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Asahi Group (2502) investor relations material
Asahi Group Business Update Presentation summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Business Update Presentation summary27 Nov, 2025
Executive summary and business update
Q3 and full-year results delayed due to system disruptions starting September 29, 2025.
Revenue missed expectations, but core operating profit in Europe and Asia Pacific met plans.
Japan & East Asia segment's full impact from disruptions unclear, but Jan–Aug results were on plan.
Full-year revenue may fall short in Europe and Asia Pacific, but core profit targets remain.
Medium- to long-term management policy and capital efficiency measures remain unchanged.
Regional performance highlights
Europe: 9M revenue down 3.0% YoY, with Poland and Czech Republic underperforming; core profit up 3.2% YoY forecast unchanged.
Asia Pacific: 9M revenue up 3.1% YoY, but slightly below plan due to slow Oceania recovery; core profit up 2.3% YoY forecast unchanged.
Oceania alcohol beverage sales volume down 1.4% YoY, non-alcohol up 2.8% YoY.
Global brands Asahi Super Dry and Peroni Nastro Azzurro saw strong sales volume growth outside home markets.
Japan & East Asia segment update
October shipments: alcohol mid-single digit decrease, non-alcohol beverages down ~40%, food down ~25%.
Shipments prioritized for core brands and essential products; gradual expansion of product range planned.
Electronic ordering system to resume in December, logistics normalization targeted by February 2026.
System robustness, security, and business continuity planning under review and improvement.
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Next Asahi Group earnings date
Q4 202515 Feb, 2026
Next Asahi Group earnings date
Q4 202515 Feb, 2026
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Asahi Group Holdings Ltd is a beverage and food company producing alcoholic beverages, soft drinks, and food products. The company sells its products globally. It is headquartered in Tokyo, Japan, and its shares are listed on the TSE.
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