Japan Stock IR Daily – August 05, 2026 (85 reports)

• Hirose Electric announced its Q1 FY2027 financial results for the period from April to June 2026.
• Consolidated net sales reached ¥62.08 billion (up 26.8% year-on-year), operating profit was ¥13.34 billion (up 35.7% year-on-year), and the operating profit margin was 21.5%.
• Orders received totaled ¥71.06 billion, marking a 36.6% increase compared to the prior year’s first quarter.
• All market segments, including general industrial machinery, smartphones/mobile devices, consumer/mobile equipment, automotive/mobility-related, and communication infrastructure equipment, achieved revenue growth both year-on-year and quarter-on-quarter.
• Sales for the general industrial machinery segment reached a record high of ¥20.6 billion, driven by FA-related demand. Automotive/mobility-related sales reached ¥15.6 billion, marking the first time quarterly sales in this segment exceeded ¥15 billion.
• Net profit for the period was ¥7.33 billion (up 1.4% year-on-year), and diluted earnings per share were ¥224.03.

The reported results highlight broad-based revenue growth across all market segments, with a notable record high in general industrial machinery sales. Despite ongoing material cost pressures, increased sales volume appears to have contributed to improved profitability. The significant increase in orders received could suggest positive momentum for future revenue generation.

• YAMAICHI ESTATE Co., Ltd. has disclosed the financial results for the fiscal year ended May 2026 (June 1, 2025 – May 31, 2026) of its non-listed parent company, Ys’ Assortment Co., Ltd.
• Ys’ Assortment Co., Ltd. directly holds 46.12% of YAMAICHI ESTATE’s voting rights as of March 31, 2026, and one of its directors also serves as a director for YAMAICHI ESTATE.
• As of May 31, 2026, Ys’ Assortment Co., Ltd.’s balance sheet reported total assets of ¥4,060,892,500 and total net assets of ¥3,998,544,402.
• The company’s income statement for the fiscal year ended May 2026 shows net sales of ¥120,000,000 and a net loss of ¥88,642,815.
• The major shareholders of Ys’ Assortment Co., Ltd. are Mr. Shigeru Yamada (64.3%), Ms. Yuki Yamada (17.8%), and Mr. Hiroyuki Yamada (17.8%), collectively holding 100% of the outstanding shares.

This disclosure provides transparency regarding the financial status of YAMAICHI ESTATE’s non-listed parent company and major shareholder, Ys’ Assortment Co., Ltd. As Ys’ Assortment, whose primary business is asset management, is the controlling shareholder, its asset condition and earnings trends are crucial for evaluating YAMAICHI ESTATE’s corporate governance structure and financial stability. The significant net assets of the parent company alongside a net loss for the period could be a point of interest for investors, prompting attention to future trends in relation to its business activities.

• Takasago Thermal Engineering Co., Ltd. announced its consolidated financial results for the first quarter of the fiscal year ending March 2027 (April 1, 2026 – June 30, 2026).
• For the consolidated results, net sales were ¥84,922 million (down 9.9% year-on-year), operating profit was ¥8,481 million (down 16.2% year-on-year), ordinary profit was ¥9,621 million (down 11.8% year-on-year), and net income attributable to owners of parent was ¥6,408 million (down 28.4% year-on-year).
• Orders received amounted to ¥106,598 million, an increase of 1.7% compared to the same quarter of the previous year.
• By segment, the Plant Construction Business reported net sales of ¥82,984 million (down 10.2% year-on-year) and segment profit of ¥8,183 million (down 18.4% year-on-year). The Manufacturing and Sales of Equipment Business reported net sales of ¥2,183 million (up 21.1% year-on-year) and segment profit of ¥241 million (up 551.0% year-on-year).
• The full-year consolidated performance forecast for the fiscal year ending March 2027 remains unchanged, with projected net sales of ¥440,000 million, operating profit of ¥50,000 million, ordinary profit of ¥52,000 million, and net income attributable to owners of parent of ¥40,000 million (¥305.63 per share).

Takasago Thermal Engineering’s Q1 FY2027 results show a decline in sales and profits, which appears to be attributed to a concentration of large project progress in the previous fiscal year’s first quarter. However, the company reported an increase in orders received, and its Manufacturing and Sales of Equipment Business demonstrated strong growth in both sales and profit. The unchanged full-year forecast could suggest management anticipates a recovery in performance over the remainder of the fiscal year.

• Shin Nippon Biomedical Laboratories, Ltd. announced its consolidated financial results for the first quarter of the fiscal year ending March 2027.
• Sales reached ¥7,868 million, representing a 21.5% increase compared to the same period last year.
• Operating profit was ¥521 million, a turnaround from an operating loss of ¥340 million in the prior-year period.
• Ordinary profit was ¥1,433 million (+177.9% YoY), and net profit attributable to parent shareholders was ¥1,064 million (+308.6% YoY).
• The CRO business drove sales, achieving the highest-ever sales for a first quarter.
• The full-year consolidated performance forecast for the fiscal year ending March 2027 has been revised, anticipating sales of ¥38,000 million (+16.8% YoY), operating profit of ¥3,000 million (+13.0% YoY), ordinary profit of ¥6,000 million (+2.9% YoY), and net profit attributable to parent shareholders of ¥3,500 million (-23.4% YoY).

The first quarter results indicate substantial improvements across sales and profit metrics compared to the previous year, with operating profit notably turning positive. This appears to be primarily driven by the recognition of sales from large CRO projects that were delayed into this quarter. While the full-year forecast has been revised, the projected net profit attributable to parent shareholders suggests a decrease from the prior year, making future quarterly performance worth monitoring.

Disclaimer: This article is for informational purposes only and does not constitute investment advice.

• Edion’s consolidated net sales for Q1 FY2027 reached ¥201.49 billion, marking a 9.9% increase year-on-year.
• Operating profit for the same period was ¥11.07 billion, a significant increase of 134.0% compared to the prior year’s first quarter.
• Ordinary profit stood at ¥11.23 billion (up 127.5% YoY), and net profit attributable to parent company shareholders was ¥7.57 billion (up 136.4% YoY).
• The company announced signing a basic agreement on June 5, 2026, with Yamada Holdings Co., Ltd., regarding a business integration under a holding company structure.
• Its subsidiary, E.R. Japan Co., Ltd., commenced operation of a “PV Recycling Plant” on May 13, 2026, establishing an integrated recycling system for solar panels.

Edion’s Q1 results demonstrate robust growth across sales and profits, with a particularly strong surge in operating profit. This performance appears to be driven by favorable seasonal product sales due to an early air conditioner season, a shift in demand towards reform and renovation, and steady growth in housing equipment. Strategic initiatives such as the basic agreement for business integration with Yamada Holdings and the launch of the solar panel recycling business could be significant for the company’s future value creation.

• Toyo Seikan Group Holdings Co., Ltd. announced on August 5, 2026, an upward revision of its consolidated earnings forecasts for the second quarter and full year of the fiscal year ending March 2027.
• For the second quarter of FY2027 (April 1, 2026 – September 30, 2026), consolidated operating profit is now projected at ¥28.0 billion, an increase of 40.0% from the previous forecast of ¥20.0 billion.
• Net profit attributable to owners of parent for the same period is expected to increase by 15.8%, from ¥19.0 billion to ¥22.0 billion.
• For the full fiscal year ending March 2027 (April 1, 2026 – March 31, 2027), consolidated operating profit is revised upwards from ¥30.0 billion to ¥38.0 billion, a 26.7% increase.
• The reasons for the revision include an increase in sales volume in the steel sheet-related business for Q2, and for the full year, an increase in operating profit due to the upward revision of the Q2 consolidated earnings forecast.

This upward revision to earnings forecasts appears to be driven by an increase in sales volume, particularly within the steel sheet-related business. The significant 40.0% increase in Q2 operating profit compared to the previous forecast may suggest favorable market conditions or effective operational execution during the period. The full-year outlook also reflects increased operating profit, which could indicate a sustained positive trend in the company’s core businesses.

• For the first quarter of FY2027 (April 1, 2026, to June 30, 2026), Zuken reported consolidated net sales of ¥11,689 million, representing a 28.2% increase year-over-year.
• Consolidated operating profit reached ¥1,575 million, up 90.4% compared to the same period last year.
• Consolidated ordinary profit was ¥1,926 million (up 73.2% YoY), and net profit attributable to parent company shareholders was ¥1,328 million (up 89.5% YoY).
• Earnings per share for the quarter were ¥63.04.
• Total assets at the end of the quarter stood at ¥68,281 million, with an equity ratio of 60.1%.
• The full-year consolidated performance forecast for FY2027 remains unchanged from the announcement on May 14, 2026, projecting net sales of ¥46,000 million (up 6.7% YoY), operating profit of ¥6,700 million (up 14.2% YoY), and net profit attributable to parent company shareholders of ¥5,700 million (up 5.6% YoY).

Zuken’s strong first-quarter performance for FY2027, with significant year-over-year increases in sales and profits, appears to be driven by robust IT investments in digital transformation (DX) among its key manufacturing clients. The company noted strong sales of its core products, such as “CR-8000 Design Force” and “E3.series,” alongside contributions from network-related products by its domestic subsidiaries, leading to record quarterly results. With the full-year forecast maintained, investor attention may focus on the company’s ability to sustain this momentum in subsequent quarters.

• Okasan Securities Group announced on August 5, 2026, the completion of the interim review by certified public accountants for its Q1 FY2027 Consolidated Financial Results (Japanese GAAP).
• There are no changes to the quarterly consolidated financial statements previously disclosed on July 30, 2026.
• For the first quarter of fiscal year 2027 (April 1, 2026, to June 30, 2026), consolidated operating revenue was ¥31.57 billion (up 64.9% year-on-year), and net operating revenue was ¥30.43 billion (up 66.6% year-on-year).
• Ordinary profit reached ¥11.52 billion (up 911.5% year-on-year), and net profit attributable to parent company was ¥8.01 billion (up 365.8% year-on-year).
• Basic earnings per share for the quarter were ¥39.97, an increase from ¥8.57 in the prior-year period.

Okasan Group’s Q1 FY2027 results show substantial increases in both revenue and profit compared to the previous year. This performance appears to be driven by a moderately recovering Japanese economy and robust domestic and international stock market conditions, notably the increase in trading value on the Tokyo Stock Exchange and contributions from IPO lead manager assignments. Given that the financial instruments business is highly susceptible to market fluctuations, this strong quarterly performance may indicate a favorable operating environment for the company during this period.

• Kajima announced its consolidated financial results for the first quarter of the fiscal year ending March 2027 (April 1, 2026, to June 30, 2026) on August 5, 2026.
• Consolidated net sales amounted to ¥640,089 million, representing a 1.5% decrease compared to the same period of the previous fiscal year.
• Consolidated operating profit increased by 7.8% year-on-year to ¥40,522 million.
• Consolidated ordinary profit rose by 14.4% year-on-year to ¥44,429 million.
• Net profit attributable to owners of parent increased by 16.6% year-on-year to ¥30,926 million.
• Earnings per share for the quarter were ¥66.57.
• Orders received in the construction business increased by 21.1% year-on-year to ¥630.2 billion, primarily driven by an increase in domestic construction orders.
• The full-year consolidated earnings forecast remains unchanged from the most recently announced figures: net sales of ¥2,900,000 million, operating profit of ¥200,000 million, ordinary profit of ¥206,000 million, and net profit attributable to owners of parent of ¥170,000 million.

Despite a decrease in net sales, the company managed to secure profit growth in the first quarter, which could suggest effective cost management and improved profitability in certain segments. The positive performance in operating and net profit, driven by enhanced gross profit margins in domestic construction, is a key takeaway for investors. The consistency of the full-year forecast, despite current market conditions, may indicate management’s confidence in their operational strategies.

• For Q1 FY2027 (April 1, 2026 – June 30, 2026), Kakaku.com reported consolidated revenue of ¥25,700 million, an increase of 17.0% year-on-year.
• Consolidated operating profit was ¥6,884 million, a decrease of 5.6% year-on-year, primarily due to temporary expenses related to M&A advisory and legal fees for the Tender Offer.
• Profit attributable to owners of the parent decreased by 6.3% year-on-year to ¥4,689 million.
• By segment, Tabelog business revenue grew by 17.9% to ¥10,918 million, and HR business revenue increased by 44.5% to ¥6,741 million.
• Kakaku.com business revenue declined by 5.4% to ¥5,518 million, with segment profit decreasing by 9.1% to ¥2,847 million.

Kakaku.com’s Q1 FY2027 results show a significant increase in revenue, driven by strong performance in the Tabelog and HR segments, while operating profit saw a decline due to temporary expenses. The substantial growth in the HR business is notably influenced by the consolidation of the Engage business. The decrease in revenue and profit for the Kakaku.com segment may suggest ongoing challenges in its financial service offerings.

