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Calbee (2229) investor relations material
Calbee Q2 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2026 earnings summary5 Nov, 2025
Executive summary
Net sales increased by 5.5% year-over-year in H1 to ¥165,746 million, but operating profit declined by 31.9% to ¥10,158 million, missing internal targets and impacted by higher costs and delayed price adjustments.
Full-year forecasts were revised downward due to H1 results, potato procurement challenges, and cost pressures, with recovery measures planned for H2.
Domestic sales and volumes grew, but profit was impacted by higher costs and a shortfall in summer sales.
Overseas sales achieved double-digit growth in local currency, but profit was pressured by continued cost issues in the UK and Indonesia.
Profit attributable to owners of parent dropped 36.2% to ¥6,788 million.
Financial highlights
H1 net sales: ¥165.7bn (+5.5% YoY), operating profit: ¥10.2bn (-31.9% YoY), net profit: ¥6.8bn (-36.2% YoY).
Domestic sales: ¥123.7bn (+5.2% YoY), overseas sales: ¥42.1bn (+6.6% YoY).
EBITDA: ¥18.4bn (-14.7% YoY), EBITDA margin: 11.1% (-2.6pts YoY).
Operating margin fell to 6.1% from 9.5% YoY.
Gross profit was ¥51,869 million, down from ¥53,880 million YoY.
Outlook and guidance
Full-year net sales forecast revised to ¥339.0bn (up 5.1% YoY, -¥6.0bn from initial plan), operating profit to ¥26.0bn (down 10.5%, -¥3.8bn), net profit to ¥17.5bn (down 16.2%, -¥3.0bn).
H2 focus: mitigate potato shortages domestically and improve overseas profitability through productivity and cost control.
Growth guidance for FY2026/3 now expects lower ROE (8.5%) and consolidated profit growth rate (-11%).
Forecasts lowered due to weaker autumn potato harvest and cost pressures.
How to mitigate rising overseas raw/labor costs
Impact of autumn potato harvest on FY26 forecast?
Strategy behind increased dividend and buyback?
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Q3 20262 Feb, 2026
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Frequently asked questions
Calbee Inc is a prominent Japanese food company known for its manufacture and sale of a wide variety of snack foods. The company's diverse product lineup includes potato-based snacks, flour-based snacks, corn-based snacks, shrimp crackers, vegetable fries, bean-based snacks, and cereals. Some of its popular brands include Jagabee, Jagarico, and Frugra. Calbee also markets its products under several other brand names, catering to different consumer tastes and preferences. Calbee is headquartered in Chiyoda-Ku, Tokyo, Japan, and its shares are listed on the Tokyo Stock Exchange.
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