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Asahi Group (2502) investor relations material
Asahi Group Business Update Presentation summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary and business update
Q3 and full-year results delayed due to system disruptions starting September 29, 2025.
Revenue missed expectations, but core operating profit in Europe and Asia Pacific met plans.
Japan & East Asia segment's full impact from disruptions unclear, but Jan–Aug results were on plan.
Full-year revenue may fall short in Europe and Asia Pacific, but core profit targets remain.
Medium- to long-term management policy and capital efficiency measures remain unchanged.
Regional performance highlights
Europe: 9M revenue down 3.0% YoY, with Poland and Czech Republic underperforming; core profit up 3.2% YoY forecast unchanged.
Asia Pacific: 9M revenue up 3.1% YoY, but slightly below plan due to slow Oceania recovery; core profit up 2.3% YoY forecast unchanged.
Oceania alcohol beverage sales volume down 1.4% YoY, non-alcohol up 2.8% YoY.
Global brands Asahi Super Dry and Peroni Nastro Azzurro saw strong sales volume growth outside home markets.
Japan & East Asia segment update
October shipments: alcohol mid-single digit decrease, non-alcohol beverages down ~40%, food down ~25%.
Shipments prioritized for core brands and essential products; gradual expansion of product range planned.
Electronic ordering system to resume in December, logistics normalization targeted by February 2026.
System robustness, security, and business continuity planning under review and improvement.
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Record revenue and 8% volume growth in FY25, with robust margins and strong dividend payout. - SOI
Q3 revenue €160m, up 18% sequentially, Edge & Cloud AI up 27%, Q4 set for 20% growth. - IFX
Q1 2026 revenue rose 7% year-over-year, driven by AI demand and increased investments. - ELS
2025 revenue soared 11x to $23M, with strong cash, major contracts, and a robust 2026 outlook. - V2RETAIL
Q3 FY26 saw 57% revenue and 99% PAT growth, with robust expansion and capital infusion. - UBSG
Net profit surged 53% in FY25, with integration and cost savings driving strong results. - 524348
Q3 FY26 revenue up 8% and PAT up 58%, with margin recovery and new projects ramping up. - BOTX
Record gold output and profit, with investments driving strong growth outlook for 2026. - BAJAJFINSV
Q3 FY26 profit was flat at ₹2,229 crore as strong growth was offset by one-time charges. - WAF
Sales and EBITDA fell, but 300 mm wafer demand grew as 2026 outlook remains challenging.
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