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TOWA FOOD SERVICE, First Half Ordinary Profit Decreases by 3%, The Undecided Dividend Set at 20 Yen

Fri Nov 28, 2025 11:40 am JST Earnings

3329 TOWA FOOD SERVICE CO.,LTD. 【J-GAAP】

Earnings Report

TOWA FOOD SERVICE CO.,LTD. <3329> [TSE Std] announced its financial results at noon (11:40) on November 28th. The ordinary profit (non-consolidated) for the cumulative second quarter of the fiscal year ending April 2026 (May to October) decreased 3.2% from the same period last year to 453 million yen. However, Progress toward the full-year plan of 900 million yen was 50.3%, almost the same as the five-year average of 49.0%.

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 November to April period (second half) is expected to decrease 29.2% from the same period last year to 447 million yen.

At the same time, the company has decided to implement a annual dividend of 20 yen for the current fiscal year, which was previously undecided (compared to 20 yen in the prior term).

In the most recent three-month period, from August to October (2Q), the ordinary profit decreased to 209 million yen, a 13.3% decrease compared to the same period last year. The operating profit margin worsened from 7.3% in the same period last year to 4.7%.

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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
May - Oct, 2023 6,020 427 449 274 34.0 42.8 Nov 28, 2023 J-GAAP
May - Oct, 2024 6,285 461 468 276 34.2 42.6 Nov 29, 2024 J-GAAP
May - Oct, 2025 6,526 383 453 275 34.2 50.3 Nov 28, 2025 J-GAAP
YoY +3.8% -16.9% -3.2% -0.4% -0.2%

First Half Results vs. Previous Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
May - Oct, 2025 Guidance 6,300 410 420 250 31.0 － May 30, 2025 J-GAAP
May - Oct, 2025 Results 6,526 383 453 275 34.2 10 Nov 28, 2025 J-GAAP
Revision Rate +3.6% -6.6% +7.9% +10.0% +10.3%

Guidance Update

Full Year Update

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Apr, 2026 Prev 12,800 860 900 550 68.1 － May 30, 2025 J-GAAP
Apr, 2026 New 12,800 860 900 550 68.1 20 Nov 28, 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
Nov - Apr, 2024 6,527 601 631 444 55.1 10 May 30, 2025 J-GAAP
Nov - Apr, 2025 Guidance 6,274 477 447 275 34.1 10 Nov 28, 2025 J-GAAP
YoY -3.9% -20.6% -29.2% -38.1% -38.1%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Apr, 2024 12,382 997 1,049 704 87.3 19 May 30, 2024 J-GAAP
Apr, 2025 12,812 1,062 1,099 720 89.3 20 May 30, 2025 J-GAAP
Apr, 2026 Guidance 12,800 860 900 550 68.1 20 Nov 28, 2025 J-GAAP
YoY -0.1% -19.0% -18.1% -23.6% -23.7%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Aug - Oct, 2024 3,132 230 241 138 17.1 7.3 Nov 29, 2024 J-GAAP
Nov - Jan, 2024 3,299 330 342 208 25.8 10.0 Feb 28, 2025 J-GAAP
Feb - Apr, 2025 3,228 271 289 236 29.3 8.4 May 30, 2025 J-GAAP
May - Jul, 2025 3,279 231 244 149 18.5 7.0 Aug 29, 2025 J-GAAP
Aug - Oct, 2025 3,247 152 209 126 15.7 4.7 Nov 28, 2025 J-GAAP
YoY +3.7% -33.9% -13.3% -8.7% -8.6%

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