Japan Stock IR Daily – July 02, 2026 (10 reports)

• G-Ureru Net Advertising Group has acquired Parrotbeak Inc., a mobile system and mobile telecommunications company, making it a wholly owned subsidiary.
• Parrotbeak Inc. reported sales of 1.463 billion JPY and an operating profit of 59 million JPY for the fiscal year ended March 2025.
• The M&A transaction is primarily driven by three reasons: “stabilization of revenue,” “further strengthening of the telecommunications domain,” and “complementary relationship with JCNT.”
• Parrotbeak’s business comprises mobile system solutions for local governments and mobile communication services for corporations, IoT, and inbound tourism.
• G-Ureru Net Advertising Group positions the acquisition of Parrotbeak as its fourth “strategic same-scale M&A” and aims for 10 billion JPY in sales and a market capitalization of 25 billion JPY by 2028.

This acquisition appears to be a strategic move by G-Ureru Net Advertising Group to stabilize its business portfolio and expand into growth markets. Integrating a profitable company with substantial revenue through M&A could significantly contribute to the group’s consolidated performance. The addition of stable recurring revenue from public infrastructure-based systems and entry into the growing telecom, eSIM, and IoT markets may suggest a strengthened foundation for the company’s future growth.

• G-Convano announced the completion of its share acquisition of Axelmark Corporation.
• As a result of this acquisition, Axelmark Corporation has become a consolidated subsidiary of G-Convano.
• This announcement serves as a progress report for the previously disclosed “Notice Regarding Acquisition of Shares (Making it a Consolidated Subsidiary) of Axelmark Corporation.”
• The disclosure was made through FASF (Financial Accounting Standards Foundation).

The completion of Axelmark Corporation’s consolidation into G-Convano’s group could represent a strategic move to expand G-Convano’s business portfolio. Investors may be interested in how this acquisition will integrate with G-Convano’s existing operations and what potential synergies might arise. The market will likely monitor G-Convano’s future business strategies and financial performance following this development.

• Nichiryoku announced on July 2, 2026, a correction to its “Non-consolidated Financial Results for the Fiscal Year Ended March 31, 2026 (Japanese GAAP),” originally published on May 21, 2026.
• The reason for the correction is that, after the initial publication, a re-verification of the valuation of security deposits and related figures revealed the need for additional revisions to some numerical data.
• Key figures for the full year ended March 31, 2026, after correction, are as follows:
• Total Assets: Revised from ¥5,029 million to ¥5,076 million (Impact: ¥47 million increase, 0.9% change).
• Net Assets: Revised from ¥2,843 million to ¥2,915 million (Impact: ¥72 million increase, 2.5% change).
• Net Sales: Revised from ¥1,709 million to ¥1,725 million (Impact: ¥15 million increase, 0.9% change).
• Operating Loss: Revised from △¥485 million to △¥420 million (Impact: ¥64 million improvement, 13.3% improvement).
• Ordinary Loss: Revised from △¥764 million to △¥689 million (Impact: ¥75 million improvement, 9.8% improvement).
• Net Loss: Revised from △¥207 million to △¥133 million (Impact: ¥74 million improvement, 35.7% improvement).
• As a result of the correction, the net loss decreased by ¥74 million, and diluted EPS improved from △¥12.07 to △¥7.76.
• Net sales for the columbarium sub-segment within the Cemetery Business were revised from ¥128 million (20.5% decrease year-over-year) to ¥144 million (8.9% decrease year-over-year).

This correction stems from a re-evaluation of security deposits, impacting several key financial statement items. The most notable change is the improvement in operating loss, ordinary loss, and net loss figures, which may be a point of interest for investors. Additionally, the revision in columbarium sales within the cemetery business could indicate a more nuanced performance within that segment than initially reported.

