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Kao (4452) investor relations material
Kao Q2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2025 earnings summary6 Aug, 2025
Executive summary
Achieved strong first-half results with net sales up 2.7% to JPY 809 billion and operating income up 19.9% to JPY 69.5 billion, driven by robust domestic growth and improved profitability in Cosmetics and Hair Care.
Upward revision of full-year forecast: net sales now expected at JPY 1,690 billion and operating income at JPY 165 billion, reflecting improved earning power and capital efficiency.
Shareholder returns enhanced with a share repurchase of up to JPY 80 billion or 15 million shares and a steady dividend increase.
Progress on mid-term plan K27 is ahead of schedule, with targets for ROIC, EVA, and operating income revised upward.
Financial highlights
Net sales increased 2.7% year-over-year to JPY 809 billion; like-for-like growth was 3.7%.
Operating income rose by JPY 11.5 billion to JPY 69.5 billion; operating margin improved to 8.6%.
Net income attributable to owners grew 14.3% to JPY 49.6 billion; EPS up 14.4% to JPY 106.85.
Gross profit increased by JPY 8.2 billion to JPY 311.8 billion; gross margin stable at 38.5%.
EBITDA for H1 increased 9.7% to JPY 112.2 billion.
Outlook and guidance
Full-year net sales forecast raised to JPY 1,690 billion (+3.8% YoY); operating income to JPY 165 billion (+12.5%); net income attributable to owners to JPY 121 billion (+12.3%).
Basic EPS for the year projected at JPY 262.02; dividend forecast raised to JPY 154 per share.
ROE projected to improve to 11.7%; ROIC target revised to 10%.
Continued focus on high value-added products, price adjustments, and global expansion, especially in Cosmetics and Chemical segments.
Management expects continued uncertainty from global supply chain disruptions, tariff changes, and geopolitical risks.
Capital allocation for growth vs. buyback
GC overseas sales decline vs. Cosmetics growth
Explain the 'Gain to Pain' strategy
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Next Kao earnings date
Q3 20256 Nov, 2025
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Frequently asked questions
Kao Corporation, founded in 1882, is a Japanese multinational company known for its wide range of consumer and chemical products. Primarily engaged in the production of beauty care products including cosmetics and skin care, Kao also manufactures health care products and chemicals used across various industries. The company's portfolio includes well-known global brands such as Jergens, Bioré, John Frieda, and Goldwell. The company is headquartered in Tokyo, Japan, and its shares are listed on the Tokyo Stock Exchange.
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