• BP Castrol reported net sales of ¥7,667 million for the second quarter (interim) of the fiscal year ending December 2026, marking a 7.6% increase from the prior year’s interim period.
• Operating profit reached ¥1,114 million (up 55.1% year-on-year) and ordinary profit was ¥1,147 million (up 47.5% year-on-year).
• Interim net income increased by 62.4% year-on-year to ¥772 million.
• The interim dividend forecast for the fiscal year ending December 2026 has been revised to ¥28.00, resulting in a revised annual dividend forecast of ¥50.00.
• The full-year performance forecast for the fiscal year ending December 2026 has been revised, anticipating net sales of ¥18,328 million (up 24.8% from previous year), operating profit of ¥1,666 million (up 6.7%), and net income of ¥1,142 million (up 8.7%).

BP Castrol’s interim results for the fiscal year ending December 2026 show a notable increase across all key financial metrics, indicating improved profitability compared to the previous year’s interim period. The significant growth in operating, ordinary, and net income, along with the upward revisions to both interim dividend and full-year earnings forecasts, are points that investors may find relevant for their analysis.

• Asterisk Co., Ltd. resolved to implement a shareholder benefit to commemorate its 20th anniversary at a Board of Directors meeting held on August 5, 2026.
• The benefit consists of a ¥500 QUO Card Pay (digital gift).
• Eligible shareholders are those recorded in the shareholder registry as of August 31, 2026. Each eligible shareholder will receive ¥500, regardless of the number of shares held.
• Information regarding the shareholder benefit is scheduled to be enclosed with the convocation notice for the 20th Ordinary General Meeting of Shareholders, expected to be held in November 2026.
• This shareholder benefit is a special one-time measure to celebrate the 20th anniversary and does not represent the introduction of an ongoing shareholder benefit program.
• The impact of this matter on the consolidated performance for the fiscal year ending August 2026 is deemed minor.

The announced 20th-anniversary shareholder benefit appears to be a temporary measure aimed at expressing gratitude to shareholders. The distribution of a ¥500 QUO Card Pay could be seen as a way to return value to shareholders while also celebrating the company’s milestone with them. It is noteworthy that this is a one-time benefit, suggesting it does not indicate a shift towards a permanent shareholder benefit policy.

• Hurxley Holdings Inc. announced its consolidated financial results for the first quarter of the fiscal year ending March 2027 (April 1, 2026 – June 30, 2026).
• Consolidated net sales reached ¥13,219 million, marking a 2.5% increase compared to the same period last year.
• Consolidated EBITDA was ¥1,277 million (up 41.1% year-on-year), and consolidated operating profit was ¥784 million (up 102.9% year-on-year).
• Consolidated ordinary profit amounted to ¥1,043 million (up 201.7% year-on-year), and net profit attributable to owners of the parent was ¥655 million (up 319.1% year-on-year).
• The full-year consolidated earnings forecast for the fiscal year ending March 2027 has been revised, projecting net sales of ¥55,500 million, operating profit of ¥2,800 million, ordinary profit of ¥2,600 million, and net profit attributable to owners of the parent of ¥1,600 million.

Hurxley HD’s Q1 results show robust growth in operating, ordinary, and net profits, alongside a solid increase in net sales compared to the prior year. This performance could indicate effective operational improvements and enhanced profitability across its segments. The upward revision of the full-year earnings forecast suggests management’s positive outlook, which may be a point of interest for investors.

• Hakuhodo DY Holdings Co., Ltd. announced its consolidated financial results for the first quarter of the fiscal year ending March 2027 (April 1, 2026, to June 30, 2026).
• Revenue reached ¥176,222 million (up 3.8% year-on-year), operating profit was ¥3,016 million (up 19.4%), and ordinary profit was ¥3,037 million (up 4.6%).
• Net loss attributable to owners of parent was ¥1,760 million (compared to a net loss of ¥1,816 million in the same period of the previous year).
• Domestic business recorded net sales of ¥319,021 million (up 8.4% year-on-year) and operating profit of ¥16,244 million (up 16.4%), with internet media showing significant growth of 17.0%.
• Overseas business reported net sales of ¥47,862 million (up 1.5% year-on-year) but saw its operating loss widen to ¥3,754 million (compared to an operating loss of ¥2,314 million in the same period last year).
• The consolidated full-year forecast for the fiscal year ending March 2027 remains unchanged: revenue of ¥910,000 million (up 5.7% year-on-year), operating profit of ¥46,700 million (up 4.5%), ordinary profit of ¥47,000 million (up 2.0%), and net profit attributable to owners of parent of ¥26,000 million (up 55.0%).

Hakuhodo DY Holdings reported revenue and profit growth in its first quarter, primarily driven by strong domestic performance, particularly in internet media and new client acquisitions. However, the expanding operating loss in the overseas segment could be a point of attention for investors, suggesting a need to monitor the company’s international strategies and market conditions moving forward.

• Oji Holdings announced its consolidated results for the first quarter of the fiscal year ending March 2027 (April 1, 2026 – June 30, 2026).
• Net sales reached ¥468.5 billion, marking a 2.4% increase compared to the same period of the previous fiscal year.
• Operating income was ¥3.9 billion, a 4.8% increase year-on-year.
• Ordinary income turned profitable at ¥5.6 billion (compared to a loss of ¥3.5 billion in the prior year’s Q1), and net income attributable to owners of parent also turned profitable at ¥3.2 billion (compared to a loss of ¥5.1 billion in the prior year’s Q1).
• Diluted earnings per share for the quarter were ¥3.68.
• By segment, Lifestyle & Industrial Materials recorded an operating income of ¥5.8 billion, and Functional Materials recorded ¥4.0 billion.

The turnaround in ordinary income and net income, in addition to the increases in net sales and operating income, is a notable aspect of this quarter’s results. The company indicated that foreign exchange gains from the revaluation of foreign currency-denominated monetary assets and liabilities contributed to the improvement in ordinary income. Furthermore, the company noted that the restructuring of its production system and price revisions positively impacted operating income, suggesting progress in strengthening the profitability of its existing businesses.

• Mitsui Chemicals announced its consolidated financial results for the first quarter of the fiscal year ending March 2027 (April 1, 2026 – June 30, 2026).
• Revenue totaled ¥460,046 million, marking a 10.8% increase compared to the same quarter of the previous fiscal year.
• Core operating profit reached ¥50,129 million, an 88.4% increase year-on-year. Operating profit was ¥48,432 million, up 279.8% year-on-year.
• Profit attributable to owners of the parent was ¥32,093 million, representing a substantial increase of 4,302.3% from the prior year’s comparable period. Basic earnings per share were ¥88.78.
• By segment, both “Life & Healthcare Solutions” and “Mobility Solutions” reported increases in both revenue and core operating profit.

Mitsui Chemicals’ Q1 FY2027 results show significant year-on-year improvements across revenue and all profit metrics, with the substantial increase in profit attributable to owners of the parent being particularly noteworthy. This performance appears to be driven by factors such as higher sales prices due to rising naphtha and other raw material costs, foreign exchange effects, and improved inventory valuation. Investors may wish to monitor how the company sustains this momentum and the performance of its key segments in the evolving economic landscape.

• Nippon Denko’s consolidated net sales for the second quarter of FY2026 (interim) were ¥38,791 million, a 1.8% increase compared to the prior year’s interim period.
• Consolidated operating profit reached ¥5,252 million, marking a 164.5% increase year-on-year for the interim period.
• Consolidated ordinary profit was a loss of ¥2,913 million, and interim net profit attributable to parent company shareholders was a loss of ¥2,689 million, both shifting from profit to loss compared to the prior year’s interim period.
• Interim earnings per share were -¥21.55.
• The forecast for the annual dividend for FY2026 has been revised, with the year-end dividend changed from ¥5.50 to ¥11.50, bringing the total annual dividend to ¥17.00 (including the interim dividend of ¥5.50).
• The consolidated earnings forecast for FY2026 has also been revised, with details available in the separate announcement “Notice of Revisions to Earnings Forecast and Dividend Forecast”.

Nippon Denko’s Q2 FY2026 interim results show a mixed picture: while sales saw a slight increase and operating profit significantly improved, ordinary profit and interim net profit turned negative. This could indicate the impact of non-operating expenses or special losses, warranting a closer look at the company’s detailed income structure by investors. Concurrently, the substantial upward revision of the annual dividend forecast suggests a commitment to shareholder returns, which investors may want to examine in conjunction with the revised earnings outlook.

• Press Kogyo Co., Ltd. announced on August 5, 2026, a revision to its interim and year-end dividend forecasts for the fiscal year ending March 2027, following a board of directors meeting.
• The interim dividend forecast has been revised upwards by ¥3, from ¥22.00 to ¥25.00 per share.
• The year-end dividend forecast has also been revised upwards by ¥3, from ¥22.00 to ¥25.00 per share.
• Consequently, the revised full-year dividend forecast for FY2027 is ¥50.00 per share, up from the previously announced ¥44.00.
• This revision is based on the upward adjustment of the consolidated earnings forecasts for the second quarter (cumulative) and the full fiscal year ending March 2027.

This dividend forecast revision, directly linked to an upward revision in earnings forecasts announced on the same day, suggests that the company’s positive business outlook is being reflected in its shareholder return policy. For investors interested in dividend stability and consistent shareholder returns, this development may be noteworthy. Monitoring the company’s future performance and the sustainability of its dividend policy will be important.

• SUBARU has released its Consolidated Financial Results for the First Quarter of the Fiscal Year Ending March 31, 2027.
• The reporting period covers April 1, 2026, to June 30, 2026.
• The company adheres to IFRS (International Financial Reporting Standards) for its financial reporting.
• The announcement was disclosed on the Tokyo Stock Exchange.

This announcement provides investors with factual information regarding SUBARU’s performance during the first quarter of fiscal year 2027. The use of IFRS for consolidated reporting offers a consistent basis for international investors to evaluate the company’s financial health. The figures presented could serve as a foundational data point for monitoring the company’s performance trajectory in the upcoming fiscal year.

• For the fiscal year ended June 2026, consolidated net sales were JPY 67,099 million, an increase of 2.3% compared to the previous fiscal year.
• Consolidated operating profit amounted to JPY 5,752 million, marking a 35.6% increase from the prior year.
• Net profit attributable to owners of parent was JPY 1,703 million, representing a 51.4% decrease year-on-year.
• The annual dividend per share was JPY 48.00 (interim JPY 24.00, year-end JPY 24.00), an increase from JPY 45.00 in the previous fiscal year.
• For the fiscal year ending June 2027, the company forecasts consolidated net sales of JPY 71,000 million (+5.8% YoY), operating profit of JPY 6,200 million (+7.8% YoY), and net profit attributable to owners of parent of JPY 4,000 million (+134.9% YoY).

INTEGRATED HOLDINGS’ FY2026 results show a mixed performance, with revenue and operating profit growth juxtaposed with a significant decline in net profit attributable to owners of parent. This disparity may suggest the impact of non-operating factors or extraordinary items on the bottom line. The substantial increase in the FY2027 guidance for sales, operating profit, and net profit could indicate management’s confidence in future business initiatives and strategic shifts, as detailed in the accompanying materials. The increase in the annual dividend payment may also be viewed positively by investors.

• Sakura Rubber Co., Ltd. announced its consolidated financial results for the first quarter of the fiscal year ending March 2027 (April 1, 2026 – June 30, 2026).
• Consolidated net sales reached ¥2,055 million, representing a 7.1% increase compared to the same period in the previous year.
• Operating profit was ¥44 million, a turnaround from an operating loss of ¥145 million in the prior year’s first quarter. Ordinary profit also turned positive at ¥44 million, up from a loss of ¥134 million.
• Net income attributable to owners of parent surged to ¥495 million, a significant improvement from a net loss of ¥92 million in the prior year, primarily due to an extraordinary gain of ¥683 million from the tender offer and sale of policy-held shares.
• Basic earnings per share for the quarter were ¥256.00.
• As of the end of the first consolidated quarter, total assets stood at ¥18,395 million, net assets at ¥10,041 million, and the equity ratio at 54.6%.
• The full-year consolidated earnings forecast (Net Sales: ¥14,000 million, Operating Profit: ¥690 million, Ordinary Profit: ¥630 million, Net Income Attributable to Owners of Parent: ¥800 million, EPS: ¥413.51) remains unchanged from the forecast announced on July 29, 2026.

Sakura Rubber’s Q1 FY2027 results show a positive shift with increased revenue and a return to profitability across key earnings metrics. The substantial increase in net income attributable to owners of parent was primarily driven by an extraordinary gain from the sale of policy-held shares, which warrants careful consideration when evaluating underlying business performance. The Aerospace & Industrial Products segment notably contributed to both sales and profit growth, suggesting robust performance in high-value-added products.

• KTK resolved to revise (increase) its dividend forecast for the fiscal year ending August 2026 at a Board of Directors meeting held on August 5, 2026.
• The revised year-end dividend forecast for the fiscal year ending August 2026 is ¥11 per share, an increase of ¥1 from the previous forecast (announced on March 25, 2026).
• Consequently, the projected annual dividend for the fiscal year ending August 2026 is ¥21 per share.
• The reason for the dividend forecast revision is stated as comprehensive consideration of recent business performance trends and financial conditions, based on the basic policy of stable and continuous profit returns to shareholders, with a target consolidated dividend payout ratio of 30%.
• The annual dividend for the previous fiscal year (ended August 2025) was ¥17 per share.

