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Taiheiyo Cement (5233) investor relations material
Taiheiyo Cement Q2 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
Net sales for the six months ended September 30, 2025, were ¥438.1 billion, down 1.2% year-over-year; operating profit was ¥32.9 billion, down 9.7%; profit attributable to owners was ¥24.5 billion, down 18.9%.
Operating profit in domestic cement increased due to price hikes and cost improvements, but overall sales and profit declined at overseas subsidiaries.
Comprehensive income dropped sharply to ¥1,583 million from ¥71,113 million year-over-year, mainly due to a significant negative foreign currency translation adjustment.
Net profit decreased year-over-year, partly due to the absence of last year's extraordinary profit.
Financial highlights
FY2026 Q2 net sales: ¥438.1 billion, down ¥5.5 billion year-over-year.
Operating profit: ¥32.9 billion, down ¥3.5 billion year-over-year.
Profit attributable to owners: ¥24.5 billion, down ¥5.7 billion year-over-year.
Dividend per share increased by ¥10 to ¥50.
Basic EPS: ¥219.7, down ¥41.5 year-over-year.
Outlook and guidance
Full-year forecasts revised downward: net sales now expected at ¥906.0 billion, operating profit at ¥70.0 billion, profit attributable to owners at ¥45.0 billion.
Basic earnings per share forecast reduced to ¥403.75.
Dividend per share for FY2026 planned at ¥100, including interim dividend of ¥50.
Domestic cement demand revised down to 30.5 million tons; overseas subsidiary forecasts lowered.
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