Japan Stock IR Daily – July 09, 2026 (30 reports)

• PRO HOLDINGS Co., Ltd. (Code: 594A) was listed on the Tokyo Stock Exchange TOKYO PRO Market on July 9, 2026.
• For the fiscal year ending October 2026 (forecast), the company announced consolidated results predicting net sales of ¥4,630 million (up 23.9% year-on-year), operating profit of ¥699 million (up 27.1% year-on-year), ordinary profit of ¥681 million (up 18.5% year-on-year), and profit attributable to owners of parent of ¥446 million (up 12.0% year-on-year).
• Actual results for the interim period of the fiscal year ending October 2026 (November 1, 2025 – April 30, 2026) show net sales of ¥2,757 million, operating profit of ¥604 million, ordinary profit of ¥605 million, and interim net profit attributable to owners of parent of ¥378 million.
• Forecasted basic earnings per share for the fiscal year ending October 2026 is ¥43.18, with the interim period actual at ¥36.63.
• The dividend forecast for the fiscal year ending October 2026 is currently undecided.

• Asia Pile Holdings Co., Ltd.’s consolidated subsidiary, Phan Vu Investment Corporation (Phan Vu), completed the acquisition of additional shares in its equity method affiliate, Thu Duc Long An Centrifugal Concrete Joint Stock Company (TDLA).
• As a result of this acquisition, TDLA has become a consolidated subsidiary (grandchild company) of Asia Pile Holdings Co., Ltd.
• The share acquisition was completed on July 2, 2026. This was made possible as approval from the Vietnam National Competition Commission, initially required, became unnecessary due to the enforcement of new local relevant laws on July 1, 2026.
• Phan Vu’s post-acquisition ownership of TDLA shares is 7,860,814 shares, representing a 52.2% voting rights ratio.
• TDLA’s financial performance for the fiscal year ended December 2025 included net assets of VND 104.9 billion (approx. JPY 625 million), net sales of VND 433 billion (approx. JPY 2,583 million), and a net loss of VND 123.7 billion (approx. JPY 738 million). The net loss was attributed to a temporary factor related to provisions for long-term stagnant receivables.

This consolidation of TDLA from an equity method affiliate suggests Asia Pile Holdings aims to strengthen its control and deepen integration within its Vietnam operations. While TDLA reported a net loss in the recent fiscal year, the company states this was due to temporary factors, indicating that its potential recovery could impact consolidated earnings. The regulatory change in Vietnam that obviated the need for competition commission approval likely facilitated the swift completion of this transaction.

• Unisol Holdings Co., Ltd. resolved to revise its dividend forecast for the fiscal year ending December 2026 at a Board of Directors meeting held on July 9, 2026.
• The revised forecast sets the year-end dividend for the fiscal year ending December 2026 at ¥151.00 per share, which includes a commemorative dividend of ¥80.00 per share.
• The total annual dividend will be ¥181.00, comprising the Q2-end dividend of ¥30.00 and the year-end dividend of ¥151.00 (including a commemorative dividend of ¥80.00).
• The previous forecast (announced on February 13, 2026) was an annual dividend of ¥101.00 (year-end ¥71.00).
• The reason for the increase is cited as the formulation of the new mid-term management plan “UNISOL II” (FY December 2027 – FY December 2029) and the commemoration of the 80th anniversary (2026) of the founding/establishment of Furusato Kogyo Co., Ltd. and Maruka Co., Ltd., the parent companies at the time of the business integration.

This dividend forecast revision suggests Unisol HD’s commitment to shareholder returns, accelerating a portion of its new mid-term management plan “UNISOL II” initiatives. The commemorative dividend may indicate the company’s intent to share its 80th anniversary milestone with shareholders. Such actions could be interpreted as a proactive stance on shareholder remuneration.

• Dawn Inc. announced its non-consolidated financial results for the fiscal year ended May 2026 (June 1, 2025, to May 31, 2026).
• For the current period, net sales were ¥1,734 million (up 5.3% year-on-year), operating income was ¥655 million (up 14.1%), ordinary income was ¥672 million (up 15.0%), and net income was ¥471 million (up 12.6%).
• Earnings per share for the period were ¥78.02.
• The year-end dividend for FY2026/5 was ¥28.00 (before stock split), with a total annual dividend of ¥83 million and a payout ratio of 17.9%.
• For the fiscal year ending May 2027 (June 1, 2026, to May 31, 2027), the company forecasts net sales of ¥1,800 million (up 3.8% year-on-year), operating income of ¥670 million (up 2.3%), and net income of ¥485 million (up 3.0%).
• The company conducted a 2-for-1 stock split of common shares effective June 1, 2026.

