)
Kobayashi Pharmaceutical (4967) investor relations material
Kobayashi Pharmaceutical Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
Net sales for FY2025 were 165.7 billion yen, up 0.1% YoY, but operating income dropped 40.0% to 14.9 billion yen and net income fell 63.7% due to impairment and recall losses, mainly from the red yeast rice incident.
Extraordinary impairment losses of 14.6–14.8 billion yen were recorded for the Sendai and Thai plants, reflecting delays and reduced profitability.
Product recall-related losses of 3.69 billion yen were recognized, mainly for red yeast rice products.
Compensation for health damage is ongoing, with 260 out of 510 eligible individuals paid as of January 2026.
Most measures to prevent recurrence after the red yeast rice incident have been implemented, focusing on quality, safety, and governance reforms.
Financial highlights
Net sales: 165.7 billion yen (+0.1% YoY); operating income: 14.9 billion yen (−40.0% YoY); net income: 3.6 billion yen (−63.7% YoY).
EBITDA: 23.6 billion yen (−28.0% YoY); gross profit margin: 51.1%.
Domestic business net sales: 118.0–122.9 billion yen (−0.8% to −1.5% YoY); international business: 46.9–48.4 billion yen (+3.4% to +4.0% YoY).
Dividend maintained at 104 yen per share for FY2025; FY2026 forecast is 106 yen.
Comprehensive income dropped 68.0% to 5.09 billion yen.
Outlook and guidance
FY2026 forecast: net sales to rise to 173.0 billion yen (+4.4% YoY), operating income to fall to 12.5 billion yen (−16.2% YoY), net income to increase to 10.0 billion yen (+173.5% YoY).
Domestic and international sales expected to grow, but profit to decline due to higher advertising, depreciation, and capital expenditures.
No contribution from new M&A deals expected.
Launch of a new three-year medium-term management plan starting FY2026.
Dividend forecast for FY2026 is 106 yen per share.
Next Kobayashi Pharmaceutical earnings date
Next Kobayashi Pharmaceutical earnings date
The essential earnings season companion
The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
I can't remember the last time an app had such a positive impact on my investment process.
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
I can't remember the last time an app had such a positive impact on my investment process.
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
Frequently asked questions
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Explore our global coverage
)
)