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NH Foods (2282) investor relations material
NH Foods Q4 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
Achieved record-high net sales of ¥1,457.4 billion and business profit of ¥68.3 billion, up 6.3% and 60.7% year-over-year, driven by Fresh Meats and Ballpark segments, with profit attributable to owners rising 31.9% to ¥35.1 billion.
Comprehensive income nearly doubled to ¥58.6 billion, reflecting strong operational and financial performance.
ROE improved by 1.5% to 6.6% due to profitability and capital efficiency initiatives.
Financial highlights
Net sales increased by ¥86.8 billion year-over-year to ¥1,457.4 billion; business profit margin rose from 3.1% to 4.7%.
Profit before tax grew 46.6% to ¥54.5 billion; EPS up ¥98.08 to ¥361.13.
Gross profit margin improved to 17.2%; operating profit up 60.3% year-over-year.
Cash flows from operating activities: ¥82.3 billion; investing activities: ¥34.0 billion outflow; financing activities: ¥56.0 billion outflow.
Cash and cash equivalents at year-end: ¥68.7 billion.
Outlook and guidance
FY2027/3 net sales projected at ¥1,500.0 billion (+2.9% YoY); business profit expected to decline 10.7% to ¥61.0 billion.
Profit attributable to owners forecast to rise 8.4% to ¥38.0 billion as extraordinary losses subside.
ROE targeted at 7.2%; EPS forecast at ¥403.68.
Dividend forecast for FY2027: ¥180 per share, up from ¥160.
Cost increases of approx. ¥5.0 billion expected due to Middle East conflict; higher procurement costs for Australian beef anticipated.
- Profits and sales surged on strong meat and event demand; full-year outlook and dividends raised.2282
Q3 20262 Feb 2026 - Record profit and upgraded outlook driven by Fresh Meats and Ballpark Business growth.2282
Q2 20264 Nov 2025 - Record 1Q profit from Fresh Meats and Ballpark offset Processed Foods decline.2282
Q1 20261 Aug 2025 - Profit and brand growth, global expansion, and value-based management drive future strategy.2282
Investor Day 2025 Presentation18 Jun 2025 - Net sales and business profit rose, driven by overseas and processed foods growth.2282
Q1 202513 Jun 2025 - Net sales and business profit rose, but profit attributable to owners declined on FX impacts.2282
Q2 202513 Jun 2025 - Sales up 5.1%, profit down 5.3%; FY2026 targets profit growth from overseas and beef.2282
Q4 20256 Jun 2025 - Sales increased but profit margins narrowed amid cost and market headwinds.2282
Q3 20255 Jun 2025
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