JAPAN TOBACCO, Jan-Mar (1Q) Net Income Increases by 25%

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Fri May 8, 2026 3:30 pm JST Earnings

2914 JAPAN TOBACCO INC. 【IFRS】

Earnings Report

JAPAN TOBACCO INC. <2914> [TSE Prime] announced its financial results (based on IFRS) after the market closed on May 8th (15:30). The consolidated net income for the first quarter of the fiscal year ending December 2026 (January to March) increased 25.1% from the same period last year, reaching 197 billion yen. Progress toward the full-year plan of 570 billion yen was 34.6%, it was below the five-year average of 42.1%.

In the most recent three-month period, from January to March (1Q), the operating profit margin rose from 30.5% in the same period last year to 33.0%.

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Actual Results

Accumulated Results 1st Quarter

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Progress Rate vs. First Half	Announce	Accounting Standards
Jan - Mar, 2024	740,333	215,818	201,266	157,266	88.6	50.4	May 9, 2024	IFRS
Jan - Mar, 2025	801,872	244,318	221,451	157,480	88.7	50.6	May 7, 2025	IFRS
Jan - Mar, 2026	923,963	304,554	287,660	197,041	111.0	ー	May 8, 2026	IFRS
YoY	+15.2%	+24.7%	+29.9%	+25.1%	+25.1%

Current Period Guidance

H1 Results

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Adj. Dividend	Announce	Accounting Standards
Jan - Jun, 2025	1,734,543	479,871	437,821	319,905	180.2	104	Jul 31, 2025	IFRS
Jan - Jun, 2026 Guidance	ー	ー	ー	ー	－	121	Feb 12, 2026	IFRS
YoY	－	－	－	－	－

Current Period Guidance

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Adj. Dividend	Announce	Accounting Standards
Dec, 2024	3,056,709	314,223	224,333	179,240	101.0	194	Feb 13, 2025	IFRS
Dec, 2025	3,467,675	867,038	739,786	510,175	287.4	234	Feb 12, 2026	IFRS
Dec, 2026 Guidance	3,697,000	921,000	ー	570,000	321.1	242	Feb 12, 2026	IFRS
YoY	+6.6%	+6.2%	－	+11.7%	+11.7%

Quarterly Results

Fiscal Year	Revenue	Operating Profit	Ordinary Profit	Net Profit	Adj. EPS	Operating Profit Margin	Announce	Accounting Standards
Jan - Mar, 2025	801,872	244,318	221,451	157,480	88.7	30.5	May 7, 2025	IFRS
Apr - Jun, 2025	932,671	235,553	216,370	162,425	91.5	25.3	Jul 31, 2025	IFRS
Jul - Sep, 2025	899,485	283,064	269,341	191,844	108.1	31.5	Oct 30, 2025	IFRS
Oct - Dec, 2025	833,647	104,103	32,624	-1,574	-0.9	12.5	Feb 12, 2026	IFRS
Jan - Mar, 2026	923,963	304,554	287,660	197,041	111.0	33.0	May 8, 2026	IFRS
YoY	+15.2%	+24.7%	+29.9%	+25.1%	+25.1%