Reported Earnings • May 14
Second quarter 2026 earnings released: JP¥12.85 loss per share (vs JP¥31.24 loss in 2Q 2025) Second quarter 2026 results: JP¥12.85 loss per share (improved from JP¥31.24 loss in 2Q 2025). Revenue: JP¥1.21b (up 6.8% from 2Q 2025). Net loss: JP¥66.0m (loss narrowed 59% from 2Q 2025). Revenue is forecast to grow 9.6% p.a. on average during the next 3 years, compared to a 7.6% growth forecast for the Consumer Services industry in Japan. Over the last 3 years on average, earnings per share has fallen by 56% per year but the company’s share price has only fallen by 25% per year, which means it has not declined as severely as earnings. Announcement • Apr 24
Decollte Holdings Corporation (TSE:7372) agreed to acquire Emu, K.K. from Toshihiro Kawada for ¥740 million. Decollte Holdings Corporation (TSE:7372) agreed to acquire Emu, K.K. from Toshihiro Kawada for ¥740 million on April 22, 2026.
For the period ending July 31, 2025, Emu, K.K. reported total revenue of ¥723.48 million, operating loss of ¥4.09 million and net income of ¥8.18 million. As of July 31, 2025, Emu, K.K. reported total assets of ¥816.86 million and total common equity of ¥632.71 million.
The expected completion of the transaction is April 30, 2026. Reported Earnings • Feb 07
First quarter 2026 earnings released: EPS: JP¥55.39 (vs JP¥50.51 in 1Q 2025) First quarter 2026 results: EPS: JP¥55.39 (up from JP¥50.51 in 1Q 2025). Revenue: JP¥1.96b (up 6.1% from 1Q 2025). Net income: JP¥284.0m (up 10% from 1Q 2025). Profit margin: 14% (in line with 1Q 2025). Revenue is forecast to grow 9.3% p.a. on average during the next 3 years, compared to a 8.0% growth forecast for the Consumer Services industry in Japan. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 44 percentage points per year, which is a significant difference in performance. New Risk • Dec 25
New minor risk - Earnings quality The company has large one-off items impacting its financial results. One-off items were 42% 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: Major Risks Share price has been highly volatile over the past 3 months (9.9% average weekly change). Earnings have declined by 28% per year over the past 5 years. Minor Risks Large one-off items impacting financial results. Market cap is less than US$100m (JP¥2.05b market cap, or US$13.1m). Reported Earnings • Dec 25
Full year 2025 earnings released: EPS: JP¥28.32 (vs JP¥20.77 in FY 2024) Full year 2025 results: EPS: JP¥28.32 (up from JP¥20.77 in FY 2024). Revenue: JP¥6.05b (up 8.2% from FY 2024). Net income: JP¥145.0m (up 37% from FY 2024). Profit margin: 2.4% (up from 1.9% in FY 2024). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 46 percentage points per year, which is a significant difference in performance. Announcement • Dec 19
IBJ, Inc. (TSE:6071) completed the acquisition of an additional 17.14% stake in Decollte Holdings Corporation (TSE:7372) from Kenichiro Kobayashi and others. IBJ, Inc. (TSE:6071) proposed to acquire an additional 17.14% stake in Decollte Holdings Corporation (TSE:7372) from Kenichiro Kobayashi and others for approximately ¥460 million on November 12, 2025. A cash consideration valued at ¥527 per share will be paid by IBJ, Inc. As part of consideration, an undisclosed value is paid towards common equity of Decollte Holdings Corporation. Upon completion, IBJ, Inc. will own 50.10% stake in Decollte Holdings Corporation. At the time of the Tender Offer, the IBJ, Inc concluded a tender offer agreement, with the second largest shareholder of Decollte Holdings Corporation , Kenichiro Kobayashi (number of shares owned: 280,000 shares; shareholding ratio: 5.46%) and agreed on the tendering of all of Decollte Holdings Corporation Shares held by Kobayashi. IBJ, Inc. is conducting a tender offer for shares of Decollte Holdings Corporation, if IBJ, Inc. fails to acquire a majority of the voting rights through the tender offer, it plans to acquire additional shares via in-market acquisition or third-party allocation to secure a majority. Additionally, IBJ, Inc. intends to dispatch a director to Decollte Holdings Corporation and will request the company to propose the appointment of its nominated officer as a director during the 9th Annual General Meeting of Shareholders in December 2025.