Dawn Inc.’s FY2026/5 results demonstrate solid performance with increases across net sales and all profit metrics compared to the previous year. The growth in recurring cloud service fees and new/renewal orders in the fire and disaster prevention sector appear to be key drivers, suggesting a positive trend in sustainable revenue streams. The company’s forecast for continued sales and profit growth in FY2027/5 may indicate confidence in its future business strategies and market position.

• Sankei Chemical Co., Ltd. announced its consolidated financial results for the second quarter (interim period) of the fiscal year ending November 2026.
• Consolidated net sales reached ¥4,206 million, representing an increase of ¥479 million (12.9%) compared to the same period last year.
• Operating income was ¥379 million (a decrease of 14.7% year-on-year), and ordinary income was ¥417 million (a decrease of 11.2% year-on-year).
• Net profit attributable to owners of the parent company amounted to ¥297 million, an increase of ¥8 million (2.8%) from the prior year’s interim period.
• There are no revisions to the full-year consolidated performance forecast or dividend forecast from the latest publicly announced figures.
• Sales by product application were as follows: insecticides ¥2,362 million (up 6.9%), fungicides ¥399 million (up 13.8%), insecticides and fungicides ¥316 million (up 76.3%), herbicides ¥436 million (up 24.7%), other products ¥358 million (up 25.0%), and non-agricultural chemicals ¥332 million (down 5%).

Sankei Chemical’s Q2 FY2026 results show a notable increase in net sales, indicating revenue growth. However, the decline in operating and ordinary income may suggest pressures from increased cost of sales and selling, general, and administrative expenses. The rise in net profit attributable to owners of the parent, attributed to the解消 of prior year’s extraordinary losses, could be a point of interest for investors to monitor the underlying profitability trends.

• G-Birdman signed a business alliance agreement with Global Cloud Estate Co., Ltd. on July 9, 2026.
• The alliance aims to secure funding and strengthen finance for G-Birdman’s renewable energy-related businesses, specifically grid-scale and extra-high voltage battery storage projects.
• Global Cloud Estate operates the real estate crowdfunding platform “CAMEL” under the Real Estate Specified Joint Enterprise Act, with a track record of forming funds for infrastructure-related assets.
• The agreement outlines cooperation in forming funds under the Real Estate Specified Joint Enterprise Act for real estate related to battery projects, considering short-term funding, facilitating refinancing, and mutual provision of specialized knowledge and project information.
• This alliance is non-exclusive, does not obligate either party to form individual funds or commit capital, and the signing of this agreement itself does not incur monetary obligations for G-Birdman.

This partnership is notable for its aim to establish a robust funding base for G-Birdman’s battery storage business, a key factor for its growth trajectory. The strategy to create a new funding cycle—”development → crowdfunding → construction → refinancing with financial institutions → long-term operation”—by channeling individual investor funds into battery infrastructure, could enable parallel execution of multiple projects. This approach may accelerate the build-out of G-Birdman’s battery portfolio and is a development worth monitoring for its potential impact on the company’s mid-to-long-term corporate value.

• MrMax HD announced its consolidated financial results for the first quarter of fiscal year 2027 (March 1, 2026 – May 31, 2026).
• Operating revenue reached ¥38.221 billion (up 10.1% year-on-year), operating profit was ¥1.591 billion (up 28.5%), ordinary profit was ¥1.567 billion (up 21.8%), and net profit attributable to parent company shareholders was ¥1.036 billion (up 21.9%).
• Sales revenue was ¥36.740 billion (up 10.2% year-on-year), marking a new record high. Existing store sales increased by 7.3% year-on-year.
• Sales of private brand (PB) products increased by 17.5% year-on-year, and their contribution to overall sales rose to 23.0%.
• The consolidated full-year earnings forecast for FY2027 and the annual dividend forecast (¥29.00) remain unchanged from the previously announced figures.

The company’s strong performance in Q1 FY2027 suggests that its Everyday Low Price (EDLP) strategy, combined with the “price freeze declaration” for private brand products, effectively resonated with consumers’ cost-saving behaviors, contributing to increased store visits. The improvement in gross profit margin, driven by the expansion of private brand sales, appears to have offset rising costs, leading to higher profitability. The increase in total assets, particularly in merchandise and buildings/structures, may indicate ongoing investment and expansion initiatives.

• For the first quarter of FY2027 (March 1, 2026 – May 31, 2026), consolidated operating revenue was ¥198,026 million, a decrease of 1.7% compared to the same period of the previous year.
• Consolidated operating profit reached ¥391 million (a 79.4% decrease year-over-year), and consolidated ordinary profit was ¥508 million (a 78.2% decrease year-over-year).
• Net profit attributable to owners of parent significantly decreased by 94.2% year-over-year, totaling ¥66 million.
• Earnings per share for the quarter were ¥0.77.
• The full-year consolidated performance forecast for FY2027 remains unchanged from the latest announcement, projecting operating revenue of ¥825,000 million, operating profit of ¥17,000 million, ordinary profit of ¥17,200 million, and net profit attributable to owners of parent of ¥7,000 million.
• The full-year dividend forecast is also maintained at ¥30.00 per share (interim ¥15.00, year-end ¥15.00).

