Suntory Beverage & Food Ltd: Recent Financial Performance and Market Outlook
Suntory Beverage & Food Ltd. (ticker: SNTB), a Japanese consumer‑staples company listed on the Tokyo Stock Exchange, reported its most recent quarterly results on 12 February 2026. The company’s performance for the quarter ended 31 December 2025 and for the fiscal year ended 31 December 2025 has been analyzed by market analysts and will be disclosed at the forthcoming quarterly financial conference.
Quarterly Results (Q4 2025)
| Metric | Analysts’ Consensus | Prior Year |
|---|---|---|
| Earnings per share (EPS) | 39.92 JPY | 33.12 JPY |
| Revenue | 442.74 B JPY | 419.10 B JPY |
| Revenue growth | 5.64 % | – |
The consensus EPS of 39.92 JPY represents a year‑on‑year increase of roughly 20 %. Revenue growth of 5.64 % aligns with the company’s historical trend of modest expansion. Analysts estimate the company will continue to benefit from its diversified portfolio, which includes mineral water, ready‑to‑drink coffee and tea, carbonated soft drinks, functional drinks, fruit juices, and processed food.
Fiscal‑Year Outlook (FY 2025)
| Metric | Consensus Forecast | Prior Year |
|---|---|---|
| Earnings per share (EPS) | 284.27 JPY | 302.57 JPY |
| Revenue | 1.9 trillion JPY | 1.83 trillion JPY |
Analysts project a slight decline in FY 2025 EPS relative to FY 2024, reflecting pressure from commodity costs and currency fluctuations. Revenue is expected to grow marginally, driven by the company’s continued presence in key markets across Japan, Europe, Asia, Oceania, and the Americas.
Market Context: Carbonated Soft Drinks
According to a 2026 market forecast by Maximize Market Research, the global carbonated soft drinks market is projected to reach USD 404.05 billion by 2032, growing at a CAGR of 4.7 % from 2025. The forecast cites several growth drivers:
- Premium beverage offerings – consumers are willing to pay a premium for higher‑quality ingredients and unique flavor profiles.
- Flavor innovation – new and seasonal flavors are attracting repeat purchases.
- Expanded retail channels – e‑commerce and convenience stores are expanding the reach of carbonated products.
Suntory Beverage & Food, as a significant player in the carbonated segment, stands to benefit from these trends. Its portfolio includes a range of carbonated beverages that cater to both mass‑market and premium segments.
Company Fundamentals
| Item | Value |
|---|---|
| Close price (27 Jan 2026) | 4 841 JPY |
| 52‑week high (12 May 2025) | 5 214 JPY |
| 52‑week low (1 Jan 2026) | 14.99 JPY |
| Market cap | 1 480 108 408 832 JPY |
| P/E ratio | 17.598 |
The company’s market capitalization of approximately 1.48 trillion JPY reflects its status as a major player in the beverages sector. The price‑to‑earnings ratio of 17.598 indicates that the market values the company at a moderate premium relative to its earnings.
Summary
- Suntory Beverage & Food has delivered solid quarterly earnings growth, with EPS up by about 20 % year‑on‑year.
- Revenue growth remains modest but consistent with historical performance.
- The global carbonated soft drinks market is expected to expand, providing a favorable backdrop for the company’s beverage portfolio.
- Analysts anticipate a slight decline in FY 2025 earnings, primarily due to cost pressures, while revenue is projected to grow marginally.
The company’s diversified product range and presence in multiple geographic regions position it well to capitalize on ongoing shifts toward premium and innovative beverage options.
