)
Calbee (2229) investor relations material
Calbee Q1 2027 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
Q1 net sales rose 5.5% year-over-year to ¥86.8bn, with profit attributable to owners up 15.2%, driven by strong domestic and overseas business, especially in Asia/Oceania.
Operating profit increased 24.4% to ¥6.6bn, with operating margin up 1.2pts to 7.6%.
Overseas growth was led by Asia/Oceania, aided by Hodo, Inc. consolidation and favorable FX, while North America focused on organizational strengthening.
The impact of the Middle East situation was limited in Q1 and within expectations.
Financial highlights
Net sales rose to ¥86.8bn (+5.5% YoY); domestic sales up 2.0%, overseas up 16.2%.
Operating profit increased 24.4% to ¥6.6bn; ordinary profit up 26.1% to ¥6.7bn.
Net profit attributable to owners was ¥4.1bn, up 15.2% YoY; comprehensive income rose 64.4% to ¥5.25bn.
EBITDA grew 18.0% to ¥11.1bn; EBITDA margin improved by 1.4pts to 12.8%.
Gross profit margin reached 32.4%, up 8.4% YoY; gross profit was ¥28.1bn.
Outlook and guidance
Full-year forecast unchanged: net sales ¥370bn (+8.8% YoY), operating profit ¥26.2bn (+0.1% YoY), profit attributable to owners ¥17.4bn (+0.4% YoY).
No change to forecast for a negative ¥3.0bn impact on operating profit from the Middle East situation for the fiscal year.
Greatest cost impact from the Middle East expected in Q2; measures include packaging changes and price revisions from October.
Annual dividend forecast raised to ¥69.00 per share.
- Targets global expansion by 2035, building on strengths to lead in the evolving snack market.2229
Investor presentation14 May 2026 - Prioritizing North America and new categories, aiming for 7% sales growth and higher profitability.2229
Investor presentation14 May 2026 - Sales up 5.5% but profit down 10% as costs rise; FY2027 outlook strong but cautious.2229
Q4 202614 May 2026 - Accelerating global expansion and portfolio transformation with a focus on North America and innovation.2229
Investor presentation27 Mar 2026 - Sales up 5.3% but profit down 20.8% amid cost pressures and overseas growth.2229
Q3 20262 Feb 2026 - Sales up 5.5% but profit down 31.9% YoY; forecasts cut and ¥10bn buyback announced.2229
Q2 20265 Nov 2025 - Sales growth offset by profit decline from higher costs and FX losses; outlook positive.2229
Q1 20261 Aug 2025 - Record Q1 profit and sales driven by domestic and North American growth, offsetting China weakness.2229
Q1 202526 Jun 2025 - Record H1 results and strong growth led to upward full-year guidance and continued investment.2229
Q2 202513 Jun 2025
Next Calbee earnings date
Next Calbee earnings date
The essential earnings season companion
The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
I can't remember the last time an app had such a positive impact on my investment process.
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
I can't remember the last time an app had such a positive impact on my investment process.
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
Frequently asked questions
Explore our global coverage
)
)