The first quarter results show a significant decline in revenue and profits across the board compared to the previous year. This performance may suggest challenges from rising procurement costs, increased consumer saving sentiment, and higher operational expenses. However, the company has maintained its full-year earnings forecast, which could indicate an expectation of recovery through ongoing strategic initiatives in the remaining quarters.

• Fast Retailing announced its consolidated financial results for the third quarter of the fiscal year ending August 2026 (September 1, 2025 – May 31, 2026).
• For the cumulative third quarter, consolidated revenue was ¥3,065.1 billion (up 17.1% year-on-year), operating profit was ¥592.7 billion (up 33.6% YoY), and profit attributable to owners of the parent was ¥426.0 billion (up 25.6% YoY).
• The UNIQLO International business achieved significant revenue growth of 25.9% year-on-year to ¥1,834.0 billion and operating profit growth of 45.4% year-on-year to ¥345.3 billion.
• The GU business reported revenue of ¥265.6 billion (up 3.7% YoY) and operating profit of ¥32.1 billion (up 28.0% YoY).
• The full-year consolidated forecast for August 2026 has been revised, projecting revenue of ¥3,970.0 billion (up 16.7% from the previous fiscal year) and profit attributable to owners of the parent of ¥500.0 billion (up 15.5% YoY).

Fast Retailing’s Q3 results highlight the strong performance of its UNIQLO business, particularly international operations, as a key driver for overall consolidated growth. Exchange rate gains also contributed to the profit, which may suggest the successful execution of its global strategy. The upward revision of the full-year forecast could indicate the company’s confidence in its continued business trajectory.

• ALBIT TIMES Co., Ltd. announced its Q1 FY2027 consolidated financial results for the period from March 1, 2026, to May 31, 2026.
• Consolidated net sales reached ¥1,304 million, a 6.8% increase compared to the same quarter of the previous year.
• Consolidated operating income surged by 149.1% to ¥124 million, ordinary income by 153.5% to ¥125 million, and net income attributable to owners of the parent by 119.6% to ¥82 million.
• The staffing services business reported net sales of ¥1,201 million (up 9.1% YoY) and segment profit of ¥315 million (up 29.4% YoY).
• The sales promotion support business reported net sales of ¥103 million (down 14.4% YoY) but segment profit of ¥16 million (up 70.0% YoY).
• There were no revisions to the full-year consolidated earnings forecast (net sales ¥5,024 million, operating income ¥280 million, ordinary income ¥277 million, net income attributable to owners of the parent ¥139 million).

ALBIT TIMES’ Q1 FY2027 results show significant year-over-year growth in both revenue and profit metrics. The strong performance appears to be primarily driven by the staffing services segment, with notable contributions from the expansion of ‘Wagasha de DOMO,’ IT education services, and RPO business. While the sales promotion support business experienced a decline in revenue, its segment profit increased, which might suggest positive effects from ongoing business restructuring efforts.

• Can Do Co., Ltd. (2698) reported consolidated net sales of ¥22,789 million for the first quarter of the fiscal year ending February 2027 (March 1, 2026, to May 31, 2026), marking a 3.8% increase year-on-year.
• Operating profit grew by 12.0% to ¥739 million, ordinary profit increased by 8.3% to ¥716 million, and net profit attributable to parent company shareholders rose by 11.1% to ¥402 million, indicating both revenue and profit growth.
• Existing store sales for directly managed stores increased by 3.9% year-on-year, contributing to a 3.8% increase in overall company sales, including new store openings.
• During the first quarter, 35 new stores were opened (26 directly managed, 9 FC stores), while 16 stores were closed, resulting in a net increase of 19 stores. As of the end of the quarter, the total store count was 1,374 (943 directly managed, 424 FC stores, 7 overseas FC stores).
• The full-year consolidated earnings forecast for the fiscal year ending February 2027 remains unchanged, projecting net sales of ¥88,600 million (+1.8% YoY), operating profit of ¥1,670 million (+9.0% YoY), ordinary profit of ¥1,600 million (+4.8% YoY), and net profit attributable to parent company shareholders of ¥450 million (+0.8% YoY).

Can Do’s first-quarter results show a solid start to the fiscal year, with growth in both sales and profits compared to the previous year. The strong performance of existing directly managed stores, with a 3.9% increase in sales, may suggest effective store and product strategies are yielding positive results. The decision to maintain the full-year earnings forecast could indicate management’s confidence in the current operational trajectory.

