)
)
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.
Taiheiyo Cement
Taiheiyo Cement (5233) investor relations material
Taiheiyo Cement Q2 2027 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2027 earnings summary10 Nov, 2026
Executive summary
H1 FY2027 net sales rose 7.1% YoY to ¥469,278 million; operating profit fell 7.7% to ¥30,318 million and ordinary profit fell 12.8% to ¥28,726 million.
Profit attributable to owners of parent rose 50.1% to ¥36,748 million, supported by ¥17,969 million net extraordinary income, including a ¥19,093 million gain on disposal of non-current assets.
Financial highlights
Gross profit was ¥108,763 million versus ¥105,185 million YoY; SG&A expenses rose to ¥78,445 million from ¥72,331 million.
Profit before income taxes reached ¥46,695 million; extraordinary income of ¥22,997 million was offset by ¥5,028 million of extraordinary losses.
H1 operating cash flow was ¥47,134 million, investing cash outflow ¥117,005 million and financing cash inflow ¥83,454 million.
Outlook and guidance
Revised FY2027 forecast: sales ¥1,010.0 billion, operating profit ¥63.0 billion, ordinary profit ¥55.5 billion, net profit ¥51.0 billion and EPS ¥464.36.
Versus prior guidance, sales were cut ¥17.0 billion, operating profit ¥13.0 billion, ordinary profit ¥14.5 billion and net profit ¥12.0 billion.
Domestic cement demand forecast is 29.0 million tonnes, versus FY2026 actual of 30.53 million tonnes; labor shortages, construction delays and high costs constrain demand.
Middle East-related impacts are assumed to persist through FY2027; U.S. acquisition contribution is expected below initial assumptions.
Partial view of Summaries dataset, powered by Quartr API
AI can get things wrong. Verify important information.Research faster. Power your platform.
Latest events from Taiheiyo Cement
- Q1 FY2027 saw higher revenue and profit, with share buybacks and a higher dividend forecast.5233
Q1 2027 - Profit fell on overseas losses, but FY2027 targets recovery, higher dividends, and share buyback.5233Q4 2026
- Profitability boosted by price hikes and U.S. growth, with focus on efficiency and sustainability.5233Investor presentation
- Impairment losses in the Philippines drove a sharp profit decline and a lower full-year outlook.5233Q3 2026
- Profits fell on weaker cement demand, but U.S. expansion advances with a major acquisition.5233Q2 2026
- Net sales up, but profits and comprehensive income fell sharply; dividend forecast unchanged.5233Q1 2026
- Profits and dividends surged, but demand headwinds tempered the outlook.5233Q2 2025
- Profits soared on higher sales and accounting changes, with robust guidance maintained.5233Q1 2025
- Profits and dividends rose, with growth forecasted and strong ESG initiatives ongoing.5233Q4 2025
Next Taiheiyo Cement earnings date
Q3 20275 Feb, 2027
Taiheiyo Cement
Next Taiheiyo Cement earnings date
Q3 20275 Feb, 2027
AI chat
Ask anything. Verify everything.
Ask across every event and document from public companies. Each answer links back to the exact line in the transcript, slide or filing it came from.Learn moreFind what matters
AI across all first-party IR material. Live calls, transcripts, slides, filings.)
Trust every finding
50m+ first-party documents. Every output traceable to its source.Find what matters
AI across all first-party IR material. Live calls, transcripts, slides, filings.Trust every finding
50m+ first-party documents. Every output traceable to its source.Automations
Zero in on what matters
Define the prompt once. It runs the moment a company publishes or on a schedule you set. Outputs map to the exact signals you choose.Learn more)
Event-triggered research
Runs when a company publishes new material. Trigger on the first published document for the earliest possible run, or wait for a specific one.)
Scheduled research
Runs on a recurring cadence you set. Daily, weekly, monthly, or quarterly, for aggregate reads across a period rather than a single event.Event-triggered research
Runs when a company publishes new material. Trigger on the first published document for the earliest possible run, or wait for a specific one.Scheduled research
Runs on a recurring cadence you set. Daily, weekly, monthly, or quarterly, for aggregate reads across a period rather than a single event.Live audio & transcripts
Be first
Join any earnings call live in one click, with no manual registration. Follow the transcript as it happens and jump straight to the moments that matter.Learn more)
Live earnings calls
Join any call in one click. The audio keeps playing while you work elsewhere in Quartr.)
Live transcripts
Speaker-by-speaker, in real time. Searchable across every live and historical call.Live earnings calls
Join any call in one click. The audio keeps playing while you work elsewhere in Quartr.Live transcripts
Speaker-by-speaker, in real time. Searchable across every live and historical call.Quartr MCP connects your AI environment to 17K+ public companies
Pull live transcripts, filings, and slides into Claude or Codex via MCP. Combine Quartr's global IR data with any other dataset. Run agentic research and monitoring.
Included with Quartr Pro at no extra cost.Learn more
Quartr's AI stands out because it only pulls clean, first-party data from public companies. In investing, that's everything.
Jamie Ross
Investment Manager, GAM Investments
GAM
GAM
Research that used to take hours now takes seconds with Quartr Pro. Tracking shifts in tone or extracting tables, it's as simple as typing a query.
Tom O'Hara
Investment Director
Ciena
Ciena
Before Quartr we spent hours manually compiling insights through the peer earnings cycle. Now, these tasks are done faster, with greater precision.
Gregg Lampf
VP of Investor Relations
Protean
Protean
Being able to ask specific questions across years of transcripts and reports and instantly get verified answers is a game-changer.
Pontus Dackmo
CEO & Investment Manager
)
)
Frequently asked questions
Taiheiyo Cement Corporation is a Japanese company specializing in the production and sale of cement, ready-mixed concrete, and related construction materials. The company also provides products for environmental and energy-related applications, including recycling and waste treatment solutions. Taiheiyo Cement serves industries such as construction, infrastructure, and civil engineering. The company is headquartered in Tokyo, Japan, and its shares are listed on the Tokyo Stock Exchange (TSE).