Worth reading
36Immaterial
Scored from 5 of 6 sectionsDirection
Mixed performance
Direction inferred from the company’s description.Scale
40619
Millions of yenWording
Conditional
How definitive the wording is.Results for this period
Third quarter1 January 2026 to 30 September 2026ConsolidatedJapanese GAAPNet Sales40,619Millions of yenProgress 73.9%
Operating profit1,202Millions of yenProgress 80.1%
Ordinary income1,152Millions of yenProgress 72.0%
Net income attributable to owners of the parent1,030Millions of yen
The width of the band at each stage is based on revenue. The narrower it becomes toward the bottom, the smaller the proportion of revenue that remains as profit. The dotted outline is the full-year forecast and the band inside it is the result for this period. The progress rate is the result divided by the forecast.
Net income per share¥54.14
Financial position at period-end
Total assets59,107Millions of yen
of which net assets 32,725 Millions of yenEquity ratio 55.4%vs. prior year-end +0.7pt
塗りつぶした部分が自己資本比率です。総資産のうち、返済のいらない自前の資金がどれだけかを表します。The thin vertical line indicates the level at the end of the previous fiscal year.
Segment revenue
Cheese32,168,85279.2%
Nuts8,342,73720.5%
Other108,1970.3%
Segment profit
Cheese975,65481.2%
Nuts211,35217.6%
Other14,7081.2%
Outlook and shareholder returns
Full-year earnings forecast
Net Sales55,000 Millions of yen (YoY +27.0%)
Operating profit1,500 Millions of yen (YoY +4.5%)
Ordinary income1,600 Millions of yen (YoY +20.6%)
Profit attributable to owners of the parent1,400 Millions of yen (YoY -5.8%)
Annual Dividend Forecast20 Yen → 30.5 Yen（+52.5%）
Factors Behind Changes in Business Performance
Sales increased for both cheese products and nut products. Although profitability improved following price revisions for cheese products, soaring raw-material prices, higher costs resulting from exchange-rate fluctuations, and rising costs such as labor expenses affected profit.
Disclosure regarding the going concern assumption
Not applicable.
Change in accounting policy
基準改正に伴う変更 Noneそれ以外の変更 None見積りの変更 None修正再表示 None
Breakdown of extraordinary income (loss)Extraordinary income Gain on sale of investment securities 493,363 Thousands of yen, Subsidy income 3,314 Thousands of yen / Extraordinary loss Provision for building demolition costs 4,958 Thousands of yen, Loss on disposal of fixed assets 1,149 Thousands of yen
Depreciation and amortization1,675,969 Thousands of yen
Availability of Supplementary Financial Results MaterialsNone
Availability of Financial Results BriefingNone (対象者：Not disclosed)
Issued Shares at Period-End21,452,125 shares
Treasury Shares at Period-End3,068,728 shares
| Item | Details |
|---|---|
| Fiscal Period Classification | Third quarter |
| Accounting standards | Japanese GAAP |
| Consolidated / non-consolidated | Consolidated |
| Period Covered | 1 January 2026 to 30 September 2026 |
| Net Sales | 40,619 Millions of yen |
| Operating profit | 1,202 Millions of yen |
| Ordinary income | 1,152 Millions of yen |
| Profit attributable to owners of the parent | 1,030 Millions of yen |
| Net income per share | ¥54.14 |
| Equity ratio | End of the current fiscal period 55.4 / End of previous period 54.7 |
| Total assets | 59,107 Millions of yen |
| Net assets | 32,725 Millions of yen |
| Full-year earnings forecast | Net Sales 55,000 Millions of yen (YoY +27.0%) / Operating profit 1,500 Millions of yen (YoY +4.5%) / Ordinary income 1,600 Millions of yen (YoY +20.6%) / Profit attributable to owners of the parent 1,400 Millions of yen (YoY -5.8%) |
| Annual Dividend Forecast | 20 Yen → 30.5 Yen（+52.5%） |
| Segment revenue | Cheese 32,168,852 Thousands of yen / Nuts 8,342,737 Thousands of yen / Other 108,197 Thousands of yen |
| Segment profit | Cheese 975,654 Thousands of yen / Nuts 211,352 Thousands of yen / Other 14,708 Thousands of yen |
| Depreciation and amortization | 1,675,969 Thousands of yen |
| Breakdown of extraordinary income (loss) | Extraordinary income Gain on sale of investment securities 493,363 Thousands of yen, Subsidy income 3,314 Thousands of yen / Extraordinary loss Provision for building demolition costs 4,958 Thousands of yen, Loss on disposal of fixed assets 1,149 Thousands of yen |
| Disclosure regarding the going concern assumption | Not applicable. |
| Change in accounting policy | Changes due to revisions to standards None / Other changes None / Change in accounting estimate None / Restatement None |
| Availability of Supplementary Financial Results Materials | None |
| Availability of Financial Results Briefing | None (対象者：Not disclosed) |
| Issued Shares at Period-End | 21,452,125 shares |
| Treasury Shares at Period-End | 3,068,728 shares |
| Factors Behind Changes in Business Performance | Sales increased for both cheese products and nut products. Although profitability improved following price revisions for cheese products, soaring raw-material prices, higher costs resulting from exchange-rate fluctuations, and rising costs such as labor expenses affected profit. |
Items this document does not state (13)
Operating MarginCash flows from operating activitiesCash flows from investing activitiesCash flows from financing activitiesCash and cash equivalents at end of periodRevision to Earnings ForecastPayout ratioShareholder Return PolicyRegional salesOrders received and order backlogImpairment lossChanges in the scope of consolidationMaterial subsequent events
These are items the company does not state in this document. We do not leave them blank, nor fill them in from other sources or by inference.
The reasons the company gives
The company's own explanation, not something inferred from the numbers.Sales increased for both cheese products and nut products, while profitability improved following price revisions for cheese products. However, soaring raw-material prices, higher costs resulting from exchange-rate fluctuations, and rising costs such as labor expenses affected profit.
How to read this page
This is not the documentKomori reads the disclosure the company filed and writes this summary. Figures are as stated by the company and are not audited.
Weight is not a verdictIt measures how much this changes what the company had already told the market. It is not a view on the shares.
Corrections happenIf the company reissues this disclosure, the page is rebuilt from the corrected version and the revision number moves up.