Reported Earnings • Aug 14
First half 2026 earnings: EPS and revenues exceed analyst expectations First half 2026 results: EPS: JP¥44.77 (up from JP¥34.64 in 1H 2025). Revenue: JP¥242.5b (up 9.7% from 1H 2025). Net income: JP¥10.2b (up 29% from 1H 2025). Profit margin: 4.2% (up from 3.6% in 1H 2025). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 2.8%. Earnings per share (EPS) also surpassed analyst estimates by 20%. Revenue is forecast to grow 5.4% p.a. on average during the next 3 years, compared to a 9.1% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has increased by 54% per year but the company’s share price has only increased by 19% per year, which means it is significantly lagging earnings growth. Annonce • Jun 04
Skylark Holdings Co., Ltd. to Report Q2, 2026 Results on Aug 13, 2026 Skylark Holdings Co., Ltd. announced that they will report Q2, 2026 results on Aug 13, 2026 Price Target Changed • May 20
Price target decreased by 7.2% to JP¥2,900 Down from JP¥3,125, the current price target is an average from 4 analysts. New target price is approximately in line with last closing price of JP¥2,860. Stock is down 8.8% over the past year. The company is forecast to post earnings per share of JP¥87.05 for next year compared to JP¥73.62 last year. Reported Earnings • May 14
First quarter 2026 earnings: EPS exceeds analyst expectations First quarter 2026 results: EPS: JP¥24.29 (up from JP¥19.17 in 1Q 2025). Revenue: JP¥121.3b (up 8.6% from 1Q 2025). Net income: JP¥5.52b (up 27% from 1Q 2025). Profit margin: 4.6% (up from 3.9% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 11%. Revenue is forecast to grow 4.7% p.a. on average during the next 3 years, compared to a 8.6% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has increased by 70% per year but the company’s share price has only increased by 15% per year, which means it is significantly lagging earnings growth. Annonce • Apr 28
Skylark Holdings Co., Ltd. to Report Q1, 2026 Results on May 13, 2026 Skylark Holdings Co., Ltd. announced that they will report Q1, 2026 results on May 13, 2026 Declared Dividend • Apr 11
Final dividend of JP¥10.00 announced Shareholders will receive a dividend of JP¥10.00. Ex-date: 29th June 2026 Payment date: 1st January 1970 Dividend yield will be 0.7%, which is higher than the industry average of 0.6%. Payout Ratios Payout ratio: 30%. Cash payout ratio: 12%. Annonce • Mar 26
Skylark Holdings Co., Ltd. (TSE:3197) agreed to acquire Irohanihoheto, K.K. from J-Star No. 3 Investment Limited Partnership, J-Star No.3 Jf, LP, J-Star No.3 Jc, LP, J-Star No.3 Gf, LP managed by J-STAR Co., Ltd. and others for ¥11 billion. Skylark Holdings Co., Ltd. (TSE:3197) agreed to acquire Irohanihoheto, K.K. from J-Star No. 3 Investment Limited Partnership, J-Star No.3 Jf, LP, J-Star No.3 Jc, LP, J-Star No.3 Gf, LP managed by J-STAR Co., Ltd. and others for ¥11 billion on March 24, 2026. A cash consideration of ¥11.04 billion will be paid by Skylark Holdings Co., Ltd.
For the period ending October 31, 2025, Irohanihoheto, K.K. reported total revenue of ¥6.45 billion, EBIT of ¥76 million and EBITDA of ¥366 million. As of October 31, 2025, Irohanihoheto, K.K. reported total assets of ¥4.93 billion and total common equity of ¥1.43 billion.
