Fuji Oil Holdings Inc (FJLLF) Q2 2025 Earnings Call

Investor webinar replay

Replay transcript excerpt

Thank you very much for participating in our second quarter of the fiscal year of 2025. First of all, I would like to explain the results of the fiscal year and the follow-up forecast. I will explain the current situation of Brahma Company later than Tanaka, the CEO. Thank you very much. Please take a look at the second page. This is today's agenda. I will explain in order of the second half of the year, the performance forecast of the second half of the year, and the operations of the plumber. Please take a look at the fourth page. This is the performance of the second half of the year in 2025. The net profit is 5.97 billion yen, which is 3,757 billion yen. As for the business profit, it is 15.4 billion yen, which is 8.7 billion yen. As for the intermediate profit, it is 8.5 billion yen, which is 6.5 billion yen. First of all, about the net profit, we have to take into account as the price of raw materials increases, and the sales price is optimized. As for business profits, we have seen a significant increase in the cost of chocolate for plant-based oil production and the cost of the cost of cacao for the U.S. Brahma company in the business chocolate business. In addition, the negative impact of 7.8 billion yen on the Kakao special services in the second quarter of the fourth quarter was the negative impact of 7.8 billion yen. In this regard, the actual business profit was 23.1 billion yen, and it was an increase of 6.6 billion yen compared to the previous year, including Kakao special services. In terms of intermediate profits, the growth of the plant-based oil business and the reduction in costs of the special effect of cacao from Brahma increased. Please see the 5th page. I will explain the business profits by business. In the plant-based oil business, in additi...