The tender offer stipulates that if fewer than 361,000 shares are tendered, none will be purchased, while if the number exceeds 878,900 shares, purchases will be subject to proportional distribution. The transaction is subject to minimum tender. The expected completion of the transaction is December 18, 2025.
IBJ, Inc. (TSE:6071) completed the acquisition of an additional 17.14% stake in Decollte Holdings Corporation (TSE:7372) from Kenichiro Kobayashi and others on December 18, 2025. Commencement date of the settlement of the Tender Offer will be on December 25, 2025. Valuation Update With 7 Day Price Move • Dec 19
Investor sentiment deteriorates as stock falls 16% After last week's 16% share price decline to JP¥401, the stock trades at a trailing P/E ratio of 14.2x. Average trailing P/E is 16x in the Consumer Services industry in Japan. Total loss to shareholders of 62% over the past three years. Board Change • Nov 19
Less than half of directors are independent Following the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 3 non-independent directors. Independent Outside Director Youhei Matsuoka was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model. Reported Earnings • Nov 08
Full year 2025 earnings released: EPS: JP¥28.31 (vs JP¥20.77 in FY 2024) Full year 2025 results: EPS: JP¥28.31 (up from JP¥20.77 in FY 2024). Revenue: JP¥6.05b (up 8.2% from FY 2024). Net income: JP¥145.0m (up 37% from FY 2024). Profit margin: 2.4% (up from 1.9% in FY 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 40 percentage points per year, which is a significant difference in performance. Valuation Update With 7 Day Price Move • Nov 07
Investor sentiment deteriorates as stock falls 21% After last week's 21% share price decline to JP¥366, the stock trades at a trailing P/E ratio of 8.8x. Average trailing P/E is 15x in the Consumer Services industry in Japan. Total loss to shareholders of 72% over the past three years. Announcement • Nov 06
Decollte Holdings Corporation, Annual General Meeting, Dec 23, 2025 Decollte Holdings Corporation, Annual General Meeting, Dec 23, 2025. Announcement • Sep 05
Decollte Holdings Corporation to Report Fiscal Year 2025 Results on Nov 06, 2025 Decollte Holdings Corporation announced that they will report fiscal year 2025 results on Nov 06, 2025 Reported Earnings • Aug 07
Third quarter 2025 earnings released: EPS: JP¥28.07 (vs JP¥8.61 in 3Q 2024) Third quarter 2025 results: EPS: JP¥28.07 (up from JP¥8.61 in 3Q 2024). Revenue: JP¥1.68b (up 12% from 3Q 2024). Net income: JP¥144.0m (up 227% from 3Q 2024). Profit margin: 8.6% (up from 2.9% in 3Q 2024). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 41 percentage points per year, which is a significant difference in performance. Valuation Update With 7 Day Price Move • Aug 06
Investor sentiment improves as stock rises 24% After last week's 24% share price gain to JP¥434, the stock trades at a trailing P/E ratio of 19.7x. Average trailing P/E is 17x in the Consumer Services industry in Japan. Total loss to shareholders of 58% over the past three years. New Risk • Jun 24
New minor risk - Share price stability The company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 7.2% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 25% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (7.2% average weekly change). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (2.0% net profit margin). Market cap is less than US$100m (JP¥1.55b market cap, or US$10.7m). Announcement • Jun 03
Decollte Holdings Corporation to Report Q3, 2025 Results on Aug 05, 2025 Decollte Holdings Corporation announced that they will report Q3, 2025 results on Aug 05, 2025 Reported Earnings • May 09
Second quarter 2025 earnings released: JP¥31.23 loss per share (vs JP¥25.07 loss in 2Q 2024) Second quarter 2025 results: JP¥31.23 loss per share (further deteriorated from JP¥25.07 loss in 2Q 2024). Revenue: JP¥1.13b (up 15% from 2Q 2024). Net loss: JP¥160.0m (loss widened 25% from 2Q 2024). Over the last 3 years on average, earnings per share has fallen by 62% per year but the company’s share price has only fallen by 27% per year, which means it has not declined as severely as earnings. Announcement • Apr 26
BJ, Inc. (TSE:6071) acquired additional 23.88% stake in Decollte Holdings Corporation (TSE:7372) from MIXI, Inc., Investment Arm. IBJ, Inc. (TSE:6071) signed a letter of intent to acquire an additional 23.88% stake in Decollte Holdings Corporation (TSE:7372) from MIXI, Inc., Investment Arm for approximately ¥610 million on April 3, 2025. IBJ, Inc. (TSE:6071) signed Capital and Business Alliance Agreement to acquire an additional 23.88% stake in Decollte Holdings Corporation (TSE:7372) from MIXI, Inc., Investment Arm on April 25, 2025.A cash consideration valued at ¥450 per share will be paid by IBJ, Inc. As part of consideration, an undisclosed value is paid towards common equity of Decollte Holdings Corporation. Upon completion, IBJ, Inc. will own 29.81% stake in Decollte Holdings Corporation and MIXI will continue to own 3.14% stake in Decollte Holdings Corporation.