• Watts Co., Ltd. announced its financial results for the third quarter of the fiscal year ending August 2026 (September 1, 2025 – May 31, 2026).
• Consolidated net sales for the cumulative period were ¥48,010 million, an increase of 4.3% compared to the same period of the previous year.
• Consolidated operating income for the cumulative period was ¥1,368 million, representing a 33.8% increase year-on-year.
• Consolidated ordinary income for the cumulative period was ¥1,416 million, up 39.3% from the prior year.
• Net income attributable to owners of the parent company was ¥808 million, a 36.4% increase year-on-year.
• Existing store sales for the domestic 100-yen shop business increased by 4.0% compared to the same period of the previous year.
• The full-year consolidated earnings forecast for the fiscal year ending August 2026 remains unchanged, projecting net sales of ¥63,000 million, operating income of ¥1,500 million, ordinary income of ¥1,500 million, and net income attributable to owners of the parent of ¥900 million.

Watts’ Q3 FY2026 results show a significant increase in both net sales and profits, suggesting that the strong performance of its domestic 100-yen shop business, particularly in existing store sales, was a key driver. The company’s focus on optimizing its product mix towards higher-margin items and sourcing competitive products, while managing increased personnel costs within planned parameters, may have contributed to improved profitability. Investors may now monitor the company’s performance in the final quarter to assess its ability to meet the unchanged full-year guidance.

• Daikokuten Bussan Co., Ltd. resolved to pay a dividend (increased dividend) for the surplus, with May 31, 2026, as the record date, at its Board of Directors meeting held on July 9, 2026.
• The year-end dividend per share for the fiscal year ending May 2026 has been increased from the most recent dividend forecast (announced on April 10, 2026) of ¥35.00 to ¥39.00 (ordinary dividend ¥39.00).
• The total amount of dividends is expected to be ¥523 million.
• The effective date for the dividend is August 27, 2026, and the source of the dividend is retained earnings.
• This matter is scheduled to be submitted to the 40th Annual General Meeting of Shareholders, planned for August 26, 2026.

This dividend increase suggests Daikokuten’s commitment to enhancing shareholder returns, considering the company’s performance and financial position for the fiscal year ending May 2026. While the total annual dividend for the previous fiscal year (ending May 2025) was also ¥39.00, it included a special dividend of ¥4.00; the current period’s dividend of ¥39.00 entirely from ordinary dividends might imply a focus on sustainable and stable shareholder returns.

• Kewpie Co., Ltd. reported consolidated net sales of ¥261,648 million for the second quarter of the fiscal year ending November 2026, marking a 3.9% increase year-over-year.
• Operating profit reached ¥20,020 million, a 23.9% increase compared to the same period last year.
• Ordinary profit grew by 23.3% year-over-year to ¥21,518 million.
• Net profit attributable to owners of parent decreased by 29.7% year-over-year to ¥13,214 million, primarily due to the reversal of a special gain from asset sales recorded in the prior year.
• The full-year consolidated earnings forecast remains unchanged: net sales of ¥530,000 million, operating profit of ¥38,000 million, ordinary profit of ¥40,000 million, and net profit attributable to owners of parent of ¥25,500 million.
• The year-end dividend forecast is ¥33.00, with a total annual dividend forecast of ¥65.00.

Kewpie’s Q2 FY2026 results show solid growth in net sales and operating profit, with domestic business performing strongly. However, the decrease in net profit attributable to owners of parent is a key point for investors, attributed to the absence of a one-time gain from asset sales recorded in the previous year, suggesting underlying operational profitability improvement. The balanced performance across segments, where robust growth in Asia-Pacific compensated for temporary declines in the Americas, highlights the company’s diversified market approach.

• Jelly Beans Group announced a change (expansion) and introduction of new shareholder benefit programs.
• The changes will be effective for shareholders recorded in the shareholder registry as of July 31, 2026.
• The number of products available for shareholder benefits will increase by approximately five times, including brands such as SAPPUN, GENTii, and Rolling Rolleye.
• Long-term holding benefits will be enhanced, adding an extra 5,000 points for one year of continuous holding and an additional 10,000 points for two or more years of continuous holding.
• A new “Special Offer Ticket” system will be introduced, providing discount coupons for popular aesthetic salons and clinics to shareholders.
• A new “Shareholder Gacha” system will be implemented, offering opportunities to win highly sought-after tickets (e.g., professional baseball, K-POP artists), products totaling 10 million yen annually, and pair coupons for hard-to-reserve restaurants through lotteries.

The announced changes to the shareholder benefit program, including both expansion of existing benefits and introduction of new ones, indicate the company’s commitment to enhancing shareholder returns. The substantial increase in product offerings and the strengthening of long-term holding incentives may encourage investors to hold shares over a longer period. Furthermore, the introduction of a unique “Shareholder Gacha” system could potentially boost shareholder engagement and appeal to a broader investor base.

