Zensho Holdings stock posts 57.5 percent Q1 operating profit growth

Published on 10/06/2026 at 10:35 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Zensho Holdings stock was last at JPY 11,055 on October 6, 2026, after the Tokyo session. Q1 revenue reached JPY 324.808 billion and full-year operating profit guidance is JPY 102 billion.

Zensho, JP3429300001, Illustration mit AI erstellt.

Zensho Holdings (ISIN JP3429300001) was last at JPY 11,055 on the Tokyo Stock Exchange on October 6, 2026, with the session change at minus 0.54 percent. The company enters the autumn trading period after fiscal 2027 first-quarter operating profit rose 57.5 percent year over year to JPY 24.815 billion, according to LIMO in its report on September 7, 2026.

Q1 profit growth outpaced revenue

For the quarter ended June 30, 2026, revenue reached JPY 324.808 billion, up 16.8 percent from the same period a year earlier. Net income attributable to shareholders increased 89.2 percent to JPY 15.172 billion, while operating margin rose to 7.6 percent from 5.7 percent, based on the Q1 figures reported by LIMO.

The earnings mix matters because the profit increase was more than three times the pace of sales growth. Zensho operates Sukiya, Hama Sushi and other restaurant brands, so the quarter points to stronger operating leverage across a broad food-service portfolio rather than a single-brand sales effect.

Guidance sets a higher profit bar

Zensho's fiscal 2027 forecast calls for revenue of JPY 1.402 trillion, operating profit of JPY 102 billion and net income of JPY 54 billion. The company also expects annual dividends of JPY 80 per share, compared with JPY 75 for the prior fiscal year, according to LIMO.

The forecast implies operating profit growth of 25.2 percent and net income growth of 17.9 percent. LIMO linked the revised outlook to performance in Global Sukiya and Global Hama Sushi, while also citing exchange-rate movements and geopolitical risks as potential sources of cost pressure.

Analyst targets remain above the share price

On September 29, a Japanese mid-sized securities house assigned Zensho a bullish rating and a JPY 12,500 price target, Monex reported on September 30, 2026. The report placed the five-analyst consensus at a slightly bullish rating and JPY 12,860, putting the consensus target 16.3 percent above the October 6 price.

The target spread gives investors a clear checkpoint for the earnings story: the market is valuing Zensho below the published consensus target while the company is guiding to double-digit revenue and profit growth. The next test is whether the second quarter can maintain the first quarter's margin improvement.

Stock remains below its yearly high

Zensho's JPY 11,055 last price on October 6, 2026, stood below the 52-week high of JPY 12,070 and above the 52-week low of JPY 7,381. Market capitalization was JPY 1.7 trillion, and trading volume reached 293,000 shares on the Tokyo Stock Exchange.