BJ, Inc. (TSE:6071) completed the acquisition of additional 23.88% stake in Decollte Holdings Corporation (TSE:7372) from MIXI, Inc., Investment Arm on April 25, 2025. New Risk • Apr 15
New major risk - Revenue and earnings growth Earnings have declined by 21% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 21% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (7.4% average weekly change). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (2.6% net profit margin). Market cap is less than US$100m (JP¥1.46b market cap, or US$10.2m). New Risk • Apr 07
New major risk - Market cap size The company's market capitalization is less than US$10m. Market cap: JP¥1.34b (US$9.15m) This is considered a major risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risk Market cap is less than US$10m (JP¥1.34b market cap, or US$9.15m). Minor Risks Share price has been volatile over the past 3 months (6.5% average weekly change). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (2.6% net profit margin). Valuation Update With 7 Day Price Move • Apr 07
Investor sentiment deteriorates as stock falls 21% After last week's 21% share price decline to JP¥252, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 15x in the Consumer Services industry in Japan. Total loss to shareholders of 76% over the past three years. Announcement • Mar 07
Decollte Holdings Corporation to Report Q2, 2025 Results on May 08, 2025 Decollte Holdings Corporation announced that they will report Q2, 2025 results on May 08, 2025 New Risk • Feb 27
New minor risk - Share price stability The company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 5.2% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (5.2% average weekly change). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (2.6% net profit margin). Market cap is less than US$100m (JP¥1.79b market cap, or US$11.9m). Reported Earnings • Feb 07
First quarter 2025 earnings released: EPS: JP¥50.51 (vs JP¥43.15 in 1Q 2024) First quarter 2025 results: EPS: JP¥50.51 (up from JP¥43.15 in 1Q 2024). Revenue: JP¥1.85b (up 2.5% from 1Q 2024). Net income: JP¥258.0m (up 17% from 1Q 2024). Profit margin: 14% (up from 12% in 1Q 2024). Revenue is forecast to grow 12% p.a. on average during the next 2 years, compared to a 8.9% growth forecast for the Consumer Services industry in Japan. Over the last 3 years on average, earnings per share has fallen by 48% per year but the company’s share price has only fallen by 31% per year, which means it has not declined as severely as earnings. Valuation Update With 7 Day Price Move • Feb 06
Investor sentiment improves as stock rises 21% After last week's 21% share price gain to JP¥330, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 17x in the Consumer Services industry in Japan. Total loss to shareholders of 67% over the past three years. New Risk • Dec 28
New minor risk - Earnings quality The company has large one-off items impacting its financial results. One-off items were 47% 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: Major Risk Market cap is less than US$10m (JP¥1.32b market cap, or US$8.35m). Minor Risks High level of debt (47% net debt to equity). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (1.9% net profit margin). Announcement • Nov 30
Decollte Holdings Corporation to Report Q1, 2025 Results on Feb 05, 2025 Decollte Holdings Corporation announced that they will report Q1, 2025 results on Feb 05, 2025 Buy Or Sell Opportunity • Nov 18
Now 21% undervalued after recent price drop Over the last 90 days, the stock has fallen 16% to JP¥282. The fair value is estimated to be JP¥355, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.7% over the last 3 years. Earnings per share has declined by 34%. Revenue is forecast to grow by 24% in 2 years. Earnings are forecast to grow by 70% in the next 2 years. Reported Earnings • Nov 08