The expected completion of the transaction is April 30, 2026. Price Target Changed • Mar 18
Price target increased by 7.8% to JP¥3,125 Up from JP¥2,900, the current price target is an average from 4 analysts. New target price is 8.3% below last closing price of JP¥3,406. Stock is up 10% over the past year. The company is forecast to post earnings per share of JP¥88.14 for next year compared to JP¥73.62 last year. Reported Earnings • Feb 14
Full year 2025 earnings: EPS misses analyst expectations Full year 2025 results: EPS: JP¥73.62 (up from JP¥61.38 in FY 2024). Revenue: JP¥457.8b (up 14% from FY 2024). Net income: JP¥16.7b (up 20% from FY 2024). Profit margin: 3.7% (up from 3.5% in FY 2024). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 4.0%. Revenue is forecast to grow 4.0% p.a. on average during the next 2 years, compared to a 9.0% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has increased by 84% per year but the company’s share price has only increased by 31% per year, which means it is significantly lagging earnings growth. Price Target Changed • Jan 23
Price target increased by 12% to JP¥2,900 Up from JP¥2,593, the current price target is an average from 4 analysts. New target price is 12% below last closing price of JP¥3,308. Stock is up 44% over the past year. The company is forecast to post earnings per share of JP¥76.71 for next year compared to JP¥61.38 last year. Annonce • Jan 15
Skylark Holdings Co., Ltd. Announces Executive Changes, Effective March 27, 2026 Skylark Holdings Co., Ltd. announced that Minoru Kanaya, who will retire as President and Chief Operating Officerand is expected to be appointed as an Advisor to the company. Buy Or Sell Opportunity • Dec 15
Now 21% overvalued after recent price rise Over the last 90 days, the stock has risen 16% to JP¥3,505. The fair value is estimated to be JP¥2,900, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has grown by 88%. Revenue is forecast to grow by 9.7% in 2 years. Earnings are forecast to grow by 12% in the next 2 years. Annonce • Dec 03
Skylark Holdings Co., Ltd. to Report Fiscal Year 2025 Results on Feb 12, 2026 Skylark Holdings Co., Ltd. announced that they will report fiscal year 2025 results on Feb 12, 2026 Buy Or Sell Opportunity • Nov 21
Now 21% overvalued after recent price rise Over the last 90 days, the stock has risen 18% to JP¥3,597. The fair value is estimated to be JP¥2,969, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has grown by 88%. Revenue is forecast to grow by 9.7% in 2 years. Earnings are forecast to grow by 12% in the next 2 years. Reported Earnings • Nov 15
Third quarter 2025 earnings: EPS exceeds analyst expectations Third quarter 2025 results: EPS: JP¥25.64 (up from JP¥18.29 in 3Q 2024). Revenue: JP¥118.7b (up 15% from 3Q 2024). Net income: JP¥5.83b (up 40% from 3Q 2024). Profit margin: 4.9% (up from 4.0% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 27%. Revenue is forecast to grow 4.1% p.a. on average during the next 3 years, compared to a 9.1% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has increased by 88% per year but the company’s share price has only increased by 26% per year, which means it is significantly lagging earnings growth. Declared Dividend • Sep 19
First half dividend of JP¥12.00 announced Shareholders will receive a dividend of JP¥12.00. Ex-date: 29th December 2025 Payment date: 1st January 1970 Dividend yield will be 0.7%, which is higher than the industry average of 0.6%. Payout Ratios Payout ratio: 28%. Cash payout ratio: 9%. Board Change • Sep 18
High number of new directors There are 8 new directors who have joined the board in the last 3 years. Executive Director, CFO & MD of the Finance Division Yoshiaki Kita was the last director to join the board, commencing their role in 2025. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model. Annonce • Aug 22
Skylark Holdings Co., Ltd. Announces Personnel Changes, Effective September 1, 2025 Skylark Holdings Co., Ltd. announced the appointment of Koji Okui as the Executive Officer, Managing Director of the Supply Chain Purchasing Division, effective September 1, 2025. Koji Okui was previously the Deputy Managing Director of the Supply Chain Purchasing Division. Reported Earnings • May 20
First quarter 2025 earnings released: EPS: JP¥19.17 (vs JP¥15.04 in 1Q 2024) First quarter 2025 results: EPS: JP¥19.17 (up from JP¥15.04 in 1Q 2024). Revenue: JP¥111.7b (up 17% from 1Q 2024). Net income: JP¥4.36b (up 28% from 1Q 2024). Profit margin: 3.9% (up from 3.6% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.7% p.a. on average during the next 3 years, compared to a 6.5% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has increased by 54% per year but the company’s share price has only increased by 27% per year, which means it is significantly lagging earnings growth. Declared Dividend • Apr 11
