JM Holdings (3539) Q4 2025 earnings summary

Executive summary

• Net sales rose 8.1% year-over-year to ¥186,207 million, driven by strong performance in supermarkets and restaurants, and the opening of 11 new stores.

• Operating profit increased 9.8% to ¥10,048 million, and profit attributable to owners of parent grew 18.2% to ¥6,457 million.

• The company plans a 2-for-1 stock split effective November 1, 2025, to enhance share liquidity.

Financial highlights

• Ordinary profit rose 8.9% year-over-year to ¥10,144 million.

• Gross profit increased to ¥53,440 million from ¥49,209 million year-over-year.

• Basic earnings per share was ¥252.05, up from ¥204.86 the previous year.

• Net assets per share increased to ¥1,771.26 from ¥1,633.61 year-over-year.

• Cash and cash equivalents at year-end were ¥12,396 million, down from ¥17,897 million.

Outlook and guidance

• For the fiscal year ending July 31, 2026, net sales are forecast at ¥196,000 million (+5.3%), operating profit at ¥10,900 million (+8.5%), and profit attributable to owners of parent at ¥7,000 million (+8.4%).

• Basic earnings per share forecast is ¥137.37, reflecting the stock split.