Poplar Co., Ltd. Revises Earnings Forecast — Net Profit Down 45.7%

Poplar Co., Ltd. (TSE:7601) revised its earnings forecast for the fiscal year ending February 2026, citing weaker-than-expected performance in its core business and increased costs.

ItemBeforeAfterChange
RevenueJPY 11.5bnJPY 11.7bn+1.4%
Operating ProfitJPY 373MJPY 302M-19.0%
Ordinary IncomeJPY 373MJPY 305M-18.2%
Net ProfitJPY 247MJPY 134M-45.7%
EPSJPY 18.05/shareJPY 8.45/share-53.2%

The company cited challenges in its flagship “Poplar Living Color” business, where customer numbers fell below prior-year levels from September onward due to competition. Additionally, rising material and logistics costs, along with upfront expenses for new freezing equipment, contributed to the downward revision. The firm also adjusted its tax estimates based on lower-than-expected individual performance.

The revised forecast shows a significant drop in operating profit and net profit, driven by higher costs and investment in new facilities. Investors should monitor the company’s ability to offset these pressures and restore profitability in the coming quarters.