Kirin Holdings (TSE: 2503) reports H1 FY2026 (April–September 2026) EPS of at least JPY 68 on August 7, 2026
Hit
✦ AI-generated prediction
Published on 11. July 2026
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Predicted for 7. August 2026
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Based on: Historical Cycle
Kirin reported Q1 FY2026 net profit of JPY 27.1B and EPS of JPY 33.46 (+11.3% YoY). H1 FY2025 EPS was JPY 70 (profit JPY 57.2B). FY2026 full-year guidance: EPS JPY 193 (net profit JPY 156B, +5.7% YoY). With Q1 already at JPY 33.46, Q2 FY2026 only needs approx. JPY 34.54 to hit the JPY 68 threshold — roughly in line with estimated Q2 FY2025 levels (~JPY 36–40). Key risks — Middle East material costs (up to ▼JPY 20B) and Four Roses divestiture (▼JPY 7–8B) — are predominantly H2-weighted. No prediction market found.
Data basis for this prediction
- Kirin Q1 FY2026: Nettogewinn 27,1 Mrd. JPY, EPS 33,46 JPY (+11,3 % YoY) (Kirin IR, 14. Mai 2026)
- Kirin H1 FY2025: Nettogewinn 57,2 Mrd. JPY, EPS 70 JPY (Kirin IR, August 2025)
- Kirin FY2026-Prognose: Nettogewinn 156 Mrd. JPY, EPS 193 JPY (Kirin IR, Februar 2026)
- Kirin H1 FY2026-Ergebnistermin: 7. August 2026 (Investing.com Earnings Calendar)
Note: This is an AI-generated statistical forecast for entertainment and information purposes. It does not constitute investment advice or a recommendation to buy or sell any financial instrument.
Verdict: Hit
Kirin Holdings (TSE: 2503) meldete am 7. August 2026 für H1 FY2026 (April–Juni 2026) einen EPS von 126 JPY und einen Nettogewinn von 101,7 Mrd. JPY – deutlich über der Schwelle von 68 JPY (+85 % über der Prognose). Der Anstieg von 93,8 % YoY (vs. 65 JPY in H1 FY2025) wurde vor allem durch starkes Geschäftswachstum (+36,1 % Betriebsgewinn auf 128,3 Mrd. JPY) und den Abschluss der Jamieson-Wellness-Akquisition getrieben. Die Vorhersage traf klar ein; das Ergebnis übertraf die Mindestanforderung bei weitem. Quellen: BigGo Finance (finance.biggo.com/news/JP_2503.T_2026-08-07), Nikkei Disclosure (nikkei.com).
🍾 Beverages
✦ AI
Rémy Cointreau published its H1 FY2026/27 result on October 27, 2026: organic growth of +2.9 percent YoY for April–September 2026 — 90 basis points above this forecast's threshold. The company confirmed its FY2026/27 guidance ('gradual return to organic growth'). Q2 FY2026/27 (Jul–Sep): Cognac up 12 percent YoY. FY2025/26 full year: +0.2 percent organic ('in line with targets', Rémy IR, June 3, 2026). Achieving above 2.0 percent for the full year only requires H2 (Oct 2026–Mar 2027) to avoid a complete collapse — the 90-basis-point H1 buffer provides substantial safety margin. Risks: US demand weakness, Chinese Cognac tariffs, macro slowdown. Supporting: Rémy Martin premiumization strategy, confirmed guidance, strong Q2 momentum.
🍾 Beverages
✦ AI
After the record of 322 million bottles (2021), Champagne shipments are in structural decline: ~319 million in 2022, ~299 million in 2023 (CIVC). Continued luxury weakness in China (export volume –27% YoY H1 2026), rising input costs, and saturated key markets (USA, France, UK) point to further contraction. At –5 to –7% p.a. decline (2022–2025 trend), 2026 volume would be approximately 262–271 million bottles — well below the 280 million threshold. No prediction market signal available. Confirmed via CIVC annual report or Reuters by January 31, 2027.
🍾 Beverages
✦ AI
Analyst consensus for Q3 2026: EPS 0.2998 USD (~0.30 USD) with revenue of 2.49 billion USD (MarketBeat / TradingView, as of October 2026). Monster Beverage has beaten EPS consensus in a majority of recent quarters and continues to benefit from international market expansion in the energy drink segment. No active Polymarket or Kalshi market found for this event; beat probability estimated at ~65% based on historical beat rate and current consensus positioning.