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Kobayashi Pharmaceutical (4967) investor relations material
Kobayashi Pharmaceutical Q3 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2025 earnings summary11 Nov, 2025
Executive summary
Q3 cumulative sales fell 2.1% year-over-year to 112.0 billion yen, and operating income dropped 32.3% to 11.4 billion yen, mainly due to the red yeast rice (benikoji) incident and increased costs.
Net sales were about 3 billion yen below plan, but operating income exceeded plan by approximately 4 billion yen due to delayed advertising spend and cost management.
Compensation for health damage from the red yeast rice incident is ongoing, with 500 individuals confirmed eligible and 180 payments completed as of October 31, 2025.
The company faced significant impact from a product recall related to benikoji products, affecting sales and incurring extraordinary losses.
Financial highlights
Q3 net sales: 112.0 billion yen (down 2.1% YoY); operating income: 11.4 billion yen (down 32.3% YoY); net income: 6.8 billion yen (up 27.4% YoY).
Gross profit margin for Q3 cumulative: 52.5%; gross profit for the period: 36,145 million yen, gross margin 52.4%.
EBITDA for Q3 cumulative: 17.9 billion yen (down 21.5% YoY).
Extraordinary loss related to red yeast rice/benikoji products: 3.3 billion yen cumulative; 2,912 million yen in the interim period.
Cash and cash equivalents at period end were 47,032 million yen, up 1,058 million yen from the previous year-end.
Outlook and guidance
No revision to full-year forecast: net sales projected at 171.0 billion yen (+3.3% YoY), operating income at 14.0 billion yen (-43.7% YoY), ordinary income at 15.3 billion yen (-43.0% YoY), and net income at 10.5 billion yen (+4.3% YoY).
EPS forecast for FY25: 141.25 yen.
Additional advertising investment planned for Q4; risk of sales shortfall if mild winter impacts demand.
Part of Q3 operating income surplus to be invested in Q4, with some expected to remain as profit.
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Next Kobayashi Pharmaceutical earnings date
Q4 202510 Feb, 2026
Next Kobayashi Pharmaceutical earnings date
Q4 202510 Feb, 2026
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Frequently asked questions
Kobayashi Pharmaceutical Co., Ltd. is a diversified company engaged in the manufacturing and distribution of pharmaceutical, health, and personal care products. Its diverse product range includes over-the-counter (OTC) pharmaceuticals, oral hygiene products, deodorizing air fresheners, cooling gel sheets, sanitary products, household sundries, eyeglasses cleaners, and body warmers. Kobayashi extends its offerings to health food products, dietary food products, nutritional supplements, skincare products, and medical equipment and devices, catering to medical institutes and hospitals. Additionally, the company provides services in transportation, insurance, production, advertising planning, synthetic resin products, and real estate management. The company is headquartered in Osaka, Japan, and its shares are listed on the Tokyo Stock Exchange.
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