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KFC Ltd, Jul-Sep (2Q) Ordinary Profit Decreases by 77%

Thu Nov 6, 2025 1:00 pm JST Earnings

3420 KFC Ltd 【J-GAAP】

Earnings Report

KFC,Ltd. <3420> [TSE Std] announced its financial results in the afternoon session on November 6th (13:00). The consolidated ordinary profit for the cumulative second quarter of the fiscal year ending March 2026 (April to September) surged 2.3 times that of the same period last year, reaching 0.31 billion yen. However, Progress toward the full-year plan of 1.55 billion yen was 20.6%, almost the same as the five-year average of 21.6%.

Based on the first-half performance announced by the company and the unchanged full-year plan, our calculation indicates that the consolidated ordinary profit for the October to March period (second half) is expected to decrease 6.8% from the same period last year to 1.23 billion yen.

In the most recent three-month period, from July to September (2Q), the consolidated ordinary profit significantly dropped to 0.03 billion yen, a 76.8% decrease compared to the same period last year. The operating profit margin worsened from 2.0% in the same period last year to 0.5%.

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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 10,855 282 329 214 29.2 19.1 Nov 1, 2023 J-GAAP
Apr - Sep, 2024 11,676 74 138 95 12.9 9.5 Nov 7, 2024 J-GAAP
Apr - Sep, 2025 12,284 265 319 215 29.3 20.6 Nov 6, 2025 J-GAAP
YoY +5.2% +258.1% +131.2% +126.3% +126.3%

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 11,500 300 380 260 35.3 0 May 15, 2025 J-GAAP
Apr - Sep, 2025 Results 12,284 265 319 215 29.3 0 Nov 6, 2025 J-GAAP
Revision Rate +6.8% -11.7% -16.1% -17.3% -17.2%

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 14,397 1,284 1,321 902 122.6 65 May 15, 2025 J-GAAP
Oct - Mar, 2025 Guidance 14,216 1,185 1,231 855 116.2 60 Nov 6, 2025 J-GAAP
YoY -1.3% -7.7% -6.8% -5.2% -5.3%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2024 25,070 1,621 1,720 1,177 159.9 60 May 15, 2024 J-GAAP
Mar, 2025 26,073 1,358 1,459 997 135.5 65 May 15, 2025 J-GAAP
Mar, 2026 Guidance 26,500 1,450 1,550 1,070 145.4 60 May 15, 2025 J-GAAP
YoY +1.6% +6.8% +6.2% +7.3% +7.3%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Jul - Sep, 2024 6,050 122 151 108 14.7 2.0 Nov 7, 2024 J-GAAP
Oct - Dec, 2024 7,400 709 732 501 68.2 9.6 Feb 7, 2025 J-GAAP
Jan - Mar, 2025 6,997 575 589 401 54.5 8.2 May 15, 2025 J-GAAP
Apr - Jun, 2025 6,096 237 284 193 26.3 3.9 Aug 8, 2025 J-GAAP
Jul - Sep, 2025 6,188 28 35 22 3.0 0.5 Nov 6, 2025 J-GAAP
YoY +2.3% -77.0% -76.8% -79.6% -79.7%

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