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NH Foods (2282) investor relations material

NH Foods Q1 2026 earnings summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
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Q1 2026 earnings summary1 Aug, 2025

Executive summary

  • Net sales for 1Q FY2026/3 reached ¥354.1 billion, up 4.8% year-over-year, driven by higher unit sales prices, increased domestic chicken and pork sales, and expanded Australian beef production.

  • Business profit rose by ¥1.7 billion to ¥16.2 billion, the highest ever for 1Q, supported by favorable market conditions, improved product mix, and internal structural reforms.

  • Profit attributable to owners fell 12.5% to ¥11.4 billion, with EPS down to 115.40 yen from 127.09 yen year-over-year.

  • Processed Foods Business faced profit decline due to structural reforms and higher raw material costs, while Fresh Meats and Ballpark businesses saw significant profit growth.

  • Profit before tax declined 7.0% to ¥18,418 million.

Financial highlights

  • 1Q net sales: ¥354.1 billion (+4.8% YoY); business profit: ¥16.2 billion (+11.5% YoY); profit attributable to owners: ¥11.4 billion (-12.5% YoY).

  • Full-year forecast: net sales ¥1,400.0 billion (+2.1% YoY), business profit ¥54.0 billion (+26.9% YoY), profit attributable to owners ¥30.0 billion (+12.8% YoY).

  • ROE for 1Q: 5.8% (+0.7% YoY); ROIC: 4.9% (+1.0% YoY); EPS: 303.24 (full-year forecast).

  • Total assets increased 0.6% to ¥954,670 million; equity ratio attributable to owners: 54.6%.

  • Cash and cash equivalents at quarter-end were ¥68.1 billion.

Outlook and guidance

  • No changes to previously announced forecasts for the second quarter and full year ending March 31, 2026.

  • Favorable market conditions for domestic chicken and pork expected to continue; Australian beef sales environment remains strong.

  • Structural reforms in Processed Foods and expansion in Australia and North America anticipated to drive further profit growth.

  • Full-year business profit plan remains at ¥54.0 billion, with segment profit adjustments reflecting Processed Foods challenges and Fresh Meats strength.

  • Full-year basic EPS forecast at 303.24 yen.

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Frequently asked questions

NH Foods Ltd. is a Japan-based company specializing in the production, processing, and distribution of food products. The company operates in segments such as processed foods, fresh meats, and logistics. Its offerings include ham, sausages, processed and pre-cooked meals, as well as fresh beef, pork, and poultry. The company caters to domestic and international markets, serving both retail and foodservice sectors. It is headquartered in Osaka, Japan, and its shares are listed on the TSE.

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