AXYZ Co.,Ltd.
1381・Standard Market・Fishery, Agriculture & Forestry
Food
The core business of the poultry integration system, accounting for approximately 84% of group revenue.
| Period | Current | Previous | Change |
|---|---|---|---|
| Revenue (cumulative Q3, 9 months) | ¥18,337 million | ¥16,252 million (cumulative prior-year Q3) | ↑ |
| Segment profit (cumulative Q3, 9 months) | ¥2,394 million | ¥773 million (cumulative prior-year Q3) | ↑ |
| Revenue YoY change rate | +12.8% | － | ↑ |
| Segment profit YoY change rate | +209.6% | － | ↑ |
| Revenue (full year, FY2025 (ended June 2025) actual) | ¥22,187 million | － | — |
| Segment profit (full year, FY2025 (ended June 2025) actual) | ¥1,503 million | － | — |
Business Details
The company has built an integrated production system covering everything within the group from feed manufacturing, parent stock rearing, chick production, broiler rearing, to poultry processing and processed food manufacturing. It manufactures and sells chilled and frozen chicken as well as processed foods such as fried chicken (karaage) and chicken nuggets. All fattening facilities are directly operated, enabling drug-free rearing. Major customers are Foodlink Corporation and Nichirei Fresh Co., Ltd. In the cumulative nine months of Q3 FY2026 (ending June 2026), revenue was ¥18,337 million and segment profit was ¥2,394 million.
Recent Overview
Both revenue and profit increased significantly due to steady sales to major partners and firm chicken market prices.
In the cumulative nine months of Q3 FY2026 (July 2025 to March 2026), sales to major business partners progressed smoothly, and combined with firm chicken market prices, revenue rose 12.8% year on year to ¥18,337 million. On the profit side, in addition to promoting operational efficiency and cost reductions, a decline in fattening costs led to a significant improvement in segment profit, which rose 209.6% year on year to ¥2,394 million. Investment in the renovation of fattening facilities aimed at future production capacity expansion and efficiency/labor-saving improvements is also proceeding in stages.
Key Products
Growth Drivers
- Steady growth in sales to major business partners (Foodlink, Nichirei Fresh)
- Price advantage driven by firm chicken market prices and expanding consumer demand for at-home dining
- Reduction in fattening costs and improved profitability due to a gradual decline in feed ingredient prices
- Mix improvement driven by strong sales of processed foods
- Building an increased production capacity through investment in fattening facility renovation and processing plant expansion
Risks
- Risk of soaring or persistently high feed ingredient prices (due to expanding biofuel demand and grain supply concerns stemming from geopolitical risk)
- Continued rise in manufacturing costs such as labor costs
- Risk of fluctuation in chicken market prices (outlook remains uncertain)
- Risk of revenue concentration on two major customers (Foodlink and Nichirei Fresh)
- Risks related to food safety and quality control (maintaining consumer trust in food safety remains a challenge)
Last updated: September 18, 2025