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MatsukiyoCocokara & Co (3088) investor relations material
MatsukiyoCocokara & Co Q2 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2026 earnings summary13 Nov, 2025
Executive summary
Achieved record-high sales and profits for the first half of FY2025, with net sales up 4.4% to ¥549,094 million and operating profit up 7.4% to ¥40,444 million, driven by strong cosmetics, private brand sales, and increased inbound and urban demand.
Profit attributable to owners rose 6.2% to ¥26,517 million, and basic EPS increased to ¥66.42.
Health and beauty category comprised 72.2% of sales, with PB product sales up 15% YoY and a 14.1% sales composition ratio.
Cost containment and KPI management offset negative impacts from drug price revisions, declining COVID-19-related demand, and inflation.
The company advanced differentiation, expanded store networks, launched new PBs, and enhanced digital integration.
Financial highlights
Net sales: ¥549.1 billion (+4.4% YoY); Operating profit: ¥40.4 billion (+7.4% YoY); Operating profit margin: 7.4% (+0.2pt YoY).
EBITDA: ¥51.8 billion (+6.0% YoY); EBITDA margin: 9.4%.
Profit attributable to owners: ¥26.5 billion (+6.2% YoY); Basic EPS: ¥66.42.
Free cash flow: ¥20.2 billion, down ¥15.2 billion YoY due to tax revisions and growth investments.
Comprehensive income reached ¥27,444 million, up 9.2% YoY.
Outlook and guidance
No change to FY2025 full-year forecast: Net sales ¥1.1 trillion (+3.6% YoY), operating profit ¥85.5 billion (+4.2% YoY), EBITDA ¥108.5 billion (+3.6% YoY), profit attributable to owners ¥56.5 billion (+3.3% YoY), basic EPS ¥141.52.
Annual dividend forecast raised to ¥48 per share (+¥4 YoY), with a progressive dividend policy and flexible share buybacks.
Targeting 1.3 trillion yen in net sales, 13%+ EBITDA margin, and 12%+ ROE by FY2031.
Cocokarafine segment profit decline drivers?
SHINSEIDOYAKKYOKU acquisition: Goodwill impact?
Operating cash flow decline vs. investment needs?
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Next MatsukiyoCocokara & Co earnings date
Q3 202612 Feb, 2026
Next MatsukiyoCocokara & Co earnings date
Q3 202612 Feb, 2026
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Frequently asked questions
MatsukiyoCocokara & Co is a Japan-based company operating a nationwide network of drugstores and pharmacies. Formed through the merger of Matsumotokiyoshi Holdings and Cocokara Fine Inc., the company offers pharmaceuticals, cosmetics, health foods, daily necessities, and personal care products. It serves customers through physical retail locations and online platforms, with a focus on both prescription and over-the-counter products. MatsukiyoCocokara & Co also engages in private brand development and operates dispensing pharmacies. The company is headquartered in Tokyo, Japan, and its shares are listed on the TSE.
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