Japan Stock IR Daily – July 06, 2026 (18 reports)

• Astroscale Holdings Inc. announced on July 6, 2026, a partial correction to its “Consolidated Financial Results for the Fiscal Year Ending April 2026 [IFRS]” originally released on June 12, 2026.
• The reason for the correction is the refined accounting treatment for deferred tax liabilities related to foreign exchange gains, identified during the audit process, leading to the additional recording of such liabilities.
• Consequently, related numerical data and other figures have been revised.
• This correction has no impact on the consolidated cash flow statement.
• Due to numerous correction points, the full revised document is attached with changes underlined.

• AI Storm Co., Ltd. resolved to enter into a business alliance with Aurora Mobile K.K. at a Board of Directors meeting held on July 6, Reiwa 8 (2026).
• The alliance aims to advance the AI integration of its wholly-owned subsidiary NTS Co., Ltd.’s call center and EC-related BPO businesses, which was acquired on April 1, Reiwa 8 (2026).
• Under the alliance, NTS will implement Aurora Mobile’s “EngageLab,” and AI Storm will serve as a partner for “EngageLab” and “GPTBots” products in the Japanese market, handling sales, marketing, and support.
• Aurora Mobile K.K. is the Japanese subsidiary of Aurora Mobile Limited, listed on NASDAQ in the US, and was established on March 4, Reiwa 8 (2026).
• AI Storm announced that this business alliance is expected to have a minor impact on its performance for the fiscal year ending December Reiwa 8 (2026).

This alliance may suggest AI Storm’s strategy to address structural challenges in Japan’s contact center and BPO industries, such as labor shortages and rising customer demands, by providing AI solutions. The initial project with its subsidiary NTS could indicate a broader ambition to transform call center operations into an AI-driven model. AI Storm’s role as a product partner also positions it as a key player in Aurora Mobile’s expansion into the Japanese market.

• Sagami Holdings announced a 2-for-1 stock split for its common shares, with the record date set for August 30, 2026, and an effective date of August 31, 2026.
• Following the stock split, the total number of outstanding shares will increase from 30,301,784 shares to 60,603,568 shares. The authorized shares will also change from 100,000,000 shares to 200,000,000 shares.
• The year-end dividend forecast for the fiscal year ending March 2027 has been revised from ¥12.00 per share to ¥6.00 per share due to the stock split, with no substantial change in the actual dividend amount.
• The shareholder benefits program will be modified for shareholders on record as of September 30, 2026, and thereafter. For instance, shareholders holding 100 shares or more will receive four 20% discount coupons annually, up from the current two, adjusted for the post-split share count.
• A long-term shareholder special benefit has also been introduced, offering an additional ¥4,000 worth of meal tickets annually to shareholders holding 2,000 or more post-split shares (equivalent to 1,000 pre-split shares) who meet specific criteria.

This stock split appears aimed at reducing the investment per unit, potentially making the shares more accessible to a broader range of investors and enhancing stock liquidity. The company’s decision to maintain the effective dividend amount and enhance the shareholder benefits program suggests a continued commitment to shareholder returns, which may encourage long-term share ownership. Investors may find it worthwhile to monitor how these changes affect the company’s investor base and market valuation moving forward.

• Tosei Corporation has announced its consolidated financial results for the second quarter (interim period) of the fiscal year ending November 2026.
• Revenue reached ¥85,956 million (up 30.1% year-on-year), operating profit was ¥21,214 million (up 20.5% year-on-year), and profit attributable to owners of the parent was ¥13,806 million (up 12.9% year-on-year).
• Basic earnings per share were ¥142.35, and diluted earnings per share were ¥141.01 (calculated assuming a 2-for-1 stock split on December 1, 2025).
• The consolidated financial position shows total assets of ¥309,601 million, total equity of ¥111,192 million, and an equity ratio attributable to owners of the parent of 35.9%.
• The full-year consolidated earnings forecast for FY2026 remains unchanged from the most recently announced forecast, projecting revenue of ¥122,986 million (up 29.9% year-on-year) and profit attributable to owners of the parent of ¥15,157 million (up 2.7% year-on-year).

Tosei’s Q2 FY2026 results show significant year-on-year increases in revenue and various profit metrics, suggesting robust business performance. The 30.1% increase in revenue could indicate the company’s business portfolio is effectively capitalizing on current market conditions. The unchanged full-year forecast might imply the company views current progress as in line with its initial expectations, a factor worth monitoring for future developments.

