)
Visual
earnings real time
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-over-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, impacted by weak domestic demand, higher costs, and FX headwinds.
Domestic business saw lower sales and profit, while overseas sales volume increased, with five consecutive quarters of growth in China and Vietnam achieving record monthly sales.
Comprehensive income dropped sharply to ¥13,224 million, a 78.9% decrease year-over-year.
The company is determined to recover in H2 through enhanced sales promotion, PR, and advertising in Japan, and expects overseas recovery, especially in Asia and Oceania.
Profit attributable to owners was 4.3% above forecast, supported by gains from the sale of policy-holding stocks.
Financial highlights
Net sales: ¥241.1 billion (94.5% YoY, 97.8% of forecast); operating profit: ¥25.3 billion (75.0% YoY, 93.8% of forecast); ordinary profit: ¥36.2 billion (80.1% YoY, 96.6% of forecast); profit attributable to owners: ¥24.5 billion (89.2% YoY, 104.3% of forecast).
Foreign exchange had a significant negative impact, with a ¥10.9 billion effect on overseas net sales.
A ¥2.1 billion gain on sales of investment securities was recorded, offset by an impairment loss related to the Guangzhou No. 1 plant.
Gross profit decreased to ¥141,922 million from ¥152,874 million year-over-year.
Total assets: ¥817 billion, down ¥47.2 billion from previous fiscal year-end; equity ratio: 68.8%, up 2.4 points.
Outlook and guidance
Full-year net sales forecast revised downward to ¥489.5 billion (2.0% decrease YoY), operating profit to ¥48.5 billion (down 12.4%), and ordinary profit to ¥53.5 billion; profit attributable to owners forecast raised to ¥46.5 billion (102.2% YoY) due to asset sales.
Basic EPS forecast raised to ¥158.57.
Sales volumes are expected to recover in H2, with new campaigns and product launches planned.
The annual dividend is projected at ¥66, up ¥2 from the previous year; FY2026 dividend forecast is ¥80 per share.
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.
Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.
Next Yakult Honsha Co earnings date
Q3 202613 Feb, 2026
Next Yakult Honsha Co earnings date
Q3 202613 Feb, 2026
The essential earnings season companion
The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
)
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
)
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
)
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
Related articles
)
)
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.
Quartr provides global coverage of all investor relation material from public companies.
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Yes, the Quartr mobile app is free on both iOS and Android.
Yes. Quartr provides global, industry-leading live coverage of company events such as regular earnings calls, capital markets days, M&A announcements, and investor conferences. Live with zero delays. Just click and listen.
Yes, capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Yes. Follow the companies that matter to you. Get a personalized feed with real-time updates, a tailored earnings calendar, and instant alerts when earnings calls go live.
Yes. Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned, regardless of who's talking.
Explore our global coverage