Kameda Seika Co.,Ltd.
Notice of Revision to Full-Year Earnings Forecast
Revised the consolidated full-year earnings forecast for the fiscal year ending March 2027. Net sales are forecast at 142,000 hundred million yen, operating income at 5,500 million yen, ordinary income at 5,100 million yen, net income attributable to owners of parent at 2,500 million yen, and net income per share at 39.53 yen, lowered from prior forecasts. The primary causes are sharp increases in raw material and energy costs for domestic rice-based snacks and supply-demand strains, production capacity constraints and wage-driven cost increases at TH FOODS, INC. No change to the dividend forecast.
Key Figures
- Net Sales: 142,000 hundred million yen
- Operating Income: 5,500 million yen
- Ordinary Income: 5,100 million yen
AI要約
Summary of Earnings Outlook
Kameda Seika Co.,Ltd. has revised its consolidated earnings forecast for the fiscal year ending March 2027. Net sales are projected at 142,000 hundred million yen, operating income at 5,500 million yen, ordinary income at 5,100 million yen, net income attributable to owners of parent at 2,500 million yen, and net income per share at 39.53 yen. The downward revision from the previous forecast is driven by rising raw material and energy prices resulting from Middle East-related tensions and tightening production and supply domestically and internationally. In particular, recovery of production capacity at TH FOODS, INC. has been delayed, and wage increases and labor mobility have raised personnel costs, compressing profitability. Meanwhile, long-shelf-life food products remain solid, and performance in Asia is generally on plan.
Outlook and Dividends
The company prioritizes restoring supply capacity and aims to stabilize and optimize production systems to achieve earnings recovery from the fourth quarter onward. There is no revision to the dividend forecast accompanying this earnings revision. Domestic and overseas demand remain firm, and the effects of price adjustments are expected to materialize from the fourth quarter onward.
Kameda Seika Co.,Ltd.
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