Itoham Yonekyu Holdings Inc.
Earnings Presentation Materials
Net sales of 539.1 hundred million yen (YoY -0.6%) resulted in a year-on-year decline in revenue and profit for the first half. Full-year forecast revised to net sales of 1,120.0 hundred million yen (YoY +4.5%), ordinary income of 27.5 hundred million yen (YoY -9.5%), and net income attributable to owners of parent of 18.0 hundred million yen (YoY -11.0%). While processed foods and meat segments are expected to recover in the second half, high raw material costs and rising logistics expenses are pressuring profitability. The medium-term policy remains targeting ordinary income of 50.0 hundred million yen in fiscal 2035. Major shareholder returns include a planned dividend of 155 yen per share. Continued strengthening of overseas business base, including the Greenlea acquisition.
Key Figures
- Net sales: 5,391 hundred million yen (YoY -0.6%)
- Full-year net sales forecast: 11,200 hundred million yen (YoY +4.5%)
- Full-year ordinary income forecast: 275 hundred million yen (YoY -9.5%)
AI要約
Financial Summary
For the first half of fiscal 2026, consolidated net sales were 539.1 hundred million yen (YoY -0.6%), ordinary income was 11.3 hundred million yen, and net income attributable to owners of parent was 7.5 hundred million yen. The full-year forecast is net sales of 1,120.0 hundred million yen (YoY +4.5%), ordinary income of 27.5 hundred million yen (YoY -9.5%), and net income attributable to owners of parent of 18.0 hundred million yen (YoY -11.0%). Some processed foods and meat businesses saw profit declines due to higher raw material and logistics costs, but a recovery in volumes and price revisions in the second half are expected to improve profitability. The company will continue growth investments with a goal of achieving ordinary income of 50.0 hundred million yen by fiscal 2035.
Shareholder Returns and Medium-Term Plan
Shareholder returns are planned based on progressive dividends targeting a DOE of 3.0% or higher, with a dividend of 155 yen per share planned for fiscal 2026. Dividend design considers a balance between DOE and ROE. The medium-term management plan promotes stable shareholder returns while strengthening the overseas business base (reflecting the Greenlea acquisition, among other initiatives).
Itoham Yonekyu Holdings Inc.
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