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Meiji Holdings (2269) investor relations material
Meiji Holdings Q2 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2026 earnings summary13 Nov, 2025
Executive summary
Consolidated operating profit for the first half reached JPY 40.9 billion, exceeding plan, driven by strong pharmaceuticals, while food slightly underperformed.
Net sales for the first six months rose 1.0% year-over-year to JPY 574.8–574.9 billion, but profit attributable to owners dropped 20.1% to JPY 21.4–21.5 billion due to cost pressures.
Price increases were implemented for many products amid weak domestic consumption, with minimal volume decline for major items.
Structural reforms included factory closures, a career support program, and a job-specific HR system, aiming to accelerate decision-making and leverage synergies.
The Wellness Science Lab and CEO-led initiatives target JPY 100 billion in global sales and a 30% profit margin.
Financial highlights
First half consolidated net sales were JPY 574.8–574.9 billion (+1.0% YoY); operating profit was JPY 40.9 billion (−7.8% YoY), exceeding plan.
Net profit was JPY 21.4–21.5 billion, a 20.1–21.1% decrease YoY, mainly due to lower extraordinary income.
Price revisions contributed JPY 22.2 billion positively, offsetting raw material cost increases.
EPS dropped to JPY 79.27 from JPY 97.66 YoY.
Gross profit increased 2.0% YoY, but SG&A expenses rose 5.4%.
Outlook and guidance
Full-year net sales forecast revised down to JPY 1,177.0 billion, but operating profit and net income forecasts remain at JPY 91.0 billion and JPY 54.0 billion.
Operating profit guidance maintained at JPY 91.0 billion, up 7.4% YoY.
Focus on cost management, new product launches, and structural reforms to achieve full-year targets.
Food segment chocolate business expected to outperform, while nutrition business is projected to underperform.
Domestic pharmaceuticals expected to recover in H2, but overseas pharmaceuticals and vaccines/veterinary drugs to remain below plan.
Pharma H2 SG&A expense reduction drivers
Food overseas profitability improvement plan
H2 profit drivers despite sales forecast cut
Structural reform cost reduction timeline?
China Food business optimization strategy?
Generic drug consortium initiative status?
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Next Meiji Holdings earnings date
Q3 202612 Feb, 2026
Next Meiji Holdings earnings date
Q3 202612 Feb, 2026
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Frequently asked questions
Meiji Holdings Co., Ltd. is a Japan-based company engaged in the production and sale of food and pharmaceutical products. Through its subsidiaries, the company operates in two main segments: Food and Pharmaceuticals. The Food segment offers dairy products, confectionery, and nutritionals, including milk, yogurt, chocolate, and infant formula. The Pharmaceuticals segment focuses on the development and manufacturing of prescription drugs, vaccines, and over-the-counter healthcare products. The company is headquartered in Tokyo, Japan, and its shares are listed on the TSE.
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