Reported Earnings • May 18
Full year 2026 earnings released: EPS: JP¥142 (vs JP¥135 in FY 2025) Full year 2026 results: EPS: JP¥142 (up from JP¥135 in FY 2025). Revenue: JP¥25.5b (down 2.0% from FY 2025). Net income: JP¥1.04b (up 4.7% from FY 2025). Profit margin: 4.1% (up from 3.8% in FY 2025). Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has increased by 7% per year, which means it is well ahead of earnings. 공시 • May 14
KFC Ltd, Annual General Meeting, Jun 19, 2026 KFC Ltd, Annual General Meeting, Jun 19, 2026. Upcoming Dividend • Mar 23
Upcoming dividend of JP¥60.00 per share Eligible shareholders must have bought the stock before 30 March 2026. Payment date: 23 June 2026. Payout ratio is a comfortable 40% and this is well supported by cash flows. Trailing yield: 3.8%. Within top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (2.3%). Reported Earnings • Feb 07
Third quarter 2026 earnings released: EPS: JP¥42.12 (vs JP¥68.07 in 3Q 2025) Third quarter 2026 results: EPS: JP¥42.12 (down from JP¥68.07 in 3Q 2025). Revenue: JP¥6.86b (down 7.3% from 3Q 2025). Net income: JP¥310.0m (down 38% from 3Q 2025). Profit margin: 4.5% (down from 6.8% in 3Q 2025). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has increased by 7% per year, which means it is well ahead of earnings. 공시 • Dec 23
KFC Ltd to Report Q3, 2026 Results on Feb 06, 2026 KFC Ltd announced that they will report Q3, 2026 results on Feb 06, 2026 Reported Earnings • Nov 08
Second quarter 2026 earnings released: EPS: JP¥2.99 (vs JP¥14.68 in 2Q 2025) Second quarter 2026 results: EPS: JP¥2.99 (down from JP¥14.68 in 2Q 2025). Revenue: JP¥6.19b (up 2.3% from 2Q 2025). Net income: JP¥22.0m (down 80% from 2Q 2025). Profit margin: 0.4% (down from 1.8% in 2Q 2025). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has increased by 5% per year, which means it is well ahead of earnings. 공시 • Sep 25
KFC Ltd to Report Q2, 2026 Results on Nov 06, 2025 KFC Ltd announced that they will report Q2, 2026 results on Nov 06, 2025 Reported Earnings • Aug 09
First quarter 2026 earnings released: EPS: JP¥26.22 (vs JP¥1.77 loss in 1Q 2025) First quarter 2026 results: EPS: JP¥26.22 (up from JP¥1.77 loss in 1Q 2025). Revenue: JP¥6.10b (up 8.4% from 1Q 2025). Net income: JP¥193.0m (up JP¥206.0m from 1Q 2025). Profit margin: 3.2% (up from net loss in 1Q 2025). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 5% per year whereas the company’s share price has remained flat. Reported Earnings • Jun 27
Full year 2025 earnings released: EPS: JP¥135 (vs JP¥160 in FY 2024) Full year 2025 results: EPS: JP¥135 (down from JP¥160 in FY 2024). Revenue: JP¥26.1b (up 4.0% from FY 2024). Net income: JP¥997.0m (down 15% from FY 2024). Profit margin: 3.8% (down from 4.7% in FY 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 13% per year but the company’s share price has only fallen by 3% per year, which means it has not declined as severely as earnings. 공시 • Jun 26
KFC Ltd to Report Q1, 2026 Results on Aug 08, 2025 KFC Ltd announced that they will report Q1, 2026 results on Aug 08, 2025 Reported Earnings • May 20
Full year 2025 earnings released: EPS: JP¥135 (vs JP¥160 in FY 2024) Full year 2025 results: EPS: JP¥135 (down from JP¥160 in FY 2024). Revenue: JP¥26.1b (up 4.0% from FY 2024). Net income: JP¥997.0m (down 15% from FY 2024). Profit margin: 3.8% (down from 4.7% in FY 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 13% per year but the company’s share price has only fallen by 7% per year, which means it has not declined as severely as earnings. 공시 • May 15
KFC Ltd, Annual General Meeting, Jun 20, 2025 KFC Ltd, Annual General Meeting, Jun 20, 2025. 공시 • Mar 26