KTK’s decision to increase its dividend appears to be consistent with its policy of stable shareholder returns, targeting a consolidated dividend payout ratio of 30%. This move may suggest that the company’s recent business performance and financial health are tracking positively. Investors might note the company’s commitment to strengthening sustainable shareholder returns while aiming for mid-to-long-term growth investments and improved capital efficiency.

• Tokyo Ink has revised upwards its consolidated earnings forecasts for the second quarter (interim) and full-year of the fiscal year ending March 2027.
• For the Q2 (interim) consolidated results, net sales are revised from ¥23,800 million to ¥26,500 million, operating income from ¥600 million to ¥1,300 million, and net income attributable to owners of the parent from ¥800 million to ¥1,400 million.
• For the full-year consolidated results, net sales are revised from ¥48,900 million to ¥54,300 million, operating income from ¥1,800 million to ¥2,700 million, and net income attributable to owners of the parent from ¥1,950 million to ¥2,650 million.
• The dividend forecast for the fiscal year ending March 2027 has also been revised, with the annual dividend increasing by ¥30 from the previous forecast of ¥65.00 to ¥95.00 per share, comprising an interim dividend of ¥50 and a year-end dividend of ¥45.
• The reasons cited for the revisions include strong sales performance across the Ink, Chemical Products, and Processed Products businesses in the first quarter. This includes offset ink sales exceeding initial plans, robust performance in functional inks/coatings and gravure inks, strong market conditions and increased share in mobility applications for chemical products, a shift to high-value-added products in functional packaging, and steady performance in civil engineering materials and uniaxially oriented films.

These upward revisions to earnings and dividend forecasts may suggest that Tokyo Ink’s initiatives in optimizing its product portfolio and shifting towards high-value-added products across its key businesses are contributing to improved profitability. The consistent strong performance observed in the Ink, Chemical Products, and Processed Products segments appears to be a driving factor. Despite anticipating continued raw material price increases due to Middle East geopolitical instability and crude oil market trends, the decision to proceed with an upward revision for the full year may indicate confidence in their operational strategies.

• CIJ Co., Ltd. announced its consolidated financial results for the fiscal year ended June 2026.
• For the fiscal year ended June 2026, net sales were ¥29,424 million, marking a 9.4% increase from the previous fiscal year.
• Operating profit reached ¥2,619 million, an increase of 20.7% year-on-year.
• Ordinary profit was ¥2,663 million (up 20.8% year-on-year), and profit attributable to owners of parent was ¥1,804 million (up 20.7% year-on-year).
• Earnings per share (EPS) for the period was ¥31.96.
• For the fiscal year ending June 2027, the company forecasts consolidated net sales of ¥31,000 million (up 5.4% year-on-year), operating profit of ¥2,750 million (up 5.0% year-on-year), and profit attributable to owners of parent of ¥1,860 million (up 3.0% year-on-year).
• The annual dividend for the fiscal year ended June 2026 was ¥20.00 (interim ¥10.00, year-end ¥10.00), an increase from ¥15.00 in the previous year. The forecast for the fiscal year ending June 2027 is ¥21.00.
• Infotec Solutions Inc. became a consolidated subsidiary on December 1, 2025.

CIJ’s consolidated results for the fiscal year ended June 2026 show robust performance with double-digit growth across all key profit metrics, including net sales, operating profit, ordinary profit, and profit attributable to owners of parent. This strong outcome appears to reflect successful strategic initiatives under the medium-term management plan “BEIT50,” such as the acquisition of a new subsidiary and adoption of AI-driven development. The positive forecast for FY2027 and the planned dividend increase could suggest management’s confidence in sustained future growth.

• Fujilatex Co., Ltd. announced its consolidated financial results for the first quarter of the fiscal year ending March 2027 (April 1, 2026 – June 30, 2026).
• Consolidated net sales amounted to 1,812 million JPY, representing a 5.0% increase compared to the same period of the previous year.
• Operating profit was 117 million JPY (down 27.8% YoY), and ordinary profit was 97 million JPY (down 34.5% YoY).
• Net income attributable to owners of the parent company totaled 142 million JPY (compared to a loss of 5 million JPY in the prior year’s same period).
• The full-year consolidated earnings forecast (Net sales: 7,500 million JPY, Operating profit: 480 million JPY, Ordinary profit: 383 million JPY, Net income attributable to owners of parent: 287 million JPY) remains unchanged from the forecast announced on May 15, 2026.
• By segment, Medical Devices business sales increased to 583 million JPY (+10.7% YoY), and Precision Devices business sales rose to 1,156 million JPY (+3.4% YoY).

Fujilatex’s Q1 results indicate an increase in net sales; however, operating and ordinary profits declined, which may be attributed to higher raw material costs affecting the cost of sales ratio and a deterioration in non-operating income/expenses. The significant turnaround to net income is supported by the recognition of extraordinary gains, potentially suggesting successful asset optimization efforts. With the full-year forecast maintained, the trajectory of segment profitability improvements in the coming quarters could be worth monitoring.

• JFE Holdings announced its consolidated financial results for the first quarter of the fiscal year ending March 2027 (April 1, 2026, to June 30, 2026).
• Revenue for the first quarter was ¥1,161,178 million, representing a 4.1% increase compared to the same period of the previous year.
• Profit attributable to owners of the parent significantly increased by 338.1% year-on-year, reaching ¥31,229 million.
• The full-year consolidated earnings forecast for the fiscal year ending March 2027 was revised, projecting revenue of ¥4,850,000 million (up 6.8% year-on-year) and profit attributable to owners of the parent of ¥150,000 million (up 113.8% year-on-year).
• The annual dividend forecast was also revised, with a projected dividend of ¥80.00 per share for the fiscal year ending March 2027 (¥40.00 interim, ¥40.00 year-end).
• A significant change in the scope of consolidation includes the exclusion of “Inner Mongolia Erdos EJM Manganese Alloy Co., Ltd.,” an equity-method affiliate.

The substantial increase in revenue and various profit metrics for the first quarter suggests that improved business conditions or efficiency initiatives may be positively impacting performance. The revision of full-year earnings and dividend forecasts could indicate management’s current outlook on future business activities. Changes in the scope of consolidation, such as the exclusion of an equity-method affiliate, are noteworthy as they may influence the company’s future business portfolio and financial structure.

• Suzuki Motor Corporation announced its consolidated financial results for the first quarter of the fiscal year ending March 2027 (April 1, 2026 – June 30, 2026).
• Net sales reached ¥1,705,769 million, marking a 22.0% increase compared to the same period in the previous year.
• Operating profit was ¥158,010 million, an 11.2% increase year-over-year.
• Profit attributable to owners of the parent stood at ¥183,607 million, representing an 80.0% increase from the prior year’s first quarter.
• The full-year consolidated earnings forecast for the fiscal year ending March 2027 has been revised. Net sales are now projected to be ¥6,900,000 million, an increase of ¥100,000 million from the previous forecast. Operating profit is revised down by ¥30,000 million to ¥540,000 million, while profit attributable to owners of the parent is revised up by ¥40,000 million to ¥420,000 million.

Suzuki’s Q1 FY2027 results demonstrate strong growth in net sales and profit attributable to owners of the parent, indicating a robust start to the fiscal year. The upward revision of the full-year net sales forecast, alongside a downward revision in operating profit due to rising raw material costs, suggests a mixed outlook where business activity improvements are partially offset by external cost pressures. Investors may focus on the company’s ability to manage these cost challenges while maintaining sales momentum.

• Nippon Kanzai Holdings announced its consolidated financial results for the first quarter of the fiscal year ending March 2027 (April 1, 2026 – June 30, 2026).
• Net sales were ¥38,392 million, marking a 9.3% increase compared to the same quarter of the previous fiscal year.
• Operating income reached ¥3,134 million (up 14.8% year-on-year), and ordinary income was ¥3,226 million (up 5.3% year-on-year).
• Net income attributable to owners of the parent amounted to ¥2,339 million, a 20.4% increase from the prior-year period.
• The full-year consolidated earnings forecast and the annual dividend forecast (¥30 at fiscal year-end, ¥60 total) for the fiscal year ending March 2027 remain unchanged from the most recently published figures.

Nippon Kanzai Holdings demonstrated a strong start to the fiscal year, achieving growth in both net sales and all profit metrics in the first quarter. The 20.4% increase in net income attributable to owners of the parent is particularly noteworthy. As the full-year earnings forecast remains unchanged, investors may focus on the company’s ability to sustain this momentum throughout the rest of the fiscal year.

Disclaimer: This article is for informational purposes only and does not constitute investment advice.

• SKY Perfect JSAT announced its consolidated financial results for the first quarter of the fiscal year ending March 2027 (April 1, 2026, to June 30, 2026).
• Operating revenue reached ¥33,394 million, marking a 12.0% increase compared to the same period last year.
• Operating profit was ¥10,889 million (up 36.0% YoY), and ordinary profit was ¥11,374 million (up 38.3% YoY).
• Net income attributable to owners of parent increased by 49.6% year-on-year to ¥8,226 million.
• Basic earnings per share for the quarter stood at ¥29.02.
• The full-year consolidated earnings forecast for FY2027 and the annual dividend forecast (year-end ¥24.00, total ¥48.00) remain unchanged.
• Effective April 1, 2026, the company changed its name from SKY Perfect JSAT Holdings Inc. to SKY Perfect JSAT Corporation.
• From the first quarter, segment reporting has changed, with video network-related services previously included in the “Space Business” now reported under the “Media Business.”

SKY Perfect JSAT’s Q1 results show a strong performance across all key metrics, with a significant increase in net income attributable to owners of parent. This upward trend may suggest that the company’s initiatives in the space business, including expanded transactions in the security sector and enhanced satellite communication services, are yielding positive results. With the full-year forecast remaining stable, the continued progress in these areas will be worth monitoring.

• Ando Hazama reported consolidated net sales of ¥105,044 million for the first quarter of fiscal year 2027 (April 1, 2026 to June 30, 2026), representing a 12.4% increase year-over-year.
• Operating profit for the quarter was ¥6,484 million (up 22.3% year-over-year), and ordinary profit was ¥6,336 million (up 41.7% year-over-year).
• Net profit attributable to parent company shareholders increased by 34.9% year-over-year to ¥4,237 million.
• By segment, the Architectural business recorded new orders of ¥110,300 million (up 203.0% year-over-year), completed construction revenue of ¥68,000 million (up 24.6% year-over-year), and operating profit of ¥6,400 million (up 73.3% year-over-year).
• The full-year consolidated earnings forecast for fiscal year 2027 remains unchanged, projecting net sales of ¥490,000 million, operating profit of ¥34,000 million, ordinary profit of ¥33,600 million, and net profit attributable to parent company shareholders of ¥22,200 million.

Ando Hazama’s Q1 FY2027 results show robust growth across key financial metrics, particularly driven by a significant increase in the Architectural business’s new orders and operating profit. This strong start to the fiscal year could be a positive indicator for the company’s performance, although the full-year forecast has been maintained. Investors may want to monitor how this early momentum translates into the company’s full-year results.

• YAMAE Group HD reported for Q1 FY2027: Net Sales of ¥301.1 billion, Gross Profit of ¥36.7 billion, Selling, General and Administrative Expenses of ¥32.8 billion, Operating Profit of ¥3.9 billion, Ordinary Profit of ¥4.2 billion, and Net Profit Attributable to Owners of Parent of ¥5.1 billion.
• Compared to the prior-year period, Net Sales increased by 117.5% (+¥44.8 billion), Operating Profit by 112.8% (+¥0.4 billion), and Net Profit Attributable to Owners of Parent by 354.2% (+¥3.7 billion), achieving record highs across all revenue and profit items.
• The financial highlights included “Record high for all revenue and profit items” and “Recording of special gains from business property portfolio adjustments.”
• Sales increased across all segments: Food-related business, Sugar/Flour & Feed/Livestock-related business, Housing & Real Estate-related business, and Other businesses.
• The full-year forecast for FY2027 remains unchanged, with projected Net Sales of ¥1,200.0 billion, Operating Profit of ¥22.0 billion, Ordinary Profit of ¥23.0 billion, and Net Profit Attributable to Owners of Parent of ¥12.5 billion.

YAMAE Group HD’s Q1 FY2027 results indicate a strong start to the fiscal year, with record-high revenue and profit figures. The substantial increase in net profit attributable to owners of parent appears to be significantly influenced by special gains from business property portfolio adjustments. This strong first-quarter performance suggests the company is on track to meet its full-year guidance.

