Afternoon Session Comments No. 2: ヨシムラフード, エディア, 関通ＨＤ, アクリート, モビルス, タカキタ (Traders Web)

At around 13:00, YOSHIMURA FOOD HOLDINGS announced consolidated net profit of ¥1.21 billion for the first half of fiscal 2027.2, up 2.3 times year on year. Although lower sales and higher raw-material costs caused a decline in operating profit, compensation received of ¥880 million and a ¥500 million gain on negative goodwill contributed to higher net profit.

At 13:11, Edia reported consolidated operating profit of ¥220 million for the first half of fiscal 2027.2. Although this was down 26.8% year on year, it exceeded the company's forecast of ¥150 million, sending the stock sharply higher. Lower costs for its online lottery service and an increase in licensing-out deals contributed to improved margins.

At 13:30, 関通ホールディングス reported a first-half operating loss of ¥60 million, below its previous forecast for a profit. Lower utilization at logistics centers and higher fixed costs were factors. The company stated that its full-year forecast would be assessed again at the time of disclosure.

At 13:37, Acrete announced that it had signed an agreement with its consolidated subsidiary CusTin tCo Japan and Hyperion to provide SpeakerMatch on an OEM basis. Voice-matching technology will be integrated into Hyperion's PassProof and is scheduled to be offered as an identity-verification option.

At 14:04, Mobilus raised its consolidated full-year operating forecast for fiscal 2027.8 to a profit of ¥30 million. The previous fiscal year was loss-making, and the company expects growth in SaaS transactions and contributions from its AI-agent business. At the same time, selling was reportedly dominant in the stock on concerns over the previous year's shift to a loss.

At 14:14, タカキタ raised its net profit forecast for the first half of fiscal 2027.3 to ¥130 million. Lower tax expenses contributed, and the company said its full-year forecast was still under review.