Taiyo Bussan Co., Ltd. 2026 September Term Third Quarter Financial Summary [Japanese GAAP] (Consolidated)

Overview of Results

In the third quarter of this fiscal year, overall net sales increased year over year, supported by a recovery in dining-out demand and expansion of high-value-added processing foods from Thailand. While it remains difficult to improve profits from raw materials such as beef and imported poultry, profit margins show an improving trend due to new sales contracts and broader sales of high value-added products. By segment, the Food Products segment shows notable growth, while the Living Industries segment faces pressure from rising raw material costs. China-related and Agricultural Products segments also show steady sales and profits, though some sub-segments post declines.

Outlook and Financial Position

Full-year earnings guidance is unchanged from the forecast released in November 2025. Total assets at year-end increased, equity ratio stands at 12.1%, and equity attributable to owners of the parent is about 11.1 billion yen. Cash and deposits are on an increasing trend. It is important to monitor financing movements such as increases in short-term borrowings and accrued expenses. Supplemental financial documents have been prepared, and continued attention is required to potential changes in the market environment.