EarningsQ2 2025 Earnings Report

Meiji Holdings Co (3M0) Q2 2025 Earnings Report

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Previous Report: Q1 2025

Next Report: Q3 2024

DE:3M0 Q2 2025 EPS Results

Actual EPS€0.27

Consensus EPS€0.25

Beat/MissBeat by +€0.02

One Year Ago EPS€0.33

DE:3M0 Q2 2025 Revenue Results

Actual Revenue€1.64B

Expected Revenue€1.64B

Beat/MissBeat by +€2.47M

YoY Revenue Growth+2.47%

Earnings Announcement Details

QuarterQ2 2025

Date11/11/2024

TimeTBA

Conference CallMonday, November 11, 2024

DE:3M0 Upcoming Earnings

Meiji Holdings Co's next earnings date is estimated for November 12, 2026, based on past reporting schedules.

Q2 2025 Earnings Call Audio

DE:3M0 Q2 2025 Earnings Call

0:00 / 0:00

Q2 2025 Earnings Slide Deck

Q2 2025 Earnings Call Summary

Q2 2025

Earnings Call Date:Nov 11, 2024|

% Change Since:

Earnings Call Sentiment|Neutral

The earnings call presented a mixed picture with strong performances in the Pharmaceutical segment and growth in certain brands, but faced challenges in the Food segment, particularly in China and the U.S. The decline in profits and the revised vaccine outlook were notable concerns.

Company Guidance

In the earnings call for Q2 2025, Meiji Holdings provided comprehensive guidance on its financial performance and future outlook. For the first half of fiscal 2024, the company reported consolidated net sales of JPY 569.0 billion, marking a 4.2% increase year-on-year. However, operating profit remained steady at JPY 44.3 billion, while profit attributable to owners of the parent decreased by 3.8% to JPY 26.8 billion due to lower extraordinary gains. The Food segment experienced a 2.2% increase in net sales to JPY 455.4 billion, although operating profit declined by 6.9% year-on-year, affected by increased raw material costs and challenges in overseas operations. Meanwhile, the Pharmaceutical segment saw a significant boost, with net sales rising by 12.9% to JPY 113.8 billion and operating profit increasing by 16.7% to JPY 18.5 billion, aided by strong sales of antibacterial injections and influenza vaccines. For the second half, Meiji plans to achieve a year-on-year increase in consolidated net sales to JPY 589.9 billion and an operating profit of JPY 41.6 billion, focusing on price adjustments and strategic marketing to counter cost pressures.

Increase in Consolidated Net Sales

Consolidated net sales for the first half of fiscal 2024 was JPY 569.0 billion, a year-on-year increase of 4.2%.

Pharmaceutical Segment Performance

Net sales in the Pharmaceutical segment totaled JPY 113.8 billion, a year-on-year increase of 12.9%. Operating profit in this segment increased by 16.7% year-on-year.

Advanced Shipment of Influenza Vaccines

Advanced shipment of influenza vaccines contributed JPY 1.3 billion to the increase in profit.

Growth in Antibacterial Drug Sales

Sales of antibacterial injection increased, positively impacting the Pharmaceutical segment's performance.

Strong Performance of Domestic Business

Growth in sales, including high-profit items, is expected to continue in the second half, mainly driven by the domestic business.

Strong Growth in Hello Panda Brand

Hello Panda is expected to achieve JPY 19.9 billion in sales for the fiscal year, showing strong growth, particularly in the U.S.

DE:3M0 Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change
Nov 12, 2026	2026 (Q2)	0.32 / -	0.238	―
Aug 05, 2026	2026 (Q1)	0.30 / 0.32	0.211	51.14% (+0.11)
May 14, 2026	2025 (Q4)	0.02 / -0.08	0.151	-151.76% (-0.23)
Feb 12, 2026	2025 (Q3)	0.42 / 0.36	0.35	3.65% (+0.01)
Nov 13, 2025	2026 (Q2)	0.27 / 0.24	0.269	-11.45% (-0.03)
Aug 06, 2025	2026 (Q1)	0.28 / 0.21	0.284	-25.80% (-0.07)
May 09, 2025	2024 (Q4)	0.18 / 0.15	0.116	30.10% (+0.03)
Feb 10, 2025	2024 (Q3)	0.30 / 0.35	0.345	1.18% (<+0.01)
Nov 11, 2024	2025 (Q2)	0.25 / 0.27	0.332	-18.98% (-0.06)
Aug 09, 2024	2025 (Q1)	0.22 / 0.28	0.236	20.77% (+0.05)

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