• Tokai Densan Co., Ltd. announced on August 5, 2024, a correction to its “Notice Regarding Expectation of Recording Extraordinary Income Due to Sale of Investment Securities, Revision of Full-Year Earnings Forecast, and Revision of Dividend Forecast (Increased Dividend)” previously disclosed on August 3, 2024.
• The reason for the correction is an error in the “Earnings Per Share” figures within the “2. Revision of Earnings Forecast” section.
• For the consolidated full-year earnings forecast for the fiscal year ending December 2026, the “Previous Forecast (A)” for earnings per share was corrected from ¥153.08 to ¥76.54, and the “Prior Period Results (Reference)” from ¥149.94 to ¥74.97.
• Similarly, for the non-consolidated full-year earnings forecast for the fiscal year ending December 2026, the “Previous Forecast (A)” for earnings per share was corrected from ¥152.77 to ¥76.39, and the “Prior Period Results (Reference)” from ¥149.62 to ¥74.81.
• There were no changes to the key performance indicators such as net sales, operating profit, ordinary profit, profit attributable to parent company shareholders (consolidated), net profit (non-consolidated), or the “Current Revised Forecast (B)” for earnings per share.

This correction primarily concerns historical and previously announced “Earnings Per Share” figures, likely adjusted due to a recent stock split. Since the core revenue and profit forecasts for the consolidated and non-consolidated full-year remain unchanged, it suggests that the fundamental business outlook of the company is unaffected. Investors should carefully note the corrected “Earnings Per Share” figures, particularly the “Current Revised Forecast (B)”, for an accurate understanding of the company’s prospects.

• Tamai Steamship Co., Ltd. announced on August 5, 2026, revisions to its consolidated earnings forecasts for the second quarter (interim) and full year of the fiscal year ending March 2027.
• The consolidated earnings forecast for the second quarter of FY2027 was revised upward: net sales to ¥2,700 million (up 3.8% from previous), operating profit to ¥510 million (up 218.8%), ordinary profit to ¥530 million (up 231.3%), and net income attributable to owners of parent to ¥320 million (up 433.3%).
• The consolidated earnings forecast for the full year of FY2027 was also revised upward: net sales to ¥5,700 million (up 1.8% from previous), operating profit to ¥820 million (up 46.4%), ordinary profit to ¥840 million (up 50.0%), and net income attributable to owners of parent to ¥560 million (up 69.7%).
• Reasons for the revisions include changes in the shipping market due to the Middle East situation, increased proportion of short-term chartering through more efficient fleet deployment, and a weaker yen (actual average of ¥159.37) than initially anticipated (¥150).
• The annual dividend forecast for FY22027 was revised upward from ¥80 per share to ¥110 per share. This revision is based on the company’s shareholder return policy of a consolidated dividend payout ratio of 30% or more (with a minimum annual dividend of ¥80 per share).

These revisions to earnings and dividend forecasts suggest that recent fluctuations in the shipping market and foreign exchange rates have positively impacted the company’s performance. The significant upward revision in interim profit figures, in particular, may indicate that efficient operational planning and the depreciation of the yen have substantially contributed to profitability. The full-year forecast reflects the interim improvements, suggesting that the ongoing trends in foreign exchange rates and the shipping market will remain key factors to monitor.

• Sankyo Kasei Co., Ltd. announced its consolidated financial results for the first quarter of FY2027 (April 1, 2026 – June 30, 2026) on August 5, 2026.
• For the first quarter, consolidated net sales were ¥7,375 million (up 7.6% year-on-year), operating income was ¥156 million (up 21.0% year-on-year), and ordinary income was ¥189 million (up 15.4% year-on-year).
• Profit attributable to owners of parent for the quarter was ¥128 million (down 67.0% year-on-year), attributed to the absence of investment securities sale gains recorded in the prior fiscal year.
• By business segment, the Science Business recorded net sales of ¥6,660 million (up 11.3% year-on-year) and operating income of ¥199 million (up 17.4% year-on-year). The Building Materials Business reported net sales of ¥715 million (down 18.3% year-on-year) and operating income of ¥13 million (down 26.6% year-on-year).
• The consolidated full-year earnings forecast for FY2027 and the annual dividend forecast (¥100.00 per share) remain unchanged from the most recently announced figures.

Sankyo Kasei’s Q1 FY2027 results show an increase in net sales, operating income, and ordinary income, suggesting an improvement in core business profitability. The significant decrease in profit attributable to owners of parent, however, appears to be an exceptional factor due to the non-recurrence of gains on sale of investment securities from the previous year. The strong performance of the Science Business contrasted with the decline in the Building Materials Business may be worth monitoring for insights into the company’s future strategic focus.

• Daishue Construction announced its consolidated financial results for the first quarter of the fiscal year ending March 2027 (April 1, 2026 – June 30, 2026).
• Net sales were 27,787 million yen, representing a 29.5% increase compared to the same period last year.
• Operating profit reached 2,104 million yen, an increase of 165.7% year-over-year.
• Ordinary profit was 2,101 million yen, up 161.9% from the prior year’s first quarter.
• Net income attributable to owners of parent was 1,431 million yen, marking a 188.2% increase year-over-year.
• Basic earnings per share for the quarter stood at 139.03 yen.
• Total assets at the end of the first quarter were 59,749 million yen, net assets were 25,580 million yen, and the equity ratio was 42.8%.
• The full-year consolidated earnings forecast and dividend forecast for the fiscal year ending March 2027 remain unchanged from the announcement on May 12, 2026.

Daishue Construction’s Q1 FY2027 results show significant year-over-year growth across sales and all profit metrics. This robust performance in the initial quarter may suggest the effectiveness of the company’s mid-to-long-term management plan, “Road to 100th anniversary – Challenge for Leap.” The substantial increase in orders received during the quarter also indicates potential for sustained positive performance in subsequent periods, which could be a key area for investors to monitor.

• For the first quarter of the fiscal year ending March 2027, consolidated net sales were ¥22,282 million, marking a 12.0% increase year-on-year.
• Operating profit reached ¥1,637 million (up 140.3% YoY), ordinary profit was ¥1,616 million (up 176.0% YoY), and net profit attributable to parent company shareholders was ¥1,296 million (up 143.2% YoY).
• The Functional Coatings segment reported sales of ¥5,159 million (up 15.3% YoY) and segment profit of ¥1,017 million (up 81.2% YoY).
• The Fine & Electronics segment recorded sales of ¥4,005 million (up 11.3% YoY) and segment profit of ¥413 million (up 124.8% YoY).
• The consolidated full-year forecast for March 2027 and the dividend forecast (year-end dividend of ¥55.00, including a ¥1.50 special dividend for the 150th anniversary) remain unchanged from the most recently announced figures.

Arakawa Chemical’s Q1 FY2027 results showed significant growth across sales and all profit metrics, driven primarily by robust demand in semiconductors, generative AI, and data centers. The strong performance in functional coating materials and precision abrasives for hard disks appears to have been a key factor. While the adhesives and biomass segment reported a loss, it showed an improvement compared to the prior year. Investors may find it worthwhile to monitor how the strong Q1 performance might influence future revisions to the unchanged full-year outlook.

• Moriya Elevator Mfg. reported net sales of ¥5,680 million for the first quarter of fiscal year 2027 (April 1, 2026, to June 30, 2026), marking an 11.2% increase year-on-year.
• Operating profit reached ¥1,505 million (+20.2% YoY), ordinary profit ¥1,528 million (+19.7% YoY), and quarterly net profit ¥1,085 million (+25.0% YoY).
• Diluted earnings per share (EPS) for the quarter stood at ¥30.76 (adjusted for the stock split on April 1, 2026).
• As of the end of Q1, total assets were ¥20,218 million, net assets were ¥15,342 million, and the equity ratio was 75.9%.
• Order backlog increased to ¥25,012 million from ¥23,755 million at the end of the previous fiscal year.

Moriya Elevator Mfg.’s Q1 FY2027 results show strong growth across all key financial metrics, suggesting a positive start to the fiscal year. The company’s performance appears to be driven by increasing demand for high-value projects, such as semiconductor factories and data centers, as well as growth in maintenance and repair services focused on preventative measures. The rise in order backlog could indicate a healthy pipeline for future revenues, which investors may find noteworthy.

• Koken announced its consolidated financial results for the second quarter (interim period) of the fiscal year ending December 2026, reporting net sales of ¥5,291 million, a 3.9% increase year-over-year.
• Operating profit was ¥407 million (down 7.7%), ordinary profit was ¥400 million (down 5.9%), and profit attributable to owners of parent was ¥247 million (down 15.8%).
• Sales in the mask-related business increased to ¥4,640 million (up 10.0% year-over-year).
• Sales in the environmental-related business amounted to ¥438 million (down 41.4% year-over-year).
• The full-year consolidated earnings forecast for the fiscal year ending December 2026 remains unchanged, projecting net sales of ¥12.2 billion, operating profit of ¥1.22 billion, ordinary profit of ¥1.15 billion, and profit attributable to owners of parent of ¥830 million.

Koken’s Q2 FY2026 results show a revenue increase but a decline in profits compared to the prior year, which may suggest the impact of rising raw material and logistics costs. The strong performance of the mask-related business partially offset the decrease in the environmental business due to lower large-scale KOACH system deliveries. Investors may wish to monitor the company’s ability to manage costs and the future order trends in its key business segments to meet its full-year guidance.

• OMRON announced its consolidated financial results for the first quarter of the fiscal year ending March 2027.
• Revenue for the quarter reached ¥209,864 million, marking a 26.1% increase compared to the same period last year.
• Operating profit significantly increased by 226.0% year-on-year, totaling ¥18,857 million.
• Profit attributable to owners of the parent company rose by 131.1% year-on-year to ¥10,635 million.
• The Industrial Automation Business (IAB) reported external revenue of ¥131.2 billion (+37.2% YoY) and operating profit of ¥21.3 billion (+100.8% YoY).
• The Healthcare Business (HCB) recorded external revenue of ¥36.4 billion (+16.7% YoY) and operating profit of ¥2.4 billion (+101.7% YoY).
• The consolidated full-year forecast for FY2027 was revised upward, with revenue projected at ¥880.0 billion (+14.6% from previous forecast) and operating profit at ¥80.0 billion (+41.7% from previous forecast).

OMRON’s Q1 FY2027 results show a strong start to the fiscal year, with significant increases in both revenue and profit compared to the previous year. The robust performance in the Industrial Automation Business, driven by AI-related and data center investments, combined with successful promotional strategies in the Healthcare Business, appears to be key contributors to this growth. The upward revision of the full-year earnings forecast suggests confidence in the sustained positive business environment and the effectiveness of ongoing profitability improvement measures.

• For the second quarter of the fiscal year ending December 2026, consolidated operating revenue reached ¥29,544 million, an increase of 9.9% compared to the previous interim period.
• Net operating revenue was ¥27,095 million (+8.3% YoY), operating income was ¥10,350 million (+5.9% YoY), and ordinary income was ¥10,261 million (+13.3% YoY).
• Net income attributable to owners of the parent company amounted to ¥6,524 million (+5.0% YoY), marking a record-high performance for an interim consolidated accounting period.
• The equity ratio stood at 4.3% as of the end of the Q2 FY2026, an increase from 3.8% at the end of the previous fiscal year.
• GMO Small-Amount Short-Term Insurance, Inc. (formerly LASHIC Small-Amount Short-Term Insurance, Inc. as of March 27, 2026) was newly added to the scope of consolidation.

GMO Financial Holdings achieved record-high interim performance for the fiscal year ending December 2026, with notable increases in operating revenue and net income attributable to owners of the parent company. This robust performance suggests an expansion of the company’s revenue base, driven by sustained high CFD revenues and increased deposit management income in its Securities and FX business. However, the reported decline in revenue and profit within the Crypto Asset business indicates its susceptibility to prevailing market conditions, which is worth monitoring for future performance.

• Hip Inc. announced its unaudited non-consolidated financial results for the first quarter of the fiscal year ending March 2026 (April 1, 2024 – June 30, 2024).
• Net sales for the period were ¥1,573 million, representing a 2.1% increase compared to the same quarter of the previous year.
• Operating profit decreased by 11.7% year-on-year to ¥130 million.
• Ordinary profit was ¥137 million (down 7.0% year-on-year), and net income attributable to owners of parent was ¥93 million (down 8.3% year-on-year).
• Diluted earnings per share for the quarter were ¥24.44, down from ¥26.09 in the prior year’s first quarter.
• The full-year earnings forecast for FY2026 and the annual dividend forecast (year-end ¥71.00, total ¥71.00) remain unchanged from the previous announcement.

While net sales showed a year-on-year increase, operating, ordinary, and net profits all declined for the quarter. This could suggest that despite increased engineer numbers and higher technical fees, a lower utilization rate compared to the prior year period may have impacted profitability. The unchanged full-year outlook warrants monitoring for how the company plans to address the gap between revenue growth and profit declines in subsequent quarters.

Disclaimer: This article is for informational purposes only and does not constitute investment advice.

