)
Nichirei (2871) investor relations material
Nichirei Q2 2027 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
Q2 net sales rose 5% YoY to ¥188.3bn, led by overseas growth; operating profit increased ¥0.8bn to ¥10.0bn on Foods price revisions and improved external conditions.
Six-month net sales were ¥417,359m, operating profit ¥18,244m and profit attributable to owners of parent ¥13,524m; period comparisons were affected by the fiscal-year transition.
Financial highlights
Six-month ordinary profit was ¥18,349m versus ¥18,770m; comprehensive income was ¥6,065m versus ¥13,521m.
Q2 Foods operating profit rose ¥1.3bn YoY to ¥5.1bn; consolidated profit attributable to owners of parent fell ¥1.7bn to ¥6.6bn, mainly due to system failures.
Gross profit increased to ¥75,548m from ¥63,766m, while SG&A rose to ¥57,303m from ¥45,458m.
Extraordinary income included a ¥4,005m gain on sale of investment securities; total extraordinary income was ¥6,095m versus ¥4,325m.
Outlook and guidance
FY2026 forecast: net sales ¥618,500m, operating profit ¥30,000m, ordinary profit ¥30,900m and parent-attributable profit ¥21,400m; sales and operating-profit targets were unchanged, while parent-attributable profit rose ¥1.0bn.
The increase in forecast parent-attributable profit reflects increased sales of cross-shareholdings.
Segment forecasts: Foods sales ¥350,100m and operating profit ¥14,500m; Temperature-controlled Logistics sales ¥279,000m and operating profit ¥16,600m.
FY forecast EPS is ¥85.38; forecasts combine nine months for March-year-end entities and 12 months for December-year-end entities.
Forecast exchange rates are ¥159/$, ¥184/€ and ¥4.70/THB.
- Record FY24 operating profit sets up 6% growth guidance for FY25.2871
Q4 2024 - Net sales rose 8% year-over-year, but profit forecasts were cut amid higher costs and system failures.2871
Q1 2027 - Profits and sales rose to record levels, with logistics leading growth and Foods facing cost pressures.2871
Q4 2026 - Net sales and comprehensive income rose, with record net income forecasted.2871
Q3 2026 - Stable sales, lower operating profit, and record net profit forecast amid segment reorg.2871
Q2 2026 - Flat sales and lower profit, but full-year guidance and recovery plans remain in place.2871
Q1 2026 - Sales and profits hit new highs, driven by Processed Foods and overseas expansion.2871
Q1 2025 - First-half profit and sales rose, with a higher full-year dividend forecast announced.2871
Q2 2025 - Record sales, profit, share split, and special dividend highlight strong growth and outlook.2871
Q4 2025
Next Nichirei earnings date
Next Nichirei earnings date
AI chat
Ask anything. Verify everything.
Ask across every event and document from public companies. Each answer links back to the exact line in the transcript, slide or filing it came from.Learn moreFind what matters
AI across all first-party IR material. Live calls, transcripts, slides, filings.)
Trust every finding
50m+ first-party documents. Every output traceable to its source.Automations
Zero in on what matters
Define the prompt once. It runs the moment a company publishes or on a schedule you set. Outputs map to the exact signals you choose.Learn more)
Event-triggered research
Runs when a company publishes new material. Trigger on the first published document for the earliest possible run, or wait for a specific one.)
Scheduled research
Runs on a recurring cadence you set. Daily, weekly, monthly, or quarterly, for aggregate reads across a period rather than a single event.Live audio & transcripts
Be first
Join any earnings call live in one click, with no manual registration. Follow the transcript as it happens and jump straight to the moments that matter.Learn more)
Live earnings calls
Join any call in one click. The audio keeps playing while you work elsewhere in Quartr.)
Live transcripts
Speaker-by-speaker, in real time. Searchable across every live and historical call.Quartr MCP connects your AI environment to 17K+ public companies
Quartr's AI stands out because it only pulls clean, first-party data from public companies. In investing, that's everything.
Jamie Ross
Investment Manager, GAM Investments
Research that used to take hours now takes seconds with Quartr Pro. Tracking shifts in tone or extracting tables, it's as simple as typing a query.
Tom O'Hara
Investment Director
Before Quartr we spent hours manually compiling insights through the peer earnings cycle. Now, these tasks are done faster, with greater precision.
Gregg Lampf
VP of Investor Relations
Being able to ask specific questions across years of transcripts and reports and instantly get verified answers is a game-changer.
Pontus Dackmo
CEO & Investment Manager
)
)
)
)