Fuji Oil Holdings stock gains as FY2026 profit rebounds

Fuji Oil Holdings Company (JP3835600009) enters September 22, 2026, with a stronger earnings base than the previous fiscal year: FY2026 revenue reached JPY 772,288 million, while business profit rose 171.8 percent year on year to JPY 36,048 million. The company trades in Tokyo under ticker 2607.

Profit recovery leads the story

According to ENVALITH on September 22, 2026, Fuji Oil reported FY2026 net sales of JPY 772,288 million for the year ended March 2026, an increase of 15.1 percent from the prior year. Business profit reached JPY 36,048 million, up 171.8 percent year on year.

The improvement was not evenly distributed across the group. The plant-based oils and fats business recorded a 12.3 percent business profit margin in FY2026, supported by demand for cocoa butter equivalents while cocoa bean prices remained high. This comparison matters because the profit increase was much faster than revenue growth, pointing to a material improvement in operating leverage.

Guidance points to another increase

Fuji Oil's FY2027 forecast, covering the year ending March 2027, calls for revenue of JPY 754,000 million, down 2.4 percent from FY2026, while business profit is forecast at JPY 37,500 million, up 4.0 percent. Profit attributable to owners of the parent is projected at JPY 19,500 million, an increase of 75.0 percent.

That combination gives the stock a specific earnings tension. Sales are expected to decline by 2.4 percent, but business profit is projected to rise by 4.0 percent and attributable profit by 75.0 percent. For investors, the key issue is therefore margin conversion and the normalization of exceptional costs rather than headline revenue growth alone.

The same September 22, 2026 coverage identifies a counter-factor in the Food Service Chocolate segment. FY2026 included a goodwill impairment loss of JPY 5,516 million related to Blommer, while operating profit in that segment stood at JPY 2,391 million. Prolonged demand weakness and higher fixed costs remain relevant risks to the recovery plan.

Stock data and trading frame

Fuji Oil Holdings stock is listed on the Tokyo Stock Exchange in JPY under ticker 2607. The latest reported company figures provide the fundamental reference point for the share: FY2026 revenue was JPY 772,288 million, compared with the FY2027 forecast of JPY 754,000 million, while business profit is expected to move from JPY 36,048 million to JPY 37,500 million.

The earnings profile is consequently improving, but the recovery depends on the group sustaining the 12.3 percent margin achieved in plant-based oils and fats and containing the weakness associated with Blommer. The contrast between a 171.8 percent FY2026 business profit increase and the more moderate 4.0 percent FY2027 forecast is the clearest numerical measure of that transition.

Fuji Oil stock tracks profit quality

Fuji Oil Holdings stock remains primarily an earnings-recovery story. The company reported JPY 36,048 million of business profit for FY2026 and guided to JPY 37,500 million for FY2027, while the JPY 5,516 million Blommer impairment and JPY 2,391 million segment operating profit show where execution risk remains concentrated.

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