CocaCola Bottlers Japan, Net Income Forecast for the Fiscal Year Loss Widened in Downward Revision, Dividend Revised Upward by 3 Yen

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Fri Oct 31, 2025 3:30 pm JST Earnings

2579 Coca-Cola Bottlers Japan Holdings Inc. 【IFRS】

Earnings Report

Coca-Cola Bottlers Japan Holdings Inc. <2579> [TSE Prime] announced its financial results (based on IFRS) after the market closed on October 31st (15:30). The consolidated net income/loss for the cumulative third quarter of the fiscal year ending December 2025 (January to September) turned into a loss of 48.7 billion yen (compared to a profit of 10.0 billion yen in the same period last year).

In addition, the full-year forecast for consolidated net income/loss has been revised downward from an expected loss of 48.5 billion yen to a loss of 49.4 billion yen (compared to a profit of 7.30 billion yen in the previous period), indicating an expansion in the loss margin.

Based on the full-year plan announced by the company after the downward revision, our estimate of the consolidated net income for the July to December period (second half) has decreased 5.2%, from the previous forecast of 17.3 billion yen to 16.4 billion yen (compared to 7.60 billion yen in the same period of the previous year), leading to a reduction in the profit growth rate from 2.3 times to 2.2 times.

At the same time, the company has increased its planned annual dividend for the current fiscal year from the original plan of 57 yen to 60 yen (compared to 53 yen in the previous period).

In the most recent three-month period, from July to September (3Q), the consolidated net income increased 66.4% from the same period last year, reaching 17.1 billion yen. The operating profit margin improved from 6.2% in the same period last year to 8.3%.

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Actual Results

Accumulated Results 3rd Quarter

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Progress Rate vs. First Half	Announce	Accounting Standards
Jan - Sep, 2023	663,825	6,121	5,947	3,862	21.5	184.5	Nov 9, 2023	IFRS
Jan - Sep, 2024	676,612	17,592	17,238	10,017	55.8	133.7	Nov 6, 2024	IFRS
Jan - Sep, 2025	683,523	-70,060	-70,200	-48,734	-282.4	ー	Oct 31, 2025	IFRS
YoY	+1.0%	－	－	－	－

Guidance Update

Second Half Update

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Adj. Dividend	Announce	Accounting Standards
Jul - Dec, 2025 Prev	488,158	25,070	24,659	17,392	104.5	29	Aug 1, 2025	IFRS
Jul - Dec, 2025 New	469,958	21,170	21,059	16,492	99.1	32	Oct 31, 2025	IFRS
Revision Rate	-3.7%	-15.6%	-14.6%	-5.2%	-5.2%

Full Year Update

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Adj. Dividend	Announce	Accounting Standards
Dec, 2025 Prev	906,100	-67,100	-67,600	-48,500	-291.3	57	Aug 1, 2025	IFRS
Dec, 2025 New	887,900	-71,000	-71,200	-49,400	-296.7	60	Oct 31, 2025	IFRS
Revision Rate	-2.0%	-5.8%	-5.3%	-1.9%	-1.9%

Current Period Guidance

Second Half Results

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Adj. Dividend	Announce	Accounting Standards
Jul - Dec, 2024	481,226	12,183	12,023	7,606	42.4	28	Feb 13, 2025	IFRS
Jul - Dec, 2025 Guidance	469,958	21,170	21,059	16,492	99.1	32	Oct 31, 2025	IFRS
YoY	-2.3%	+73.8%	+75.2%	+116.8%	+133.5%

Current Period Guidance

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Adj. Dividend	Announce	Accounting Standards
Dec, 2023	868,581	3,441	3,224	1,871	10.4	50	Feb 14, 2024	IFRS
Dec, 2024	892,681	13,390	12,896	7,309	40.8	53	Feb 13, 2025	IFRS
Dec, 2025 Guidance	887,900	-71,000	-71,200	-49,400	-296.7	60	Oct 31, 2025	IFRS
YoY	-0.5%	－	－	－	－

Quarterly Results

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Operating Profit Margin	Announce	Accounting Standards
Jul - Sep, 2024	265,157	16,385	16,365	10,314	57.4	6.2	Nov 6, 2024	IFRS
Oct - Dec, 2024	216,069	-4,202	-4,342	-2,708	-15.1	-1.9	Feb 13, 2025	IFRS
Jan - Mar, 2025	189,760	-10,069	-10,121	-6,454	-36.7	-5.3	May 1, 2025	IFRS
Apr - Jun, 2025	228,182	-82,101	-82,138	-59,438	-341.0	-36.0	Aug 1, 2025	IFRS
Jul - Sep, 2025	265,581	22,110	22,059	17,158	99.4	8.3	Oct 31, 2025	IFRS
YoY	+0.2%	+34.9%	+34.8%	+66.4%	+73.1%