Japan Tobacco International

Japan Tobacco reported adjusted operating profit growth of 20.5% for Q1 2026 and a net profit increase of 27.3%, supported by price adjustments, positive currency effects and strong operational performance in its tobacco products business. Revenue rose markedly, with the tobacco segment recording an adjusted operating profit increase of 19.2%, while processed foods helped stabilize results. Despite the numbers, the share fell 2.83% to ¥5,937 as investors cited risks such as declining volumes of combustibles in markets like Russia and geopolitical and regulatory uncertainties. Management emphasized expansion of its reduced-risk product business (Ploom) and its international rollout. » More on de.investing.com

For fiscal year 2025, Japan Tobacco approved a dividend of 234.00 JPY at the annual general meeting, equal to a total payout of 356.85 billion JPY and an increase in the payout of 20.62% year-on-year. The dividend yield for 2025 is 4.15% (prior year 4.75%); the stock traded at 5,950 JPY on the AGM date and is quoted ex-dividend. FactSet analysts expect an increase to 253.50 JPY for 2026 (expected yield 4.26%), and the five-year price performance is +179.93% (real return including dividends +181.22%). » More on finanzen.net

Japan Tobacco reported record figures for fiscal 2025: adjusted operating profit (AOP) of 927.5 billion JPY (+24.9%), net profit of 499.1 billion JPY (+188.9%) and revenue of 3,467.7 billion JPY. Drivers included strong pricing power in its combustible tobacco business, margin expansion and accelerated growth in the reduced-risk products (RRP) segment, notably from the Ploom heated tobacco device and the launch of Ploom AURA. The company announced a record dividend of 234 JPY and expects further growth in 2026 (AOP +8.9% at constant exchange rates), and plans about 800 billion JPY of RRP investments for 2026–2028. » More on de.investing.com