🍾 Beverages · Next Month

Asahi Group Holdings (TYO: 2502) reports H1 2026 diluted EPS of at least ¥32.00 on 12 August 2026

Hit ✦ AI-generated prediction Published on 11. July 2026 · Predicted for 12. August 2026 · Based on: Historical Cycle

Probability

57%

Asahi Group Holdings reports H1 2026 on 12 August 2026. Own guidance: EPS ¥32.26; revenue ¥790.5B JPY. Following the 29 September 2025 cyberattack that disrupted accounting systems and delayed Q1 results, the group set FY2026 guidance at revenue +11.2% and core operating profit +10.6% YoY. Europe and Asia-Pacific were broadly on plan. Missing own guidance would be unusual; large Japanese conglomerates historically meet published H1 forecasts in ~60–65% of cases. No Polymarket/Kalshi signal.

Data basis for this prediction

Investing.com Earnings Calendar: Asahi Group H1 2026 Termin 12. August 2026
Asahi Investor Relations: H1 2026 EPS-Prognose ¥32,26, Umsatz ¥790,5 Mrd. JPY
Asahi newsroom: Cyber-Angriff 29.09.2025, Q1-Verzögerung (Mai 2026)
Asahi FY2026 Guidance: Revenue +11,2% YoY, Core Operating Profit +10,6% YoY

Verdict: Hit

Asahi Group Holdings (2502) veröffentlichte die H1-2026-Ergebnisse am 14. August 2026 (zwei Tage später als die vorhergesagten 12. August). Der verwässerte EPS für H1 2026 (Q2-Kumulativ Jan–Jun 2026) betrug laut Matsui Securities ca. 67,79 JPY – mehr als doppelt so hoch wie die Vorhersage-Schwelle von ≥ 32,00 JPY. Der Konzerngewinn stieg um 68,8 % YoY auf 991 Mrd. JPY (Rekordwert), getrieben durch starkes Wachstum in Europa und Asien-Pazifik sowie Premiumisierung. Die in der Vorhersage genannte Guidance von ¥32,26 EPS lag deutlich unterhalb des tatsächlichen Wertes, was darauf hindeutet, dass entweder die Guidance-Quelle fehlerhaft war oder es sich um eine Q1-only-Schätzung handelte. Quellen: Matsui Securities (finance.matsui.co.jp/stock/2502), Kabutan (kabutan.jp/news/?b=k202608140007), Asahi Group Holdings Newsroom (asahigroup-holdings.com/newsroom/detail/20260814-0101.html).

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