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EBARA Foods Industry (2819) · TargetSoftenedLatest Investor presentation (2026-08-07): "Advanced"

Structural Reform and Growth Investment under the New Medium-Term Management Plan “Ebara Reboot 2026”

First written in FY2024. 6 of 10 entries say "Advanced", first in FY2025. Latest entry: 2026-08-07.

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3years
4from disclosures
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How it moved
ProgressHeldSoftenedWorseFirst statedFY2024 – FY2025-H1AdvancedFY2025 – FY20262024: 220242025: 220252026: 62026
Same theme, other companies

0 other companies' latest entry also says "Advanced".

Ridges = years it wrote progress, valleys = years it wrote worse. Most hopeful companies at the back. Drag to turn, scroll to zoom, right-drag to pan. On a phone, two fingers turn and pinch to zoom; one finger scrolls the page.
Full recordFilings, disclosures and news, newest first
  1. FY2026SoftenedAnnual report

    「For fiscal 2026, the company expects EBITDA of at least ¥3,100 million, taking into account the impact of temporary costs associated with the reorganization of the domestic manufacturing structure and further increases in raw material and energy prices.」

    For fiscal year 2026 EBITDA, the company has indicated an outlook of at least ¥3.1 billion, compared with the original medium-term management plan target of ¥4 billion, taking into account one-time costs associated with the reorganization of the domestic manufacturing structure and higher raw material and energy prices.
  2. FY2026AdvancedAnnual report

    「For the fiscal year under review, the results were EBITDA of ¥4 billion, an overseas sales ratio of 5.1% and a total payout ratio of 31.7%. EBITDA and the overseas sales ratio reached the levels set by the medium-term management plan's numerical targets.」

    For fiscal year 2025, Ebara Reboot 2026 results were EBITDA of ¥4 billion and an overseas sales ratio of 5.1%, with both metrics reaching the levels set by the medium-term management plan's targets. The total payout ratio, however, was 31.7%, below the target of at least 50%.
  3. FY2026-H1AdvancedAnnual report

    「In terms of profit, operating income was ¥1,076 million, down 12.6% year on year, and ordinary income was ¥1,130 million, down 11.2%, due to higher depreciation and amortization associated with growth investments, among other factors. Interim net income attributable to owners of the parent was ¥835 million, down 1.5%, due to the recognition of structural transformation costs associated with the reorganization of the domestic manufacturing structure and gains on the sale of investment securities.」

    The structural transformation and growth investment set out in “Ebara Reboot 2026” have taken concrete form in higher depreciation and amortization expenses associated with growth investment and the recognition of structural transformation costs associated with the reorganization of the domestic manufacturing structure.
  4. FY2025AdvancedAnnual report

    「In fiscal year 2025, the second year of “Ebara Reboot 2026,” the company will address the following challenges.」

    The company lists strengthening the market share and profitability of core products, improving the profitability of its food-service business, marketing, new technologies, Group collaboration, human resources, data utilization and sustainability as challenges for the second year of the plan. It also disclosed fiscal year 2024 results of EBITDA of ¥3.5 billion, an overseas sales ratio of 4.7% and a total payout ratio of 44.1%, along with the gaps from the fiscal year 2026 targets.
  5. FY2025-H1RestatedAnnual report

    「To realize its long-term vision, the company divided the 10-year period into 3 stages and designated the first 3 years (2024–2026) as the investment execution and structural reform stage, then formulated the 3-year new medium-term management plan “Ebara Reboot 2026.”」

    The company continues to position “Ebara Reboot 2026” as the investment execution and structural reform stage for 2024–2026, stating that there have been no significant changes to the plan's basic policies or strategies.
  6. FY2024First statedAnnual report

    「Under the new medium-term management plan “Ebara Reboot 2026,” the company considers it a key policy to pursue sales growth and profit maximization through the appropriate deployment of management resources, with the aim of returning to a path of profit growth through structural reform and growth investment.」

    The company formulated a new medium-term management plan covering fiscal years 2024–2026, with improving the profitability of existing businesses, creating new markets and new value, and reforming the management foundation as its basic strategies. Targets for the final year are EBITDA of ¥4 billion, an overseas sales ratio of at least 5%, and a total payout ratio of at least 50%.
Moved together

"Strengthening the Profitability of Existing Household Food Products" moved the same way as this thread, in the same document, in 5 of its 9 moves.

555444★123456
  1. ★This thread
  2. 1Strengthening the Profitability of Existing Household Food Products5×
  3. 2Further Expansion and Market Establishment of Portioned Seasonings5×
  4. 3Earnings Improvement in the Commercial Products Business5×
  5. 4Continuing stable dividends while retaining earnings4×
  6. 5Building production and operational structures that create next-generation value4×
  7. 6Creating New Value in Response to Social Change4×

★ is this thread; numbers match the list above. The number on a line is how many documents both moved the same way in; lines between the other threads count the documents they moved together in too. Threads that move together often sit closer.

When this could move next
EBARA Foods Industry's next results are scheduled for 2026-11-06. Read the earnings preview It last moved in the Investor presentation of 2026-08-07: "Advanced".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.