KFC Ltd to Report Fiscal Year 2025 Results on May 15, 2025 KFC Ltd announced that they will report fiscal year 2025 results on May 15, 2025 Upcoming Dividend • Mar 21
Upcoming dividend of JP¥50.00 per share Eligible shareholders must have bought the stock before 28 March 2025. Payment date: 27 June 2025. Payout ratio is a comfortable 38% but the company is not cash flow positive. Trailing yield: 3.7%. Within top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (2.4%). Reported Earnings • Feb 08
Third quarter 2025 earnings released: EPS: JP¥68.07 (vs JP¥53.81 in 3Q 2024) Third quarter 2025 results: EPS: JP¥68.07 (up from JP¥53.81 in 3Q 2024). Revenue: JP¥7.40b (up 1.7% from 3Q 2024). Net income: JP¥501.0m (up 27% from 3Q 2024). Profit margin: 6.8% (up from 5.4% in 3Q 2024). Over the last 3 years on average, earnings per share has fallen by 21% per year but the company’s share price has only fallen by 11% per year, which means it has not declined as severely as earnings. 공시 • Jan 03
KFC Ltd to Report Q3, 2025 Results on Feb 07, 2025 KFC Ltd announced that they will report Q3, 2025 results on Feb 07, 2025 Reported Earnings • Nov 09
Second quarter 2025 earnings released: EPS: JP¥14.68 (vs JP¥20.79 in 2Q 2024) Second quarter 2025 results: EPS: JP¥14.68 (down from JP¥20.79 in 2Q 2024). Revenue: JP¥6.05b (flat on 2Q 2024). Net income: JP¥108.0m (down 29% from 2Q 2024). Profit margin: 1.8% (down from 2.5% in 2Q 2024). Over the last 3 years on average, earnings per share has fallen by 29% per year but the company’s share price has only fallen by 14% per year, which means it has not declined as severely as earnings. 공시 • Sep 26
KFC Ltd to Report Q2, 2025 Results on Nov 07, 2024 KFC Ltd announced that they will report Q2, 2025 results on Nov 07, 2024 New Risk • Sep 17
New major risk - Financial data availability The company has not reported any financial data. This is considered a major risk. With no or incomplete audited reported financial data, it is virtually impossible to assess the company's investment potential. Currently, the following risks have been identified for the company: Major Risk No financial data reported. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Market cap is less than US$100m (JP¥9.30b market cap, or US$66.1m). Reported Earnings • Aug 13
First quarter 2025 earnings released: JP¥1.77 loss per share (vs JP¥8.29 profit in 1Q 2024) First quarter 2025 results: JP¥1.77 loss per share (down from JP¥8.29 profit in 1Q 2024). Revenue: JP¥5.63b (up 17% from 1Q 2024). Net loss: JP¥13.0m (down 121% from profit in 1Q 2024). Over the last 3 years on average, earnings per share has fallen by 32% per year but the company’s share price has only fallen by 13% per year, which means it has not declined as severely as earnings. Valuation Update With 7 Day Price Move • Aug 05
Investor sentiment deteriorates as stock falls 15% After last week's 15% share price decline to JP¥1,250, the stock trades at a trailing P/E ratio of 7.8x. Average trailing P/E is 11x in the Building industry in Japan. Total loss to shareholders of 28% over the past three years. 공시 • Jun 27
KFC Ltd to Report Q1, 2025 Results on Aug 09, 2024 KFC Ltd announced that they will report Q1, 2025 results on Aug 09, 2024 Reported Earnings • May 20
Full year 2024 earnings released: EPS: JP¥160 (vs JP¥143 in FY 2023) Full year 2024 results: EPS: JP¥160 (up from JP¥143 in FY 2023). Revenue: JP¥25.1b (up 11% from FY 2023). Net income: JP¥1.18b (up 12% from FY 2023). Profit margin: 4.7% (up from 4.6% in FY 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 33% per year but the company’s share price has only fallen by 7% per year, which means it has not declined as severely as earnings. 공시 • May 17