Final dividend of JP¥8.00 announced Shareholders will receive a dividend of JP¥8.00. Ex-date: 27th June 2025 Payment date: 1st January 1970 Dividend yield will be 0.6%, which is about the same as the industry average. Payout Ratios Payout ratio: 31%. Cash payout ratio: 9%. Reported Earnings • Apr 05
Full year 2024 earnings: EPS and revenues exceed analyst expectations Full year 2024 results: EPS: JP¥61.38 (up from JP¥21.02 in FY 2023). Revenue: JP¥401.1b (up 13% from FY 2023). Net income: JP¥14.0b (up 192% from FY 2023). Profit margin: 3.5% (up from 1.3% in FY 2023). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.6%. Earnings per share (EPS) also surpassed analyst estimates by 9.6%. Revenue is forecast to grow 5.3% p.a. on average during the next 3 years, compared to a 6.7% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has increased by 30% per year but the company’s share price has only increased by 24% per year, which means it is significantly lagging earnings growth. Board Change • Apr 01
High number of new directors There are 7 new directors who have joined the board in the last 3 years. MD of Marketing Division & Director Akira Hirano was the last director to join the board, commencing their role in 2025. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model. Annonce • Mar 21
Skylark Holdings Co., Ltd. Announces Executive Change, Effective April 1, 2025 Skylark Holdings Co., Ltd. announced that the Company has decided to make the following organizational change and personnel changes, effective April 1, 2025. Details of the organizational change: Integrate the Corporate Planning Office into the Finance Division. Personnel changes effective April 1, 2025: Name: Minoru Kanaya, New Position: President and COO, and Current Position: President and COO, Managing Director of the Finance Division. Name: Yoshiaki Kita, New Position: Executive Director and Managing Director of the Finance Division. Name: Takuya Aizawa, New Position: Executive Officer and Deputy Managing Director of the Finance Division and Current Position: Executive Officer and Managing Director of the Corporate Planning Office. Price Target Changed • Feb 19
Price target increased by 9.0% to JP¥2,113 Up from JP¥1,938, the current price target is an average from 4 analysts. New target price is 16% below last closing price of JP¥2,520. Stock is up 16% over the past year. The company is forecast to post earnings per share of JP¥63.39 for next year compared to JP¥61.38 last year. New Risk • Feb 15
New minor risk - Financial position The company has a high level of debt. Net debt to equity ratio: 50% This is considered a minor risk. Having a high level of debt increases the company's balance sheet risk. The company has a higher interest repayment burden, leading to the need to allocate a greater amount of its earnings towards servicing the debt, potentially limiting growth options or shareholder distributions. It can also increase the risk of bankruptcy if business conditions deteriorate enough that the company can no longer meet its debt obligations. This is currently the only risk that has been identified for the company. Reported Earnings • Feb 15
Full year 2024 earnings: EPS and revenues exceed analyst expectations Full year 2024 results: EPS: JP¥61.38 (up from JP¥21.02 in FY 2023). Revenue: JP¥401.1b (up 13% from FY 2023). Net income: JP¥14.0b (up 192% from FY 2023). Profit margin: 3.5% (up from 1.3% in FY 2023). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.6%. Earnings per share (EPS) also surpassed analyst estimates by 9.6%. Revenue is forecast to grow 2.7% p.a. on average during the next 2 years, compared to a 6.7% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has increased by 30% per year but the company’s share price has only increased by 20% per year, which means it is significantly lagging earnings growth. Annonce • Feb 13
Skylark Holdings Co., Ltd., Annual General Meeting, Mar 28, 2025 Skylark Holdings Co., Ltd., Annual General Meeting, Mar 28, 2025. Buy Or Sell Opportunity • Jan 17
Now 21% undervalued Over the last 90 days, the stock has risen 2.4% to JP¥2,348. The fair value is estimated to be JP¥2,970, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 8.8% in 2 years. Earnings are forecast to grow by 33% in the next 2 years. Annonce • Jan 10
Skylark Holdings Co., Ltd. (TSE:3197) completed the acquisition of Createries Consultancy Sdn. Bhd. from Creative Eateries Overseas PTE. LTD. Skylark Holdings Co., Ltd. (TSE:3197) agreed to acquire Createries Consultancy Sdn. Bhd. from Creative Eateries Overseas PTE. LTD. on December 12, 2024. The expected completion of the transaction is in January 2025.
