Kadoya Sesame Mills Incorporated · TSE:2612
Kadoya Sesame Mills — H1 FY2026 Earnings Presentation
36 slides from Kadoya Sesame Mills's earnings presentation, Nov 11, 2025
Slide 1: UP Bua Sat
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Slide 2: AEOPYIVY Ace TERR RAP AR (LAER)
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Slide 3: AB wer | RRR SER PB (LAIBLE)
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Slide 4: HERR ORE BPer
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Slide 7: FY20 FY21 FY22
50 億円 以上の 飛躍的成⾧を 目指す FY20 FY21 FY22 FY23 年度 FY24 FY25 FY30 35 実績予測 7 7
Slide 8: AURIS ERR Ae rer
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Slide 10: @ CA | MERBBH 2/2 pres PIPRADOWRMCPUPROLMV SHA, CHHOBRMBAI CMI SKHEBAREMIVI-V—TYRE
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Slide 11: @ BACK AHABCK | BABCRGEVD SD) OBESE AER
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Slide 12: O ARCE HECK | RRCKBEONIMMEL Ae we
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Slide 13: BUA ICCHERL TURES BRE BIL, IDPLUN-ARBIERRI SEO, BRB HE
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Slide 14: i A
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Slide 15: 売上高/営業利益 2Q進捗率
売上高/2Q進捗率(億円） 営業利益/2Q進捗率(億円） 395 405 35 35 357 32 4 31 337 30 322 96 29 314 2 4 2 0 86 82 11 7 74.9% 70.1% 74 963.5% 74 8 65.4% 863.5% 102 50.9% 57.7% 91 50.5% 50.5% 50.9% 8451.0% 49.9% 12 81 84連 9 結 9 10 9 100 11 B 101 82 93 80 82S 11 13 11 13 106 10 9 79 82 89 87 96 21/3 22/3 23/3 24/3 25/3 26
Slide 16: E+E (Bir: bY)
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Slide 17: P L / B S
（百万円） 21年3月期 22年3月期 23年3月期 24年3月期 25年3月期 26年3月期予想 売上高 31,371 32,185 33,690 35,680 39,450 40,500 売上総利益 9,147 10,163 9,712 9,781 10,146 - 売上高総利益率 29.1％ 31.5％ 28.8% 27.4% 25.7 ％ - 連 営業利益 3,021 3,450 2,914 3,117 3,166 3,500 結 売上高営業利益率 9.6% 10.7% 8.6% 8.7% 8.0% 8.6% P 経常利益 3,135 3,968 3,229 3,409 3,394 3
Slide 18: USD/MT 円/USD
円/USD USD/MT 200 2,000 150 1,500 100 1,000 50 500 0 0 18
Slide 19: Bria CA SEMA Et
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Slide 20: et Ace
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Slide 21: RIRLIE WARK
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Slide 22: Ealaaank Ber
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Slide 28: （2023/the 2035予
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Slide 29: 米国ごま油市場
米国ごま油市場全体における当社のシェア＊ 米国ごま油市場は拡大傾向 単位:百万米ドル 韓国 2% その他 4% 159.3 中国 5% 148.5 142.6 135.6 当社 22% 129.6 インド 10% 日本（他社） 6% 台湾 14% メキシコ 37% 2018 2019 2020 2021 2022 出所:Global Trade Atlasをもとに当社作成 （2023年1月～12月分データ） 出所:Persistence Market Research ＊当社が認識する限り米国にはごま油製造メーカーは略存在しておらず、 市場は日本・メキシコ・ 台湾等からの輸入品で構成されており
Slide 30: 出所:ニューススイッチ.（ 2024年05月02日）. 三井物産・双日・兼松…商社がたんぱく質確保に走る理由. https://newswitch.jp/p/41410
単位:億トン 出所:ニューススイッチ.（ 2024年05月02日）. 三井物産・双日・兼松…商社がたんぱく質確保に走る理由. https://newswitch.jp/p/41410 30
Slide 31: HOF ACHR FF EAT EZ ES ae se eS
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Kadoya Sesame Mills — H1 FY2026 Earnings Presentation on 6ix