Lion Corporation
4912・Prime Market・Chemicals
Consumer Products Business
Lion's core segment responsible for the manufacturing and sale of domestic daily necessities and over-the-counter pharmaceuticals
| Period | Current | Previous | Change |
|---|---|---|---|
| Net sales (Q1 FY2026, ending March 2026) | ¥57,372 million | ¥55,383 million (Q1 FY2025, ended March 2025) | ↑ |
| Business profit (Q1 FY2026, ending March 2026) | ¥4,063 million | ¥4,419 million (Q1 FY2025, ended March 2025) | ↓ |
| Business profit margin (Q1 FY2026, ending March 2026) | 7.1% | 8.0% (Q1 FY2025, ended March 2025) | ↓ |
| Net sales (full year FY2025, ended March 2025) | ¥258,874 million | ― | — |
| Business profit (full year FY2025, ended March 2025) | ¥21,634 million | ― | — |
| Business profit margin (full year FY2025, ended March 2025) | 8.4% | 7.0% (FY2024, ended March 2024) | ↑ |
Business Details
Manufactures and sells toothpaste, toothbrushes, hand soap, laundry detergent, dishwashing detergent, fabric softener, household detergent, antipyretic analgesics, eye drops, pet care products, etc., primarily in Japan. Positions Oral Care as the top priority area and promotes the development of high-value-added products and profit structure reform. In the first quarter of FY2026 (ending March 2026), net sales increased 3.6% year on year, while business profit decreased 8.1% year on year due to aggressive investment in advertising expenses for priority brands.
Recent Overview
Net sales increased, but business profit fell 8.1% year on year due to aggressive advertising investment
Net sales in Q1 FY2026 (ending March 2026) were ¥57,372 million (up 3.6% year on year). The Oral Care category (+9.8%), Pharmaceutical Products category (+4.9%), Fabric Care category (+1.9%), and Other category (+11.9%) drove sales growth, while the Living Care category (down 19.8%, including the impact of the "Reed" brand transfer) and Beauty Care category (down 3.1%) saw declines. Due to aggressive advertising investment in priority brands, business profit was ¥4,063 million (down 8.1% year on year), and the business profit margin declined to 7.1% (from 8.0% in the prior-year period).
Key Products
Growth Drivers
- Development and expansion of high-value-added new products in the Oral Care category (such as "DentHealth Medicated Toothpaste DX Premium")
- Boosting the Oral Care category through strong performance of products for the dental route channel
- Proposing new laundry habits through the launch of the new Fabric Care product "NANOX one Antibacterial x Time-Saving"
- Steady growth in pet care products (PETKISS and Odor-Removing Litter)
- Improvement in business profit margin through promotion of profit structure reform measures (production system review, efficiency in competitive spending)
- Reduction in stockout rates, improved inventory levels, and reduced logistics costs through digital utilization in the supply chain
Risks
- Short-term decline in business profit margin due to aggressive advertising investment in priority brands
- Reduction in sales scale due to portfolio review, including the transfer of the "Reed" brand in the Living Care category
- Temporary sales decline in the Beauty Care category during the brand relaunch transition period
- Risk of intensifying competition and demand fluctuation for some products in the Fabric Care and Pharmaceutical Products categories
- Risk of profit pressure from rising raw material prices and deteriorating consumer spending environment
- Concentration of sales with a major customer, PALTAC Corporation (¥97,604 million in FY2025, ended March 2025, approximately 23% of consolidated net sales)
- Changes in consumer purchasing behavior due to the maturity of the domestic market and continued price increases
Last updated: March 26, 2026