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

• e-Supportlink Co., Ltd. announced its consolidated financial results for the second quarter of the fiscal year ending November 2026.
• Consolidated net sales for the interim period reached ¥3,351 million, marking a 10.2% increase compared to the same period last year.
• Operating profit was ¥124 million (+111.1% year-on-year), and ordinary profit was ¥144 million (+119.6% year-on-year).
• Net profit attributable to owners of parent for the interim period was ¥48 million, an increase of 145.9% year-on-year.
• There are no revisions to the full-year consolidated performance forecast or the annual dividend forecast from the latest publicly announced figures.
• Marche Plus Co., Ltd. was newly added to the scope of consolidation from this interim period.

e-Supportlink’s Q2 FY2026 results show significant growth across key profitability metrics compared to the prior year. This performance may suggest the positive impact of revised service fees and new system implementations within its operation support business, alongside expanded sales of core products in the agricultural support segment. The addition of a new consolidated subsidiary could also indicate an expansion of business scale, which would be worth monitoring for future developments.

• Kusuri No Aoki Holdings Co., Ltd. announced its consolidated financial results for the fiscal year ended May 2026.
• For the consolidated results, net sales were ¥566,865 million (up 13.0% year-on-year), operating income was ¥27,096 million (up 1.9% year-on-year), ordinary income was ¥27,722 million (up 0.8% year-on-year), and net income attributable to parent company shareholders was ¥17,133 million (down 3.7% year-on-year).
• The annual dividend for FY2026 May was ¥56, consisting of a regular dividend of ¥8 and a commemorative dividend of ¥40 for the 40th anniversary of establishment (compared to ¥14 in the previous fiscal year).
• For the FY2027 May consolidated earnings forecast, the company projects net sales of ¥640,000 million (up 12.9% year-on-year), operating income of ¥32,000 million (up 18.1% year-on-year), ordinary income of ¥30,800 million (up 11.1% year-on-year), and net income attributable to parent company shareholders of ¥19,000 million (up 10.9% year-on-year).
• The consolidated equity ratio for the current period was 34.3% (compared to 41.4% in the previous period).

• G-MEDIA (Media Kobo Co., Ltd.) announced a re-confirmation of its shareholder benefit program details due to numerous inquiries.
• The year-end shareholder benefit for the fiscal period ending August 2026, with a record date of August 31, 2026, will be implemented without changes from the current system.
• Shareholder benefits are provided twice annually: an interim benefit (record date February 28) and a year-end benefit (record date August 31).
• Shareholders holding 100 shares or more will receive a digital gift equivalent to JPY 2,000.
• Shareholders with continuous ownership of one year or more (recorded consecutively two or more times with the same shareholder number on the August 31 record date) will receive a digital gift equivalent to JPY 2,500.

This announcement appears to aim at clarifying the existing shareholder benefit program’s details in response to increased inquiries from shareholders. The differentiated benefit amounts based on continuous holding periods may suggest an intention to encourage long-term stock ownership. The provision of digital gifts with various exchange options is designed to offer high convenience to recipients.

• AICA Kogyo Co., Ltd. announced its decision to absorb-merge Sugikou Service Co., Ltd., its non-consolidated subsidiary, effective October 1, 2026.
• The merger will be conducted through an absorption-type merger with AICA Kogyo as the surviving company, and Sugikou Service will be dissolved.
• The purpose of the merger is to streamline management by integrating the manufacturing contracting business for various synthetic resin products (industrial, construction, household, etc.) previously undertaken by Sugikou Service into AICA Kogyo.
• This merger qualifies as a simplified merger for AICA Kogyo under Article 796, Paragraph 2 of the Companies Act, and a short-form merger for Sugikou Service under Article 784, Paragraph 1, allowing it to proceed without shareholder approval from either company.
• There will be no allocation of shares or other consideration in this merger, as AICA Kogyo holds 100% of Sugikou Service’s shares.

This merger, involving the absorption of a 100% owned non-consolidated subsidiary, appears to be a strategic move to optimize manufacturing operations as part of an intra-group reorganization. The use of simplified and short-form merger procedures suggests an aim for efficient execution of the integration process. While the impact on consolidated performance is stated to be minor, it could potentially lead to long-term synergies and cost efficiencies for the group.

