Umios Corporation

2026/11/09 12:01 Updated
Market Cap: $1.1B (¥181.7B)
Stock Price: $7.60 (¥1,202)
Exchange Rate: 1 USD = ¥158.23

Earnings Presentation Materials for the Second Quarter (Interim) of the Fiscal Year Ending March 2027

For the first half, revenue was 569.3 hundred million yen and operating income was 14.4 hundred million yen, a 23.4% decrease year-over-year. Impairment losses and higher costs in domestic processed foods and aquaculture are key issues, while overseas benefited from fisheries reforms and saw profit growth. Full-year plan progress is 44.9%; achievement will depend on continued structural reforms and price revisions in the second half.

Importance:
Page Updated: November 9, 2026
IR Disclosure Date: November 9, 2026

Key Figures

  • Revenue: 5,693 (hundred million yen) / YoY +326 (hundred million yen) / 6.1% increase
  • Operating Income: 144 (hundred million yen) / YoY -44 / -23.4%
  • Net Income Attributable to Owners of Parent (Interim): 70 (hundred million yen) / YoY -55 / -44.0%

AI要約

Performance Overview

Revenue for the first half was 569.3 hundred million yen and operating income was 14.4 hundred million yen, with operating income declining 23.4% year-over-year. Domestic aquaculture and processed foods were heavily impacted by impairment losses and rising costs, leaving uncertainty around meeting the full-year plan. Conversely, the overseas segment achieved stable growth in sales and profits in fisheries and pet food due to structural reforms. Despite foreign exchange effects and higher raw material costs, recovery is targeted in the second half through price pass-through and cost management.

Outlook and Actions

Under the medium-term plan, Umios will continue growth in fisheries, North America, and pet food while accelerating resolution of issues in aquaculture and domestic processed foods. Measures include price revisions, promotion, and digital marketing to strengthen sales capabilities. Growth investments are assumed at 140.0 hundred million yen, focusing on downstream strengthening in Europe, North America, and Asia. Efforts will be made to recover in the second half to achieve the full-year plan.

Revenue Trend

Operating Income Trend

Segment Revenue Breakdown

Operating Margin Analysis

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Umios Corporation

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