Coca Cola Bottlers Japan (CCOJF) Q4 2025 Earnings Call

Investor webinar replay

Replay transcript excerpt

Good afternoon. This is Gomi, Head of Investor Relations at Coca-Cola Bottler Japan Holdings. Thank you for joining our full year 2025 earnings presentation for analysts and investors. Today, we are joined by our President, Calin Dragon, and CFO, Bion Urgenes. Also with us, our Executive Officer and President of the retail company, Alex Gonzalez, Executive Officer, President of the Food Service Company and Chief Business Strategy Officer, Maki Kado. Executive Officer, Chief Supply Chain Officer and Chief Sustainability Officer, Andrew Ferrett. And Executive Officer and Chief Human Resources Officer, Yuki Higashi. Following prepared remarks, we will be happy to take your questions. Simultaneous interpretation in Japanese and English is available for both today's presentation and the Q&A. Before we begin, please note that today's presentation contains forward-looking statements and should be considered together with cautionary statements contained in our presentation materials. With that, I'd like to turn the call over to Kalin Dragan. Kalin-san, please. Good afternoon, everyone. This is Kalin Dragan. Thank you for joining our earnings call. First, I will go over the key highlights of today's presentation. Please turn to slide three. 2025 was a fantastic year that delivered many remarkable results, increasing our shareholders' value. Business income exceeded our forecasts, even after they were revised upward twice during the year and reached 24.5 billion yen more than double than the previous year. Despite the challenging cost environment, we maintain a robust profit growth trend. Over the past three years, cumulative business income growth totaled 39 billion yen. I would also like to highlight that this 24.5 billion yen business income includes significant cost increa...