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Japan Tobacco Inc. (JP:2914)
:2914
Earnings Data
Report Date
Jul 31, 2025TBA Not Confirmed
Period Ending
2025 (Q2)Consensus EPS Forecast
85.1Last Year’s EPS
83.31Same Quarter Last Year
Moderate Buy
Based on 2 Analysts Ratings
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Earnings Call Summary
Earnings Call Date:May 07, 2025
|% Change Since: 0.40%
|Next Earnings Date:Jul 31, 2025
Earnings Call Sentiment|Neutral
The earnings call presented strong growth in the tobacco segment and promising developments in the Ploom ecosystem, offset by uncertainties and strategic shifts in the pharmaceutical business, currency impacts, and cost challenges.Company Guidance
During the first quarter earnings briefing for 2025, JT Group provided comprehensive guidance on various metrics. The company announced the transfer of its pharmaceutical business, including Torii, to Shionogi, citing an uncertain growth outlook under the current structure and the changing environment. This move is expected to decrease the profit attributable to owners of the parent company by approximately JPY 6 billion, which will be recorded under discontinued operations from the third quarter. Despite this, the dividend for FY 2025 remains unaffected as it is based on a payout ratio calculated on a continuing operation basis. The tobacco business continues to be a core profit driver, with AOP at constant FX increasing by 20.8% year-on-year, fueled by pricing in combustibles and the inclusion of Vector Group. Total tobacco volume grew by 1.3% year-on-year, and RRP and HTS volumes saw significant year-on-year increases of 19.0% and 27.7%, respectively. Operating profit rose by 15.3% year-on-year, while profit remained stable due to higher financing costs and tax expenses. The processed food business saw a revenue increase of JPY 0.8 billion year-on-year, although AOP decreased due to higher raw material costs. Overall, the company reported a strong start to 2025 with robust top-line growth and remains on track to achieve its full-year forecast.Strong AOP Growth
AOP increased by 20.8% year-on-year on a constant FX basis, driven by the tobacco business's pricing contributions and volume growth, particularly from the Vector Group acquisition.
Tobacco Business Volume Growth
Total tobacco volume grew by 0.2% year-on-year when excluding inventory adjustments, with a significant increase in RRP and HTS volumes by 19.0% and 27.7%, respectively.
Ploom Ecosystem Expansion
Ploom HTS segment share increased by 3.6 percentage points since the end of 2022, reaching 8.2%, with plans to introduce a new Ploom ecosystem this year.
Financial Performance of Clusters
Strong pricing contributions in markets like the Philippines, Russia, and the U.K. led to core revenue and AOP growth across various regional clusters.
Processed Food Business Revenue Increase
Revenue in the processed food business increased by JPY 0.8 billion year-on-year due to price revisions and sales growth of packaged cooked rice.
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JP:2914 Earnings History
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
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JP:2914 Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 07, 2025 | ¥4488.00 | ¥4502.00 | +0.31% |
Feb 13, 2025 | ¥3929.00 | ¥3952.00 | +0.59% |
Oct 31, 2024 | ¥4159.99 | ¥4180.50 | +0.49% |
Aug 02, 2024 | ¥4146.32 | ¥4055.51 | -2.19% |
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.
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FAQ
When does Japan Tobacco Inc. (JP:2914) report earnings?
Japan Tobacco Inc. (JP:2914) is schdueled to report earning on Jul 31, 2025, TBA Not Confirmed.
What is Japan Tobacco Inc. (JP:2914) earnings time?
Japan Tobacco Inc. (JP:2914) earnings time is at Jul 31, 2025, TBA Not 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 Japan Tobacco Inc. stock?
The P/E ratio of Japan Tobacco is N/A.
What is JP:2914 EPS forecast?
JP:2914 EPS forecast for the fiscal quarter 2025 (Q2) is 85.1.
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