and ST HD Co.,Ltd.

2685.T
Apparel Manufacturing
2026/09/30 11:27 Updated
Market Cap: $893.4M (¥140.7B)
Stock Price: $19.37 (¥3,050)
Exchange Rate: 1 USD = ¥157.48

Interim Earnings Presentation Materials

In the first half, revenue and operating income reached record highs. Improved gross margin and inventory management enhanced profitability. Backed by strong performance of the Apparel platform and overseas growth, the full-year forecast is unchanged while aiming to exceed plans in the second half.

Importance:
Page Updated: September 30, 2026
IR Disclosure Date: September 30, 2026

Key Figures

  • Revenue: 1,521 hundred million yen (Year-over-Year 101.9%)
  • Operating Income: 107 hundred million yen (Year-over-Year 134.6%)
  • Net Income Attributable to Owners of Parent: 59 hundred million yen (Year-over-Year 99.4%)

AI要約

Performance Overview

For the six months ended February 2027, both revenue and operating income reached record highs. Improvements in gross margin and inventory control that curtailed markdowns contributed, with the platform business and global business achieving steady growth. Expansion in overseas markets and new businesses targeting Generation Z also progressed. Growth in Asian markets excluding the U.S. exit drove overall performance.

Second Half Outlook and Investment Policy

Although the second half faces headwinds from currency conditions and rising costs, the company will continue to improve markups, optimize inventory levels, and refine advertising expenditures. It aims to generate sales and profit above plan in the six months of the second half, and emphasizes sustainability of growth through launching multiple new brands and continuing investments in new overseas businesses.

Operating Income Trend

SG&A Ratio & Gross Margin

Revenue Composition by Segment

Guidance Comparison

This page uses AI to summarize IR materials from TDnet. Please refer to the original document for investment decisions.

and ST HD Co.,Ltd.

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