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Gift Holdings (9279) investor relations material
Gift Holdings Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary17 Dec, 2025
Executive summary
Net sales reached 35,878 million yen, up 26.0% year-over-year, with operating profit at 3,367 million yen, up 15.8% year-over-year, and profit attributable to owners of parent up 16.5% to 2,185 million yen.
Company-owned store openings exceeded targets, with 54 new stores opened versus a goal of 52, and aggressive expansion in Japan and internationally, including China, the U.S., Switzerland, and Southeast Asia.
Strategic price revisions and measures to address unexpected cost increases in the first half led to improved second-half results, exceeding plan.
International expansion progressed, though upfront costs and risks related to local market adaptation impacted profits.
Profit growth was supported by strong flagship brands and new regional expansions.
Financial highlights
Operating profit margin was 9.4%, slightly below the 10% target, with ordinary profit at 3,374 million yen (up 13.5%) and comprehensive income at 2,278 million yen (up 17.7%).
ROE reached 23.4%, surpassing the 20% target.
Dividend payout ratio was 20.1%, meeting the target, with annual dividend per share of 22 yen.
Profit attributable to owners of parent rose 16.5% year-over-year to 2,185 million yen.
Basic earnings per share increased to 109.34 yen from 93.98 year-over-year.
Outlook and guidance
For the fiscal year ending October 31, 2026, net sales are forecast at 43,000 million yen (+19.9%), operating profit at 4,300 million yen (+27.7%), and profit attributable to owners of parent at 2,550 million yen (+16.7%).
Store count is planned to increase by 118, with 1,019 stores targeted by end of FY2026, including 65 new company-owned stores and a net increase of 54 produced stores.
Dividend per share is projected to rise to 26.0 yen, maintaining a payout ratio above 20%.
Medium-term plan targets net sales of 63.0 billion yen and operating profit of 6.3 billion yen by FY2028, aiming for a 50% share of the global ramen market.
Overseas store location strategy effectiveness
Staffing challenges for new store openings
Strategic impact of 8-factory system on SCM
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Next Gift Holdings earnings date
Q1 202616 Mar, 2026
Next Gift Holdings earnings date
Q1 202616 Mar, 2026
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Frequently asked questions
Gift Holdings Inc is a Japan-based company engaged in the operation and management of ramen restaurant chains. The company develops and franchises ramen shops under various brand names, focusing on in-house production of noodles, soup, and other ingredients.
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