Kanro, a ¥84.3B market cap Japanese confectioner, rose 6% on July 30 after releasing its 1H FY12/25 results that handily beat company guidance. The main driver was a significant outperformance in operating profit—up 24.5% over guidance.

Sales: ¥16,725M (+2.6% vs. guidance, +7.5% y/y)
Operating Profit: ¥2,664M (+24.5% vs. guidance, +13.7% y/y)
Net Profit: ¥1,874M (+23.3% vs. guidance, +6.1% y/y)

With a P/E of 14x and 20% ROE, the stock maintains a reasonable valuation considering strong fundamentals. OP margin continue to improve from FY4.3% in FY 12/20 to 13.5% in FY12/24. Consumer trends in Japan—such as increased demand for candies and gummies for both enjoyment and health reasons like “heat stroke prevention”—continue to support Kanro’s growth outlook. This non-AI stock demonstrated that core earnings strength can still drive market interest.

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