Skylark Holdings Co., Ltd. (TSE:3197) completed the acquisition of Createries Consultancy Sdn. Bhd. from Creative Eateries Overseas PTE. LTD. on January 10, 2025. Upcoming Dividend • Dec 20
Upcoming dividend of JP¥10.00 per share Eligible shareholders must have bought the stock before 27 December 2024. Payment date: 13 March 2025. Payout ratio is a comfortable 31% and this is well supported by cash flows. Trailing yield: 0.8%. Lower than top quartile of Japanese dividend payers (3.8%). In line with average of industry peers (0.8%). Annonce • Dec 18
Skylark Holdings Co., Ltd. to Report Fiscal Year 2024 Results on Feb 13, 2025 Skylark Holdings Co., Ltd. announced that they will report fiscal year 2024 results on Feb 13, 2025 Annonce • Dec 13
Skylark Holdings Co., Ltd. (TSE:3197) agreed to acquire Createries Consultancy Sdn. Bhd. from Creative Eateries Overseas PTE. LTD. Skylark Holdings Co., Ltd. (TSE:3197) agreed to acquire Createries Consultancy Sdn. Bhd. from Creative Eateries Overseas PTE. LTD. on December 12, 2024. The expected completion of the transaction is in January 2025. Reported Earnings • Nov 15
Third quarter 2024 earnings: EPS misses analyst expectations Third quarter 2024 results: EPS: JP¥18.29 (up from JP¥17.51 in 3Q 2023). Revenue: JP¥103.2b (up 10% from 3Q 2023). Net income: JP¥4.16b (up 4.5% from 3Q 2023). Profit margin: 4.0% (down from 4.2% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 17%. Revenue is forecast to grow 4.0% p.a. on average during the next 3 years, compared to a 6.6% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has only increased by 13% per year, which means it is significantly lagging earnings growth. Annonce • Aug 28
Skylark Holdings Co., Ltd. to Report Q3, 2024 Results on Nov 13, 2024 Skylark Holdings Co., Ltd. announced that they will report Q3, 2024 results on Nov 13, 2024 New Risk • Aug 21
New minor risk - Earnings quality The company has large one-off items impacting its financial results. One-off items were 26% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. This is currently the only risk that has been identified for the company. Reported Earnings • Aug 17
Second quarter 2024 earnings: EPS and revenues exceed analyst expectations Second quarter 2024 results: EPS: JP¥12.63 (up from JP¥5.31 in 2Q 2023). Revenue: JP¥95.9b (up 13% from 2Q 2023). Net income: JP¥2.87b (up 138% from 2Q 2023). Profit margin: 3.0% (up from 1.4% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 2.7%. Earnings per share (EPS) also surpassed analyst estimates by 25%. Revenue is forecast to grow 3.4% p.a. on average during the next 3 years, compared to a 6.7% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has increased by 13% per year whereas the company’s share price has increased by 11% per year. Declared Dividend • Aug 16
Dividend of JP¥10.00 announced Shareholders will receive a dividend of JP¥10.00. Ex-date: 27th December 2024 Payment date: 13th March 2025 Dividend yield will be 0.8%, which is higher than the industry average of 0.6%. Payout Ratios Payout ratio: 18%. Cash payout ratio: 4%. Major Estimate Revision • Aug 15
Consensus EPS estimates increase by 18% The consensus outlook for earnings per share (EPS) in fiscal year 2024 has improved. 2024 revenue forecast increased from JP¥383.6b to JP¥389.5b. EPS estimate increased from JP¥44.83 to JP¥52.73 per share. Net income forecast to grow 39% next year vs 16% growth forecast for Hospitality industry in Japan. Consensus price target broadly unchanged at JP¥2,000. Share price rose 7.0% to JP¥2,129 over the past week. Annonce • Jun 08
Skylark Holdings Co., Ltd. to Report Q2, 2024 Results on Aug 14, 2024 Skylark Holdings Co., Ltd. announced that they will report Q2, 2024 results on Aug 14, 2024 Reported Earnings • May 18
