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Yokorei (2874) investor relations material
Yokorei Q4 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
FY26 net sales rose 4.0% to ¥130,581M; operating profit increased 68.2% to ¥7,126M and ordinary profit rose 91.3% to ¥7,000M, while attributable net loss was ¥13,544M.
Net loss per share was ¥229.17 versus earnings of ¥33.56 in FY25.
Financial highlights
Comprehensive loss was ¥12,835M, compared with comprehensive income of ¥3,721M in FY25.
Cash and equivalents ended FY26 at ¥3,548M, up from ¥3,268M.
Outlook and guidance
FY27 forecast: net sales ¥131,000M (+0.3%), operating profit ¥7,000M (-1.8%), ordinary profit ¥6,500M (-7.1%), and attributable net income ¥4,200M.
FY27 forecast basic EPS is ¥71.06.
- Strong profit growth and higher dividends forecast despite modest sales outlook.2874
Q3 2026 - Operating income up 48.1% year-over-year despite a 1.3% drop in net sales.2874
Q3 2024 - Operating profit surged 29.5% as net income rebounded, but FY2025 profit is set to decline.2874
Q4 2024 - Sales and operating profit rose, but net profit plunged on higher costs and FX losses.2874
Q1 2025 - Strong profit growth driven by cold storage, with stable outlook and continued investments.2874
Q2 2025 - Nine-month profit attributable to owners of parent surged 37.4% year-over-year.2874
Q3 2025 - Revenue up 2.7%, profit down 49.7%; FY2026 outlook sees profit rebound on margin focus.2874
Q4 2025 - Operating income and profit surged despite lower sales, driven by warehousing and margin gains.2874
Q1 2026 - Profits surged on robust cold storage and improved food sales margins, prompting upward guidance.2874
Q2 2026
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