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Kao Corp. (KAOCF)
OTHER OTC:KAOCF
Earnings Data
Report Date
Jul 30, 2025TBA Not Confirmed
Period Ending
2025 (Q2)Consensus EPS Forecast
0.44Last Year’s EPS
0.4Same Quarter Last Year
Moderate Buy
Based on 2 Analysts Ratings
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Earnings Call Summary
Earnings Call Date:May 08, 2025
|% Change Since: 3.18%
|Next Earnings Date:Jul 30, 2025
Earnings Call Sentiment|Neutral
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
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.
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KAOCF 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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KAOCF Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 08, 2025 | $42.18 | $43.16 | +2.32% |
Feb 06, 2025 | $40.24 | $38.25 | -4.95% |
Nov 07, 2024 | $41.88 | $41.84 | -0.10% |
Aug 08, 2024 | $42.98 | $44.88 | +4.42% |
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 Kao Corp. (KAOCF) report earnings?
Kao Corp. (KAOCF) is schdueled to report earning on Jul 30, 2025, TBA Not Confirmed.
What is Kao Corp. (KAOCF) earnings time?
Kao Corp. (KAOCF) earnings time is at Jul 30, 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 KAOCF EPS forecast?
KAOCF EPS forecast for the fiscal quarter 2025 (Q2) is 0.44.
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