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Occurring Fact2653AEON KYUSHU CO.,LTD.Retail

Impact of the “2026 Kumamoto Earthquake” and Recognition of an Extraordinary Loss

Of the 20 stores affected by the Kumamoto earthquake, 18 have resumed operations, while the remaining 2 remain closed. ¥1,745 million in identified costs, including facility repair expenses and damaged merchandise, will be recognized as disaster-related losses in the second quarter of the fiscal year ending February 2027.

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Deterioration
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17.45
¥100 million
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Impact of the “2026 Kumamoto Earthquake” and Recognition of an Extraordinary Loss

Subject Entity

AEON KYUSHU CO.,LTD. and the Group

Target Locations / Products

20 stores in Kumamoto Prefecture, including stores in AEON MALL Kumamoto and AEON MALL Uki

This disclosure09/28/2026
Cause

Facilities were damaged by the “2026 Kumamoto Earthquake”.

Amount of Impact on Business Performance

¥1,745 million (losses due to the disaster)

Accounting period in which recognized

The second quarter of the fiscal year ending February 2027. Additional amounts are scheduled to be recognized from the third quarter onward.

Impact on Earnings Forecast

The impact on full-year results for the fiscal year ending February 2027 is currently under review. If a material impact on results is expected, it will be disclosed promptly.

Company response

Suspended operations

Operations were temporarily suspended at 20 stores in Kumamoto Prefecture. As of 28 September 2026, 2 stores remain closed.

Outlook

Regarding the 2 stores that remain closed, discussions with the relevant parties will continue, taking into account the restoration status of the facilities in which the stores are located and other factors. Earthquake-related expenses currently under investigation are scheduled to be recognized as disaster-related losses from the third quarter onward.

Planned follow-up disclosure

If a material impact on results is expected, it will be disclosed promptly.

Event that occurred
ItemDetails
Event nameImpact of the “2026 Kumamoto Earthquake” and Recognition of an Extraordinary Loss
Subject EntityAEON KYUSHU CO.,LTD. and the Group
Target Locations / Products20 stores in Kumamoto Prefecture, including stores in AEON MALL Kumamoto and AEON MALL Uki
CauseFacilities were damaged by the “2026 Kumamoto Earthquake”.
Amount of Impact on Business Performance¥1,745 million (losses due to the disaster)
Accounting period in which recognizedThe second quarter of the fiscal year ending February 2027. Additional amounts are scheduled to be recognized from the third quarter onward.
Impact on Earnings ForecastThe impact on full-year results for the fiscal year ending February 2027 is currently under review. If a material impact on results is expected, it will be disclosed promptly.
Suspended operationsOperations were temporarily suspended at 20 stores in Kumamoto Prefecture. As of 28 September 2026, 2 stores remain closed.
OutlookRegarding the 2 stores that remain closed, discussions with the relevant parties will continue, taking into account the restoration status of the facilities in which the stores are located and other factors. Earthquake-related expenses currently under investigation are scheduled to be recognized as disaster-related losses from the third quarter onward.
Planned follow-up disclosureIf a material impact on results is expected, it will be disclosed promptly.
Items this document does not state (15)
Date of occurrenceDate recognized / date notice receivedType of litigation or proceedingCourt or authorityPlaintiffDefendantDate of filing / date of actionClaim amount / surcharge amountAmount of receivables at risk of non-collection or delayed collectionScheduled resumption dateInvestigation structureMeasures to prevent recurrenceDirectors' and officers' liabilityVoting rights ownership percentage before the changeVoting rights ownership percentage after the change

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.

Because facilities were damaged by the “2026 Kumamoto Earthquake”, resulting in earthquake-related expenses, including facility repair costs and damaged merchandise.

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Impact of the “2026 Kumamoto Earthquake” and Recognition of an Extraordinary Loss | AEON KYUSHU CO.,LTD. (2653) timely disclosure | Komori