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Takasago Profit Falls on Shipment Delays and ERP Disruptions Despite Stable Core Demand

Story Highlights
  • Takasago saw stable Japan flavor sales and solid China demand but weaker yen and higher import costs led to profit pressure.
  • Group sales and profits fell on delayed pharmaceutical shipments and reduced U.S. and French volumes amid ERP adjustments.
  • Looking for the best stocks to buy? Follow the recommendations of top-performing analysts.
Takasago Profit Falls on Shipment Delays and ERP Disruptions Despite Stable Core Demand

Meet Samuel – Your Personal Investing Prophet

Takasago International Corporation ( (JP:4914) ) has shared an update.

Takasago International Corporation reported that in the third quarter of FY2025, overseas raw material prices tracked forecasts, but a weaker yen drove higher import costs in Japan, while domestic flavor sales remained stable and beverage flavors and fabric-care fragrances performed solidly in China. However, group net sales fell 4.0% year on year to ¥168.7 billion and operating profit dropped 43.6% to ¥7.4 billion, as shipment delays of pharmaceutical intermediates from the fine chemicals business, reduced volumes in the U.S. subsidiary after clearing a prior backlog, and lower fragrance shipments in France due to ERP-related delivery adjustments weighed on performance, partially offset by improved exchange gains and higher gains on sales of investment securities.

Ordinary profit declined 37.5% to ¥8.8 billion and net income attributable to owners of the parent slipped 36.1% to ¥6.8 billion, even as foreign exchange gains on receivables and payables improved compared with the previous year. Despite the earnings pressure from logistics timing issues and system transitions, the company maintained progress toward its full-year FY2025 targets, with management emphasizing ongoing enhancements to quality management systems in collaboration with major clients, which could support longer-term stability in its pharmaceutical intermediate and broader specialty chemicals operations once shipment timing normalizes.

The most recent analyst rating on (JP:4914) stock is a Buy with a Yen1760.00 price target. To see the full list of analyst forecasts on Takasago International Corporation stock, see the JP:4914 Stock Forecast page.

More about Takasago International Corporation

Takasago International Corporation operates in the global flavors, fragrances, and fine chemicals industry, supplying ingredients for beverages, fabric care products, and pharmaceuticals. The company serves both Japanese and overseas markets, with key operations in Japan, China, the United States, and Europe, and is exposed to currency movements and raw material cost fluctuations.

Average Trading Volume: 177,772

Technical Sentiment Signal: Strong Buy

Current Market Cap: Yen157.3B

Find detailed analytics on 4914 stock on TipRanks’ Stock Analysis page.

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