• CROOZ, Inc. has released its Financial Data Book for the first quarter of the fiscal year ending March 2027 (26th fiscal year).
• Consolidated net sales for Q1 FY2027/3 were ¥3,781 million, representing a 141.8% increase compared to the same quarter of the previous fiscal year.
• Consolidated operating income for the same period was -¥102 million.
• The Hotel Conversion business reported net sales of ¥191 million (136.7% YoY increase) and operating income of ¥33 million (90.3% YoY decrease). The hotel occupancy rate was 79.0%, with 12 hotel rooms and 11 cumulative property acquisitions.
• The Nursing Care Staffing business achieved net sales of ¥520 million (322.8% YoY increase) and an operating loss of -¥50 million. The number of operating staff was 833, with 466 new hires.
• The Engineer Staffing business recorded net sales of ¥1,191 million (127.3% YoY increase) and operating income of ¥42 million (96.5% YoY decrease). The number of operating engineers was 811, with 88 new hires.
• The Call Center, Recruitment, and Human Resources Introduction business reported net sales of ¥724 million (150.4% YoY increase) and an operating loss of -¥46 million.
• The Ada. business (EC business) had net sales of ¥1,151 million (121.6% YoY increase) and operating income of ¥42 million.
• Regarding the progress of the medium-term management plan, actual sales were ¥4,955 million against a planned ¥4,700 million for FY2025/3 (achievement rate 105.4%), and ¥7,713 million against a planned ¥6,800 million for FY2026/3 (achievement rate 113.4%).

While consolidated net sales saw a significant year-over-year increase, the consolidated operating income resulted in a loss. This appears to be attributable to a decrease in operating income in the Hotel Conversion and Engineer Staffing segments, and continued operating losses in the Nursing Care Staffing and Call Center, Recruitment, and Human Resources Introduction businesses. The balance between revenue growth and profitability improvement across its various business segments may be a key area for investors to monitor going forward.

• Ezaki Glico Co., Ltd. has announced its consolidated financial results for the second quarter (interim period) of the fiscal year ending December 2026.
• Consolidated net sales for the interim period amounted to ¥180,369 million, representing a 9.7% increase compared to the prior interim period.
• Operating profit reached ¥4,654 million, a 42.8% increase year-on-year for the interim period.
• Ordinary profit was ¥7,220 million (up 31.1% YoY), and net profit attributable to owners of the parent was ¥4,973 million (up 32.8% YoY).
• The full-year consolidated earnings forecast has been revised upward, projecting net sales of ¥390,000 million, operating profit of ¥12,000 million, ordinary profit of ¥14,000 million, and net profit attributable to owners of the parent of ¥9,000 million.
• By segment, the Overseas business recorded net sales of ¥54,063 million (up 32.3% YoY) and operating profit of ¥7,577 million (up 66.1% YoY), showing significant growth.
• Interim basic earnings per share were ¥79.32.

Glico’s Q2 FY2026 results show substantial growth in both net sales and profits, with the overseas business being a significant driver. The upward revision of the full-year earnings forecast may suggest management’s confidence in continued strong performance. Investors might focus on the sustainability of the overseas business growth and its strategic implications for the company’s future direction.

• Takachiho Koheki Co., Ltd. announced its supplementary financial presentation for the first quarter of the fiscal year ending March 2027 on August 5, 2026.
• For Q1 FY2027, consolidated net sales were ¥6,993 million (+15.2% YoY), operating income was ¥347 million (+89.1% YoY), ordinary income was ¥408 million (+143.8% YoY), and net income attributable to owners of parent was ¥210 million (+205.7% YoY).
• By segment, the Business Security segment reported net sales of ¥3,726 million (+29.5% YoY) and operating income of ¥284 million (+143.3% YoY), driving the overall consolidated revenue and profit growth.
• The Electromechanics segment recorded net sales of ¥3,266 million (+2.4% YoY), indicating revenue growth, but operating income decreased to ¥62 million (-6.1% YoY).
• Within the Business Security segment, subscription-based business sales showed strong performance, particularly in managed services and cloud licenses.

The first quarter saw an increase in consolidated net sales and all profit metrics, with particularly significant growth in the Business Security segment, which appears to have been a key driver. Strong performance in the retail solutions, business solutions, and global areas within Business Security may suggest a favorable market environment for these offerings. Conversely, while the Electromechanics segment achieved revenue growth, a decrease in operating income due to increased selling, general, and administrative expenses is worth monitoring in future quarters.

• For the first quarter of fiscal year 2027 (April 1, 2026, to June 30, 2026), Kikkoman reported consolidated revenue of ¥202,032 million, marking a 15.0% increase year-on-year.
• Business profit for the quarter amounted to ¥25,256 million, an increase of 29.3% compared to the same period last year.
• Profit attributable to owners of parent was ¥19,017 million, up 24.3% from the prior year’s first quarter.
• Basic earnings per share for the quarter were ¥20.53.
• Revenue in the domestic food manufacturing and sales segment reached ¥42,033 million (+5.1% YoY), while overseas food manufacturing and sales revenue was ¥48,231 million (+14.8% YoY), and overseas food wholesale revenue was ¥117,119 million (+18.1% YoY).

Kikkoman’s Q1 FY2027 results show robust growth across consolidated revenue and profit metrics, with significant double-digit increases year-over-year, largely driven by its international operations. The reported figures, even excluding currency impacts, suggest solid underlying business momentum, indicating the effectiveness of its global strategy. The positive performance in domestic operations further highlights broad-based strength across the company’s business segments.

• SRE Holdings Corporation announced its consolidated financial results for the first quarter of the fiscal year ending March 2027 (April 1, 2026 – June 30, 2026).
• Net sales amounted to ¥8,488 million, marking a 100.2% increase from ¥4,240 million in the same period of the previous year.
• Operating profit was ¥1,812 million (vs. ¥92 million in prior year), and ordinary profit was ¥1,681 million (vs. ¥31 million in prior year).
• Net income attributable to parent company shareholders turned positive at ¥1,113 million, compared to a loss of ¥19 million in the prior year’s first quarter.
• Basic earnings per share for the quarter were ¥69.08, and diluted earnings per share were ¥68.73.
• The consolidated full-year forecast for FY2027 and the dividend forecast (¥20.00 at fiscal year-end) remain unchanged from the most recently announced figures.
• The company reorganized its reporting segments into two divisions: “AI & Life Solutions Business” and “Life & Property Solutions Business.”

SREHD’s Q1 FY2027 results show significant growth, with net sales doubling and net income turning positive year-over-year. This performance is likely attributed to the progress in selling company-developed properties within the Life & Property Solutions segment and the accumulation of recurring revenue in the AI & Life Solutions segment. The first earnings report following a segment reorganization may also offer insights into the company’s refined business strategy going forward, which could be worth monitoring for investors.

• Teikoku Sen-i Co., Ltd. announced its consolidated financial results for the second quarter of the fiscal year ending December 2026.
• For the interim period, consolidated net sales were ¥24,185 million (up 30.5% year-on-year), operating profit was ¥4,074 million (up 53.4%), ordinary profit was ¥4,795 million (up 45.0%), and net income attributable to owners of parent was ¥3,331 million (up 42.5%).
• By segment, sales in the Disaster Prevention and Security Business increased by ¥4,891 million year-on-year to ¥22,337 million, sales in the Textile Business increased by ¥748 million to ¥1,573 million, and sales in the Real Estate Leasing Business were ¥274 million.
• Basic earnings per share for the interim period was ¥130.02, compared to ¥90.51 in the prior interim period.
• The full-year dividend forecast for the fiscal year ending December 2026 remains unchanged at ¥65.00 per share (year-end), totaling ¥65.00.
• The consolidated full-year earnings forecast for the fiscal year ending December 2026 is maintained: net sales ¥36,000 million (up 7.0% year-on-year), operating profit ¥4,300 million (up 6.0%), ordinary profit ¥5,500 million (up 3.6%), and net income attributable to owners of parent ¥3,800 million (up 1.5%).

Teikoku Sen-i’s Q2 2026 results show significant year-on-year growth across all key profit metrics, with particularly strong performance from its Disaster Prevention and Security Business. This growth appears to be driven by increased demand for disaster countermeasures and a large order for fire-protective clothing from Vietnam, benefiting the Textile Business. The company has maintained its full-year earnings and dividend forecasts, which may suggest confidence in its current operational trajectory.

• G-TOYOKOH Co., Ltd. announced its unaudited consolidated financial results for the first quarter of the fiscal year ending March 2027 on August 5, 2026.
• For the first quarter of FY2027 (April 1, 2026, to June 30, 2026), net sales were ¥849 million (up 24.0% year-on-year), operating profit was ¥131 million (down 9.8%), ordinary profit was ¥130 million (down 7.3%), and quarterly net profit was ¥116 million (down 4.5%).
• By segment, the SOSEI business recorded net sales of ¥605 million (up 23.9% year-on-year) and segment profit of ¥207 million (up 4.4%). The CoolLaser business recorded net sales of ¥244 million (up 24.1% year-on-year) and a segment loss of ¥8 million (compared to a segment profit of ¥5 million in the prior year’s period).
• The full-year forecast for FY2027 remains unchanged from the forecast announced on May 13, 2026, anticipating net sales of ¥4,000 million (up 27.7% year-on-year), operating profit of ¥790 million (up 25.6%), ordinary profit of ¥772 million (up 24.8%), and net profit of ¥654 million (up 18.9%).
• As of the end of the first quarter, total assets stood at ¥5,373 million (up 0.6% from the end of the previous fiscal year), net assets at ¥3,113 million (up 4.5%), and the equity ratio was 57.9%.

G-TOYOKOH’s Q1 FY2027 results show strong revenue growth, with sales up 24.0% year-on-year. However, operating profit saw a decline, primarily influenced by the CoolLaser business shifting from profit to loss in the segment. While the company achieved increased sales but decreased profit in the first quarter, the full-year forecast remains unchanged, suggesting management anticipates a recovery in profitability in subsequent quarters.

• Atom Living Tech Co., Ltd. announced its non-consolidated financial results for the fiscal year ended June 30, 2026 (July 1, 2025 to June 30, 2026).
• Revenue for the period was ¥10,506 million, marking a 2.0% increase compared to the previous fiscal year.
• Operating income decreased by 4.6% to ¥491 million, while ordinary income increased by 1.0% to ¥566 million.
• Net income for the period was ¥390 million, a 0.1% decrease year-on-year.
• Earnings per share (EPS) were ¥97.87, and net assets per share were ¥2,684.39.
• For the upcoming fiscal year ending June 30, 2027, the company forecasts revenue of ¥10,620 million (up 1.1% year-on-year), operating income of ¥530 million (up 7.8%), ordinary income of ¥610 million (up 7.6%), and net income of ¥410 million (up 5.0%).
• The annual dividend for FY2026 was ¥34.00 (year-end ¥17.50), and the forecast for FY2027 is ¥33.00 (year-end ¥16.50).

Atom Living reported an increase in revenue for FY2026, though operating and net income saw slight declines. However, the company projects growth across all key profit metrics for the next fiscal year (FY2027), which may suggest confidence in future strategies or market conditions. The high equity ratio of 90.0% indicates continued financial stability, which could be a notable point for investors.

• COLOPL announced its Q3 FY2026 financial results, reporting consolidated net sales of ¥5.6 billion, a 13.2% increase year-over-year.
• Consolidated operating profit reached ¥0.7 billion, marking a turnaround to profitability from a loss in the same period last year.
• By segment, Entertainment business sales were ¥4.8 billion (+0.2% YoY), and Investment & Incubation business sales were ¥0.7 billion (+600.2% YoY).
• A new consumer game, “Shironeko Project INFINITY,” based on “Shironeko Project,” is scheduled for release in 2027.
• A new game, “Active Cinema RPG 369,” is set to be released soon.

The strong performance in this quarter appears to be driven by robust results from key mobile titles and exits from investment holdings within the Investment & Incubation segment. The stability of existing titles in the Entertainment business, combined with a significant surge in Investment & Incubation sales, could suggest a diversification of the company’s revenue streams. The upcoming releases of new mobile and consumer games will be worth monitoring for their potential impact on future growth.

• YRGLM Inc. announced its financial results for the third quarter of the fiscal year ending September 2026 (October 1, 2025 to June 30, 2026).
• Consolidated cumulative sales reached ¥4,486 million, representing a 23.4% increase compared to the same period of the previous year.
• Operating profit was ¥406 million (up 151.4% year-on-year), ordinary profit was ¥395 million (up 139.8% year-on-year), and net profit attributable to parent company shareholders was ¥287 million (up 168.1% year-on-year).
• This growth was primarily driven by revenue contributions from Silver Egg Technology Co., Ltd. (consolidated on January 14, 2026) within the Commerce AI business, as well as increased revenue from EC-CUBE Co., Ltd.’s EC construction business and Ruby Group Inc.
• The consolidated full-year earnings forecast for the fiscal year ending September 2026 has been revised, with details disclosed in a separate announcement titled “Notice Regarding Revision of Consolidated Full-Year Earnings Forecast for the Fiscal Year Ending September 2026.”

YRGLM’s Q3 FY2026 results demonstrate significant year-on-year growth across key financial metrics, with operating and net profits showing particularly strong increases. This performance appears to be a result of contributions from newly consolidated subsidiaries and expansion in existing businesses. Investors may wish to monitor the details of the revised full-year earnings forecast, as it could provide further insights into the company’s outlook and strategic direction.

