Consolidated Financial Results (Japanese Accounting Standards)for the Nine Months Ended December 31, 2025 (Q3 FY2025)

February 3, 2026

Consolidated Financial Results (Japanese Accounting Standards) for the Nine Months Ended December 31, 2025 (Q3 FY2025)

Company name: House Foods Group Inc. Stock exchange listing: Tokyo Stock Exchange Stock code: 2810

URL: https://housefoods-group.com

Representative: Hiroshi Urakami, President

Contact: Eiki Miyake, General Manager, Public & Investors Relations Division Tel. +81-3-5211-6039

Scheduled date of commencement of dividend payment: -Supplementary documents for financial results: Yes

Financial results briefing: None

(Amounts of less than one million yen are rounded to the nearest million yen.)

1. Consolidated Financial Results for the Nine Months Ended December 31, 2025 (April 1, 2025 – December 31, 2025)

   1. Consolidated Results of Operations (Accumulated Total) (Percentages show year-on-year changes.)

      	Net sales		Operating profit		Ordinary profit		Profit attributable to owners of parent
      Nine months ended	Million yen	%	Million yen	%	Million yen	%	Million yen	%
      December 31, 2025	241,958	1.1	14,937	(15.6)	15,611	(15.1)	11,749	(3.5)
      December 31, 2024	239,357	6.1	17,699	6.2	18,395	4.5	12,172	(25.6)

      (Note) Comprehensive income: 12,694 million yen (8.3%) for the nine months ended December 31, 2025

      11,723 million yen (-59.0%) for the nine months ended December 31, 2024

      	Profit per share	(basic)	Profit per share	(diluted)
      Nine months ended		Yen		Yen
      December 31, 2025	126.57		-
      December 31, 2024	128.14		-

   2. Consolidated Financial Position

   	Total assets	Net assets	Equity ratio	Net assets per share
   As of December 31, 2025 March 31, 2025	Million yen 433,870 435,074	Million yen 321,578 322,878	% 67.4 67.3	Yen 3,200.39 3,113.86

   (Reference) Shareholders’ equity: As of December 31, 2025: 292,420 million yen As of March 31, 2025: 292,823 million yen

2. Dividends

   	Dividend per share
   	End of first quarter	End of second quarter	End of third quarter	Year-end	Annual
   Year ended March 31, 2025 Year ending March 31, 2026	Yen - -	Yen 24.00 24.00	Yen - -	Yen 24.00	Yen 48.00
   Year ending March 31, 2026 (forecast)				24.00	48.00

   (Note) Revisions to dividend forecasts published most recently: None

3. Consolidated Forecasts for the Fiscal Year Ending March 31, 2026 (April 1, 2025 – March 31, 2026)

(Percentage figures represent the changes from the previous year)

(Note) Revisions to financial forecasts published most recently: None

* Notes

1. Major changes in the scope of consolidation during the period: Yes

   New 1 company (Company name: PT. House Foods Indonesia), Excluded - company (Company name)

2. Application of particular accounts procedures to the preparation of quarterly consolidated financial statements: Yes

3. Changes in accounting policies and changes or restatement of accounting estimates

   1. Changes in accounting policies caused by revision of accounting standards: None

   2. Changes in accounting policies other than (i): None

   3. Changes in accounting estimates: None

   4. Restatement: None

4. Number of shares outstanding (common shares):

   1. Number of shares outstanding at end of period (including treasury shares) As of December 31, 2025: 98,498,416 shares

      As of March 31, 2025: 98,498,416 shares

   2. Number of treasury shares at end of period

      As of December 31, 2025: 7,128,543 shares

      As of March 31, 2025: 4,459,697 shares

   3. Average number of shares outstanding during the term

Nine months ended December 31, 2025: 92,827,739 shares

Nine months ended December 31, 2024: 94,990,174 shares

(Note) Number of treasury shares at end of period includes shares in the Company held by the House Foods Group Employee Shareholding Association Trust (381,400 shares in the nine months ended December 31, 2025, 598,700 shares in the fiscal year ended March 31, 2025). In addition, treasury shares deducted when calculating the average number of shares outstanding during the term include the Company shares held by the trust (489,211 shares during the nine months ended December 31, 2025, 394,933 shares during the nine months ended December 31, 2024).

• Review of the accompanying quarterly consolidated financial statements by certified public accountants or audit corporations: None

• Explanations and other special notes concerning the appropriate use of business results forecasts

• The forward-looking statements such as result forecasts included in this document are based on the information available to the Company at the time of the announcement and on certain assumptions considered reasonable, and the Company makes no representations as to their achievability. Actual results may differ materially from the forecast depending on a range of factors.

• For other matters relating to the forecasts, please refer to “1. Analysis of Operating Results and Financial Position, (3) Information on the Future Outlook, Including Consolidated Business Results Forecasts” on page 4 of the accompanying materials.

