー ー ー ー － 4 Aug 8, 2025 J-GAAP
YoY － － － － －

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Jun, 2024 32,665 2,548 2,932 1,968 42.0 5.67 Aug 9, 2024 J-GAAP
Jun, 2025 35,345 3,021 2,815 2,020 41.4 6.33 Aug 8, 2025 J-GAAP
Jun, 2026 Guidance 39,035 3,813 3,594 2,577 51.6 8 Aug 8, 2025 J-GAAP
YoY +10.4% +26.2% +27.7% +27.6% +24.7%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Apr - Jun, 2024 9,817 718 891 594 12.7 7.3 Aug 9, 2024 J-GAAP
Jul - Sep, 2024 8,191 1,215 1,155 927 19.1 14.8 Nov 14, 2024 J-GAAP
Oct - Dec, 2024 8,893 477 479 187 3.9 5.4 Feb 14, 2025 J-GAAP
Jan - Mar, 2025 8,245 541 491 474 9.7 6.6 May 14, 2025 J-GAAP
Apr - Jun, 2025 10,016 788 690 432 8.8 7.9 Aug 8, 2025 J-GAAP
YoY +2.0% +9.7% -22.6% -27.3% -30.3%

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