• MK System announced its consolidated financial results for the first quarter of the fiscal year ending March 2027 (April 1, 2026 – June 30, 2026).
• Revenue was ¥722 million, representing a 1.8% decrease compared to the same quarter of the previous year.
• The company reported an operating income of ¥58 million, ordinary income of ¥57 million, and net income attributable to owners of parent of ¥33 million, marking a turnaround from losses in the prior year’s corresponding quarter.
• Diluted earnings per share for the quarter were ¥6.12 (compared to ¥-6.56 in the same quarter last year).
• The full-year consolidated earnings forecast remains unchanged: revenue ¥3,300 million, operating income ¥270 million, ordinary income ¥260 million, and net income attributable to owners of parent ¥192 million.

While revenue saw a slight decrease year-over-year, the significant improvement in profitability metrics is noteworthy. The company transitioned from operating, ordinary, and net losses in the prior year’s first quarter to profitable figures across all these categories in the current period, suggesting a recovery in profitability. This improvement appears to be driven by the resolution of unprofitable projects in the CuBe business and reduced cost of sales and selling, general and administrative expenses in the Sharom business.

• G-Feature announced a transition from consolidated financial statements to non-consolidated financial statements starting from the fiscal year ending June 2026.
• The reason for this transition is the dissolution and liquidation of the overseas consolidated subsidiary, Beijing Fei Che Technology Co., Ltd., announced on October 24, 2025, resulting in no remaining consolidated subsidiaries.
• The individual business forecast for the fiscal year ending June 2026 projects Net Sales of ¥543 million, Operating Profit of ¥41 million, Ordinary Profit of ¥44 million, Net Profit of ¥42 million, and Basic Earnings Per Share of ¥7.27.
• This individual forecast is expected to exceed the previously announced consolidated forecast for FY2026/6 (Net Sales ¥540 million, Operating Profit ¥17 million, Ordinary Profit ¥17 million, Net Profit attributable to owners of parent ¥14 million) across all metrics.
• The primary reason for exceeding the previous forecast is attributed to the growth of high-margin license revenue, which has exceeded initial expectations.

The shift to non-consolidated financial statements is a procedural change stemming from the liquidation of an overseas subsidiary, suggesting the impact on core business performance from this transition itself is limited. The reported growth in high-margin license revenue, leading to improved profit forecasts, may indicate a favorable shift in the company’s revenue mix worth monitoring.

• Mercari reported consolidated revenue of ¥229.293 billion for the fiscal year ended June 2026, marking a 19.0% increase year-over-year.
• Core operating profit reached ¥44.181 billion (up 60.2% YoY), and operating profit was ¥43.905 billion (up 57.7% YoY).
• Profit attributable to owners of the parent company amounted to ¥35.401 billion (up 35.6% YoY), with basic earnings per share at ¥214.74.
• The Marketplace segment’s Gross Merchandise Value (GMV) increased by 14.7% year-over-year to ¥1,285.6 billion, returning to double-digit growth.
• The Fintech segment’s revenue was ¥65.1 billion (up 29.2% YoY), and core operating profit was ¥9.1 billion (an increase of ¥4.6 billion YoY).

The reported results indicate significant top-line and profit growth for Mercari, with both revenue and core operating profit reaching record highs. The return to double-digit GMV growth in the Marketplace segment, coupled with robust performance in the Fintech segment, suggests a broad-based strengthening of the company’s core businesses. This performance could be viewed as a positive indicator of the company’s strategic initiatives delivering tangible results.

• Kao Corporation announced its consolidated financial results for the second quarter (interim period) of the fiscal year ending December 2026.
• Revenue reached ¥871.9 billion, marking a 7.8% increase compared to the previous interim period.
• Operating profit was ¥95.8 billion, a significant 38.5% increase from the previous interim period.
• Profit attributable to owners of the parent company amounted to ¥65.7 billion, up 32.3% year-on-year.
• The full-year consolidated forecast for December 2026 has been revised: revenue to ¥1,800.0 billion (+6.6% YoY) and operating profit to ¥190.0 billion (+16.2% YoY).
• A 2-for-1 stock split of common shares was conducted on July 1, 2026.

The reported results indicate robust growth in both revenue and profit, which may be attributed to strong performance in the global consumer care business and improved profitability in the chemical business. The upward revision of the full-year forecast could reflect the company’s confidence based on the positive momentum observed in the first half. The stock split may aim to reduce the per-share price, potentially increasing accessibility for a broader range of investors.

• Astellas Pharma’s consolidated revenue for Q1 FY2027 reached ¥640.9 billion, marking a 26.7% increase year-on-year.
• Profit attributable to owners of the parent for the quarter was ¥141.8 billion, a significant 107.3% increase compared to the prior year.
• Core operating profit rose by 55.6% year-on-year to ¥221.4 billion.
• Exchange rate fluctuations had a positive impact, increasing revenue by ¥60.0 billion and core operating profit by ¥25.5 billion compared to the same period last year.
• The full-year consolidated performance forecast for FY2027 and the annual dividend forecast of ¥80.00 remain unchanged from the most recently published figures.

Astellas Pharma’s Q1 results indicate robust growth in both revenue and profit, which may suggest a strong performance of its strategic products coupled with favorable foreign exchange rates. As the full-year guidance remains unchanged, investors might closely monitor future sales trends of key products and currency developments for the remainder of the fiscal year.

• Wakamoto Pharmaceutical Co., Ltd. announced its financial results for the first quarter of the fiscal year ending March 2027 (April 1, 2026 – June 30, 2026).
• Net sales for the first quarter totaled ¥2,425 million, marking an 11.9% increase compared to the same period of the previous year.
• Operating loss was ¥136 million (compared to ¥143 million loss in the prior year’s Q1), and ordinary loss was ¥107 million (compared to ¥117 million loss in the prior year’s Q1).
• The company reported a net profit of ¥6 million for the quarter, turning profitable from a ¥108 million loss in the previous year’s first quarter.
• Key drivers for the sales increase include robust sales growth of “Strong Wakamoto” both domestically and internationally, and an increase in entrusted manufacturing of ophthalmic solutions within the global business segment.
• The equity ratio improved from 72.8% at the end of the previous fiscal year to 73.9%.

Wakamoto Pharmaceutical’s Q1 FY2027 results highlight a notable turnaround with double-digit sales growth and a return to net profitability. The strong performance of “Strong Wakamoto” and increased contract manufacturing in the global business appear to be significant contributors to this positive shift. However, the decline in gross profit due to factors such as drug price revisions suggests ongoing pressures within certain segments of the business.

• Intelligent Wave Inc. (IWI) announced its non-consolidated financial results for the fiscal year ended June 2026 (July 1, 2025, to June 30, 2026).
• Net sales reached ¥17,247 million (+10.6% YoY), operating profit ¥2,076 million (+12.3% YoY), ordinary profit ¥2,129 million (+12.6% YoY), and net income ¥1,487 million (+10.2% YoY). Both net sales and all profit metrics achieved record highs.
• Earnings per share (EPS) for the fiscal year were ¥56.79.
• The annual dividend for FY2026 was ¥37.00 (interim ¥17.00, year-end ¥20.00), an increase from ¥35.00 in the previous fiscal year. Total dividends amounted to ¥972 million, with a payout ratio of 65.2%.
• For the fiscal year ending June 2027, the company forecasts full-year net sales of ¥17,700 million (+2.6% YoY), net income of ¥1,530 million (+2.9% YoY), and EPS of ¥58.22.

IWI’s FY2026 results show record-high revenues and profits, which may be largely attributed to robust system replacement projects for key clients in the payment sector. The increase in the annual dividend payment could indicate the company’s commitment to shareholder returns. While the company projects continued growth for FY2027, the forecasted growth rates for both revenue and net income appear to be lower compared to the actual growth achieved in FY2026, which may be worth monitoring.

• Shiseido’s consolidated sales revenue for the first half of FY2026 (ending December) reached ¥498,965 million, marking a 6.2% increase compared to the prior year’s interim period.
• Core operating profit for the period was ¥44,432 million, a substantial 90.1% increase year-on-year.
• Net profit attributable to owners of the parent significantly grew by 211.4% to ¥29,697 million compared to the same period last year.
• The forecast for the full-year 2026 annual dividend remains unchanged at ¥60 per share, comprising an interim dividend of ¥30 and a year-end dividend of ¥30.
• The consolidated full-year FY2026 forecast for sales revenue is maintained at ¥990,000 million (up 2.1% year-on-year), and core operating profit at ¥69,000 million (up 55.0% year-on-year).

Shiseido’s H1 FY2026 results show significant year-on-year growth across key financial metrics, including sales revenue, core operating profit, and net profit attributable to owners of the parent. The substantial increase in core operating profit and net profit may suggest effective cost management and operational improvements. While the full-year forecast remains unchanged, the strong interim performance could provide a solid foundation for achieving the annual targets.

Disclaimer: This article is for informational purposes only and does not constitute investment advice.

• For the second quarter of the fiscal year ending December 2026, consolidated net sales reached JPY 6,932 million, representing a 5.6% increase compared to the same period of the previous year.
• During the same interim period, consolidated operating income was JPY 336 million (down 38.6% year-on-year), ordinary income was JPY 398 million (down 24.2%), and net income attributable to owners of the parent was JPY 260 million (down 37.0%).
• Sales by segment were: In-house sales JPY 3,850 million (up 5.9%), Overseas sales JPY 2,322 million (up 1.2%), and OEM sales JPY 759 million (up 19.6%).
• The full-year consolidated performance forecast for the fiscal year ending December 2026 has been revised: Net sales are projected at JPY 13,960 million (up 2.5% year-on-year), operating income at JPY 760 million (down 24.4%), ordinary income at JPY 800 million (down 19.0%), and net income attributable to owners of the parent at JPY 560 million (down 21.5%).
• The year-end dividend forecast is JPY 27.00, resulting in a total annual dividend of JPY 47.00 (including an interim dividend of JPY 20.00).

While net sales increased, the decline in profits across all categories, including operating income, ordinary income, and net income, may be attributed to the rising cost of sales due to the weak yen and increased expenses for overseas market development. The downward revision of the full-year earnings forecast suggests potential ongoing challenges that investors might want to monitor. OEM sales showed the highest growth among the sales segments, which could indicate a strong performance in that specific area.

• G-Basic announced its financial results for the second quarter (interim period) of the fiscal year ending December 2026.
• For the interim period, net sales were ¥1,206 million, a 10.2% increase compared to the same period last year.
• Operating profit reached ¥151 million, marking a 47.2% increase year-on-year.
• Ordinary profit was ¥144 million, an increase of 49.1% from the previous year’s interim period.
• Net profit for the interim period was ¥59 million, a decrease of 63.2% compared to the same period last year.
• Diluted earnings per share for the interim period stood at ¥10.76.
• Total assets were ¥2,124 million, net assets were ¥1,501 million, and the equity ratio was 70.7%.
• The company was listed on the Tokyo Stock Exchange Growth market on March 25, 2026.
• The full-year forecast for FY2026 remains unchanged from the most recent public announcement, projecting net sales of ¥2,734 million (up 20.2% YoY), operating profit of ¥450 million (up 66.6% YoY), ordinary profit of ¥434 million (up 64.1% YoY), and net profit of ¥334 million (down 3.1% YoY).

While G-Basic reported increased sales and operating profit for the interim period, the substantial decline in net profit merits attention from investors. This could suggest the previous year’s interim net profit included one-off gains, or that new expenses impacted the current period’s profitability. The recent listing on the Tokyo Stock Exchange Growth market and its financial implications will also be worth monitoring for future business performance evaluations.

• Seiwa Holdings Co., Ltd. resolved at its Board of Directors meeting on August 5, 2026, to acquire shares of Daiei Parker Co., Ltd. and make it a subsidiary.
• Daiei Parker is a specialized manufacturer based in Kanagawa Prefecture, focusing on chemical film treatment for aluminum alloy products, including those for defense applications.
• G-Seiwa HD will acquire all 40,000 shares of Daiei Parker, resulting in a 100.0% voting rights ownership.
• The seller of the shares is Hironori Nagasawa, the Representative Director of Daiei Parker.
• The acquisition price has not been disclosed due to the seller’s wishes and a confidentiality agreement between the parties.

This acquisition appears to be consistent with G-Seiwa HD’s strategy as a business succession platform for small and medium-sized manufacturers. The chemical film treatment technology of Daiei Parker shares technical similarities with G-Seiwa HD’s existing surface treatment technologies, suggesting potential synergies in quality and production management, as well as cost reductions through joint purchasing and shared logistics. The integration of a company specializing in defense-related products may position G-Seiwa HD favorably within an evolving market landscape.

• Nippon Yakin Kogyo Co., Ltd. announced its consolidated financial results for the first quarter of the fiscal year ending March 2027 (April 1, 2026 – June 30, 2026).
• Consolidated net sales amounted to ¥42,275 million, representing a 7.8% increase year-on-year.
• Operating income was ¥4,701 million (up 44.5%), ordinary income was ¥4,402 million (up 49.2%), and net income attributable to owners of parent was ¥2,768 million (up 39.2%).
• Basic earnings per share for the quarter were ¥199.80.
• The consolidated earnings forecast for the full fiscal year ending March 2027 was revised upwards for net sales, operating income, ordinary income, and net income attributable to owners of parent for both the second quarter (cumulative) and the full year.
• The revised full-year forecast includes net sales of ¥174,000 million (up 15.3% from previous year), operating income of ¥16,000 million (up 45.8%), ordinary income of ¥14,500 million (up 50.1%), and net income attributable to owners of parent of ¥9,000 million (up 24.7%).

