)
CJ Cheiljedang (097950) investor relations material
CJ Cheiljedang Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
Q3 sales excluding CJ Logistics rose 5.7% YoY to KRW 4.23T, led by overseas GSPs, new Korean products, higher-value solutions and feed amino acids.
Operating profit excluding CJ Logistics rose 6.9% to KRW 203B; net income fell KRW 27.2B to KRW 15.1B, mainly due to FX valuation losses.
Including CJ Logistics, sales increased 7.0% to KRW 7.3952T, while operating profit declined 7.4% to KRW 309.1B and net profit fell 46.5% to KRW 61.7B.
Financial highlights
Excluding CJ Logistics, gross profit rose 7.3% YoY to KRW 1,248.1B and SG&A increased 7.4% to KRW 1,045.1B.
Excluding CJ Logistics, EBITDA increased 4.4% YoY to KRW 416.2B.
Outlook and guidance
Q4 sales excluding CJ Logistics are expected to grow at a low-single-digit rate, with operating margin in the 5% range.
Lifestyle Foods expects limited revenue growth amid unfavorable FX and persistent raw-material and logistics costs; resource allocation is expected to support slight profitability improvement.
Technical Solution expects nucleotide peak-season strength to support record annual earnings and its highest quarterly performance; Performance Ingredients expects feed amino-acid profitability improvement, especially in Lysine, Arginine and SPC.
- Sales up 10.2% YoY, but profit pressured by costs and FX; reorganization and asset sale completed.097950
Q2 2026 - Q1 2026 revenue up 6%, net income doubled, but operating profit fell on BIO margin pressure.097950
Q1 2026 - Overseas food growth offset by Bio weakness, leading to net losses and a cautious 2026 outlook.097950
Q4 2025 - Bio and feed & care weakness drove profit declines, but food and logistics grew.097950
Q3 2025 - Overseas and bio growth offset weak domestic demand, boosting net profit despite lower operating profit.097950
Q2 2025 - Q3 OP rose as global, bio, and logistics gains offset Korea declines; YTD profit up sharply.097950
Q3 2024 - Q2 OP up 14% YoY, net profit up 59.5%, with strong bio and overseas food growth.097950
Q2 2024 - Operating profit up 39% YoY, but net profit negative on asset impairments and FX losses.097950
Q4 2024 - Overseas and digital sales rose, but profit declined on higher costs and taxes; Q2 growth expected.097950
Q1 2025
Next CJ Cheiljedang earnings date
Next CJ Cheiljedang earnings date
AI chat
Ask anything. Verify everything.
Ask across every event and document from public companies. Each answer links back to the exact line in the transcript, slide or filing it came from.Learn moreFind what matters
AI across all first-party IR material. Live calls, transcripts, slides, filings.)
Trust every finding
50m+ first-party documents. Every output traceable to its source.Automations
Zero in on what matters
Define the prompt once. It runs the moment a company publishes or on a schedule you set. Outputs map to the exact signals you choose.Learn more)
Event-triggered research
Runs when a company publishes new material. Trigger on the first published document for the earliest possible run, or wait for a specific one.)
Scheduled research
Runs on a recurring cadence you set. Daily, weekly, monthly, or quarterly, for aggregate reads across a period rather than a single event.Live audio & transcripts
Be first
Join any earnings call live in one click, with no manual registration. Follow the transcript as it happens and jump straight to the moments that matter.Learn more)
Live earnings calls
Join any call in one click. The audio keeps playing while you work elsewhere in Quartr.)
Live transcripts
Speaker-by-speaker, in real time. Searchable across every live and historical call.Quartr MCP connects your AI environment to 17K+ public companies
Quartr's AI stands out because it only pulls clean, first-party data from public companies. In investing, that's everything.
Jamie Ross
Investment Manager, GAM Investments
Research that used to take hours now takes seconds with Quartr Pro. Tracking shifts in tone or extracting tables, it's as simple as typing a query.
Tom O'Hara
Investment Director
Before Quartr we spent hours manually compiling insights through the peer earnings cycle. Now, these tasks are done faster, with greater precision.
Gregg Lampf
VP of Investor Relations
Being able to ask specific questions across years of transcripts and reports and instantly get verified answers is a game-changer.
Pontus Dackmo
CEO & Investment Manager
)
)
)
)