First quarter 2024 earnings: EPS and revenues exceed analyst expectations First quarter 2024 results: EPS: JP¥15.04 (up from JP¥2.91 loss in 1Q 2023). Revenue: JP¥95.6b (up 13% from 1Q 2023). Net income: JP¥3.42b (up JP¥4.08b from 1Q 2023). Profit margin: 3.6% (up from net loss in 1Q 2023). Revenue exceeded analyst estimates by 1.8%. Earnings per share (EPS) also surpassed analyst estimates. Revenue is forecast to grow 3.6% p.a. on average during the next 3 years, compared to a 7.0% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has increased by 45% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth. Annonce • May 17
Skylark Holdings Co., Ltd. Provides Consolidated Earnings Guidance for the Fiscal Year Ending December 31, 2024 Skylark Holdings Co., Ltd. provided consolidated earnings guidance for the fiscal year ending December 31, 2024. For the year, the company expects revenue of JPY 375,000 million, operating profit of JPY 15,000 million, net income attributable to owners of the company of JPY 7,500 million and basic earnings per share of JPY 32.97. Annonce • Feb 24
Skylark Holdings Co., Ltd. to Report Q1, 2024 Results on May 15, 2024 Skylark Holdings Co., Ltd. announced that they will report Q1, 2024 results on May 15, 2024 New Risk • Feb 17
New minor risk - Earnings quality The company has large one-off items impacting its financial results. One-off items were 26% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Minor Risks High level of debt (45% net debt to equity). Large one-off items impacting financial results. Buy Or Sell Opportunity • Feb 15
Now 23% undervalued after recent price drop Over the last 90 days, the stock has fallen 5.6% to JP¥2,125. The fair value is estimated to be JP¥2,743, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.6% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 2.6% per annum. Earnings are also forecast to grow by 20% per annum over the same time period. Annonce • Dec 05
Skylark Holdings Co., Ltd. to Report Fiscal Year 2023 Results on Feb 14, 2024 Skylark Holdings Co., Ltd. announced that they will report fiscal year 2023 results on Feb 14, 2024 Reported Earnings • Nov 11
Third quarter 2023 earnings: EPS and revenues exceed analyst expectations Third quarter 2023 results: EPS: JP¥17.51 (up from JP¥8.07 loss in 3Q 2022). Revenue: JP¥93.8b (up 17% from 3Q 2022). Net income: JP¥3.98b (up JP¥5.82b from 3Q 2022). Profit margin: 4.2% (up from net loss in 3Q 2022). Revenue exceeded analyst estimates by 1.4%. Earnings per share (EPS) also surpassed analyst estimates by 90%. Revenue is forecast to grow 2.8% p.a. on average during the next 3 years, compared to a 8.6% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has increased by 66% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth. New Risk • Nov 11
New major risk - Financial position The company's interest payments are not well covered by earnings. Net interest cover: 1.8x This is considered a major risk. If the company is unable to fund interest repayments on its debt through profits, it may be forced into reducing its debt burden through selling assets, undertaking a potentially costly capital raising or even into bankruptcy in the worst case scenario. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (1.8x net interest cover). Minor Risk Large one-off items impacting financial results. Annonce • Nov 11
Skylark Holdings Co., Ltd. Provides Dividend Guidance for the Fiscal Year Ending December 31, 2023 Skylark Holdings Co., Ltd. provided dividend guidance for the fiscal year ending December 31, 2023. For the year, the company expects to pay dividend of JPY 6.00 per share against JPY 0.00 per share paid a year ago. Price Target Changed • Nov 01
