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Revision of earnings forecasts8127YAMATO INTERNATIONAL INC.Materials and Chemicals

Notice Regarding Revisions to Earnings Forecasts

The consolidated full-year revenue forecast for the fiscal year ending August 2026 was lowered from ¥20,500 million to ¥19,880 million, and the operating income and ordinary income forecasts were revised from profits to losses. The consolidated net income forecast was left unchanged at ¥200 million, while the standalone revenue, ordinary income and net income forecasts were revised downward.

Worth reading
85Important
Scored from 4 of 5 sections
Direction
Deterioration
Direction inferred from the company’s description.
Scale
-620
¥ million
Wording
Avoiding a definitive answer
How definitive the wording is.

Revised forecast

Fiscal year ending August 2026 · Full yearPrevious forecast published 27 March 2026
Net Sales20,500→19,880million
-3.0%
Operating profit180→-290million
-261.1%
Ordinary income270→-100million
-137.0%
Profit attributable to owners of the parent200→200million
0.0%
Net income per share9.77→9.77yen and sen
0.0%

The bar length represents the relative magnitude of change, based on the item that changed the most in this document. The percentage change shown by the dotted line is calculated from the two reported figures because the company did not provide the rate.

Reason for the revision

Heightened concern about household finances following the arrival of an inflationary environment and continued changes in consumer behavior in response to prices that have risen in recent years. The spring/summer regular-price sales campaign, including the Father's Day campaign for Crocodile Men's, was sluggish, and accelerated promotional sales to optimize inventory are expected to result in performance below forecast, particularly in terms of profit.

Previous-period resultsRevenue: ¥19,444 million; operating loss: ¥201 million; ordinary loss: ¥62 million; net income attributable to owners of the parent: ¥143 million; basic earnings per share: ¥6.97 (fiscal year ended August 2025)
Dividend forecast revisionNo revision (there is no revision to the dividend forecast)
Consolidated / non-consolidatedConsolidated/non-consolidated
Revised forecast
ItemDetails
Net Sales¥20,500 million → ¥19,880 million(-3.0%)
Operating profit¥180 million → ¥-290 million
Ordinary income¥270 million → ¥-100 million
Profit attributable to owners of the parent¥200 million → ¥200 million(0.0%)
Net income per share9.77 yen and sen → 9.77 yen and sen
Fiscal Period CoveredFiscal year ending August 2026
Period CoveredFull year
Publication date of previous forecast27 March 2026
Previous-period resultsRevenue: ¥19,444 million; operating loss: ¥201 million; ordinary loss: ¥62 million; net income attributable to owners of the parent: ¥143 million; basic earnings per share: ¥6.97 (fiscal year ended August 2025)
Reason for the revisionHeightened concern about household finances following the arrival of an inflationary environment and continued changes in consumer behavior in response to prices that have risen in recent years. The spring/summer regular-price sales campaign, including the Father's Day campaign for Crocodile Men's, was sluggish, and accelerated promotional sales to optimize inventory are expected to result in performance below forecast, particularly in terms of profit.
Dividend forecast revisionNo revision (there is no revision to the dividend forecast)
Consolidated / non-consolidatedConsolidated/non-consolidated
Items this document does not state (1)
Details and amount of extraordinary loss

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.

Amid heightened consumer concern about household finances due to inflation and continued changes in consumer behavior in response to price increases, the spring/summer regular-price sales campaign, including the Father's Day campaign for Crocodile Men's, was sluggish. In addition, accelerated promotional sales to optimize inventory are expected to result in performance below forecast, particularly in terms of 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.
Notice Regarding Revisions to Earnings Forecasts | YAMATO INTERNATIONAL INC. (8127) timely disclosure | Komori