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Japan Tobacco
Japan Tobacco (2914) investor relations material
Japan Tobacco Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary12 Feb, 2026
Executive summary
Achieved record-high financial results in FY2025, driven by strong tobacco business performance, successful integration of Vector Group in the US, and steady growth in the processed food segment despite a challenging environment.
Revenue rose 13.4% year-over-year to ¥3,467.7 billion, with operating profit up 175.9% to ¥867.0 billion, mainly due to the absence of a large litigation provision and higher adjusted operating profit.
Strategic focus on sustainable growth through investments in combustibles and RRP, especially heated products like Ploom Aura, and enhanced shareholder returns guided by the 4S Model.
Continued commitment to purpose-driven management, innovation, and stakeholder value.
Pharmaceutical business was deconsolidated and classified as discontinued operations after its transfer and sale.
Financial highlights
Adjusted operating profit at constant FX grew 24.9% year-over-year to ¥927.5 billion, with core revenue up nearly 15%.
Free cash flow increased by ¥102.2 billion to ¥272.7 billion, aided by higher AOP and non-recurrence of acquisition payments.
Profit attributable to owners reached ¥510.2 billion, up 184.6% year-over-year, and basic earnings per share rose to ¥287.36.
Dividend per share for 2025 set at ¥234, with a payout ratio temporarily exceeding the 75% target.
Comprehensive income for the year was ¥686.4 billion, up 137.8% year-over-year.
Outlook and guidance
For FY2026, revenue is forecast to rise 6.6% to ¥3,697.0 billion, with adjusted operating profit at constant FX expected to grow 8.9% to ¥964.0 billion.
Profit attributable to owners is projected to increase 14.2% to ¥570.0 billion, with free cash flow also expected to rise significantly.
Dividend for 2026 projected at ¥242 per share, maintaining a 75% payout ratio.
Tobacco business AOP at constant FX expected to grow 8.5% in 2026, with volume expected to be flat to down 1%.
Processed food business revenue expected to rise to ¥170.0 billion, but AOP to decrease to ¥8.0 billion due to higher raw material costs.
Quantify 2025 net impact of Canadian litigation
What caused the 2025 operating cash flow decline?
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Next Japan Tobacco earnings date
Q1 20268 May, 2026
Japan Tobacco
Next Japan Tobacco earnings date
Q1 20268 May, 2026
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Frequently asked questions
Japan Tobacco Inc is a Japan-based multinational company primarily engaged in the manufacturing and sale of tobacco products. The company also operates in the pharmaceutical and processed food segments. It markets both domestic and international cigarette brands. Japan Tobacco Inc is headquartered in Tokyo, Japan, and its shares are listed on the TSE.
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