Price target increased by 18% to JP¥1,770 Up from JP¥1,505, the current price target is an average from 4 analysts. New target price is 23% below last closing price of JP¥2,313. Stock is up 46% over the past year. The company is forecast to post earnings per share of JP¥19.61 next year compared to a net loss per share of JP¥28.00 last year. Annonce • Aug 31
Skylark Holdings Co., Ltd. to Report Q3, 2023 Results on Nov 10, 2023 Skylark Holdings Co., Ltd. announced that they will report Q3, 2023 results on Nov 10, 2023 Price Target Changed • Aug 17
Price target increased by 11% to JP¥1,480 Up from JP¥1,333, the current price target is an average from 4 analysts. New target price is 27% below last closing price of JP¥2,041. Stock is up 34% over the past year. The company is forecast to post earnings per share of JP¥18.03 next year compared to a net loss per share of JP¥28.00 last year. Reported Earnings • Aug 11
Second quarter 2023 earnings: EPS exceeds analyst expectations Second quarter 2023 results: EPS: JP¥5.32 (up from JP¥10.17 loss in 2Q 2022). Revenue: JP¥85.2b (up 14% from 2Q 2022). Net income: JP¥1.21b (up JP¥3.52b from 2Q 2022). Profit margin: 1.4% (up from net loss in 2Q 2022). Revenue was in line with analyst estimates. Earnings per share (EPS) exceeded analyst estimates. Revenue is forecast to grow 3.3% p.a. on average during the next 3 years, compared to a 8.1% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has increased by 67% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth. Annonce • Jun 01
Skylark Holdings Co., Ltd. to Report Q2, 2023 Results on Aug 10, 2023 Skylark Holdings Co., Ltd. announced that they will report Q2, 2023 results on Aug 10, 2023 Reported Earnings • May 16
First quarter 2023 earnings: EPS and revenues exceed analyst expectations First quarter 2023 results: JP¥2.90 loss per share (further deteriorated from JP¥2.05 loss in 1Q 2022). Revenue: JP¥84.6b (up 26% from 1Q 2022). Net loss: JP¥661.0m (loss widened 42% from 1Q 2022). Revenue exceeded analyst estimates by 1.3%. Earnings per share (EPS) also surpassed analyst estimates by 56%. Revenue is forecast to grow 2.8% p.a. on average during the next 3 years, compared to a 9.6% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has increased by 44% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth. Annonce • Feb 15
Skylark Holdings Co., Ltd. Provides Dividend Guidance for the Year Ending December 31, 2023 Skylark Holdings Co., Ltd. provided dividend guidance for the year ending December 31, 2023. For the year, the company expects to pay a dividend of JPY 3.00 per share. Reported Earnings • Feb 15
Full year 2022 earnings: EPS misses analyst expectations Full year 2022 results: JP¥28.00 loss per share (down from JP¥40.77 profit in FY 2021). Revenue: JP¥303.7b (up 15% from FY 2021). Net loss: JP¥6.37b (down 173% from profit in FY 2021). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 24%. Revenue is forecast to grow 5.0% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings. Annonce • Feb 14
Skylark Holdings Co., Ltd., Annual General Meeting, Mar 30, 2023 Skylark Holdings Co., Ltd., Annual General Meeting, Mar 30, 2023. Major Estimate Revision • Jan 18
Consensus forecasts updated The consensus outlook for 2022 has been updated. 2022 expected loss increased from -JP¥12.95 to -JP¥22.62 per share. Revenue forecast of JP¥305.3b unchanged since last update. Hospitality industry in Japan expected to see average net income growth of 8.0% next year. Consensus price target of JP¥1,253 unchanged from last update. Share price was steady at JP¥1,511 over the past week.