Full year 2024 earnings: EPS exceeds analyst expectations Full year 2024 results: EPS: JP¥20.76 (down from JP¥96.51 in FY 2023). Revenue: JP¥5.59b (down 4.5% from FY 2023). Net income: JP¥106.0m (down 79% from FY 2023). Profit margin: 1.9% (down from 8.4% in FY 2023). The decrease in margin was primarily driven by lower revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 167%. Revenue is forecast to grow 11% p.a. on average during the next 2 years, compared to a 7.7% growth forecast for the Consumer Services industry in Japan. Over the last 3 years on average, earnings per share has fallen by 34% per year whereas the company’s share price has fallen by 36% per year. Announcement • Nov 05
Decollte Holdings Corporation, Annual General Meeting, Dec 19, 2024 Decollte Holdings Corporation, Annual General Meeting, Dec 19, 2024. New Risk • Oct 23
New major risk - Market cap size The company's market capitalization is less than US$10m. Market cap: JP¥1.53b (US$9.99m) This is considered a major risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risk Market cap is less than US$10m (JP¥1.53b market cap, or US$9.99m). Minor Risks High level of debt (45% net debt to equity). Share price has been volatile over the past 3 months (9.3% average weekly change). Profit margins are more than 30% lower than last year (3.0% net profit margin). Announcement • Aug 29
Decollte Holdings Corporation to Report Fiscal Year 2024 Results on Nov 05, 2024 Decollte Holdings Corporation announced that they will report fiscal year 2024 results on Nov 05, 2024 New Risk • Aug 05
New major risk - Share price stability The company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Japanese stocks, typically moving 8.1% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (8.1% average weekly change). Earnings are forecast to decline by an average of 5.3% per year for the foreseeable future. Market cap is less than US$10m (JP¥1.38b market cap, or US$9.67m). Minor Risks High level of debt (46% net debt to equity). Profit margins are more than 30% lower than last year (4.4% net profit margin). Valuation Update With 7 Day Price Move • Aug 05
Investor sentiment deteriorates as stock falls 30% After last week's 30% share price decline to JP¥270, the stock trades at a forward P/E ratio of 23x. Average forward P/E is 14x in the Consumer Services industry in Japan. Total loss to shareholders of 81% over the past three years. Valuation Update With 7 Day Price Move • May 14
Investor sentiment deteriorates as stock falls 16% After last week's 16% share price decline to JP¥412, the stock trades at a forward P/E ratio of 35x. Average forward P/E is 16x in the Consumer Services industry in Japan. Total loss to shareholders of 53% over the past year. Major Estimate Revision • May 14
Consensus EPS estimates fall by 89% The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from JP¥6.14b to JP¥5.60b. EPS estimate also fell from JP¥70.60 per share to JP¥7.80 per share. Net income forecast to shrink 76% next year vs 8.5% growth forecast for Consumer Services industry in Japan . Consensus price target down from JP¥600 to JP¥450. Share price fell 16% to JP¥412 over the past week. Reported Earnings • May 08
Second quarter 2024 earnings released: JP¥25.26 loss per share (vs JP¥0.98 loss in 2Q 2023) Second quarter 2024 results: JP¥25.26 loss per share (further deteriorated from JP¥0.98 loss in 2Q 2023). Revenue: JP¥985.0m (down 14% from 2Q 2023). Net loss: JP¥129.0m (loss widened JP¥124.0m from 2Q 2023). Revenue is forecast to grow 18% p.a. on average during the next 3 years, compared to a 6.5% growth forecast for the Consumer Services industry in Japan. Board Change • Mar 12
Less than half of directors are independent Following the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Outside Director Sho Okuyama was the last independent director to join the board, commencing their role in 2022. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model. Reported Earnings • Feb 07
First quarter 2024 earnings released: EPS: JP¥43.15 (vs JP¥66.89 in 1Q 2023) First quarter 2024 results: EPS: JP¥43.15 (down from JP¥66.89 in 1Q 2023). Revenue: JP¥1.81b (flat on 1Q 2023). Net income: JP¥220.0m (down 36% from 1Q 2023). Profit margin: 12% (down from 19% in 1Q 2023). Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 7.4% growth forecast for the Consumer Services industry in Japan. Reported Earnings • Dec 28
