Matsuya Foods Holdings (9887) Q2 2026 earnings summary

Executive summary

• Net sales for the six months ended September 30, 2025, rose 21.5% year-over-year to ¥87,946 million, with operating profit up 50.2% to ¥2,829 million and profit attributable to owners of parent up 65.1% to ¥1,293 million.

• Comprehensive income increased 60.1% year-over-year to ¥1,316 million for the period.

Financial highlights

• Gross profit for the six months was ¥32,641 million, up from ¥25,429 million year-over-year.

• Operating profit margin improved, with operating profit at ¥2,829 million versus ¥1,884 million a year earlier.

• Basic earnings per share increased to ¥67.85 from ¥41.09 year-over-year.

• Total assets as of September 30, 2025, were ¥110,594 million, up from ¥104,155 million at the previous fiscal year-end.

Outlook and guidance

• Full-year net sales forecast for fiscal year ending March 31, 2026, is ¥179,000 million, up 16.1% year-over-year.

• Operating profit is projected at ¥5,000 million (up 13.5%), ordinary profit at ¥5,900 million (up 14.6%), and profit attributable to owners of parent at ¥2,200 million (up 0.6%).

• Basic earnings per share for the full year is forecast at ¥115.40.

• Dividend forecast remains unchanged at ¥24.00 per share annually.