• TSI HD signed stock transfer agreements for Toyo Enterprise Co., Ltd. and Leilani Trading Co., Ltd. based on the basic agreement dated April 10, 2026.
• Toyo Enterprise, established on November 18, 1965, with capital of 10 million yen, operates in textile product planning, manufacturing, wholesale, and trading. Leilani Trading, established on August 27, 1999, with capital of 30 million yen, engages in textile product import and sales.
• TSI HD will acquire 6,840 shares (87.7% ownership) of Toyo Enterprise and 600 shares (100% ownership) of Leilani Trading.
• The stock transfer agreement was signed on July 9, 2026, and the execution date for the stock transfer is scheduled for August 3, 2026.
• The consolidation of Toyo Enterprise and Leilani Trading into TSI HD’s financial results is planned from August 2026.

This acquisition marks a step for TSI HD in expanding its business domain within the fashion industry. Both acquired companies have shown increasing sales and profits over the past three fiscal years, suggesting a potential positive impact on TSI HD’s consolidated performance. The non-disclosure of acquisition prices means investors will be monitoring future disclosures for more financial details on this transaction.

• Q-MEDIA 5 resolved to revise its year-end dividend forecast for the May 2026 fiscal year at a Board of Directors meeting held on July 9, 2026.
• The previous year-end dividend forecast was 10 yen per share (ordinary dividend 5 yen, commemorative dividend 5 yen).
• The revised year-end dividend forecast is 15 yen per share (ordinary dividend 10 yen, commemorative dividend 5 yen), representing an increase of 5 yen per share from the previous forecast.
• The revision is attributed to the comprehensive consideration of the full-year performance for the May 2026 fiscal year, which exceeded the previously announced forecast, aiming to enhance shareholder returns.
• This matter is scheduled to be submitted to the 30th Ordinary General Meeting of Shareholders, slated for August 27, 2026.

This dividend increase appears to be a direct result of the company’s strong recent financial performance, potentially signaling a proactive stance on shareholder returns. The rise in the ordinary dividend while maintaining the commemorative dividend suggests an adherence to a policy of stable profit distribution. Investors may view this decision as a key indicator when assessing the company’s future management strategies and earnings potential.

• Osaka Organic Chemical Industry Co., Ltd. has announced its consolidated financial results for the second quarter (interim period) of the fiscal year ending November 2026.
• Consolidated results for the cumulative period show net sales of ¥20,034 million (up 15.1% year-on-year), operating profit of ¥4,424 million (up 51.4% year-on-year), ordinary profit of ¥4,597 million (up 51.2% year-on-year), and net income attributable to owners of the parent of ¥3,086 million (up 44.8% year-on-year).
• By segment, the Electronic Materials business achieved sales of ¥9,686 million (up 23.9% year-on-year) and segment profit of ¥2,193 million (up 68.4% year-on-year), demonstrating the highest growth.
• The forecast for the annual dividend for the fiscal year ending November 2026 is ¥43.00 for the interim dividend and an estimated ¥43.00 for the year-end dividend, totaling ¥86.00 (no revisions from the most recently announced forecast).
• The consolidated full-year business forecast for the fiscal year ending November 2026 includes net sales of ¥39,000 million (up 7.5% from the previous fiscal year), operating profit of ¥7,500 million (up 21.2%), ordinary profit of ¥7,700 million (up 17.4%), and net income attributable to owners of the parent of ¥5,200 million (down 24.5%), with EPS of ¥255.50 (no revisions from the most recently announced forecast).

• TobilaPhone Biz and TobilaPhone Biz Lite are deemed to have distinct customer segments due to differences in supported channels and price ranges, making significant cannibalization unlikely.
• Replacements for TobilaPhone Biz are expected to gradually increase from next year, with guidance provided by both the company and its agencies.
• Efforts are underway to strengthen both the direct sales system and agency sales system to expand sales of TobilaPhone Cloud.
• Factors contributing to the increase in flow revenue during the second quarter include higher sales volume of TobilaPhone Biz, initial fees from increased TobilaPhone Cloud contracts, and increased terminal sales due to higher demand for desk phones.
• The ¥50 million loan recorded in the interim cash flow statement was disbursed to Director and CFO Noriyasu Kanamachi, who used these funds to acquire company shares.

This Q&A session provides in-depth information regarding the solution business’s product strategy, sales channels, and financial status. The company’s focus on strengthening agency sales for TobilaPhone Cloud could be a key growth driver going forward, warranting investor attention. Furthermore, the loan to a director for company share acquisition may be seen as a sign of management’s commitment to enhancing corporate value, which could be a positive point for investors to consider.

