Okamura Foods, Jul-Sep (1Q) Ordinary Profit Increases by 8%

About Information Provided on This Site

The information provided on our website 'Kabutan.com' is not intended to constitute investment solicitation or investment advisory services.
All investment decisions should be made at your own discretion and judgment.
The data on our website is provided by Tokyo Stock Exchange, Osaka Exchange, Nagoya Securities Exchange, JPX Market Innovation & Research, Japannext, and other sources.
Copyright of the Nikkei Stock Average belongs to Nikkei Inc. Stock price charts displayed on Kabutan.com are provided solely for the purpose of reviewing historical price movements of the securities.
These charts neither suggest nor guarantee future price movements of the securities and do not constitute recommendations to buy or sell.
In our financial results coverage, the term 'Surprise Results' identifies securities that demonstrate a significant degree of surprise in their earnings announcements.
This significance is quantitatively assessed based on multiple factors, including: the nature of the announcement (full-year or quarterly results); types of revisions (earnings or dividend forecasts); and numerical analysis comparing the announced results with both the company's previous forecasts and historical performance.
The 'Surprise Ranking' presents these results in order of their calculated surprise factor. Please note that neither these results nor rankings are intended to suggest or guarantee future performance of the listed securities, nor should they be construed as recommendations to buy or sell.

Fri Nov 14, 2025 2:00 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 November 14th (14:00). The consolidated ordinary profit for the first quarter of the fiscal year ending June 2026 (July to September) increased 7.9% from the same period last year, reaching 1.24 billion yen. Progress toward the full-year plan of 3.59 billion yen was 34.7%, it was below the three-year average of 42.2%.

In the most recent three-month period, from July to September (1Q), the operating profit margin decreased from 14.8% in the same period last year to 13.6%.

Kabutan News

Actual Results

Accumulated Results 1st Quarter

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Progress Rate vs. First Half	Announce	Accounting Standards
Jul - Sep, 2023	6,849	1,163	1,291	918	21.6	97.4	Nov 14, 2023	J-GAAP
Jul - Sep, 2024	8,191	1,215	1,155	927	19.1	70.7	Nov 14, 2024	J-GAAP
Jul - Sep, 2025	8,450	1,149	1,246	864	17.5	ー	Nov 14, 2025	J-GAAP
YoY	+3.2%	-5.4%	+7.9%	-6.8%	-8.6%

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
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
Jul - Sep, 2025	8,450	1,149	1,246	864	17.5	13.6	Nov 14, 2025	J-GAAP
YoY	+3.2%	-5.4%	+7.9%	-6.8%	-8.6%