KFC Ltd, Annual General Meeting, Jun 26, 2024 KFC Ltd, Annual General Meeting, Jun 26, 2024. 공시 • Mar 27
KFC Ltd to Report Fiscal Year 2024 Results on May 15, 2024 KFC Ltd announced that they will report fiscal year 2024 results on May 15, 2024 Upcoming Dividend • Mar 21
Upcoming dividend of JP¥50.00 per share Eligible shareholders must have bought the stock before 28 March 2024. Payment date: 26 June 2024. Payout ratio is a comfortable 37% and this is well supported by cash flows. Trailing yield: 3.4%. Within top quartile of Japanese dividend payers (3.2%). Higher than average of industry peers (2.1%). Reported Earnings • Feb 08
Third quarter 2024 earnings released: EPS: JP¥53.80 (vs JP¥80.17 in 3Q 2023) Third quarter 2024 results: EPS: JP¥53.80 (down from JP¥80.17 in 3Q 2023). Revenue: JP¥7.28b (up 12% from 3Q 2023). Net income: JP¥396.0m (down 33% from 3Q 2023). Profit margin: 5.4% (down from 9.1% in 3Q 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 32% per year but the company’s share price has only fallen by 12% per year, which means it has not declined as severely as earnings. 공시 • Dec 24
KFC Ltd to Report Q3, 2024 Results on Feb 05, 2024 KFC Ltd announced that they will report Q3, 2024 results on Feb 05, 2024 Reported Earnings • Nov 02
Second quarter 2024 earnings released: EPS: JP¥20.79 (vs JP¥14.13 in 2Q 2023) Second quarter 2024 results: EPS: JP¥20.79 (up from JP¥14.13 in 2Q 2023). Revenue: JP¥6.03b (up 6.3% from 2Q 2023). Net income: JP¥153.0m (up 47% from 2Q 2023). Profit margin: 2.5% (up from 1.8% in 2Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 28% per year but the company’s share price has only fallen by 14% per year, which means it has not declined as severely as earnings. 공시 • Sep 23
KFC Ltd to Report Q2, 2024 Results on Nov 01, 2023 KFC Ltd announced that they will report Q2, 2024 results on Nov 01, 2023 Reported Earnings • Aug 09
First quarter 2024 earnings released: EPS: JP¥8.29 (vs JP¥4.48 loss in 1Q 2023) First quarter 2024 results: EPS: JP¥8.29 (up from JP¥4.48 loss in 1Q 2023). Revenue: JP¥4.83b (up 2.3% from 1Q 2023). Net income: JP¥61.0m (up JP¥94.0m from 1Q 2023). Profit margin: 1.3% (up from net loss in 1Q 2023). Over the last 3 years on average, earnings per share has fallen by 26% per year but the company’s share price has only fallen by 14% per year, which means it has not declined as severely as earnings. 공시 • Jun 26
KFC Ltd to Report Q1, 2024 Results on Aug 04, 2023 KFC Ltd announced that they will report Q1, 2024 results on Aug 04, 2023 Reported Earnings • May 18
Full year 2023 earnings released: EPS: JP¥143 (vs JP¥250 in FY 2022) Full year 2023 results: EPS: JP¥143 (down from JP¥250 in FY 2022). Revenue: JP¥22.6b (down 13% from FY 2022). Net income: JP¥1.05b (down 43% from FY 2022). Profit margin: 4.6% (down from 7.1% in FY 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 22% per year but the company’s share price has only fallen by 14% per year, which means it has not declined as severely as earnings. Upcoming Dividend • Mar 23
Upcoming dividend of JP¥40.00 per share at 3.1% yield Eligible shareholders must have bought the stock before 30 March 2023. Payment date: 20 June 2023. Payout ratio is a comfortable 44% but the company is not cash flow positive. Trailing yield: 3.1%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.9%). Reported Earnings • Feb 04
Third quarter 2023 earnings released: EPS: JP¥80.16 (vs JP¥76.51 in 3Q 2022) Third quarter 2023 results: EPS: JP¥80.16 (up from JP¥76.51 in 3Q 2022). Revenue: JP¥6.49b (down 9.0% from 3Q 2022). Net income: JP¥590.0m (up 4.8% from 3Q 2022). Profit margin: 9.1% (up from 7.9% in 3Q 2022). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 14% per year whereas the company’s share price has fallen by 16% per year. 공시 • Dec 21
