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JM Holdings (3539) investor relations material
JM Holdings Q2 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
Net sales for the quarter ended January 2026 rose 9.0% year-over-year to ¥101,189 million, with operating profit up 12.7% to ¥5,604 million and ordinary profit up 13.0% to ¥5,705 million.
Profit attributable to owners of parent declined 11.4% year-over-year to ¥2,508 million, despite higher sales and operating profits.
Comprehensive income decreased 3.3% year-over-year to ¥2,687 million.
Financial highlights
Total assets as of January 2026 were ¥81,320 million, up from ¥72,721 million in July 2025.
Net assets increased to ¥47,423 million from ¥45,347 million in July 2025.
Capital adequacy ratio declined to 58.0% from 62.1% in the previous period.
Basic earnings per share for the quarter were ¥49.22, down from ¥54.94 a year earlier.
Outlook and guidance
Full-year net sales forecast for July 2026 is ¥196,000 million, representing an 8.5% year-over-year increase.
Operating profit is projected at ¥10,900 million (up 5.3%), ordinary profit at ¥11,000 million (up 8.4%), and profit attributable to owners of parent at ¥7,000 million (up 8.4%).
Basic earnings per share forecast for the year is ¥137.37, or ¥274.74 if not adjusted for a stock split.
- Sales and operating profit rose, but net income fell on store closure impairments; outlook remains strong.3539
Q1 202626 Dec 2025 - Strong sales and profit growth, new store expansion, and a 2-for-1 stock split announced.3539
Q4 202530 Sep 2025 - Strong revenue and profit growth driven by supermarket expansion and operational efficiency.3539
Q3 202410 Sep 2025 - Strong profit and revenue growth, with further expansion and share buyback planned.3539
Q4 202410 Sep 2025 - Revenue up 6.4% YoY, but profits fell on higher costs; guidance unchanged.3539
Q1 202510 Sep 2025 - Revenue up 6.7% year-over-year, but operating profit down 4.9% amid cost pressures.3539
Q2 202510 Sep 2025 - Revenue and net income rose, with stable outlook and increased dividend forecast.3539
Q3 202510 Sep 2025
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