Itoham Yonekyu Holdings Inc.
FY2025 Q3 (Apr–Dec) Financial Presentation Materials
Cumulative sales for FY2025 Q3 totaled 820 billion yen (YoY +8.1%), ordinary income was 23.4 billion yen (YoY +29.8%), and the full-year sales forecast was upwardly revised to 1,050 billion yen (YoY +6.2%).
Key Figures
- FY2025 Q3 cumulative Net Sales: 820 billion yen (YoY +8.1%)
- FY2025 Q3 cumulative Ordinary Income: 23.4 billion yen (YoY +29.8%)
- FY2025 full-year Net Sales Forecast: 1,050 billion yen (YoY +6.2%)
- FY2025 full-year Ordinary Income Forecast: 28.5 billion yen (YoY +37.3%)
- Processed Foods Segment Ordinary Income: 8.2 billion yen (YoY -6.9%)
- Meat Segment Ordinary Income: 16.2 billion yen (YoY +60.7%)
AI要約
Overview of Performance
Net sales for FY2025 Q3 cumulative reached 820 billion yen, up 8.1% YoY, and ordinary income was 23.4 billion yen, up 29.8% YoY, achieving both higher revenue and profit. The processed foods segment experienced declines in sales and profit due to a decrease in volume from weak demand despite efforts on product renewal in response to rising raw material and logistics costs. On the other hand, the meat segment achieved growth in both sales and profits owing to improved profitability in domestic production businesses and a recovery in earnings from the ANZCO business. The full-year forecast projects net sales of 1,050 billion yen (up 6.2% YoY) and ordinary income of 28.5 billion yen (up 37.3% YoY), with a 0.5 billion yen upward revision in ordinary income from prior forecast, maintaining expectations for revenue and profit growth.
Segment Trends and Factors
The processed foods segment recorded net sales of 309.7 billion yen, down 0.3% YoY, and ordinary income of 8.2 billion yen, down 6.9% YoY. The main cause was volume decline due to weak consumer demand. Conversely, the meat segment saw net sales rise 14.0% YoY to 510.3 billion yen and ordinary income surge 60.7% YoY to 16.2 billion yen. This was driven by profitability improvements in domestic operations, a recovery in the ANZCO business, and rising prices of imported chicken. Although higher logistics unit costs and increased raw material prices pressured profits, price revisions and internal improvements enhanced profitability.
