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Yakult Honsha Co (2267) investor relations material
Yakult Honsha Co Q2 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2026 earnings summary14 Nov, 2025
Executive summary
Net sales for H1 ended September 30, 2025, declined 5.5% year-on-year to ¥241.1 billion, with operating profit down 25% to ¥25.3 billion and profit attributable to owners down 10.8% to ¥24.5 billion, mainly due to weak domestic demand, higher costs, and FX headwinds.
Comprehensive income dropped sharply to ¥13,224 million, a 78.9% decrease year-over-year.
Overseas business showed recovery, with growth in China and Vietnam and new product launches expected to support H2.
Full-year forecasts for net sales and operating profit were revised downward, but profit attributable to owners was raised slightly due to gains from asset sales.
Financial highlights
Net sales: ¥241.1 billion (down ¥13.9 billion YoY, 94.5% YoY, 97.8% of forecast); operating profit: ¥25.3 billion (down ¥8.4 billion YoY, 75.0% YoY, 93.8% of forecast); ordinary profit: ¥36.2 billion (down ¥9 billion YoY, 80.1% YoY, 96.6% of forecast); profit attributable to owners: ¥24.5 billion (down ¥2.9 billion YoY, 89.2% YoY, 104.3% of forecast).
Gross profit decreased to ¥141,922 million from ¥152,874 million year-over-year.
Total assets at ¥817 billion, down ¥47.2 billion from the previous fiscal year-end, mainly due to FX impacts and share buybacks.
Interim dividend increased by ¥1 to ¥33; projected annual dividend is ¥66, up ¥2 year-on-year.
Basic earnings per share for the period were ¥83.41, down from ¥90.61 in the prior year.
Outlook and guidance
Full-year net sales forecast revised to ¥489.5 billion (2.0% decrease YoY), operating profit to ¥48.5 billion (down 12.4%), and profit attributable to owners raised to ¥46.5 billion (102.2% YoY) due to asset sales.
Basic EPS forecast raised to ¥158.57.
Daily average sales volume target for domestic beverages reduced from 9.43 million to 9.3 million bottles.
Asia and Oceania expected to improve in H2, with continued growth in the Americas and recovery initiatives in Japan.
The company expects continued challenges in Japan and the Americas due to weak consumer sentiment and U.S. tariff impacts.
FY25 profit increase despite lower operating profit?
How do new product launches counter Japan's tough market?
Clarify yen's impact on overseas dividends vs. translation.
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Next Yakult Honsha Co earnings date
Q3 202613 Feb, 2026
Next Yakult Honsha Co earnings date
Q3 202613 Feb, 2026
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Frequently asked questions
Yakult Honsha Co Ltd is a Japan-based company primarily engaged in the production and distribution of probiotic beverages, food products, and pharmaceuticals. The company’s core product line includes dairy-based probiotic drinks containing Lactobacillus casei strain Shirota, marketed under the Yakult brand. In addition to beverages, Yakult Honsha manufactures cosmetics and pharmaceutical products, focusing on gastrointestinal health and immune support. Yakult Honsha Co Ltd is headquartered in Tokyo, Japan, and its shares are listed on the TSE.
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