• On July 9, 2026, C&R Co., Ltd. announced an upward revision to its consolidated earnings forecasts for the second quarter (cumulative) and the full fiscal year ending February 2027.
• For the Q2 (cumulative) period of FY2027, net sales were revised from ¥31,000 million to ¥31,500 million, and operating profit from ¥2,350 million to ¥2,550 million.
• For the full FY2027, net sales were revised from ¥65,500 million to ¥66,000 million, and operating profit from ¥5,250 million to ¥5,450 million.
• The company also announced a revision of its year-end dividend forecast for FY2027, increasing it by ¥1 to ¥51.00 per share from the previously projected ¥50.00.
• The reason for the upward revision is attributed to the solid performance of its core creative (Japan) and medical sectors, as well as the Takahashi Shoten Group, which has T&W Office Co., Ltd. as its holding company.

This upward revision to earnings forecasts suggests that both organic growth in core businesses and contributions from the Takahashi Shoten Group, a consolidated subsidiary, are positively impacting the company’s overall profitability. The increased dividend forecast aligns with the company’s policy of maintaining a consolidated dividend payout ratio of approximately 30%, reflecting its commitment to shareholder returns. Investors may monitor how these revisions might influence the company’s valuation going forward.

• WNI Weather reported consolidated net sales of ¥24,479 million for the fiscal year ended May 2026, marking a 4.1% increase year-over-year.
• Consolidated operating profit reached ¥5,244 million, an increase of 16.1% compared to the previous fiscal year.
• Consolidated ordinary profit was ¥5,456 million, up 22.1% year-over-year.
• Net income attributable to owners of parent amounted to ¥3,806 million, a 22.2% increase from the prior year.
• For the fiscal year ended May 2026, the annual dividend per share consisted of an ordinary dividend of ¥22.50 and a commemorative dividend of ¥40.00, totaling ¥62.50 for the year-end dividend. The total annual dividends amounted to ¥3,775 million, with a payout ratio of 99.1%.

WNI Weather’s FY2026 May results indicate robust performance with double-digit growth in key profitability metrics, suggesting healthy business expansion. The increase in net sales further supports the idea that growth in operations is contributing to profit generation. The high dividend payout ratio of 99.1% may be seen as an aggressive stance towards shareholder returns.

• Sankyo Tateyama announced its consolidated financial results for the fiscal year ended May 2026. Net sales were ¥357,533 million (down 0.5% year-on-year), and operating profit was ¥1,546 million (up 0.1% year-on-year).
• Ordinary profit was ¥882 million (down 6.6% year-on-year), and net loss attributable to owners of parent was ¥13,498 million (compared to a net loss of ¥2,336 million in the previous fiscal year).
• The expanded net loss attributable to owners of parent was primarily due to the recognition of special losses, including impairment losses of ¥16,219 million on fixed assets related to the building materials business, resulting from surging aluminum ingot prices, despite special gains of ¥8,708 million from the sale of fixed assets.
• The consolidated financial position as of May 2026 showed total assets of ¥305,992 million, net assets of ¥94,241 million, and an equity ratio of 29.6%.
• For the fiscal year ending May 2027, the company forecasts consolidated net sales of ¥390,000 million (up 9.1% year-on-year), operating profit of ¥4,000 million (up 158.7% year-on-year), and net profit attributable to owners of parent of ¥1,000 million.

Sankyo Tateyama’s FY2026/5 results showed stable operating profit despite a slight decrease in net sales. However, the significant increase in net loss due to impairment charges is a notable point. The substantial improvement projected for both sales and profits in the upcoming fiscal year suggests that the market may focus on the progress of the company’s business strategies and profit improvement measures.

• Rorze Corporation announced its consolidated financial results for the first quarter of the fiscal year ending February 2027 (March 1, 2026 – May 31, 2026).
• Consolidated net sales for the first quarter were ¥37,206 million, a 12.5% increase compared to the same period last year.
• Consolidated operating profit reached ¥10,230 million (up 21.2% year-on-year), and consolidated ordinary profit was ¥10,938 million (up 51.1% year-on-year).
• Profit attributable to owners of parent for the quarter amounted to ¥8,210 million, representing a 56.0% increase from the prior year.
• The Semiconductor and FPD Related Equipment business segment reported sales of ¥37,075 million (up 12.5% year-on-year) and segment profit of ¥10,834 million (up 23.3% year-on-year).
• The consolidated earnings forecast for the full fiscal year ending February 2027 (including the second quarter cumulative and full-year figures) remains unchanged from the forecast announced on April 9, 2026.