Accompanying Materials – Contents

1. Analysis of Operating Results and Financial Position 2

   1. Analysis of Operating Results 2

   2. Analysis of Financial Position 4

   3. Information on the Future Outlook, Including Consolidated Business Results Forecasts 4

2. Quarterly Consolidated Financial Statements and Key Notes 5

   1. Quarterly Consolidated Balance Sheets 5

   2. Quarterly Consolidated Statements of Income and Comprehensive Income 7

   3. Notes to Quarterly Consolidated Financial Statements 9

      Notes Relating to Application of Particular Accounts Procedures to the Preparation of

      Quarterly Consolidated Financial Statements 9

      Notes to Segment Information 9

      Notes for Case Where Shareholders’ Equity underwent Significant Changes in Value 11

      Notes Relating to Assumptions for the Going Concern 11

      Notes Relating to Quarterly Consolidated Statements of Cash Flows 11

      Note to Significant Events after the Reporting Period 12

3. Supplementary Information 15

   1. Business Results 15

   2. Number of Group Companies 15

   3. Consolidated Statements of Income 16

   4. Consolidated Balance Sheets 20

   5. Capital Investment 21

   6. Depreciation 21

   7. Major Management Indicators, etc 21

   8. Reference Information 22

1. Analysis of Operating Results and Financial Position(1) Analysis of Operating ResultsThe Group is pursuing its eighth medium-term business plan under the theme of “Striving to become a high quality company that provides “Healthy Life Through Foods” Growth through the establishment of a global value chain (VC).” In our mid-term business plan, we are building a global VC structure to lay the foundation for further growth in the future, and at the same time, we are taking steps to increase corporate value from a back-casting perspective, including the introduction of ROIC (return on invested capital) for management that is conscious of the cost of capital.

During the nine months ended December 31, 2025, the market environment both in Japan and overseas has become increasingly severe chiefly due to the effects of interest rate and exchange rate fluctuations caused by the economic policies of various countries, as well as rising business costs in Japan, especially for raw materials, and consumers’ increasing thriftiness due to the progression of inflation.

Net sales of the Group increased as a result of price revisions for some products and services and efforts to stimulate demand after the revisions. Operating profit decreased, with price revisions having a greater effect but still proving insufficient to absorb the increase in business costs, mainly raw materials. Ordinary profit and profit attributable to owners of the parent also fell.

As a result, the Group’s operating results were as shown below.

The following is an overview of results by segment (before the elimination of inter-segment transactions).

(Note) 1. Adjustment (elimination) comprises profit or loss not distributed to segments and the elimination of inter-segment transactions.

Spice / Seasoning / Processed Food Business

In the household use business, sales fell, impacted by sales decline during the first six months, with efforts focused on demand recovery after implementation of price revisions in May last year. The food service business posted an increase in sales due to the success of channel-specific sales measures. As a result, overall business sales were on par with the same period of the previous year. Profits decreased due to higher operating costs and marketing costs incurred to establish the new prices.

During the third quarter of the fiscal year under review, demand for products such as curry roux and stew roux recovered and price revisions had a greater effect, causing the sales and profits of the business as a whole to start trending upward again.

As a result of the above, sales in the Spice / Seasoning / Processed Food Business were 100,884 million yen, mostly unchanged year on year, and operating profit decreased 12.1% year on year, to 9,495 million yen. Consequently, the ratio of operating profit to net sales was 9.4%, declining 1.3 percentage points from the same period of the previous fiscal year.

Health Food Business

Net sales of the business as a whole decreased, with strong sales of C1000, driven by efforts to expand sales during periods of demand, offset by decline in sales of Ichinichibun No Vitamin Jelly, partly due to the emergence of other products emphasizing health benefits. Profits decreased due to the impact of lower sales and soaring raw material prices.

As a result of the above, sales in the Health Food Business declined 1.5% year on year, to 13,303 million yen, and operating profit decreased 26.5%, to 1,738 million yen. Accordingly, the ratio of operating profit to net sales was 13.1%, declining 4.4 percentage point from the same period of the previous fiscal year.

International Food Business Period covered by the consolidated financial statements: Mainly from January to September 2025

In the U.S. soybean business, sales and profits declined due to stagnant sales caused by increasing thrifty consumers and lost sales opportunities caused by production troubles in the first quarter of the fiscal year.

In the Chinese curry business, both sales and profits increased in the household use business due to efforts to optimize distribution inventories in the same period of the previous year, as well as the successful shift to a delivery-type sales strategy. In the food service business, both sales and profits increased due to strengthened menu proposals and efforts to develop new customers. As a result of the above, the Chinese curry business as a whole achieved an increase in both sales and profit.

In the Southeast Asia functional drink business, sales and profits declined due to struggling sales in the traditional trade. In yen terms, sales decreased and operating profit was flat year on year.

As a result of the above, sales in the International Food Business rose 0.4% year on year, to 46,792 million yen, and operating profit increased 1.1%, to 2,557 million yen. Consequently, the ratio of operating profit to net sales was 5.5%, the same level as the same period last year.