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Shiseido, Returning to Profitability This Year, Dividend Raised by 20 Yen

Tue Feb 10, 2026 3:30 pm JST Earnings

4911 Shiseido Company, Limited 【IFRS】

Earnings Report

Shiseido Company, Limited <4911> [TSE Prime] announced its financial results (based on IFRS) after the market closed on February 10th (15:30). The consolidated net loss for the fiscal year ended December 2025 expanded to a loss of 40.6 billion yen (compared to a loss of 10.8 billion yen in the previous period). The result was better than the previously estimated deficit of loss of 52.0 billion yen. For the fiscal year ending December 2026, the consolidated net income/loss is expected to turn into a profit of 42.0 billion yen.

At the same time, the company has decided to increase the dividend this fiscal year to 60 yen, an increase of 20 yen from the previous fiscal year.

In the most recent three-month period, from October to December (4Q), the consolidated net income/loss turned to a profit of 3.30 billion yen (compared to a loss of 11.5 billion yen in the same period last year). However, the operating profit margin worsened from 2.0% in the same period last year to 1.7%.

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Actual Results

Historical Performance
Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Dec, 2023 973,038 28,133 31,037 21,749 54.4 60 Feb 9, 2024 IFRS
Dec, 2024 990,586 7,575 -1,265 -10,813 -27.1 40 Feb 10, 2025 IFRS
Dec, 2025 969,992 -28,788 -27,715 -40,680 -101.8 40 Feb 10, 2026 IFRS
YoY -2.1% － -2,090.9% -276.2% -276.3%

Full Year Results vs. Previous Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Dec, 2025 Guidance 965,000 -42,000 -42,000 -52,000 -130.2 40 Nov 10, 2025 IFRS
Dec, 2025 Results 969,992 -28,788 -27,715 -40,680 -101.8 40 Feb 10, 2026 IFRS
Revision Rate +0.5% +31.5% +34.0% +21.8% +21.8%

Current Period Guidance

H1 Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Jan - Jun, 2025 469,831 18,084 19,202 9,535 23.9 20 Aug 6, 2025 IFRS
Jan - Jun, 2026 Guidance ー ー ー ー － 30 Feb 10, 2026 IFRS
YoY － － － － －

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Dec, 2024 990,586 7,575 -1,265 -10,813 -27.1 40 Feb 10, 2025 IFRS
Dec, 2025 969,992 -28,788 -27,715 -40,680 -101.8 40 Feb 10, 2026 IFRS
Dec, 2026 Guidance 990,000 59,000 60,000 42,000 105.1 60 Feb 10, 2026 IFRS
YoY +2.1% － － － －

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Oct - Dec, 2024 267,832 5,392 -8,417 -11,567 -29.0 2.0 Feb 10, 2025 IFRS
Jan - Mar, 2025 228,241 7,202 7,408 3,686 9.2 3.2 May 12, 2025 IFRS
Apr - Jun, 2025 241,590 10,882 11,794 5,849 14.6 4.5 Aug 6, 2025 IFRS
Jul - Sep, 2025 223,986 -51,434 -51,720 -53,518 -134.0 -23.0 Nov 10, 2025 IFRS
Oct - Dec, 2025 276,175 4,562 4,803 3,303 8.3 1.7 Feb 10, 2026 IFRS
YoY +3.1% -15.4% － － －

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