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Asahi Group, Net Income Forecast for Last Fiscal Year Revised Downward by 28%

Thu Jun 11, 2026 3:30 pm JST Revision

2502 Asahi Group Holdings,Ltd. 【IFRS】

Guidance Update Report

Asahi Group Holdings,Ltd. <2502> [TSE Prime] announced a performance revision after the market closed on June 11th (15:30). The consolidated net income forecast for the fiscal year ending December 2025 has decreased 28.4%, from the previous forecast of 167 billion yen to 120 billion yen (compared to 192 billion yen in the previous period), leading to an increase in the profit decline rate from 12.8% to 37.5%.

Based on the downwardly revised full-year plan announced by the company, our calculation indicates that the July to December period (second half) consolidated net income has decreased 43.7%, from the previous forecast of 108 billion yen to 61.2 billion yen (compared to 115 billion yen in the same period of the previous year), leading to an increase in the profit decline rate from 6.0% to 47.0%.

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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 1,590,449M 162,731M 154,579M 108,775M 74.4 26 Aug 7, 2025 IFRS
Jul - Dec, 2025 New 1,530,449M 92,731M 87,579M 61,275M 41.0 26 Jun 11, 2026 IFRS
Revision Rate -3.8% -43.0% -43.3% -43.7% -44.9%
Full Year Update
Fiscal Year Revenue Operating
Profit
Ordinary
Profit
Net
Profit
Adj.
EPS
Adj.
Dividend
Announce Accounting
Standards
Dec, 2025 Prev 2,950,000M 255,000M 242,000M 167,500M 114.5 52 Aug 7, 2025 IFRS
Dec, 2025 New 2,890,000M 185,000M 175,000M 120,000M 80.2 52 Jun 11, 2026 IFRS
Revision Rate -2.0% -27.5% -27.7% -28.4% -29.9%

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
1,560,456M 164,952M 164,042M 115,714M 76.3 27 Feb 14, 2025 IFRS
Guidance
Jul - Dec, 2025
1,530,449M 92,731M 87,579M 61,275M 41.0 26 Jun 11, 2026 IFRS
YoY -1.9% -43.8% -46.6% -47.0% -46.3%
Current Period Guidance
Fiscal Year Revenue Operating
Profit
Ordinary
Profit
Net
Profit
Adj.
EPS
Adj.
Dividend
Announce Accounting
Standards
Dec, 2023
2,769,091M 244,999M 241,871M 164,073M 107.9 40.33 Feb 13, 2024 IFRS
Dec, 2024
2,939,422M 269,052M 266,990M 192,080M 126.7 49 Feb 14, 2025 IFRS
Guidance
Dec, 2025
2,890,000M 185,000M 175,000M 120,000M 80.2 52 Jun 11, 2026 IFRS
YoY -1.7% -31.2% -34.5% -37.5% -36.6%