• G-eole resolved to enter into a basic agreement for a business alliance with Shin Energy Development Co., Ltd. at its Board of Directors meeting on July 6, 2026.
• The alliance aims to jointly promote the development of a 100MW-class large-scale AI data center and power infrastructure, including the acquisition and utilization of existing power plants, in the Western Japan region.
• The business alliance comprises two main pillars: “Data Center and LNG Power Generation Development Business” and “Power Plant Acquisition Business.”
• G-eole plans to pay Shin Energy Development ¥600 million (excluding consumption tax) as an upfront payment for the power plant acquisition business.
• Funding for the limited liability company to be utilized for the joint projects is predicated on capital increases or loans up to a total of ¥3.6 billion, with G-eole’s maximum anticipated capital contribution being ¥3.6 billion.
• Business ① (Western Japan DC and LNG Power Generation Development) is scheduled to commence operations in April 2029, and Business ② (Power Plant Acquisition) in April 2027.

G-eole’s move to develop a data center integrated with large-scale power infrastructure within the “AI computation layer,” which the company positions as the core of its AI data center business, can be seen as a strategic step anticipating future growth in the AI market. Investment in energy infrastructure, including power plant acquisition, could directly impact the stable operation and cost efficiency of AI data centers, suggesting an intent towards vertical integration of the business. Future developments regarding specific funding methods and detailed project plans will be worth monitoring.

• Sapporo Breweries has resolved to form a strategic capital and business alliance with Carlsberg A/S, focusing on Southeast Asia, Hong Kong, and the UK.
• Sapporo Breweries will invest approximately USD 643 million (JPY 102.9 billion) to acquire a 25% stake in a joint venture to be established in Singapore.
• Through this alliance, Sapporo aims to expand sales volume of its “Sapporo Premium Beer (SPB)” in the target markets (Southeast Asia/Hong Kong) by approximately 10 times by 2035, compared to 2025.
• The joint venture, tentatively named Carlsberg Sapporo Alliance, is scheduled for establishment in Singapore in December 2026.
• Both companies have also agreed to conclude long-term brand license agreements for SPB in the UK and Myanmar.

This alliance underscores Sapporo’s commitment to expanding its overseas alcoholic beverage business as a core component of its mid-to-long-term growth strategy. Leveraging Carlsberg’s established sales network and market position may enable Sapporo to achieve market expansion more efficiently than building its own infrastructure. The pursuit of diverse revenue streams, including dividends, brand royalties, and manufacturing revenue, could contribute to an enhancement of long-term profitability.

• Karla 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).
• Consolidated net sales for Q1 amounted to JPY 1,959 million, marking a 5.6% increase compared to the same period of the previous year.
• Consolidated operating income was JPY 94 million, an increase of 3.4% year-on-year. Consolidated ordinary income rose by 10.3% year-on-year to JPY 98 million.
• Net income attributable to parent company shareholders was JPY 16 million, representing a 79.8% decrease from the prior year’s first quarter.
• Basic earnings per share for the quarter were JPY 2.84.
• Total assets stood at JPY 5,613 million, with net assets at JPY 2,175 million, resulting in an equity ratio of 38.8%.
• The full-year consolidated performance forecast (Net Sales: JPY 7,700 million, Operating Income: JPY 289 million, Ordinary Income: JPY 289 million, Net Income attributable to parent company shareholders: JPY 154 million) remains unchanged from the most recently published figures.

Karla’s Q1 FY2027 results show an increase in sales, operating income, and ordinary income, but a significant decline in net income attributable to parent company shareholders. This discrepancy may suggest that while core business operations improved, specific non-operating factors or extraordinary items impacted the bottom line. The unchanged full-year forecast indicates that management does not foresee this Q1 performance deviation from their original projections for the entire fiscal year.

• NexTage Co., Ltd. announced its consolidated financial results for the second quarter of the fiscal year ending November 2026.
• Net sales reached ¥391,212 million (up 26.6% year-on-year), operating profit was ¥14,088 million (up 99.3%), and ordinary profit was ¥13,198 million (up 98.3%).
• Net income attributable to owners of parent amounted to ¥8,882 million (up 108.3%), with interim EPS at ¥113.43.
• The full-year consolidated performance forecast for the fiscal year ending November 2026 has been revised, projecting net sales of ¥746,000 million (up 14.4% year-on-year) and net income of ¥17,100 million (up 33.5% year-on-year).
• During the interim consolidated accounting period, the company opened 5 general stores, 1 SUVLAND store, and 2 standalone purchasing stores, bringing the total number of locations to 248 (364 stores) at the end of the period.

