)
Ichibanya (7630) investor relations material
Ichibanya Q2 2027 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
H1 revenue rose 10.0% YoY to ¥35,227m, while operating profit fell 17.2% to ¥2,091m and profit attributable to owners fell 20.9% to ¥1,095m.
Full-year guidance was unchanged; H1 revenue and operating profit were below plan, while ordinary profit exceeded plan.
Financial highlights
Store sales rose 6.7% to ¥62,232m; domestic store sales rose 5.3% to ¥51,870m.
Ordinary profit fell 19.1% to ¥2,191m; profit before tax was ¥1,872m, down 12.6%, and basic EPS was ¥6.86 versus ¥8.68.
Gross profit increased to ¥17,364m from ¥15,963m; SG&A rose to ¥15,272m from ¥13,436m.
Versus plan, revenue was ¥615m short and operating profit ¥70m short; ordinary profit exceeded plan by ¥54m, while attributable net income was ¥123m below plan.
Outlook and guidance
FY2027/2 guidance was unchanged: revenue ¥72,600m (+10.8%), operating profit ¥5,000m (+6.0%), ordinary profit ¥5,040m (+1.1%), and attributable net income ¥2,720m (+6.1%).
Full-year basic EPS is forecast at ¥17.04; the annual dividend forecast is ¥16 per share, including the ¥8 second-quarter dividend.
H2 domestic CoCo Ichibanya existing-store sales are planned to rise 5.0%, with average spend +5.0% and customer count flat; full-year growth is forecast at 3.7%.
- FY24 profit growth sets up another expansion year, despite rising ingredient costs.7630
Q4 2024 - Q2 profit surged as domestic sales strengthened and overseas losses narrowed; FY guidance rose amid cost inflation.7630
Q2 2024 - A 1,503-store network targets ¥10bn operating profit by FY2030 through global growth and diversification.7630
Investor presentation - FY2030 operating profit target: ¥10bn, powered by global and multi-brand growth.7630
Investor presentation - Sales rose 7.8% year-over-year, but profit margins declined amid higher costs.7630
Q1 2027 - H1 sales rose 10.4%, while cost pressures reduced operating profit; FY growth is forecast.7630
Q2 2025 - FY25 sales and profits grew, while FY26 guidance targets further growth amid rising procurement costs.7630
Q4 2025 - Sales and operating profit grew, but special losses and weak traffic weighed on earnings.7630
Q2 2026 - FY26 sales rose 7.4%, while costs and impairments cut profit; FY27 growth is forecast.7630
Q4 2026
Next Ichibanya earnings date
Next Ichibanya earnings date
The essential earnings season companion
The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
I can't remember the last time an app had such a positive impact on my investment process.
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
I can't remember the last time an app had such a positive impact on my investment process.
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
)
)
)
Frequently asked questions
Explore our global coverage
)