KFC, Ltd. to Report Q3, 2023 Results on Feb 03, 2023 KFC, Ltd. announced that they will report Q3, 2023 results on Feb 03, 2023 Reported Earnings • Nov 18
Second quarter 2023 earnings released: EPS: JP¥14.13 (vs JP¥57.89 in 2Q 2022) Second quarter 2023 results: EPS: JP¥14.13 (down from JP¥57.89 in 2Q 2022). Revenue: JP¥5.67b (down 12% from 2Q 2022). Net income: JP¥104.0m (down 76% from 2Q 2022). Profit margin: 1.8% (down from 6.6% in 2Q 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 6% per year whereas the company’s share price has fallen by 11% per year. Board Change • Nov 16
Less than half of directors are independent Following the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 7 non-independent directors. Independent Outside Director Mariko Nakagiri was the last independent director to join the board, commencing their role in 2017. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model. Reported Earnings • Nov 09
Second quarter 2023 earnings released: EPS: JP¥14.13 (vs JP¥57.89 in 2Q 2022) Second quarter 2023 results: EPS: JP¥14.13 (down from JP¥57.89 in 2Q 2022). Revenue: JP¥5.67b (down 12% from 2Q 2022). Net income: JP¥104.0m (down 76% from 2Q 2022). Profit margin: 1.8% (down from 6.6% in 2Q 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 6% per year whereas the company’s share price has fallen by 11% per year. Buying Opportunity • Nov 04
Now 22% undervalued after recent price drop Over the last 90 days, the stock is down 12%. The fair value is estimated to be JP¥1,883, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 3.5%. 공시 • Sep 24
KFC, Ltd. to Report Q2, 2023 Results on Nov 07, 2022 KFC, Ltd. announced that they will report Q2, 2023 results on Nov 07, 2022 Reported Earnings • Jul 31
First quarter 2023 earnings released: JP¥4.48 loss per share (vs JP¥45.66 profit in 1Q 2022) First quarter 2023 results: JP¥4.48 loss per share (down from JP¥45.66 profit in 1Q 2022). Revenue: JP¥4.72b (down 25% from 1Q 2022). Net loss: JP¥33.0m (down 110% from profit in 1Q 2022). Over the last 3 years on average, earnings per share has increased by 3% per year whereas the company’s share price has fallen by 1% per year. Reported Earnings • Jun 23
Full year 2022 earnings released: EPS: JP¥250 (vs JP¥313 in FY 2021) Full year 2022 results: EPS: JP¥250 (down from JP¥313 in FY 2021). Revenue: JP¥26.0b (down 6.6% from FY 2021). Net income: JP¥1.84b (down 20% from FY 2021). Profit margin: 7.1% (down from 8.3% in FY 2021). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings. Reported Earnings • May 20
Full year 2022 earnings released: EPS: JP¥250 (vs JP¥313 in FY 2021) Full year 2022 results: EPS: JP¥250 (down from JP¥313 in FY 2021). Revenue: JP¥26.0b (down 6.6% from FY 2021). Net income: JP¥1.84b (down 20% from FY 2021). Profit margin: 7.1% (down from 8.3% in FY 2021). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth. 공시 • May 18
KFC, Ltd., Annual General Meeting, Jun 17, 2022 KFC, Ltd., Annual General Meeting, Jun 17, 2022. Board Change • Apr 27
Less than half of directors are independent Following the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 7 non-independent directors. Independent Outside Director Mariko Nakagiri was the last independent director to join the board, commencing their role in 2017. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model. 공시 • Apr 07
KFC, Ltd. to Report Fiscal Year 2022 Results on May 16, 2022 KFC, Ltd. announced that they will report fiscal year 2022 results on May 16, 2022 Upcoming Dividend • Mar 23
