Vega Corporation Co.,Ltd.
Presentation Materials for the Second Quarter (Interim) of the Fiscal Year Ending March 2027
For the cumulative second quarter (interim) of the fiscal year ending March 2027, the LOWYA business performed strongly, with revenue of 9,986 million yen (YoY +120.5%) and operating income of 660 million yen (YoY +149.0%)—both showing substantial increases. The DOKODEMO business grew with revenue of 143 million yen (YoY +80.7%) and GMV of 866 million yen (YoY +78.8%). However, the company announced the transfer of the DOKODEMO business, proceeding with a restructuring of the business portfolio. The full-year forecasts have been revised upward, with revenue and all profit items expected to exceed initial guidance. Shareholder returns were revised with the year-end dividend raised from 18 yen to 20 yen.
Key Figures
- Revenue: 9,986 million yen (YoY 120.5%)
- Operating Income: 660 million yen (YoY 149.0%)
- DOKODEMO Revenue: 143 million yen (YoY 80.7%)
- Dividend Policy: Year-end dividend 18 yen → 20 yen (annual)
AI要約
Overview of Results
In the second quarter of the fiscal year ending March 2027, the LOWYA business achieved a substantial increase in revenue due to new physical store openings and the effectiveness of its OMO strategy. For the interim period, revenue was 9,986 million yen, operating income was 660 million yen, and the operating margin was 6.6%, all significantly higher than the prior year. LOWYA expanded its physical store network to 18 locations and maintained a high OMO ratio. The DOKODEMO business showed growth with GMV of 866 million yen and revenue of 143 million yen, but the business was transferred and the company will accelerate resource allocation to LOWYA going forward.
Outlook and Shareholder Returns
Full-year forecasts for the fiscal year ending March 2027 have been revised upward, and revenue and profit items are expected to exceed the initial plan. The year-end dividend has been revised from 18 yen to 20 yen, with an annual dividend of 20 yen planned. The transfer of DOKODEMO is expected to have a minimal impact on results. The company will continue growth investments, focusing on expanding physical stores and strengthening its own e-commerce platform.
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Forecast vs. Actual Comparison
Vega Corporation Co.,Ltd.
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