)
)
Edge16 Oct 2026
Winner, Winner: The Chicken McNugget Story
How a 1940s breeding contest, a Cornell food scientist, and a hedge by Ray Dalio helped McDonald's turn the Chicken McNugget into a fast-food icon.
Asahi Kasei
Asahi Kasei (3407) investor relations material
Asahi Kasei Q1 2027 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q1 2027 earnings summary31 Jul, 2026
Executive summary
Q1 2026 saw significant growth in net sales, operating income, and net income, driven by strong performance in Pharmaceuticals, Critical Care, and Electronics, and the nonrecurrence of prior-year losses in Material.
Net sales for Q1 2026 rose 11.9% year-over-year to ¥826,157 million, with operating income up 51.5% and net income attributable to owners of the parent surging 172.7% to ¥53,766 million.
Comprehensive income improved significantly to ¥78,774 million from a loss of ¥7,386 million in Q1 2025.
Strategic capital allocation and business portfolio transformation continued, including major M&A (Aicuris acquisition) and divestitures in non-core or low-performing businesses.
Financial highlights
Q1 2026 net sales: ¥826.2 billion (+11.9% YoY); operating income: ¥81.3 billion (+51.5% YoY); net income: ¥53.8 billion (+172.7% YoY).
EBITDA increased 32.6% to ¥133.9 billion; operating margin improved to 9.8%.
Gross profit increased to ¥290,352 million from ¥240,498 million year-over-year, while operating income reached ¥81,305 million, up from ¥53,653 million.
Ordinary income jumped 70.8% to ¥85,330 million, and net income per share rose to ¥39.73 from ¥14.52.
H1 2026 forecast: net sales ¥1,686.0 billion (+13.4% YoY), operating income ¥145.0 billion (+34.9% YoY), net income ¥89.0 billion (+34.3% YoY).
Outlook and guidance
Fiscal 2026 net sales are forecast at ¥3,254,000 million (+5.8% year-over-year), with operating income of ¥248,000 million (+7.3%) and net income attributable to owners of the parent at ¥160,000 million (+0.8%).
Both operating and net income are expected to rise in H1 2026, with continued strong performance in First Priority businesses.
Interim and annual dividend forecasts are ¥22.00 and ¥44.00 per share, respectively.
Share repurchase program of up to ¥40 billion is underway.
Partial view of Summaries dataset, powered by Quartr API
AI can get things wrong. Verify important information.Research faster. Power your platform.
Latest events from Asahi Kasei
- On track for ¥270 billion operating income in FY2027, driven by Healthcare and Electronics growth.3407
Corporate presentation - Record earnings growth driven by Pharmaceuticals, Electronics, and Healthcare, with strong FY 2026 outlook.3407Q4 2026
- FY2027 operating income target of ¥270 billion is within reach, led by Healthcare and AI/semiconductors.3407Investor presentation
- Aicuris acquisition secures a robust infectious disease pipeline, accelerating pharma growth.3407Acquisition presentation
- Record operating income and net income growth, with an upwardly revised full-year forecast.3407Q3 2026
- Net income up 10% YoY, full-year profit guidance raised, and dividend maintained.3407Q2 2026
- Operating income rose but net income plunged on one-time and extraordinary losses; outlook and dividends improved.3407Q1 2026
- Operating and net income surged, but currency losses drove comprehensive income negative.3407Q2 2025
- Operating income jumped 128.9% YoY in Q1, with a strong outlook for FY2024.3407Q1 2025
Next Asahi Kasei earnings date
Q2 20275 Nov, 2026
Asahi Kasei
Next Asahi Kasei earnings date
Q2 20275 Nov, 2026
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.Find 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.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.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
Pull live transcripts, filings, and slides into Claude or Codex via MCP. Combine Quartr's global IR data with any other dataset. Run agentic research and monitoring.
Included with Quartr Pro at no extra cost.Learn more
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
GAM
GAM
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
Ciena
Ciena
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
Protean
Protean
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
)
)
Frequently asked questions
Asahi Kasei Corp is a diversified Japanese company operating in multiple sectors, primarily focused on materials, homes, and health care. In the materials segment, the company produces a wide range of chemical products including acrylonitrile, styrene, and various polymers, which are used in industries such as automotive, electronics, and construction. The homes segment involves the construction of residential homes and the supply of related materials like insulation panels and foundation systems. The health care segment provides medical devices, diagnostic reagents, and systems for acute critical care, including dialysis and transfusion equipment. Asahi Kasei Corp is headquartered in Tokyo, Japan, and its shares are listed on the Tokyo Stock Exchange.