Zensho Holdings Raises Profit Forecast on Lower Rice Costs
Zensho Holdings Co., Ltd. (TSE:7550) has revised upward its earnings guidance for the fiscal year ending March 2027, citing stronger-than-expected performance at its Sukiya and Hamazushi restaurant chains and favorable commodity pricing.
| Item | Before | After | Change |
|---|---|---|---|
| Revenue | JPY 691.3bn | JPY 686.0bn | -0.8% |
| Operating Profit | JPY 44.0bn | JPY 53.0bn | +20.5% |
| Ordinary Income | JPY 39.9bn | JPY 50.0bn | +25.3% |
| 親会社株主に帰属する四半期純利益 | JPY 23.8bn | JPY 30.9bn | +29.6% |
| １株当たり四半期純利益 | JPY 140.70/share | JPY 185.89/share | +JPY 45.19/share |
For the full fiscal year, the company raised operating profit guidance to JPY 102.0bn from JPY 92.0bn, while ordinary income (keijo rieki)—a Japan-specific metric capturing non-operating financial items—climbed to JPY 94.6bn from JPY 84.0bn. Net profit guidance rose to JPY 54.0bn from JPY 50.0bn. Revenue was trimmed slightly to JPY 1,402.0bn from JPY 1,424.0bn, reflecting modest demand adjustments offset by operational efficiencies.
Management attributed the upward revision primarily to robust performance across its global Sukiya and Hamazushi segments, combined with rice prices tracking below initial assumptions. The company also factored in first-quarter results and current operational momentum into its revised outlook.
The profit upgrade masks underlying headwinds. While commodity relief has bolstered margins, the company flagged persistent uncertainty from currency fluctuations and geopolitical risks, including Middle East tensions that could pressure input costs. The modest revenue downgrade suggests cautious demand expectations despite profit expansion, warranting investor attention to same-store sales trends and foreign exchange exposure in coming quarters.
Source: Original filing (TDnet) | 日本語版
This article is for informational purposes only and does not constitute investment advice. Always verify against the original filing.