NexTage’s Q2 FY2026 results demonstrate significant growth in both revenue and profit compared to the previous year, suggesting that the company’s aggressive store expansion strategy is contributing positively to its performance. The upward revision of the full-year forecast may indicate management’s continued strong outlook for the business environment. The inclusion of new subsidiaries through changes in the scope of consolidation could also be a factor contributing to the overall business expansion.

• For the first quarter of fiscal year 2027 (March 1, 2026 – May 31, 2026), consolidated operating revenue was ¥273,635 million, representing a 16.8% increase year-over-year.
• During the same period, the company reported a consolidated operating loss of ¥805 million, an ordinary loss of ¥823 million, and a net loss attributable to owners of the parent of ¥2,077 million.
• As of the end of the first quarter of fiscal year 2027, total assets stood at ¥421,464 million, net assets at ¥205,811 million, and the equity ratio was 48.8%.
• The full-year consolidated performance forecast (March 1, 2026 – February 28, 2027) remains unchanged: operating revenue of ¥1,133,200 million (up 17.6% YoY), operating profit of ¥10,000 million (up 98.0% YoY), ordinary profit of ¥9,600 million (up 95.5% YoY), and net profit attributable to owners of the parent of ¥150 million.
• There are no revisions to the most recently announced dividend forecast. A year-end dividend of ¥8 and an annual dividend of ¥16 are projected.

U.S.M.H’s first quarter of fiscal year 2027 saw an increase in operating revenue but reported losses in profitability. This appears to be influenced by rising raw material costs due to petroleum product prices, a decrease in gross profit margin from intensified pricing and promotional strategies amidst fierce competition, and increased labor, promotional, and renovation expenses, despite increased customer traffic and the contribution from Aeon Food Style Co., Ltd. Investors may want to monitor the company’s strategies to manage costs and improve profitability in the coming quarters, given that the full-year earnings forecast remains unchanged.

• Mitachi announced its consolidated financial results for the fiscal year ended May 2026, reporting net sales of ¥120,327 million, a 22.6% increase from the previous fiscal year.
• Operating profit reached ¥2,763 million (up 28.6%), and ordinary profit was ¥3,054 million (up 28.5%).
• Profit attributable to owners of parent increased by 25.5% to ¥2,130 million.
• Earnings per share (EPS) grew to ¥267.25, and the equity ratio stood at 43.7%.
• The annual dividend per share for FY2026 was ¥80 (interim ¥40, year-end ¥40), an increase from ¥60 in the prior fiscal year.

Mitachi’s FY2026 consolidated results show robust performance with all key profit indicators achieving double-digit growth, suggesting a strong operational period. The increased sales of semiconductors for automotive component manufacturers and solid performance in the amusement sector appear to have been significant drivers for both domestic and international business segments. The rise in cash and deposits alongside a reduction in short-term borrowings may indicate a strengthening of the company’s financial position.

• Ribomic Inc. signed a business alliance agreement with FUJIFILM Toyama Chemical Co., Ltd. on July 6, 2026, for CDMO services utilizing DDS aptamer-modified Lipid Nanoparticles (LNPs).
• Under this agreement, Ribomic will non-exclusively provide DDS aptamers, while FUJIFILM Toyama Chemical will handle LNP manufacturing and aptamer modification, offering aptamer-modified LNPs as an integrated CDMO service.
• The partnership aims to establish a supply system for high-value-added LNPs with targeted delivery capabilities, addressing customer needs in nucleic acid drug development.
• FUJIFILM Toyama Chemical specializes in integrated CDMO services, from mRNA synthesis to LNP formulation, with strong expertise in LNP technology and manufacturing track records.
• Ribomic expects this alliance to contribute to the medium-to-long-term strengthening of its drug discovery support business’s revenue, with the impact on the fiscal year ending March 2027 currently under review.

This business alliance suggests a strategic move to combine G-Ribomic’s DDS aptamer technology with FUJIFILM Toyama Chemical’s LNP manufacturing and CDMO capabilities, potentially enabling new high-value services in the nucleic acid drug field. Given the increasing demand for targeted delivery of LNPs to specific tissues and cells, leveraging the strengths of both companies could lead to an expansion of their business domains. The specific impact on future revenue will be a key area for investors to monitor.

