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Edge1 May 2026
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CJ Cheiljedang
CJ Cheiljedang (097950) investor relations material
CJ Cheiljedang Q1 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q1 2026 earnings summary12 May, 2026
Executive summary
1Q26 sales reached KRW 4,027bn, up 4.3% year-over-year, driven by global food expansion and new domestic products.
Operating profit declined to KRW 149bn, down KRW 52bn YoY, due to increased promotional spending and lower BIO prices.
Net profit improved to KRW 90bn, up KRW 71bn YoY, supported by favorable FX and raw material derivative gains.
Financial highlights
Excluding logistics, sales rose 4.3% YoY to KRW 4,027bn; operating profit fell 26% YoY to KRW 148.5bn.
Including logistics, sales increased 6.0% YoY to KRW 7,111bn; operating profit dropped 17.2% YoY to KRW 238.1bn.
Gross margin (ex-logistics) was 29.7%, up 2.2%p sequentially but down 1.1%p YoY.
Net profit margin (ex-logistics) improved to 2.2% from 0.5% YoY.
Outlook and guidance
2Q26 expects mid-single-digit sales growth and operating profit margin around 4%.
Overseas food to maintain GSP-centric growth, leveraging Asian cuisine trends in Americas and expanding core lineups in EU/APAC.
BIO business projects simultaneous revenue and profitability improvement as specialty products recover.
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Latest events from CJ Cheiljedang
- Overseas food growth offset by BIO weakness, resulting in net losses and cautious 2026 outlook.097950
Q4 202528 Apr 2026 - Q2 OP rose 14% on bio and overseas food gains; Q3 targets low sales growth, 6%-7% OP.097950Q2 20242 Feb 2026
- Q3 OP rose as global, bio, and logistics gains offset Korea declines; Q4 outlook remains positive.097950Q3 202415 Jan 2026
- Operating profit up 39% YoY in Q4, but net profit negative on impairments; dividend raised.097950Q4 202430 Dec 2025
- Bio and feed & care weakness drove profit declines, but food and logistics grew.097950Q3 202517 Dec 2025
- Overseas food and online gains offset profit declines in bio and logistics; Q2 growth expected.097950Q1 202524 Nov 2025
- Overseas and bio growth offset weak domestic demand, lifting net profit despite lower operating profit.097950Q2 202511 Nov 2025
Next CJ Cheiljedang earnings date
Q2 202611 Aug, 2026
CJ Cheiljedang
Next CJ Cheiljedang earnings date
Q2 202611 Aug, 2026
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