The earnings call reflects a generally positive outlook with strong growth in sales and operating income, improvements in key business segments, and effective cost management. However, challenges such as overseas market competition, U.S. tariffs, and raw material price increases introduce some risk factors.

Company Guidance

In the first quarter of fiscal year 2025, the company demonstrated solid progress toward its K27 target by achieving both sales growth and an increase in operating margin. Net sales increased by 6.6% to ¥389.9 billion, with a 6% rise on a like-for-like basis, excluding currency impacts. The operating income reached ¥31.2 billion, marking a significant improvement in operating margin to 8%, while net income attributable to owners of the parent rose by 38.7% to ¥22.8 billion. Earnings per share saw a substantial increase of 38.9% year-on-year, reaching ¥49.19. The growth margin improved by 0.5 percentage points to 38%. The company's GC business, excluding the beverage segment, achieved a 4% increase in net sales, with operating income rising significantly by ¥8.2 billion to ¥22.8 billion, improving the operating margin by 2.6 points to 7.9%. The cosmetics segment made notable progress, achieving an increase of ¥4.2 billion in operating income, while the operating margin improved by 4.4 points in the sanitary products segment. Despite challenges from U.S. tariff policy, the company expects the impact to be limited, maintaining its fiscal year 2025 earnings forecast.

Strong Sales and Operating Income Growth

Net sales increased by 6.6% to ¥389.9 billion, with operating income reaching ¥31.2 billion. Operating margin improved significantly to 8%.

Significant Increase in Net Income

Net income attributable to owners of the parent was ¥22.8 billion, up 38.7% year-on-year.

Cosmetics Business Performance

Operating income improved by ¥4.2 billion, with the cosmetics segment starting to show positive effects from transformations.

Improved Profitability in Sanitary Products

Sales and profits for sanitary napkins increased, and the Merries brand returned to profitability.

Health and Beauty Care Growth

This segment experienced a 2.6% increase in net sales, contributing to overall positive results.

Cost Management and Product Mix Improvement

The impact of raw material price increases was mitigated through cost reduction activities and improvements in product mix, leading to a gross profit margin improvement of 1.7 percentage points.

Kao (JP:4452) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

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JP:4452 Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 04, 2025	2025 (Q3)	75.23 / -	59.44	―	―	―
Aug 06, 2025	2025 (Q2)	63.67 / 57.66	57.98	-0.55% (-0.32)
May 08, 2025	2025 (Q1)	44.18 / 49.19	35.43	38.84% (+13.76)
Feb 06, 2025	2024 (Q4)	73.67 / 79.09	24.37	224.54% (+54.72)
Nov 07, 2024	2024 (Q3)	64.56 / 59.44	34.25	73.55% (+25.19)
Aug 08, 2024	2024 (Q2)	50.87 / 57.98	25.4	128.27% (+32.58)
May 09, 2024	2024 (Q1)	27.82 / 35.43	10.36	241.99% (+25.07)
Feb 07, 2024	2023 (Q4)	20.90 / 24.37	60.225	-59.54% (-35.86)		―
Nov 08, 2023	2023 (Q3)	46.41 / 34.25	41.65	-17.77% (-7.40)		―
Aug 03, 2023	2023 (Q2)	37.31 / 25.40	43.67	-41.84% (-18.27)		―

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

JP:4452 Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Aug 06, 2025	¥6819.00	¥6848.00	+0.43%
May 08, 2025	¥5970.04	¥5972.01	+0.03%
Feb 06, 2025	¥6063.91	¥6091.57	+0.46%
Nov 07, 2024	¥6357.51	¥6321.38	-0.57%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does Kao Corp. (JP:4452) report earnings?

Kao Corp. (JP:4452) is schdueled to report earning on Nov 04, 2025, TBA (Confirmed).

What is Kao Corp. (JP:4452) earnings time?

Kao Corp. (JP:4452) earnings time is at Nov 04, 2025, TBA (Confirmed).

Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

What companies are reporting earnings today?

You can see a list of the companies which are reporting today on TipRanks earnings calendar.

What is the P/E ratio of Kao Corp. stock?

The P/E ratio of Kao is N/A.

What is JP:4452 EPS forecast?

JP:4452 EPS forecast for the fiscal quarter 2025 (Q3) is 75.23.

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