Upcoming dividend of JP¥70.00 per share Eligible shareholders must have bought the stock before 30 March 2022. Payment date: 21 June 2022. Payout ratio is a comfortable 26% and this is well supported by cash flows. Trailing yield: 3.8%. Within top quartile of Japanese dividend payers (3.4%). Higher than average of industry peers (1.8%). Reported Earnings • Jan 30
Third quarter 2022 earnings: EPS exceeds analyst expectations while revenues lag behind Third quarter 2022 results: EPS: JP¥76.49 (down from JP¥95.12 in 3Q 2021). Revenue: JP¥7.13b (down 8.4% from 3Q 2021). Net income: JP¥563.0m (down 20% from 3Q 2021). Profit margin: 7.9% (down from 9.0% in 3Q 2021). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 4.8%. Earnings per share (EPS) exceeded analyst estimates by 1.6%. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings. Reported Earnings • Oct 29
Second quarter 2022 earnings released: EPS JP¥57.88 (vs JP¥41.31 in 2Q 2021) The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2022 results: Revenue: JP¥6.47b (up 8.6% from 2Q 2021). Net income: JP¥426.0m (up 40% from 2Q 2021). Profit margin: 6.6% (up from 5.1% in 2Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings. Reported Earnings • Aug 03
First quarter 2022 earnings released: EPS JP¥45.66 (vs JP¥43.62 in 1Q 2021) The company reported a solid first quarter result with improved earnings and revenues, although profit margins were flat. First quarter 2022 results: Revenue: JP¥6.26b (up 4.7% from 1Q 2021). Net income: JP¥336.0m (up 4.7% from 1Q 2021). Profit margin: 5.4% (in line with 1Q 2021). Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings. Reported Earnings • Jun 25
Full year 2021 earnings released: EPS JP¥313 (vs JP¥286 in FY 2020) The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2021 results: Revenue: JP¥27.8b (down 2.3% from FY 2020). Net income: JP¥2.31b (up 9.7% from FY 2020). Profit margin: 8.3% (up from 7.4% in FY 2020). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings. Reported Earnings • May 16
Full year 2021 earnings released: EPS JP¥313 (vs JP¥286 in FY 2020) The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2021 results: Revenue: JP¥27.8b (down 2.3% from FY 2020). Net income: JP¥2.31b (up 9.7% from FY 2020). Profit margin: 8.3% (up from 7.4% in FY 2020). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings. Upcoming Dividend • Mar 23
Upcoming dividend of JP¥70.00 per share Eligible shareholders must have bought the stock before 30 March 2021. Payment date: 22 June 2021. Trailing yield: 3.2%. Within top quartile of Japanese dividend payers (2.7%). Higher than average of industry peers (1.3%). Is New 90 Day High Low • Feb 10
New 90-day high: JP¥2,230 The company is up 8.0% from its price of JP¥2,073 on 12 November 2020. The Japanese market is up 11% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Building industry, which is up 3.0% over the same period. Reported Earnings • Feb 02
Third quarter 2021 earnings released: EPS JP¥95.10 (vs JP¥81.53 in 3Q 2020) The company reported a decent third quarter result with improved earnings and profit margins, although revenues were weaker. Third quarter 2021 results: Revenue: JP¥7.79b (down 4.3% from 3Q 2020). Net income: JP¥700.0m (up 17% from 3Q 2020). Profit margin: 9.0% (up from 7.4% in 3Q 2020). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth. 공시 • Dec 16
KFC, Ltd. to Report Q3, 2021 Results on Jan 29, 2021 KFC, Ltd. announced that they will report Q3, 2021 results on Jan 29, 2021 공시 • Sep 04
KFC, Ltd. to Report Q2, 2021 Results on Oct 29, 2020 KFC, Ltd. announced that they will report Q2, 2021 results on Oct 29, 2020