Nippon Yakin Kogyo’s Q1 FY2027 results demonstrate robust growth across all key financial metrics compared to the prior year. This performance appears to be driven by a resilient stainless steel special alloy market, particularly in high-functional materials for semiconductor and oil & gas applications, alongside effective pricing strategies in response to rising raw material costs and enhanced manufacturing efficiency. The upward revision of the full-year forecast suggests that the strong start to the fiscal year is expected to continue impacting the company’s financial outlook positively.

• Consolidated revenue for the first quarter of FY2027 was ¥37,166 million, a 10.9% decrease year-on-year.
• Profit attributable to owners of the parent for the quarter was ¥33,438 million, representing a 198.5% increase year-on-year.
• Equity method investment gain totaled ¥40,571 million, a 2,272.7% increase year-on-year, significantly impacted by the sale of shares in GO K.K. following its IPO.
• The Game business reported revenue of ¥12,120 million (down 33.2% YoY) and segment profit of ¥3,826 million (down 62.0% YoY).
• The Live Streaming business saw revenue of ¥9,725 million (down 2.5% YoY) and segment profit of ¥994 million (down 0.8% YoY), indicating a nearly flat performance, with “IRIAM” in Japan achieving profitability for the first time in a quarter.
• The Sports & Smart City business recorded revenue of ¥13,216 million (up 16.0% YoY) and segment profit of ¥4,551 million (up 24.4% YoY).

While consolidated revenue decreased, the significant increase in profit attributable to owners of the parent for DeNA’s first quarter appears to be largely driven by the equity method investment gain from the IPO of GO K.K. This suggests a notable impact from non-operating income on overall profitability. Investors may consider monitoring the contrasting performances across segments, with a decline in the Game business juxtaposed against the stable Live Streaming and growing Sports & Smart City segments, to understand the company’s underlying operational trends.

• IMV Corporation announced its consolidated financial results for the third quarter of the fiscal year ending September 2026 (October 1, 2025, to June 30, 2026).
• Net sales reached ¥15,510 million, marking a 21.8% increase compared to the same period of the previous fiscal year.
• Operating profit was ¥1,989 million (up 22.9% year-on-year), and ordinary profit was ¥2,227 million (up 25.1% year-on-year).
• Net profit attributable to owners of parent increased by 12.0% year-on-year to ¥1,545 million.
• Diluted earnings per share for the quarter were ¥97.06.
• The full-year consolidated earnings forecast (Net sales ¥20,000 million, Operating profit ¥2,400 million, Ordinary profit ¥2,400 million, Net profit attributable to owners of parent ¥1,850 million) remains unchanged from the most recently published forecast.

IMV’s Q3 FY2026 results show a robust increase in both net sales and profits compared to the prior year, potentially driven by strong demand in its vibration simulation systems and test & solution services segments. The unchanged full-year forecast could suggest that the company considers the current progress to be aligned with its expectations, making the final quarter’s performance worth monitoring.

• Striders Corporation announced its financial results for the first quarter of the fiscal year ending March 2027 (April 2026 – June 2026).
• Consolidated net sales were 1,661 million yen, a decrease of 14.4% compared to the same period last year. This was attributed to a strategic revenue reduction due to the transfer of Kurashiki Royal Art Hotel and the selection and concentration in the real estate trading business.
• Consolidated operating profit increased by 18.8% year-on-year to 55 million yen, and ordinary profit increased by 46.4% to 62 million yen.
• The equity ratio improved by 0.3 percentage points from 50.9% at the end of the previous fiscal year to 51.2%, with cash and deposits totaling 2,842 million yen.
• Progress towards the full-year forecast shows operating profit at 27.7% and ordinary profit at 31.3%, exceeding the quarterly equal pace of 25.0%.
• The segment name “Hotel Business” has been changed to “Hotel & Regional Revitalization Business”.

Despite a decrease in revenue, the company’s ability to secure increased profits amidst strategic asset reallocation and business restructuring may suggest an improvement in the quality of its business portfolio. The enhanced equity ratio and substantial cash reserves could indicate a stable financial foundation for future growth investments. Furthermore, the steady progress towards the full-year earnings forecast suggests that business operations are proceeding as planned.

• Ohmoto Gumi Co., Ltd. announced its financial results for the first quarter of the fiscal year ending March 2027 (April 1, 2026 to June 30, 2026).
• For Q1, net sales were ¥25,416 million (up 52.7% year-on-year), operating profit was ¥1,304 million (up 423.1%), ordinary profit was ¥1,482 million (up 264.9%), and quarterly net profit was ¥982 million (up 279.7%).
• By segment, the Building Business recorded net sales of ¥13,244 million (up 66.5% year-on-year) and profit of ¥1,312 million (up 34.6%). The Civil Engineering Business reported net sales of ¥12,172 million (up 40.1% year-on-year) and profit of ¥1,257 million (up 117.4%).
• The full-year forecast for the fiscal year ending March 2027 and the annual dividend forecast (¥74.00 at fiscal year-end) remain unchanged from the projections announced on May 13, 2026.
• As of the end of Q1, total assets were ¥97,130 million, net assets were ¥68,161 million, and the equity ratio was 70.2%.

Ohmoto Gumi’s Q1 FY2027 results show substantial year-on-year growth across all key profit metrics, with operating profit increasing over 400%. This performance appears to be driven by increased sales and improved profitability in both the building and civil engineering segments. As the full-year earnings forecast remains unchanged, the company’s future progress will be a point of interest for investors.

• Cube System Co., Ltd. announced its consolidated financial results for the first quarter of the fiscal year ending March 2027 (April 1, 2026, to June 30, 2026).
• During this cumulative first quarter, net sales totaled ¥4,552 million, representing a 0.1% increase compared to the same period of the previous year.
• Operating profit was ¥355 million, a decrease of 11.8% year-on-year, and ordinary profit was ¥355 million, a decrease of 13.8% year-on-year.
• Net income attributable to owners of parent increased by 10.9% year-on-year to ¥222 million.
• There were no revisions to the full-year consolidated performance forecast or the year-end dividend forecast from the latest publicly announced figures.

While sales showed a slight increase, both operating and ordinary profits declined. However, the significant increase in net income attributable to owners of parent, partly attributed to a decrease in corporate income taxes, warrants attention. Investors may want to monitor the drivers behind this pure profit growth and whether it represents a sustainable trend or is influenced by one-off factors.

• Care Service Co., Ltd. announced its unaudited non-consolidated financial results for the first quarter of the fiscal year ending March 2027 on August 5, 2026.
• For the first quarter (April 1, 2026 – June 30, 2026), revenue was ¥2,259 million.
• The company reported an operating loss of ¥27 million, an ordinary loss of ¥24 million, and a net loss of ¥29 million for the quarter. Basic earnings per share were -¥7.80.
• As of the end of the first quarter of FY2027, total assets stood at ¥3,992 million, net assets at ¥2,840 million, and the equity ratio at 71.2%.
• The full-year forecast for FY2027 (revenue ¥9,527 million, operating profit ¥14 million, ordinary profit ¥136 million, net profit ¥77 million) and the annual dividend forecast of ¥22.00 remain unchanged from the most recently announced figures.

Care Service’s first quarter for FY2027 shows a net loss as the company embarks on its new “Care2030” medium-term management plan, focusing on existing business reforms and new business development investments. The decline in revenue and profit compared to the previous year is attributed to a reduction in the number of business locations from prior consolidations. However, an increase in revenue quarter-on-quarter and recovering profitability in some existing segments, along with strong performance in the senior comprehensive services segment, may suggest a foundation being laid for future growth. Investors may wish to monitor the progress of these strategic investments and the performance of individual segments in subsequent quarters.

• Grimms announced its consolidated financial results for the first quarter of the fiscal year ending March 2027 (April 1, 2026 – June 30, 2026).
• For the quarter, consolidated net sales were ¥8,532 million (up 7.2% year-on-year), operating income was ¥1,987 million (up 11.5%), ordinary income was ¥1,988 million (up 11.1%), and net income attributable to owners of parent was ¥1,333 million (up 10.7%).
• By segment, the Energy Solution business reported net sales of ¥3,511 million (down 9.1% year-on-year) but segment profit of ¥1,418 million (up 5.7%). The Retail Electricity business achieved net sales of ¥5,020 million (up 22.4%) and segment profit of ¥754 million (up 4.1%).
• Total assets at the end of the period were ¥27,172 million (down ¥1,494 million from the previous fiscal year-end), and net assets were ¥19,385 million (down ¥173 million). The equity ratio stood at 71.1%.
• There are no revisions to the consolidated full-year earnings forecast or the dividend forecast for the fiscal year ending March 2027 from previously announced figures.

Grimms’ Q1 FY2027 results show a solid start to the fiscal year with increases in sales and all profit metrics compared to the prior year. The Energy Solution business, despite a decrease in sales, saw an increase in segment profit, likely due to a strategic shift towards corporate clients and withdrawal from general consumer sales, leading to improved operating profit margins. The Retail Electricity business also contributed to growth with higher sales volumes and unit prices, alongside effective risk hedging through securing bilateral power sources. The company’s decision to maintain its full-year guidance suggests that the Q1 performance is in line with its expectations.

• Seikagaku announced its consolidated financial results for the first quarter of the fiscal year ending March 2027.
• Net sales increased by 1.2% year-on-year to ¥8,833 million.
• Operating loss was ¥943 million, compared to an operating loss of ¥365 million in the same period last year.
• Ordinary income turned positive at ¥108 million, from a loss of ¥132 million in the prior-year quarter.
• Net loss attributable to owners of parent was ¥11 million, a decrease from a loss of ¥200 million in the previous year’s first quarter.
• Domestic pharmaceutical sales increased by 2.9% year-on-year to ¥3,100 million, and LAL business sales increased by 19.7% to ¥3,385 million.
• Overseas pharmaceutical sales decreased by 45.9% year-on-year to ¥1,054 million, primarily due to shipment timing.
• Total R&D expenses amounted to ¥1,619 million, representing 18.4% of net sales (excluding royalties).
• The anti-adhesion material “CS Barrier” (SI-449) obtained medical device manufacturing and marketing approval in Japan in April 2026.
• The full-year consolidated earnings forecast and annual dividend forecast for the fiscal year ending March 2027 remain unchanged.

While net sales showed an increase, the expanded operating loss due to higher manufacturing costs warrants attention. However, the turnaround to ordinary income, partly driven by the sale of investment securities, may suggest effective financial management. The significant decline in overseas pharmaceutical sales, attributed to shipment timing, will be a key factor to monitor for potential recovery in subsequent quarters.

Disclaimer: This article is for informational purposes only and does not constitute investment advice.

• Chukyo Iyaku’s Q1 FY2027 (April 1, 2026 – June 30, 2026) net sales reached ¥1,813 million, marking a 5.3% increase year-over-year.
• Operating profit was ¥103 million (+11.5% YoY), and ordinary profit was ¥107 million (+11.5% YoY).
• Quarterly net profit amounted to ¥73 million (+9.2% YoY), with basic earnings per share at ¥6.87.
• By segment, the Household Pharmaceuticals Sales business reported sales of ¥1,630 million (+6.6% YoY) and segment profit of ¥83 million (+23.7% YoY).
• The Water Sales business segment recorded sales of ¥183 million (-4.8% YoY) and segment profit of ¥19 million (-21.3% YoY).
• The full-year earnings forecast remains unchanged from the announcement made on May 13, 2026.

Chukyo Iyaku’s first quarter results show increased revenue and profit, primarily driven by the strong performance of its Household Pharmaceuticals Sales business. This performance may suggest that the company’s efforts to increase sales and improve profit margins are yielding results despite ongoing cost pressures from raw materials and labor. Conversely, the Water Sales business experienced a decline in revenue, indicating that the progress of segment-specific strategies could be a point of interest for investors moving forward.

• AIDA Engineering, Ltd. has set the release date for its First Quarter FY2027 financial results as August 28, 2026 (Friday).
• The announcement was previously delayed from its original date of August 7, 2026, as disclosed in the July 17, 2026 notice regarding unauthorized access to company systems.
• The decision to set a new date follows the completion of financial closing procedures and finalization of financial figures at the company’s Asian hubs.
• Investigation into the unauthorized access incident is ongoing, with assistance from external specialized organizations.
• As of the current announcement, no leaks of customer or business partner information have been confirmed within the verifiable scope, and business activities for the entire AIDA Group, including its Asian hubs, continue as usual.

The confirmation of the financial results announcement date may suggest progress in resolving the operational impact caused by the unauthorized access incident. While the investigation into the security breach is ongoing, the company’s statement that business activities continue as usual could indicate minimal disruption to core operations. Investors may monitor future disclosures for further updates on the investigation and any potential long-term implications.

