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Yakult Honsha (2267) · FactHigher overseas sales ratio

Higher Overseas Sales Ratio and Growing Dependence on Overseas Earnings

First written in FY2016. 3 of 12 entries say "Softened", first in FY2017. Latest entry: FY2026.

12entries
11years
1from disclosures
Share on X
How it moved
ProgressHeldSoftenedWorseOtherFY2018 – FY2020OtherFY2022 – FY20232016: 120162017: 120172018: 120182019: 120192020: 120202021: 120212022: 120222023: 120232024: 120242025: 120252026: 22026
Same theme, other companies
Share of sales and profit from overseas operationsA theme 11 companies write about · 0 as a headwind · 4 as a tailwind

The whole theme swung hardest in 2017: 1 of 8 companies on the "Worse" side.

6 other companies' latest entry also says "Other".

Ridges = years it wrote progress, valleys = years it wrote worse. Most hopeful companies at the back. Drag to turn, scroll to zoom, right-drag to pan. On a phone, two fingers turn and pinch to zoom; one finger scrolls the page.
Full recordFilings, disclosures and news, newest first
  1. FY2026Higher overseas sales ratioAnnual report

    「In addition, overseas sales, including exports from Japan, rose 0.5% from the previous consolidated fiscal year to ¥240.8 billion, and the overseas sales ratio increased 1.5 percentage points from 48.0% in the previous consolidated fiscal year to 49.5%.」

    The overseas sales ratio rose from 48.0% to 49.5%, further increasing dependence on overseas earnings.
  2. 2026-05-12OtherEarnings presentation

    「Composition ratio 47.2 49.4 18.8 28.0 2.6」

    The overseas sales composition ratio in the beverage and food manufacturing and sales business increased from 47.8% in the previous fiscal year to 49.4% in the current fiscal year.
  3. FY2025Higher overseas sales ratioAnnual report

    「In addition, overseas sales, including exports from Japan, rose 5.8% from the previous consolidated fiscal year to ¥239.6 billion, and the overseas sales ratio increased 3.0 percentage points from 45.0% in the previous consolidated fiscal year to 48.0%.」

    The overseas sales ratio rose from 45.0% to 48.0%, and dependence on overseas earnings increased again.
  4. FY2024SoftenedAnnual report

    「In addition, overseas sales, including exports from Japan, rose 3.3% from the previous consolidated fiscal year to ¥226.5 billion, while the overseas sales ratio declined 0.4 percentage points from 45.4% in the previous consolidated fiscal year to 45.0%.」

    Overseas sales increased, but the overseas sales ratio declined from 45.4% to 45.0%, bringing the upward trend in dependence on overseas earnings to a pause.
  5. FY2023Higher overseas sales ratioAnnual report

    「In addition, overseas sales, including exports from Japan, rose 17.2% from the previous consolidated fiscal year to ¥219.3 billion, and the overseas sales ratio increased 0.3 percentage points from 45.1% in the previous consolidated fiscal year to 45.4%.」

    The overseas sales ratio rose from 45.1% to 45.4%, further increasing dependence on overseas earnings.
  6. FY2022Higher overseas sales ratioAnnual report

    「In addition, overseas sales, including exports from Japan, rose 11.9% from the previous consolidated fiscal year to ¥187.2 billion, and the overseas sales ratio increased 1.7 percentage points from 43.4% in the previous consolidated fiscal year to 45.1%.」

    The overseas sales ratio rose from 43.4% to 45.1%, and dependence on overseas earnings increased again.
  7. FY2021SoftenedAnnual report

    「In addition, overseas sales, including exports from Japan, fell 7.8% from the previous consolidated fiscal year to ¥167.2 billion, and the overseas sales ratio declined 1.3 percentage points from 44.7% in the previous consolidated fiscal year to 43.4%.」

    The overseas sales ratio declined from 44.7% to 43.4%, weakening the upward trend that had continued until recently.
  8. FY2020Higher overseas sales ratioAnnual report

    「In addition, overseas sales, including exports from Japan, rose 0.5% from the previous consolidated fiscal year to ¥181.5 billion, and the overseas sales ratio increased 0.3 percentage points from 44.4% in the previous consolidated fiscal year to 44.7%.」

    The overseas sales ratio rose from 44.4% to 44.7%, further increasing dependence on overseas earnings.
  9. FY2019Higher overseas sales ratioAnnual report

    「In addition, overseas sales, including exports from Japan, rose 6.0% from the previous consolidated fiscal year to ¥180.6 billion, and the overseas sales ratio increased 1.9 percentage points from 42.5% in the previous consolidated fiscal year to 44.4%.」

    The overseas sales ratio rose from 42.5% to 44.4%, further increasing dependence on overseas earnings.
  10. FY2018Higher overseas sales ratioAnnual report

    「In addition, overseas sales, including exports from Japan, rose 14.6% from the previous consolidated fiscal year to ¥170.4 billion, and the overseas sales ratio increased 3.2 percentage points from 39.3% in the previous consolidated fiscal year to 42.5%.」

    The overseas sales ratio rose from 39.3% in the previous fiscal year to 42.5%, and the upward trend that had weakened in the previous fiscal year strengthened again.
  11. FY2017SoftenedAnnual report

    「Meanwhile, overseas sales, including exports from Japan, fell 7.4% from the previous consolidated fiscal year to ¥148.7 billion, and the overseas sales ratio declined 1.8 percentage points from 41.1% in the previous consolidated fiscal year to 39.3%.」

    The overseas sales ratio declined from 41.1% to 39.3%, weakening the upward trend seen through the previous fiscal year.
  12. FY2016First statedAnnual report

    「Overseas sales, including exports from Japan, rose 10.0% from the previous consolidated fiscal year to ¥160.5 billion, and the overseas sales ratio increased 1.4 percentage points from 39.7% in the previous consolidated fiscal year to 41.1%.」

    The overseas sales ratio rose to 41.1%, and the earnings contribution of the overseas beverage and food manufacturing and sales business also indicates greater dependence on overseas earnings.
Moved together

"Foreign Exchange, Political/Economic and Regulatory Risks Associated with the Globalization of Operations" moved the same way as this thread, in the same document, in 2 of its 12 moves.

222★123
  1. ★This thread
  2. 1Foreign Exchange, Political/Economic and Regulatory Risks Associated with the Globalization of Operations2×
  3. 2Earnings pressure on the pharmaceutical business from drug price revisions and the shift to generic drugs2×
  4. 3Risk of Pharmaceutical Business Dependence on Eloxatin2×

★ is this thread; numbers match the list above. The number on a line is how many documents both moved the same way in; lines between the other threads count the documents they moved together in too. Threads that move together often sit closer.

When this could move next
No upcoming earnings preview for Yakult Honsha yet. It last moved in the Earnings presentation of 2026-05-12: "Other".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Higher Overseas Sales Ratio and Growing Dependence on Overseas Earnings | YAKULT HONSHA CO.,LTD. (2267) | Komori