Fuji Oil Holdings (2607) Q4 2026 earnings summary

Executive summary

• FY2025 saw record-high business profit of JPY 36.0 billion, up JPY 22.8 billion year-over-year, driven by strong sales in Vegetable Oils and Fats and reduced cocoa-related expenses at Blommer.

• Net sales rose to JPY 772.3 billion, a JPY 101.1 billion increase year-over-year, reflecting higher sales prices in key segments and strong demand.

• Profit attributable to owners of parent increased to JPY 11.1 billion, up JPY 7.3 billion year-over-year, despite impairment losses and deferred tax expenses at Blommer.

• Voluntary adoption of IFRS from FY2025, with prior year figures restated for comparison.

• The first year of the Mid-Term Management Plan focused on governance enhancement, growth in core fields, and new business development.

Financial highlights

• Net sales: JPY 772.3 billion (YOY +JPY 101.1 billion).

• Business profit: JPY 36.0 billion (YOY +JPY 22.8 billion).

• Profit attributable to owners of parent: JPY 11.1 billion (YOY +JPY 7.3 billion).

• EBITDA: JPY 51.2 billion in FY2025.

• Basic earnings per share climbed to JPY 129.60 from JPY 44.94 year-over-year.

Outlook and guidance

• FY2026 net sales forecast: JPY 754.0 billion (YOY -JPY 18.3 billion), reflecting expected lower raw material prices.

• Business profit forecast: JPY 37.5 billion (YOY +JPY 1.5 billion), driven by improved profitability in Industrial Chocolate.

• Profit attributable to owners of parent forecast: JPY 19.5 billion (YOY +JPY 8.4 billion), supported by a rebound from prior year impairment losses.

• Dividend per share planned to increase by JPY 10 to JPY 62 in FY2026.

• Continued focus on sustainable procurement, product sophistication, and profitability improvements in all segments.