Lacto Japan Co., Ltd. (TSE:3139), a Japanese trading company specializing in dairy ingredients, pork, and ham products imported from Europe, the U.S., and Australia, reported a 5.6% year-over-year (YoY) increase in revenue for the first quarter of its fiscal year 2026 (ending November 2026). However, the company’s operating profit fell 22.5% YoY, signaling persistent margin compression amid rising input costs and operational expenses.
Key Numbers
| Metric | Q1 FY2026 (JPY) | YoY Change |
|---|---|---|
| Revenue | 48.6bn | +5.6% |
| Operating Profit | 1.30bn | -22.5% |
| Ordinary Income | 1.14bn | -28.8% |
| Net Profit | 770M | -35.9% |
| Operating Margin | 2.7% | N/A |
| Equity Ratio | 33.0% | N/A |
Business Overview Lacto Japan operates as a trading company, importing and distributing dairy ingredients, pork, and ham products across Asia. The company sources its products from Western and Australian markets, with manufacturing facilities in Asia. It holds a niche position in the Japanese food processing and retail supply chain, serving both domestic and export markets.
Analysis
Next Year Guidance
| Metric | 2027 Forecast (JPY) | YoY Change |
|---|---|---|
| Revenue | 193.0bn | - |
| Operating Profit | 4.8bn | - |
| Ordinary Income | 3.45bn | - |
| Net Profit | 3.45bn | - |
Management has provided the above guidance for the next fiscal year. Investors should monitor the company’s progress against these targets.
Source: Original filing (TDnet) | 日本語版
This article is for informational purposes only and does not constitute investment advice. Financial figures are AI-extracted and may contain errors — always verify against the original filing.