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Kobe Bussan (3038) investor relations material
Kobe Bussan Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary12 Dec, 2025
Executive summary
Net sales rose 8.6% year-over-year to ¥551.7 billion, with operating profit up 16.1% to ¥39.9 billion and profit attributable to owners of parent up 48.7% to ¥31.9 billion for the fiscal year ended October 31, 2025.
Growth was driven by robust new store openings, strong shipments to existing stores, and strong performance in the Gyomu Super Business, Restaurant & Delicatessen, and stable Eco Renewable Energy operations.
Ordinary profit surged 52.3% year-over-year, aided by subsidy income and valuation gains on forward exchange contracts.
Comprehensive income increased 49.3% to ¥31.9 billion.
Financial highlights
Gross profit increased 13.8% year-over-year, reflecting effective price pass-through and procurement optimization.
SG&A expenses rose 10.5% year-over-year, mainly due to higher freight, personnel, and rent costs.
Cash and cash equivalents at period end were ¥130.5 billion, up ¥23.2 billion from the previous year.
Dividend per share for FY2025 was ¥30.00, including a ¥4.00 special dividend.
Net assets reached ¥161.4 billion, with an equity ratio of 52.7%.
Outlook and guidance
FY2026 guidance: net sales of ¥566.5 billion (+2.7%), operating profit of ¥43.0 billion (+7.8%), ordinary profit of ¥43.7 billion (−9.1%), and profit attributable to owners of parent of ¥29.5 billion (−7.5%).
Plans to expand Gyomu Super to 1,154 stores (net increase of 32) and continue capital investment in private label and imported products.
Profit attributable to owners of parent is expected to decrease to ¥29.5 billion (92.5% of FY2025).
Explain FY26 ordinary profit decline vs operating profit
Impact of pesticide testing on product strategy
Plans for growing cash balance and debt reduction
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Next Kobe Bussan earnings date
Q1 202613 Mar, 2026
Next Kobe Bussan earnings date
Q1 202613 Mar, 2026
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Frequently asked questions
Kobe Bussan Co., Ltd. is a Japanese company primarily engaged in the operation of retail food stores, specializing in wholesale and distribution. The company is best known for its chain of "Gyomu Super" stores, which offer a variety of food products at wholesale prices, catering to both individual consumers and businesses. Kobe Bussan also manages food production and processing operations, focusing on delivering affordable, quality food items. The company is headquartered in Kakogawa, Japan, and its shares are listed on the Tokyo Stock Exchange.
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