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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.
Oji Holdings
Oji Holdings (3861) investor relations material
Oji Holdings Q2 2027 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2027 earnings summary6 Nov, 2026
Executive summary
H1 FY2026 net sales rose 4.7% YoY to ¥958.0bn; operating profit fell 7.2% to ¥15.5bn, while ordinary profit reached ¥11.5bn and attributable net income ¥11.7bn.
Domestic price revisions and overseas consolidation lifted sales, but input-cost inflation and weaker pulp conditions weighed on operating profit and the full-year outlook.
FY2026 operating-profit guidance was cut to ¥45.0bn; net-income guidance and the ¥36 annual dividend forecast were maintained.
Financial highlights
H1 net sales were ¥957,962m versus ¥914,984m; gross profit was ¥162,482m versus ¥157,964m, and operating profit was ¥15,533m versus ¥16,731m.
Ordinary profit rose to ¥11,496m from ¥8,787m; attributable net income increased to ¥11,747m from ¥10,920m, and EPS was ¥13.74 versus ¥11.85.
Price revisions added ¥26.0bn to H1 operating profit; raw materials and fuels reduced it by ¥15.0bn, foreign exchange by ¥5.3bn, and other costs by ¥5.7bn.
Domestic operating profit increased ¥1.8bn to ¥19.9bn; overseas operating loss widened ¥3.0bn to ¥4.4bn.
Comprehensive income was ¥32,007m versus a loss of ¥41,842m; H1 gains included ¥10,837m from investment securities sales and ¥3,218m from non-current asset sales.
Outlook and guidance
FY2026 forecast: net sales ¥1,960.0bn, operating profit ¥45.0bn, ordinary profit ¥30.0bn, attributable net income ¥35.0bn and EPS ¥40.94.
Operating and ordinary profit forecasts each fell ¥15.0bn versus prior guidance; sales rose ¥20.0bn, while net-income guidance remained unchanged.
H2 operating profit is forecast at ¥29.5bn versus H1 actual of ¥15.5bn, supported by domestic price increases and more operating days, partly offset by Middle East-related costs.
FY2027 management-plan targets remain operating profit of ¥120bn, attributable net income of ¥80bn and ROE of 8%.
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Latest events from Oji Holdings
- Profits rebounded on higher sales and restructuring, with strong packaging and specialty materials.3861
Q1 2027 - Operating profit dropped sharply but is forecast to rebound amid restructuring and sustainability focus.3861Q4 2026
- Profits plunged despite stable sales, driven by restructuring and overseas market weakness.3861Q3 2026
- Operating profit fell 55% on weak pulp and higher costs, with restructuring and sustainability focus.3861Q2 2026
- Sales increased but profits plunged on pulp market and cost pressures; dividend and buybacks up.3861Q1 2026
- Sales up 8.9% YoY, profit down; outlook cut, focus on sustainability and Europe.3861Q2 2025
- Net sales rose but operating profit fell sharply, with Walki acquisition expanding global reach.3861Q1 2025
- Sales up, profit down; FY2025 targets higher profit, ROE, and dividend.3861Q4 2025
- Profit attributable to owners surged 18.8% on strong overseas and M&A-driven growth.3861Q3 2025
Next Oji Holdings earnings date
Q3 20274 Feb, 2027
Oji Holdings
Next Oji Holdings earnings date
Q3 20274 Feb, 2027
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Frequently asked questions
Oji Holdings Corporation is a Japanese company engaged in the production and sale of paper, packaging materials, and related products. Its operations span a wide range of industries, including printing and writing paper, corrugated containers, paperboard, and functional materials such as adhesive products and thermal paper. The company also manages forestry resources and invests in renewable energy projects. Oji Holdings Corporation is headquartered in Tokyo, Japan, and its shares are listed on the Tokyo Stock Exchange.