• Daiseki Co., Ltd. announced its consolidated financial results for the first quarter of the fiscal year ending February 2027 (March 1, 2026, to May 31, 2026).
• During this quarter, net sales reached ¥18,275 million (up 2.0% year-on-year), operating profit was ¥4,151 million (up 8.3%), ordinary profit was ¥4,267 million (up 8.9%), and net income attributable to owners of the parent was ¥2,871 million (up 17.6%).
• Net sales, operating profit, ordinary profit, and net income attributable to owners of the parent all achieved new record highs.
• The consolidated full-year earnings forecast (net sales ¥74,200 million, operating profit ¥16,800 million, ordinary profit ¥17,000 million, net income attributable to owners of the parent ¥11,200 million) remains unchanged from the most recently published figures.
• The annual dividend forecast of ¥86.00 (interim ¥43.00, year-end ¥43.00) also remains unchanged from the most recently published figures.

Daiseki’s first-quarter results show a strong start to the fiscal year, with record-high sales and profits across key metrics. This performance may suggest the company’s strategies, such as actively acquiring waste liquids for recycling fuel in its industrial waste treatment business and the smooth progress of high-value-added projects in the soil contamination treatment business, are effectively contributing to overall results. With the full-year forecast unchanged, it indicates the company views its progress against initial plans as satisfactory, which could be a point of interest for investors monitoring its consistent performance.

• ＲｅＹｕｕ Japan Co., Ltd. resolved at a board meeting on July 2, 2026, to sign a basic agreement for the acquisition and subsidiary-ization of AiPro Co., Ltd.
• This basic agreement does not unconditionally obligate the conclusion of a definitive agreement or the execution of the share acquisition, and is contingent on ongoing due diligence and negotiations for a definitive agreement.
• AiPro operates repair services for smartphones, tablets, PCs, and gaming consoles, as well as buying and selling used smartphones and PCs, and franchise operations, with 36 stores nationwide (directly managed and franchised) as of April 2026.
• ＲｅＹｕｕ Japan aims to create synergies, including strengthening device procurement capabilities to expand sales opportunities and enhancing refurbishment/maintenance and quality control systems through this transaction.
• The counterparty for the share acquisition is Providers Co., Ltd. ＲｅＹｕｕ Japan plans to acquire all 100 shares of AiPro; however, the acquisition price is currently undisclosed, pending the outcome of due diligence and negotiations.
• The definitive share transfer agreement is scheduled for early August 2026, but the actual share transfer date remains undetermined.

This basic agreement aligns with ＲｅＹｕｕ Japan’s stated growth strategy of strengthening its reuse business value chain through M&A with repair service providers. AiPro’s network of 36 repair, buying, and selling stores, along with its expertise, could enhance ＲｅＹｕｕ Japan’s device procurement capabilities and refurbishment systems. Investors may monitor further developments towards the definitive agreement, particularly the disclosure of the acquisition price, as a key factor.

• SBI Holdings announced on July 2, 2026, a partial correction to its “Consolidated Financial Results for the Fiscal Year Ended March 31, 2026 (IFRS)” submitted on May 1, 2026.
• The reason for the correction was an error in the “per-share information for the previous consolidated fiscal year” within the summary section of the financial results.
• Specifically, the correction addresses the miscalculation of per-share figures using pre-split information, instead of assuming the 2-for-1 common stock split implemented on December 1, 2025, occurred at the beginning of the previous consolidated fiscal year.
• The corrections include adjusting the “Basic earnings per share” for the fiscal year ended March 31, 2025, from ¥536.09 to ¥268.04, and “Diluted earnings per share” from ¥512.67 to ¥256.34, in the “1. Consolidated Operating Results for the Fiscal Year Ended March 31, 2026 (1) Consolidated Operating Results” summary.
• Additionally, the “Equity attributable to owners of the parent per share” for the fiscal year ended March 31, 2025, was corrected from ¥4,162.73 to ¥2,081.37, in the “1. Consolidated Operating Results for the Fiscal Year Ended March 31, 2026 (2) Consolidated Financial Position” summary.
• These corrections are explicitly stated to have no impact on the consolidated financial statements themselves.

This correction stems from an error in calculating per-share metrics that account for a past stock split, and notably, it does not affect the company’s consolidated financial performance itself. Investors should understand that the underlying financial statement figures remain unchanged; only the comparative per-share data in the summary has been revised. This adjustment may enhance the comparability of historical per-share information, allowing for more accurate analysis.