Rorze’s first-quarter results demonstrate significant revenue and profit growth year-on-year, with ordinary and net profit showing particularly strong increases. This performance appears to be driven by robust investment in semiconductor manufacturing equipment, especially for the US, China, and Taiwan markets, fueled by demand for generative AI, alongside a favorable foreign exchange impact. With the full-year outlook maintained, investors may continue to monitor how these trends evolve throughout the fiscal year.

• Onward Holdings 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 reached ¥63,466 million (up 5.5% year-on-year), operating profit was ¥5,647 million (up 5.5%), and ordinary profit was ¥5,621 million (up 7.8%).
• Net income attributable to owners of the parent totaled ¥5,043 million (up 18.1% year-on-year), with earnings per share of ¥37.08.
• The domestic business, including Onward Kashiyama, Onward Personal Style, and Chacott, performed strongly, leading to increased sales and profits. The overseas business also saw sales expansion and profit improvement across its European, American, and Asian regions.
• The consolidated earnings forecast for the full fiscal year ending February 2027 and the annual dividend forecast (¥17.00 for year-end, ¥33.00 total) remain unchanged from the announcement on April 9, 2026.

The Q1 results show an increase in net sales and all profit stages compared to the previous year, suggesting an improvement in key financial metrics. The success of promotional strategies for strengthened brands and the efficiency improvements in store operations, which contributed to a lower selling, general and administrative expense ratio, appear to be key drivers of the profit growth. Strong performance in both domestic and international segments may indicate a broad-based business foundation and progress in the company’s growth strategies.

• Nippon BS Broadcasting announced its consolidated financial results for the third quarter of the fiscal year ending August 2026 (September 1, 2025 – May 31, 2026).
• Total net sales for the cumulative period reached ¥8,851.5 million, marking a 1.2% increase compared to the same period of the previous fiscal year.
• Operating profit was ¥1,326.9 million (down 14.1% year-on-year), ordinary profit was ¥1,366.5 million (down 12.8% year-on-year), and net profit attributable to owners of the parent was ¥921.3 million (down 13.3% year-on-year).
• Broadcasting business revenue was ¥7,468.7 million (down 1.8% year-on-year), while other business revenue increased significantly by 20.8% to ¥1,382.7 million.
• The full-year consolidated earnings forecast for the fiscal year ending August 2026 and the dividend forecast (year-end dividend of ¥30) remain unchanged from the most recently announced figures.

While net sales showed an increase, the decline in profits suggests that aggressive investments in content, including program production and advertising expenses, have impacted profitability. The notable growth in “other business revenue” indicates the company’s efforts to diversify revenue streams beyond traditional broadcasting. The unchanged full-year outlook may reflect management’s current assessment of future performance, warranting continued monitoring of market conditions and strategic initiatives.

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

• PROGRIT Inc. released its financial results for the third quarter of the fiscal year ending August 2026 (March 2026 – May 2026).
• For Q3, sales reached JPY 1,808 million (127.5% YoY), gross profit JPY 1,357 million (130.7% YoY), operating profit JPY 352 million (143.9% YoY), and quarterly net profit JPY 240 million (134.1% YoY). Sales and gross profit marked record highs, while operating profit and net profit were record highs for the third quarter.
• The full-year consolidated performance forecast for the fiscal year ending August 2026 has been revised to JPY 7,600 million for sales and JPY 1,450 million for operating profit.
• Year-to-date Q3 sales were JPY 5,141 million (+21.6% YoY), and operating profit was JPY 1,053 million (+0.8% YoY), representing 72% and 74% progress towards the full-year forecasts, respectively.
• The company transitioned to consolidated financial statements following the group integration of English Company (EC Co.), with EC Co. achieving profitability in Q3 on a standalone basis.

PROGRIT Inc.’s Q3 FY2026 results show significant year-on-year growth across sales and profit metrics, with quarterly figures setting new records. The upward revision of the full-year forecast appears to be driven by the increase in consolidated sales due to M&A and the smooth performance of the acquired EC Co. The subscription-based English learning service’s sales growth of +48.0% year-on-year is notable, and this shift in business portfolio could influence future revenue structures.

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

• Kanseki Co., Ltd. announced its financial results for the first quarter of the fiscal year ending February 2027 (March 1, 2026 – May 31, 2026).
• Net sales reached ¥9.272 billion, marking a 2.3% increase compared to the same quarter of the previous fiscal year.
• Operating profit was ¥239 million, a significant 50.8% increase year-on-year.
• Ordinary profit grew by 31.9% to ¥204 million.
• Quarterly net income increased by 53.0% to ¥194 million.
• The Home Center business reported ¥3.857 billion in operating revenue (down 0.3% YoY) but a segment profit of ¥157 million (up 41.5% YoY).
• The WILD-1 business achieved ¥2.076 billion in operating revenue (up 1.2% YoY) and turned profitable with a segment profit of ¥40 million, from a segment loss of ¥9 million in the prior year.
• The Specialty Store business recorded ¥3.382 billion in operating revenue (up 6.6% YoY) and a segment profit of ¥239 million (up 6.8% YoY).
• The full-year forecast for FY2027 remains unchanged: net sales of ¥36.200 billion (+2.1% YoY), operating profit of ¥550 million (+3.9% YoY), ordinary profit of ¥390 million (+13.0% YoY), and net income of ¥320 million (+4.0% YoY).

