#JapanEquities

2Q cumulative revenue was 10,780 million yen, adjusted EBITDA was 1,461 million yen, operating profit was 1,240 million yen, with a substantial year-on-year increase. Contributions from M&A and suppression of depreciation were factors. The number of stores continues to expand, though geopolitical tensions in the Middle East introduce some uncertainty. Full-year plan progress is above 50% for operating profit.

Net sales were 25,700 million yen, up 17.0% YoY. Operating income was 6,884 million yen (down 5.6%), pre-tax income was 6,919 million yen (down 4.7%), and net income attributable to owners of parent was 4,689 million yen (down 6.3%). No changes to the full-year earnings guidance. Adjusted EBITDA was 8,955 million yen. TOB-related expenses impacted as one-off costs.

Monthly update of key KPI trends. Includes data for early fixed-price model, cumulative, and monthly trends; plotted metrics include number of offers sent, approvals, and company registrations. Unknown values are labeled as unknown.

Key indicators such as revenue, operating income, and net income are disclosed; notes on whether there were revisions to the 2Q cumulative full-year outlook, segment-by-segment breakdown, and financial condition including assets and liabilities are described (unknown values are indicated as unknown).

The results for the second quarter of the fiscal year ending December 2026 exceeded the previous forecast, leading to an upward revision of the full-year revenue forecast. Operating income, ordinary income, and interim net income remained unchanged from the prior forecast. In the second half, assuming price revision effects and improving supply-demand, while remaining mindful of uncertainties in raw materials,...

Interim dividend revised to 28 yen, year-end dividend revised to 22 yen. Annual dividend forecast maintained at 50 yen. For the fiscal year ending December 2026, interim dividend is raised to 28 yen based on our previous forecast being exceeded, while the full-year dividend remains 50 yen.

Discloses consolidated results for the period, including revenue and segment profit. Items include segment revenue, net income, ordinary income, and quarterly net income attributable to owners of the parent. Explanations of YoY comparison and drivers of increases/decreases are provided.

Revision of the consolidated full-year earnings forecast for the second quarter of the fiscal year ending March 2027. Net sales are unchanged at 26,400 million yen, but operating income increases by 1,300 million yen, ordinary income by 1,500 million yen, and net income attributable to owners of the parent by 900 million yen. Both ordinary income and net income per...

For the first quarter of the fiscal year ending March 2027, consolidated net sales were 72,512 million yen (YoY +38.1%), operating income was 6,930 million yen (YoY +183.4%), and net income attributable to owners of the parent was 5,691 million yen (YoY +349.0%). The company revised its earnings outlook and dividend forecast for 2027.

At the board meeting held on 2026/08/05, the company upwardly revised its consolidated earnings forecast for the second quarter cumulative and full year of FY2027. For the second quarter cumulative, net sales are 100,000 hundred million yen, operating income 7,000 hundred million yen, ordinary income 7,100 hundred million yen, profit attributable to owners of parent 4,500 hundred million yen. For...

Announces the consolidated results for the first quarter of the fiscal year ending March 2027. Revenue increased year over year, with improvements in operating income and net income. Segment breakdown, cash flow status, and changes in financial indicators are disclosed. No new information such as full-year outlook is included in this quarter-only summary.

Notice regarding the recognition of a special loss and the discrepancy between the full-year earnings forecast and actual results. For the consolidated fiscal year ending June 2026, a special loss and provision for doubtful accounts are recognized, and the discrepancy between the forecast and actual results is disclosed.