The earnings call presented a mixed picture with notable achievements in Japan, North America, and the Middle East, and strategic investments aimed at future growth. However, these positives were offset by significant challenges in the Asian market, particularly in China, leading to a decline in sales and operating income. The second downward revision of the forecast reflects ongoing difficulties. Despite some positive signs for future recovery, the current sentiment is tempered by existing challenges.

Company Guidance -

Q3 2025

During the second quarter of the fiscal year ending December 31, 2025, Unicharm Corporation reported consolidated sales of ¥464.2 billion, a decrease of 4.8%, and core operating income of ¥57 billion, down by 22%. The decline was attributed to a high comparison base from record profits in the previous year, challenges in the Asian market, and reputational incidents affecting feminine care in China. To counteract these impacts, the company made strategic marketing investments, which pressured earnings. Despite these challenges, interim income attributable to owners increased due to ¥5.3 billion in insurance income from India and the utilization of tax loss carryforwards. Regionally, Japan achieved a 4.1% increase in net sales and a 2.9% rise in core operating income, while Asia faced a 14.5% decline in net sales and a 69.4% decrease in core operating income. The company revised its full-year forecast downward, citing slower recovery in Asia, but highlighted positive performance in Japan, North America, and the Middle East. The company also plans to increase its annual dividend and repurchase additional treasury stock, aiming for a total return ratio of 50% or more.

Japanese Business Achievements

The Japan business achieved a 4.1% increase in net sales and a 2.9% increase in core operating income, marking the highest results ever recorded. This success was driven by continuous value shift strategies, new product successes, and a significant increase in sales mix of wellness care and pet care.

North America and Middle East Growth

Net sales in North America and the Middle East increased by 2.3% and core operating income rose by 12.7%, with a core operating margin increase to 14.6%. Growth was driven by strong performance in the pet care business in North America and increased demand in the Middle East for baby and feminine care products.

Record Dividend Increase

Unicharm plans to increase the annual dividend by JPY3.3 per share to JPY18 per share, marking the 24th consecutive year of dividend increases.

Insurance Income and Tax Benefits

Interim income attributable to owners of the parent company increased due to a JPY5.3 billion insurance income receipt in India and utilization of tax loss carryforwards related to this income.

Strategic Investments for Future Growth

Aggressive investments in strategic marketing and sales promotion, particularly in the online market channel, are expected to show positive effects from the third quarter onward.

Unicharm (UNCHF) 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 >

UNCHF Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 07, 2025	2025 (Q3)	0.06 / -	0.076	―	―	―
Aug 05, 2025	2025 (Q2)	0.11 / 0.07	0.083	-21.80% (-0.02)		―
May 09, 2025	2025 (Q1)	0.08 / 0.10	0.068	40.81% (+0.03)		―
Feb 13, 2025	2024 (Q4)	-0.35 / 0.09	0.095	-10.44% (>-0.01)		―
Nov 08, 2024	2024 (Q3)	0.09 / 0.08	0.1	-23.72% (-0.02)		―
Aug 06, 2024	2024 (Q2)	0.08 / 0.08	0.069	20.99% (+0.01)		―
May 07, 2024	2024 (Q1)	0.07 / 0.07	0.063	8.51% (<+0.01)		―
Feb 07, 2024	2023 (Q4)	0.07 / 0.10	0.057	66.84% (+0.04)		―
Nov 07, 2023	2023 (Q3)	0.10 / 0.10	0.078	27.79% (+0.02)		―
Aug 04, 2023	2023 (Q2)	0.06 / 0.07	0.056	22.32% (+0.01)		―

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

UNCHF Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Aug 05, 2025	$7.49	$6.50	-13.22%
May 09, 2025	$8.59	$8.29	-3.49%
Feb 13, 2025	$7.36	$8.09	+9.92%
Nov 08, 2024	$9.75	$9.86	+1.13%

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 Unicharm Corporation (UNCHF) report earnings?

Unicharm Corporation (UNCHF) is schdueled to report earning on Nov 07, 2025, TBA (Confirmed).

What is Unicharm Corporation (UNCHF) earnings time?

Unicharm Corporation (UNCHF) earnings time is at Nov 07, 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 UNCHF EPS forecast?

UNCHF EPS forecast for the fiscal quarter 2025 (Q3) is 0.06.

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