Polaris Holdings Co., Ltd.

2026/10/30 12:01 Updated
Market Cap: $283.7M (¥44.7B)
Stock Price: $1.21 (¥191)
Exchange Rate: 1 USD = ¥157.48

Notice of Publication of Monthly Management Report (September 2026)

Publication of progress on new openings and domestic hotel operations for September 2026. Six new hotel opening contracts recorded; openings include Kanazawa Katamachi scheduled for May 2027. Details for four contracted properties are withheld pending disclosure consent. The operations platform progress toward the 2030 medium-term plan is 89.3%; targets include 150 hotels and approximately 43,000 rooms. Domestic hotel KPIs across 67 hotels show YoY fluctuations in RevPAR, with mixed improvement and deterioration by region. The report also notes effects from the Kumamoto earthquake and inbound demand trends.

Importance:
Page Updated: October 26, 2026
IR Disclosure Date: October 26, 2026

Key Figures

  • Number of new hotel opening contracts: 6 cases
  • Number of hotels: 2,597 hotels (cumulative)
  • Progress toward 2030 medium-term plan: 89.3%

AI要約

Progress of New Openings and Operations Platform

This document is the monthly report for September 2026 and details the progress of new openings and the current status of the operations platform. Six new opening contracts were recorded, with future opening schedules indicated for Tokyo, Kanazawa, Nagoya and other locations; the report explains steps toward achieving the 2030 targets for number of hotels and rooms. Details for four contracted properties are not disclosed pending consent for disclosure. The operations platform has reached 89.3% progress toward the 2030 medium-term plan, advancing toward the targets for operated hotels and rooms both domestically and internationally.

Regional and Demand Trend Analysis

For KPIs covering 67 domestic hotels, RevPAR showed year-over-year variation, with demand impacts observed in the Kinki and Kanto regions; the Chubu area in particular showed comparative strength due to the Asian Games. Reported factors for decreased inbound demand include declines in the Chinese market, fluctuations in air travel demand, and impacts from natural disasters. A hotel affected by the earthquake (KOKO STAY Kumamoto Yatsushiro) is currently suspended from operations. Attention is required for future recovery trends and regional performance disparities.

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Polaris Holdings Co., Ltd.

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