• Access Group’s consolidated subsidiary, Access Next Stage Co., Ltd., signed a business alliance agreement with Next Mission Co., Ltd. on August 5, 2026.
• Next Mission specializes in career consulting and talent placement services for Self-Defense Forces (SDF) members.
• The alliance aims to leverage Next Mission’s network of SDF members and career support expertise with Access Next Stage’s client companies actively seeking potential hires.
• Access Next Stage will provide an expanded network of accepting companies and expertise in operating matching events, while Next Mission will offer community relations with retiring SDF members and an information dissemination platform.
• The alliance is expected to have a minor impact on the current consolidated fiscal year’s performance but is projected to contribute to the talent solutions business’s recruitment services in the future.

This business alliance could be seen as a strategic move for Access Group to expand its talent solutions business into the mid-career recruitment market. By targeting approximately 14,000 retiring SDF members annually, the partnership aims to address a specific niche with dedicated career support and enhanced matching opportunities. The joint operation of a career opportunity creation platform for retiring SDF members and the implementation of matching events in major cities may indicate a concerted effort to capitalize on this demographic’s unique needs and skills, potentially contributing to future revenue growth in the talent placement sector.

• Unicharm Corporation announced its Q2 FY2026 consolidated financial results on August 5, 2026.
• For the interim period, net sales reached ¥487,133 million (up 4.9% year-on-year), and core operating profit was ¥65,032 million (up 14.1% year-on-year).
• Profit attributable to owners of the parent decreased by 1.9% to ¥41,031 million.
• The consolidated full-year forecast for FY2026 has been revised upward, with projected net sales of ¥1,015,000 million (up 7.4% year-on-year) and core operating profit of ¥113,000 million (up 3.8% year-on-year).
• The annual dividend forecast for FY2026 is ¥11.00 per share at year-end, totaling ¥22.00 per share for the full year (compared to ¥9.00 in the previous year).

The interim period results show an increase in net sales and core operating profit, while profit attributable to owners of the parent decreased. The upward revision of the full-year forecast and annual dividend forecast may suggest confidence in future performance and a commitment to shareholder returns. However, ongoing geopolitical tensions, inflation concerns, and foreign exchange fluctuations are factors that could continue to influence the business environment.

• For the third quarter of fiscal year 2026 (cumulative), consolidated net sales totaled ¥28.405 billion, representing a 21.2% increase year-over-year.
• Operating profit for the same period was ¥2.716 billion, an increase of 151.4% compared to the previous year.
• Ordinary profit reached ¥3.225 billion (+162.6% YoY), and net profit attributable to owners of the parent was ¥2.081 billion (+241.7% YoY).
• Overseas sales amounted to ¥1.417 billion, marking a significant increase of 201.3% year-over-year.
• Sales notably increased in the Advanced Mobility, EMC/Large Antenna, and Defense/Marine segments, with the consolidation of subsidiary SonicGuard also contributing to performance.

TOYO Corporation’s Q3 results demonstrate substantial growth across all key financial metrics, with overseas sales showing particularly strong momentum. This performance appears to be driven by the recognition of projects carried over from the previous period, the addition of a new subsidiary, and robust activity within specific business segments. Investors may want to monitor external factors such as changes in US tariffs and EV policies, rising material costs, and economic stagnation in the Chinese market, alongside China’s domestic product preference policies, as these could influence future performance.

• Tachibana Eletech revised upward its consolidated full-year earnings forecast for the fiscal year ending March 2027, as announced on August 5, 2026.
• Revised net sales are projected at JPY 255,000 million, an increase of JPY 25,000 million (10.9%) from the previous forecast.
• Revised operating income is projected at JPY 9,500 million, an increase of JPY 1,700 million (21.8%) from the previous forecast.
• Revised net income attributable to owners of parent is projected at JPY 7,000 million, an increase of JPY 1,000 million (16.7%) from the previous forecast.
• Reasons for the upward revision include the FA system business experiencing a market recovery and improved order environment, alongside the semiconductor device business benefiting from global demand tightness, rising product prices, and successful capture of customer needs through stable supply capabilities.

This upward revision in earnings forecasts appears to be driven by strong performance in the company’s two core businesses. The recovery in the FA system market and the effective management of supply amid rising prices in the semiconductor device business seem to be significant factors contributing to both increased sales and profits. The normalization of profitability following the completion of inventory adjustments in the previous fiscal year also suggests a healthier operational environment.

• Chichibu Railway announced a partial change to its shareholder special benefit program.
• The reason for the change is the closure of “Garden House Yurin” on November 30, 2026.
• Following the change, the discount voucher for “Garden House Yurin” will be abolished from the special benefit discount tickets.
• The content of the ride coupons will be amended to include “Mt. Hodo Ropeway (one-way) 5 tickets” across all shareholding categories.
• This change will be applied from the shareholder special benefit program with a record date of March 31, 2027.
• The “Garden House Yurin meal 50% discount voucher (valid until June 30, 2027)” issued in June 2026 can be exchanged for one “Butamiso-don (pork miso bowl, regular size)” at “Butamiso-don Senmonten Yurin” from December 1, 2026, to June 30, 2027.

The announced changes to the shareholder benefit program are a direct consequence of an operational decision to close a specific facility. This adjustment, involving the discontinuation of one benefit and the introduction of another, may reflect the company’s evolving strategy regarding its tourism operations and facility management. Investors may focus on how these changes impact the overall value proposition of the shareholder benefits and potentially signal shifts in the company’s focus within its portfolio of services.

• G-BASE announced its consolidated financial results for the second quarter (interim period) of the fiscal year ending December 2026.
• Net sales totaled ¥12,388 million, marking a 35.5% increase compared to the same interim period last year.
• EBITDA reached ¥1,179 million, representing a significant 105.1% increase year-over-year.
• Net profit attributable to owners of the parent was ¥815 million, up 82.3% from the prior year’s interim period.
• Basic earnings per share for the interim period was ¥7.08.
• The full-year consolidated earnings forecast for FY2026 remains unchanged, projecting net sales of ¥28,371 million and net profit attributable to owners of the parent of ¥1,497 million (a 17.9% decrease from the previous fiscal year).
• Port Corporation was newly included in the scope of consolidation as a significant change in the scope of consolidation.

G-BASE’s Q2 FY2026 results demonstrate strong growth across sales, EBITDA, and net profit, significantly outperforming the previous year’s interim period. The more than doubling of EBITDA could indicate a substantial improvement in the company’s operational profitability. With the full-year forecast remaining unchanged, investor attention may turn to the performance in the latter half of the fiscal year and the impact of Port Corporation’s newly consolidated status on future results.

• Ivy Cosmetics Co., Ltd. announced its non-consolidated financial results for the first quarter of the fiscal year ending March 2026 (April 1, 2025 – June 30, 2025).
• Sales for the first quarter totaled ¥295 million, marking a 29.5% increase compared to the same period in the previous fiscal year.
• The company reported an operating loss of ¥238 million (compared to an operating loss of ¥258 million in the prior year period), an ordinary loss of ¥241 million (compared to ¥259 million loss), and a net loss for the quarter of ¥243 million (compared to ¥272 million loss).
• Total assets stood at ¥3,352 million, net assets at ¥2,269 million, and the equity ratio was 67.7%.
• The full-year forecast for the fiscal year ending March 2026 remains unchanged, with projected sales of ¥2,800 million, operating profit of ¥330 million, ordinary profit of ¥330 million, and net profit of ¥250 million.

Ivy’s first-quarter results show a significant increase in sales and a narrowing of losses across all profit stages, which may suggest positive effects from new product launches and disciplined cost management. However, the company noted that its first quarter typically has lower sales and incurs losses, indicating that the progress towards the full-year forecast will be worth monitoring.

• INTERACTION Co., Ltd. announced a correction to a part of its “Consolidated Financial Results for the Fiscal Year Ended May 2026 (Japanese Standards)” on August 5, 2026.
• The correction pertains to the breakdown of “Selling, General and Administrative Expenses” in the consolidated statement of income for the current consolidated fiscal year, specifically “Officers’ remuneration” and “Other.”
• The previously reported “Officers’ remuneration” was 145,778 thousand yen, which has been corrected to 161,278 thousand yen.
• The previously reported “Other” was 651,762 thousand yen, which has been corrected to 636,262 thousand yen.
• This correction has no impact on the total amount of selling, general and administrative expenses, operating profit, ordinary profit, profit attributable to owners of parent, or basic earnings per share.
• Corrected XBRL numerical data has also been submitted.

This correction primarily concerns the reallocation of specific expense items within the selling, general and administrative expenses, without altering the reported bottom-line profit figures. For investors, the key takeaway may be that the company has identified and addressed an internal accounting discrepancy, yet the overall financial performance metrics remain unchanged. While such corrections are worth noting, the stated lack of impact on key profitability indicators could suggest a minimal direct influence on investment decisions. The company’s prompt disclosure of the correction may indicate a commitment to transparency.

• Marubeni Corporation announced on August 5, 2026, the completion of the interim review by the audit firm for its Q1 FY2027 financial results.
• There are no changes to the unaudited consolidated quarterly financial statements disclosed on August 3, 2026.
• For the first quarter of fiscal year 2027 (April 1, 2026 – June 30, 2026), consolidated revenue was ¥2,609,225 million (up 20.6% year-on-year), and profit attributable to owners of the parent was ¥186,432 million (up 20.7% year-on-year).
• Operating profit reached ¥132,125 million (up 54.7% year-on-year), and profit before tax was ¥228,796 million (up 26.1% year-on-year).
• The progress rate for profit attributable to owners of the parent against the full-year consolidated forecast of ¥580,000 million for FY2027 stands at 32.1% after Q1.

The completion of the interim review by the audit firm reinforces the credibility of the financial information disclosed. The significant increase in revenue and profit for Q1 FY2027 appears to be driven by strong performances in segments such as Energy & Chemicals, Metals, and Power & Infrastructure Services, with the 32.1% progress rate towards the full-year forecast suggesting a solid start. Investors may also note the decrease in profits in the Finance, Leasing & Real Estate and Next Generation Business Development segments, primarily due to the absence of one-off gains recorded in the prior year.

• Royal Hotel announced its consolidated financial results for the first quarter of the fiscal year ending March 2027 (April 1, 2026 – June 30, 2026).
• Net sales increased by 4.9% year-on-year to ¥7,618 million.
• Operating profit was ¥459 million (down 32.0% year-on-year), ordinary profit was ¥475 million (down 31.4% year-on-year), and net profit attributable to parent company shareholders was ¥363 million (down 22.6% year-on-year).
• Basic earnings per share were ¥23.78, and diluted earnings per share were ¥19.22.
• Regarding the consolidated financial position, total assets stood at ¥38,947 million, net assets at ¥23,980 million, and the equity ratio was 61.6%.

While sales increased, the decline in various profit figures suggests that, despite tailwinds from inbound demand recovery and new hotel openings, rising costs for raw materials, utilities, and personnel may have pressured profitability. The impact of the mid-term management plan initiatives, such as new hotel openings and digital transformation for operational efficiency, on future profit improvements will be worth monitoring.

• OBARA-G Group announced its consolidated financial results for the third quarter of the fiscal year ending September 2026 (October 1, 2025, to June 30, 2026).
• Consolidated net sales reached ¥54,693 million, representing a 21.1% increase compared to the same period in the previous fiscal year.
• Consolidated operating profit was ¥9,356 million (up 32.3% year-on-year), and consolidated ordinary profit was ¥9,677 million (up 30.0% year-on-year).
• Profit attributable to owners of parent for the quarter was ¥6,277 million (up 26.3% year-on-year).
• The consolidated full-year forecast for September 2026 remains unchanged from the most recently announced figures, projecting net sales of ¥71,500 million, operating profit of ¥11,480 million, ordinary profit of ¥11,800 million, and profit attributable to owners of parent of ¥7,600 million.

• G-Birdman Inc. resolved on August 5, 2026, to form a business alliance with GAKUSEI RUNWAY Co., Ltd. and commence a “GAKUSEI RUNWAY area event” business.
• Through this alliance, G-Birdman has acquired the rights to host “GAKUSEI RUNWAY area events” in the Kanagawa prefecture area, with plans for two events annually.
• GAKUSEI RUNWAY Co., Ltd. will provide G-Birdman with trademark usage rights, pre-opening training, event operation know-how, a dedicated management system, guest casting support, and promotional advertising support.
• The total projected special expenditures for commencing this business in the fiscal year ending June 2027 are ¥63,500 thousand, including a franchise fee of ¥20,000 thousand, a security deposit of ¥10,000 thousand, training fees of ¥1,000 thousand, and event operation costs of ¥32,500 thousand (per event).
• The business is scheduled to start in August 2026, with the first event planned for January 2027. The impact of this alliance on the company’s financial results for the fiscal year ending June 2027 is currently under review.

This alliance appears to be a strategic move for G-Birdman to leverage its strengths in creative production and digital marketing to expand into the real-event sector, engaging with students and Generation Z. The company aims to create synergies between its existing EX business and the new event ventures, potentially enhancing corporate sponsorship and advertising offerings, as well as strengthening marketing solutions targeting Gen Z. Investors may wish to monitor the future event performance and the tangible revenue contributions from this new business segment.