The earnings call reflects a balanced outlook with significant growth in sales and operating income, driven by strong performance in the Japanese market and cosmetics turnaround. However, challenges remain with overseas sales declines, potential tariff impacts, and high raw material prices.

Company Guidance -

Q3 2025

During the call, the guidance for fiscal 2025 highlighted a focus on building a solid foundation for global growth, with specific metrics indicating strong performance in the first quarter. Net sales increased by 6.6% to ¥389.9 billion, while excluding currency impacts, the growth was 6%. The operating income reached ¥31.2 billion, reflecting a significant operating margin improvement to 8%. Net income attributable to owners increased by 38.7% to ¥22.8 billion, with earnings per share rising by 38.9% to ¥49.19. The cosmetics segment made progress toward reaching an operating income target of ¥7 billion, and the UV care business saw a 9% sales increase. The GC business reported a 4% net sales growth, driven by a 7.6% increase in the Japanese market, while overseas sales fell slightly by 1.9%. The operating margin in the sanitary products segment improved by 4.4 points to 5.8%, and the overall gross margin rose by 0.5 percentage points to 38%. The company also addressed risks from U.S. tariffs, estimating a potential maximum impact on operating income of ¥2 billion, which they plan to mitigate through various measures.

Sales and Operating Income Growth

Net sales increased by 6.6% to ¥389.9 billion. Operating income rose to ¥31.2 billion, with the operating margin improving to 8%.

Cosmetics Business Turnaround

Operating income for the cosmetics segment improved by ¥4.2 billion. Strategic investments in six focus brands and inventory optimization in China contributed to this growth.

Significant Net Income Increase

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

Improved ROIC and Gross Margin

ROIC improved by 1.5 points year-on-year. Gross margin improved by 0.5 percentage points to 38%.

Japanese Market Performance

In Japan, cosmetics grew 10.8%, fabric and home care grew 9.3%, and health beauty care grew 7.1%, contributing significantly to overall sales growth.

Successful UV Care Business Expansion

UV care sales grew 9% year-on-year. Significant growth in the U.S. e-commerce channel by 150% year-on-year.

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

Daily Earnings Calendar >

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)	69.30 / -	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
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%
Aug 08, 2024	¥6267.68	¥6180.77	-1.39%

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 69.3.

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