Yakult Honsha
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Yakult Honsha (2267) investor relations material

Yakult Honsha Q3 2026 earnings summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
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Q3 2026 earnings summary10 Feb, 2026

Executive summary

  • Net sales declined 3.8% year-over-year to ¥371.7 billion, with operating profit down 19.3% and profit attributable to owners of parent down 4.6%.

  • Sales and profit were impacted by lower dairy product sales in Japan, adverse foreign exchange effects overseas, increased competition, and rising prices.

Financial highlights

  • Net sales were ¥371.7 billion, down 3.8% from ¥386.2 billion year-over-year.

  • Operating profit was ¥40.9 billion, down 19.3%; ordinary profit was ¥55.7 billion, down 19.0%.

  • Profit attributable to owners of parent was ¥41.6 billion, a 4.6% decrease.

  • Basic earnings per share were ¥141.54, a 1.6% decrease.

  • Total assets increased to ¥881.3 billion, while net assets decreased to ¥626.3 billion.

Segment performance

  • Food and Beverages (Japan): Net sales fell 4.8% to ¥176.3 billion and operating profit by 23.1%.

  • Americas: Net sales declined 5.8% to ¥66.7 billion and operating profit by 13.1%, with significant FX impact.

  • Asia/Oceania: Net sales dropped 1.1% to ¥103.6 billion and operating profit by 1.6%.

  • Europe: Net sales rose 2.1% to ¥9.3 billion, with flat operating profit.

  • Other businesses: Net sales decreased 2.4% to ¥24.8 billion.

What drives FY25 profit attributable to parent increase?
Drivers of overseas sales decline
Elaborate on capital efficiency and shareholder return
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Q4 202613 May, 2026
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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.

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