• MORESCO’s consolidated financial results for the first quarter of fiscal year 2027 (March 1, 2026 – May 31, 2026) show net sales of ¥9,306 million, representing a 9.3% increase compared to the same period in the previous year.
• Operating income reached ¥1,071 million (up 106.1% year-on-year), ordinary income ¥1,117 million (up 153.2% year-on-year), and profit attributable to owners of parent ¥731 million (up 208.3% year-on-year).
• By segment, external customer sales for Japan were ¥6,368 million (up 17.9% year-on-year), and for China, ¥946 million (up 5.8% year-on-year). Southeast/South Asia recorded ¥1,553 million (down 9.9% year-on-year), and North America ¥439 million (down 11.4% year-on-year).
• The full-year consolidated earnings forecast for FY2027 remains unchanged from the latest public announcement, projecting net sales of ¥37,000 million (up 6.1% year-on-year), operating income of ¥2,400 million (up 1.4% year-on-year), ordinary income of ¥2,700 million (down 0.2% year-on-year), and profit attributable to owners of parent of ¥1,550 million (up 1.6% year-on-year).
• CROSS TECHNOLOGIES N.A.INC. was excluded from the scope of consolidation during this quarter.

MORESCO’s Q1 FY2027 results indicate a strong start to the fiscal year, driven by price adjustments due to raw material increases, customer inventory securing in Japan, and increased sales of high-value-added products. The significant growth in sales and profit, particularly from the Japan segment, appears to be a key contributor to the overall performance. Investors may monitor the progress towards the full-year earnings forecast in subsequent quarters.

• OHBA Co., Ltd. announced its consolidated financial results for the fiscal year ended May 2026.
• Consolidated net sales amounted to 17,011 million yen, representing a 6.0% decrease year-on-year.
• Consolidated operating profit reached 1,965 million yen (up 1.5% YoY), consolidated ordinary profit was 2,141 million yen (up 7.2% YoY), and profit attributable to owners of parent was 1,468 million yen (up 10.1% YoY).
• Basic earnings per share were 92.41 yen, up from 83.68 yen in the previous fiscal year.
• The annual dividend for FY2026/5 was 44.00 yen (interim 21.00 yen, year-end 23.00 yen), an increase of 2 yen from the previous year. The forecast for FY2027/5 is also 44.00 yen (interim 22.00 yen, year-end 22.00 yen).
• The consolidated financial forecast for FY2027/5 projects net sales of 17,500 million yen (up 2.9% YoY), operating profit of 2,050 million yen (up 4.3% YoY), ordinary profit of 2,100 million yen (down 1.9% YoY), and profit attributable to owners of parent of 1,450 million yen (down 1.3% YoY).

Despite a decrease in net sales, OHBA achieved an increase in profits across operating, ordinary, and net income, suggesting improvements in operational efficiency. The FY2027/5 outlook indicates a projected increase in sales and operating profit, while ordinary and net profits are expected to see slight declines, which could be attributed to specific cost factors or investment plans. The consistent dividend payout for two consecutive periods at 44 yen may signal a stable shareholder return policy.

• Shofu Inc. resolved at its Board of Directors meeting on July 9, 2026, to absorb and merge its consolidated subsidiary, Shofu Biofix Corporation.
• The merger will be an absorption merger, with Shofu Inc. as the surviving company and Shofu Biofix Corporation as the dissolving company.
• The effective date of the merger is scheduled for October 1, 2026.
• This merger qualifies as a simplified merger for Shofu Inc. under Article 796, Paragraph 2 of the Companies Act and a short-form merger for Shofu Biofix Corporation under Article 784, Paragraph 1, thus foregoing shareholder approval for both entities.
• The purpose of the merger is to strengthen system proposal capabilities in the digital dentistry domain amidst accelerating digitalization in dental care, by integrating the implant business into the parent company to optimize management resources and enhance the Shofu brand’s competitiveness.

This merger represents an internal restructuring of Shofu’s implant business, aiming to accelerate adaptation to the increasingly digitalized dental care market. While the impact on Shofu’s consolidated financial performance is stated to be minor due to it being a merger with a wholly-owned subsidiary, it could lead to efficiencies in business strategy and the creation of synergies. The extent to which this optimization of management resources will influence future business development may be worth monitoring from a medium to long-term perspective.