• NS Group Co., Ltd. resolved to acquire all shares of Alpha Co., Ltd., making it a wholly-owned subsidiary, at a board meeting held on July 6, 2026.
• Alpha Co., Ltd. will become a specified subsidiary of NS Group Co., Ltd.
• Alpha Co., Ltd., established in 2004, operates a rent guarantee business with a strong sales base in Kyushu and a network of approximately 5,500 partner stores.
• NS Group’s medium-term management plan includes “expansion of existing rent guarantee business” as a growth strategy, actively pursuing M&A for business base expansion.
• This acquisition will enable NS Group to establish sales offices across the entire Kyushu area.

The acquisition of Alpha Co., Ltd. by NS Group can be seen as a strategic move to strengthen its business foundation and competitive edge in the Kyushu region. This aligns with the company’s medium-term management plan to expand its rent guarantee business through M&A, aiming to solidify its position in the industry. Investors may monitor how the integration of Alpha’s customer base and regional sales capabilities with NS Group’s value-up support will unfold and contribute to future performance.

• Mitra G announced its consolidated financial results for the first quarter of fiscal year 2027 (March 1, 2026 – May 31, 2026).
• Revenue reached 1,245 million yen, marking an 8.1% increase compared to the same quarter of the previous fiscal year.
• Operating profit grew significantly by 195.5% to 93 million yen, and ordinary profit increased by 175.2% to 95 million yen.
• Net profit attributable to parent company shareholders was 68 million yen, a turnaround from a loss of 11 million yen in the prior-year period.
• The Financial Solutions business segment reported sales of 466 million yen (up 7.3%) and segment profit of 241 million yen (up 31.8%).

Mitra G’s Q1 FY2027 results show substantial year-over-year improvements across revenue and profitability metrics, with the significant increases in operating and ordinary profits indicating a strong operational performance. The robust growth in the Financial Solutions business segment appears to be a key driver for the overall positive results. While the reversal of allowance for doubtful accounts also contributed to the profit increase, continued monitoring of each business segment’s performance will be crucial for understanding the company’s future trajectory.

• Sumitomo Mitsui Financial Group, Inc. (SMFG) announced on July 6, 2026, a “Change in Disclosure Regarding the Number of Shares to be Increased by Stock Split.”
• The change is a result of the decision on July 6, 2026, to issue new shares under its restricted stock compensation plan, with the final number of shares determined as of July 24, 2026.
• This impacts the number of shares to be increased by the stock split, as previously announced on May 13, 2026, in the “Announcement on Stock Split, Change in Exchange Ratio of American Depositary Receipts (ADRs) to Underlying Shares, and Partial Amendment to the Articles of Incorporation.”
• The revised total number of shares outstanding before the stock split is 3,829,143,493 shares, the number of shares increased by this split is 3,829,143,493 shares, and the total number of shares outstanding after the stock split will be 7,658,286,986 shares.
• All other terms and conditions related to the stock split remain unchanged.

The issuance of new shares under a restricted stock compensation plan is generally a common practice for employee incentives. This adjustment to the total number of outstanding shares before and after the stock split is a factual update to previously announced information. Investors may consider this a routine modification reflecting the company’s compensation strategy. The company has clarified that other stock split conditions remain consistent, suggesting the core intent of the split is unaffected.

• G-JAPANIAS Co., Ltd. announced its non-consolidated financial results for the second quarter (interim period) of the fiscal year ending November 2026.
• Net sales reached ¥6,469 million (up 11.3% year-on-year), operating income was ¥222 million (down 35.6%), ordinary income was ¥292 million (down 29.1%), and interim net income was ¥193 million (down 28.8%).
• Diluted earnings per share for the interim period stood at ¥48.86 (compared to ¥68.69 in the prior interim period).
• As of the end of the interim period, total assets were ¥5,779 million, net assets were ¥3,375 million, and the equity ratio was 58.4%.
• The full-year forecast for the fiscal year ending November 2026 remains unchanged from the most recently announced figures: net sales of ¥13,150 million (up 8.8% year-on-year), operating income of ¥1,035 million (up 5.3%), ordinary income of ¥1,120 million (up 3.9%), and net income of ¥785 million (up 2.6%).
• The annual dividend forecast is ¥50.00 for the interim period and ¥51.00 for the fiscal year-end, totaling ¥101.00, with no changes from the latest announcement.

G-JAPANIAS’s Q2 FY2026 results show revenue growth year-over-year, yet a decline in various profit metrics. While increased sales may suggest business expansion efforts, the decrease in profits could indicate impacts from rising personnel costs or temporary expenses associated with M&A activities. The reaffirmation of the full-year earnings and dividend forecasts may suggest management’s confidence in a recovery in the latter half of the fiscal year.

