Kagome, JP3208200000

Kagome stock: Why a JPY 19.0 billion forecast cut matters for Kagome stock

Published on 10/23/2026 at 00:29 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

October 29 results follow a lower outlook. Kagome stock has first-half revenue of JPY 143.8 billion, up 3.7 percent, with profit down 18.6 percent.

Operating recovery in view

Kagome delivered 10 shareholder-benefit products on October 15, 2026.
First-half 2026 revenue reached JPY 143.8 billion while operating profit fell 18.6 percent.
Kagome is scheduled to publish third-quarter results on October 29, 2026.

Kagome, JP3208200000, Illustration mit AI erstellt.

Kagome stock (ISIN JP3208200000) enters the next reporting date after first-half 2026 revenue rose 3.7 percent to JPY 143.8 billion while operating profit fell 18.6 percent to JPY 8.4 billion, according to Note on October 9, 2026. The figures put margin recovery ahead of sales growth as the central issue for the stock.

Forecast cut raises the pressure

Kagome had reduced its 2026 operating-profit forecast from JPY 23.0 billion to JPY 19.0 billion, while keeping its revenue outlook at JPY 310.0 billion, the same analysis reported. The company cited higher packaging, raw-material and energy costs, as well as weaker tomato-drink volumes after price increases.

The comparison is important because revenue growth did not translate into earnings growth. First-half 2026 net income attributable to the parent company was JPY 4.7 billion, down 24.2 percent from the prior-year period, while earnings per share stood at JPY 51.74, according to the same Note report.

What does the margin gap mean?

Kagome's 2028 plan targets JPY 270.0 billion in operating profit and JPY 325.0 billion in revenue. Reaching that profit target from the 2026 forecast of JPY 190.0 billion would require a stronger earnings recovery than the revenue path alone implies, especially while international secondary processing grows and primary processing faces tomato-paste price pressure.

Three dates frame the story

On July 30, 2026, Kagome reported first-half revenue of JPY 143.8 billion and operating profit of JPY 8.4 billion. On October 9, 2026, the company forecast JPY 190.0 billion of 2026 operating profit. On October 15, 2026, Kagome delivered a shareholder benefit containing 10 company products and an original notebook, as Kita-Popeye reported.

Results date and shareholder deadline

Kagome is scheduled to publish third-quarter results on October 29, 2026, according to TradingView. The shareholder-benefit survey deadline is November 13, 2026, according to Kita-Popeye.

Recovery must reach earnings

For investors, the October 29 report will show whether pricing, domestic beverage volumes and international secondary processing are beginning to narrow the gap between revenue growth and profit. The key benchmark is a return toward the JPY 19.0 billion full-year operating-profit forecast.

The further course of trading is shown by the continuously updated real-time quote of Kagome stock.