Meiji Holdings Co Ltd
TSE:2269

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Meiji Holdings Co Ltd Logo
Meiji Holdings Co Ltd
TSE:2269
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Price: 3 338 JPY 0.54%
Market Cap: 942B JPY

Meiji Holdings Co Ltd
Investor Relations

Meiji Holdings Co., Ltd. has long been a staple in the world of Japanese consumer goods, specifically in the food and pharmaceutical sectors. Established in 2009 as a result of merging Meiji Seika Kaisha, Ltd. and Meiji Dairies Corporation, the company stands as a testament to the power of strategic consolidation, leveraging over a century of expertise from its predecessors. The company's robust product portfolio spans a diverse array of offerings, including dairy products like yogurts and milk, confectioneries like chocolate and candy, as well as nutrition bars and supplements. This triumvirate of product lines allows Meiji Holdings to position itself in both the everyday consumer market and in specialized health-centric industries, exploiting economies of scale and extensive distribution networks that reach far beyond the Japanese archipelago.

In the pharmaceutical arena, Meiji Holdings operates under its subsidiary, Meiji Seika Pharma, focusing predominantly on antibacterial drugs, central nervous system treatments, and veterinary products. By integrating research and development with a comprehensive marketing strategy, the company capitalizes on global health trends and regional disease challenges, expanding in markets that emphasize health and dietary improvements. Financially, Meiji Holdings generates revenue by producing goods that tap into both traditional consumer desires and modern nutritional trends. It makes money by introducing high-margin pharmaceutical innovations alongside its well-established consumer brands, thus benefiting from both everyday sales and solutions aimed at pressing global health needs. Together, these strategic components make Meiji Holdings an agile player in a competitive global market, combining heritage with innovation.

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Last Earnings Call
Fiscal Period
Q2 2026
Call Date
Nov 13, 2025
AI Summary
Q2 2026

Operating Profit Beat: First-half operating profit reached JPY 40.9 billion, beating the company plan of JPY 39.5 billion, mainly on strong Pharmaceuticals performance.

Net Sales Softness: First-half consolidated net sales were JPY 574.8 billion, up 1.0% year-on-year but below initial plan, prompting a slight downward revision to full-year sales guidance.

Net Profit Decline: Net profit for the first half was JPY 21.4 billion, down 20.1% year-on-year, missing plan by JPY 1 billion due to tax and minority interest impacts.

Unchanged Profit Guidance: Despite lower sales outlook, full-year operating profit and net income guidance remain unchanged.

Cost & Pricing Actions: Price increases and cost management are helping offset higher raw material and logistics costs, with further structural reforms underway.

Segment Highlights: Food profit is growing despite mixed product performance; Pharmaceuticals saw strong vaccine results, but major antibiotics lagged.

China Strategy: The company is reviewing its overseas food strategy, with a focus on improving performance and allocating resources to stronger confectionery businesses.

Key Financials
Net Sales
JPY 574.8 billion
Operating Profit
JPY 40.9 billion
Net Profit
JPY 21.4 billion
Food Segment Net Sales
JPY 458.4 billion
Food Segment Operating Profit
JPY 29 billion
Pharmaceuticals Net Sales
JPY 116.9 billion
Pharmaceuticals Operating Profit
JPY 14.3 billion
Second Half Net Sales (planned)
JPY 602.1 billion
Second Half Operating Profit (planned)
JPY 50.0 billion
Earnings Call Recording
Other Earnings Calls
2026
2025
2024
2023
2022

Management

Mr. Yuhei Matsumoto
Head of Group HR Strategy & Executive Officer
No Bio Available
Mr. Daikichiro Kobayashi
COO of Pharmaceutical Segment, Executive Officer & Director
No Bio Available
Shinji Matsuoka
Head of Sustainable Management Department & Executive Officer
No Bio Available

Contacts

Address
TOKYO-TO
Chuo-Ku
2-4-16, Kyobashi
Contacts
+81332734001.0
www.meiji.com