Ichibanya (7630) Q2 2026 earnings summary

Executive summary

• H1 revenue rose 8.2% YoY to ¥32,018m, operating profit rose 5.5% to ¥2,526m, and ordinary profit rose 8.9% to ¥2,708m.

• Revenue was 0.9% below plan, while operating profit exceeded plan by 14.8%; full-year guidance was maintained.

• Parent-attributable net income fell 11.0% to ¥1,384m; comprehensive income declined 43.3% to ¥1,198m.

Financial highlights

• Store sales increased 3.0% YoY to ¥58,283m; domestic store sales rose 3.9% to ¥49,244m.

• Gross profit rose to ¥15,963m from ¥14,677m, while SG&A expenses increased to ¥13,436m.

• Total assets were ¥47,477m at August 31, 2025, and net assets were ¥32,554m.

Outlook and guidance

• FY26 guidance unchanged: revenue ¥67,300m (+10.3%), operating profit ¥5,400m (+9.6%), ordinary profit ¥5,500m (+5.9%) and parent-attributable net income ¥3,300m (+4.0%).

• Domestic CoCo Ichibanya same-store sales assumptions: H2 99.0% of prior year, with average spend at 100.0% and customer count at 99.0%; full-year sales 100.6%.

• FY26 raw-material costs are forecast to rise ¥3,332m YoY, including rice +¥2,597m, curry sauce meat +¥102m and squid fry +¥114m.