Shiseido Company, Limited

4911.T
Household & Personal Products
2026/11/11 12:12 Updated
Market Cap: $10.1B (¥1.6T)
Stock Price: $25.35 (¥4,018)
Exchange Rate: 1 USD = ¥158.48

Fiscal 2026 Q3 Cumulative Results (Jan–Sep) and Full-Year Outlook

Revenue of 741.1 hundred million yen (real +1%), core operating profit revised up to 67.5 hundred million yen (9.1%). Full-year guidance significantly raised: revenue 990.0 hundred million yen → 1,025.0 hundred million yen, core operating profit to 87.0 hundred million yen. Regional performance: slowdown concerns in Japan, while Asia Pacific and the Americas contributed to revenue growth.

Importance:
Page Updated: November 10, 2026
IR Disclosure Date: November 10, 2026

Key Figures

  • Revenue: 741.1 hundred million yen (Cumulative Q3)
  • Core Operating Profit: 67.5 hundred million yen
  • Full-Year Revenue Outlook: 990.0 hundred million yen
  • Full-Year Core Operating Profit Outlook: 87.0 hundred million yen
  • Profit for the Period: 62.0 hundred million yen

AI要約

Performance Overview

Shiseido Company, Limited achieved revenue of 741.1 hundred million yen for the cumulative Q3 of fiscal 2026, representing real growth of +1% year-over-year. Core operating profit increased substantially to 67.5 hundred million yen (year-over-year +37.4 hundred million yen, including factors that drove an over 124% increase). Core profit margins excluding non-recurring items also improved. The full-year outlook was significantly revised upward to revenue of 990.0 hundred million yen, core operating profit of 87.0 hundred million yen, and profit for the period of 62.0 hundred million yen, with expected acceleration of growth taking foreign exchange effects into account.

Outlook and Implications for Investors

Based on the results of the "Action Plan 2025-2026," the company will continue strengthening brand power and maintaining investment discipline. Regionally, while some slowdown is expected in Japan, growth in Asia Pacific and the Americas will drive overall profitability improvement. Management will emphasize capital efficiency to improve ROIC, ROE, and free cash flow toward the 2030 targets.

Revenue Trend

Core Operating Profit Trend

Segment Revenue Trend

Core Operating Margin Trend

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Shiseido Company, Limited

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