• Kyokuto (2300) announced its non-consolidated financial results for the first quarter of the fiscal year ending February 2027 (March 1, 2026 – May 31, 2026).
• Net sales amounted to 1,854,937 thousand yen, representing a 4.3% decrease compared to the same period of the previous fiscal year.
• Operating income was 372,569 thousand yen, a 10.7% decrease year-on-year.
• Ordinary income decreased by 13.3% to 383,782 thousand yen, and quarterly net income decreased by 10.7% to 273,830 thousand yen.
• The full-year forecast for FY2027 remains unchanged, with projected net sales of 5,350 million yen, operating income of 100 million yen, ordinary income of 180 million yen, and net income of 120 million yen.

The company reported a decline in Q1 sales and profits, attributed to rising energy and raw material costs, alongside a slump in personal consumption. Despite the challenging start, the full-year guidance remains unchanged, suggesting management anticipates improvements in subsequent quarters, possibly from cost management, promotional activities, and recent capital investments. Given the seasonal nature of the home cleaning industry, with Q1 typically being the peak demand period, the ability to achieve the unchanged full-year targets will be a key area for investors to monitor.

• Altech Co., Ltd. announced its consolidated financial results for the second quarter (interim period) of the fiscal year ending November 2026.
• Net sales for the interim period were ¥7,772 million, representing a 4.3% decrease compared to the same period in the previous year.
• Operating profit reached ¥379 million (compared to an operating loss of ¥99 million in the prior interim period), and ordinary profit was ¥299 million (compared to an ordinary loss of ¥133 million in the prior interim period).
• Net income attributable to owners of parent increased significantly by 470.0% year-on-year to ¥301 million.
• By segment, the Trading business reported net sales of ¥3,575 million (down 18.2% YoY) and segment profit of ¥165 million (down 52.8% YoY). The Preform business recorded net sales of ¥4,242 million (up 11.7% YoY) and achieved a segment profit of ¥290 million (compared to a segment loss of ¥338 million in the prior interim period).

Despite a decrease in overall net sales, the significant turnaround and black ink for the Preform business appear to be the primary drivers for the substantial improvement in profitability. The withdrawal from the recycled flake business and broader business structure reforms may have contributed to these results. The contrast between the decline in the Trading business and the growth and profitability in the Preform business could indicate a shift in the company’s earnings structure.

• Take and Give Needs Co., Ltd. announced on July 6, 2026, a “Re-correction and Numerical Data Correction” to its “Consolidated Financial Results for the Fiscal Year ended December 2025 [Japanese GAAP]” initially disclosed on February 13, 2026 (following a partial correction disclosed on March 6, 2026).
• The reason for the correction is stated as a result of reviewing impairment losses and gain/loss on sale of fixed assets, etc., following the finalization of the audit process for the preparation of the Annual Securities Report.
• The corrections primarily affect numerical data in the following items:
• Summary Information P.1: “1. Consolidated Business Results for the Fiscal Year ended December 2025 (April 1, 2025 – December 31, 2025) (3) Consolidated Cash Flow Statement”
• Attached Information P.4: “1. Overview of Business Performance (3) Overview of Cash Flows for the Current Fiscal Year”
• Attached Materials P.12-13: “3. Consolidated Financial Statements and Principal Notes (4) Consolidated Cash Flow Statement”
• Attached Materials P.16: “3. Consolidated Financial Statements and Principal Notes (5) Notes to Consolidated Financial Statements (Segment Information, etc.) (Segment Information) 3. Information on Sales, Profit or Loss, Assets, Liabilities, and Other Items for Each Reporting Segment”
• Attached Materials P.16: “3. Consolidated Financial Statements and Principal Notes (5) Notes to Consolidated Financial Statements (Segment Information, etc.) (Segment Information) 4. Differences between the Total Amount of Reporting Segments and the Amount Recorded in the Consolidated Financial Statements, and Main Contents of Such Differences (Matters concerning Reconciliation Adjustments)”
• The announcement also specifies that corrected numerical data (XBRL) will be submitted.

This re-correction stems from the finalization of audit procedures for the annual securities report, leading to revisions in impairment losses and gains/losses on the sale of fixed assets. Such adjustments affect multiple financial statement items, including the consolidated cash flow statement and segment information. Investors often monitor re-corrections of financial statements for insights into the underlying accounting changes and their potential implications for future financial reporting. Specifically, changes in cash flow figures may influence perceptions of the company’s liquidity and financial health, making these revisions noteworthy for stakeholders.