Full year 2023 earnings: EPS and revenues miss analyst expectations Full year 2023 results: EPS: JP¥96.51 (down from JP¥190 in FY 2022). Revenue: JP¥5.85b (up 10.0% from FY 2022). Net income: JP¥492.0m (down 52% from FY 2022). Profit margin: 8.4% (down from 19% in FY 2022). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 2.4%. Earnings per share (EPS) also missed analyst estimates by 7.2%. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 7.6% growth forecast for the Consumer Services industry in Japan. Major Estimate Revision • Dec 22
Consensus revenue estimates fall by 15% The consensus outlook for revenues in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from JP¥7.63b to JP¥6.47b. EPS estimate fell from JP¥122 to JP¥96.10 per share. Net income forecast to shrink 0.4% next year vs 22% growth forecast for Consumer Services industry in Japan . Consensus price target down from JP¥1,500 to JP¥1,100. Share price fell 2.6% to JP¥516 over the past week. Valuation Update With 7 Day Price Move • Dec 06
Investor sentiment deteriorates as stock falls 17% After last week's 17% share price decline to JP¥561, the stock trades at a forward P/E ratio of 5x. Average forward P/E is 16x in the Consumer Services industry in Japan. Total loss to shareholders of 56% over the past year. Reported Earnings • Nov 07
Full year 2023 earnings: EPS and revenues miss analyst expectations Full year 2023 results: EPS: JP¥96.51 (down from JP¥190 in FY 2022). Revenue: JP¥5.85b (up 10.0% from FY 2022). Net income: JP¥492.0m (down 52% from FY 2022). Profit margin: 8.4% (down from 19% in FY 2022). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 2.4%. Earnings per share (EPS) also missed analyst estimates by 7.2%. Revenue is forecast to grow 23% p.a. on average during the next 2 years, compared to a 8.1% growth forecast for the Consumer Services industry in Japan. New Risk • Oct 06
New minor risk - Share price stability The company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 5.9% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks High level of debt (43% net debt to equity). Share price has been volatile over the past 3 months (5.9% average weekly change). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (11% net profit margin). Market cap is less than US$100m (JP¥3.74b market cap, or US$25.2m). New Risk • Aug 09
New minor risk - Profit margin trend The company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 11% Last year net profit margin: 17% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Minor Risks High level of debt (43% net debt to equity). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (11% net profit margin). Market cap is less than US$100m (JP¥3.72b market cap, or US$25.9m). Reported Earnings • Aug 08
Third quarter 2023 earnings released: EPS: JP¥23.93 (vs JP¥44.35 in 3Q 2022) Third quarter 2023 results: EPS: JP¥23.93 (down from JP¥44.35 in 3Q 2022). Revenue: JP¥1.53b (up 2.5% from 3Q 2022). Net income: JP¥122.0m (down 46% from 3Q 2022). Profit margin: 8.0% (down from 15% in 3Q 2022). Revenue is forecast to grow 24% p.a. on average during the next 3 years, compared to a 6.9% growth forecast for the Consumer Services industry in Japan. Announcement • Jun 28
Decollte Holdings Corporation to Report Q3, 2023 Results on Aug 04, 2023 Decollte Holdings Corporation announced that they will report Q3, 2023 results on Aug 04, 2023 Reported Earnings • May 10
Second quarter 2023 earnings released: JP¥1.18 loss per share (vs JP¥52.56 profit in 2Q 2022) Second quarter 2023 results: JP¥1.18 loss per share (down from JP¥52.56 profit in 2Q 2022). Revenue: JP¥1.15b (up 11% from 2Q 2022). Net loss: JP¥6.00m (down 102% from profit in 2Q 2022). Revenue is forecast to grow 24% p.a. on average during the next 3 years, compared to a 7.7% growth forecast for the Consumer Services industry in Japan. Valuation Update With 7 Day Price Move • Apr 10
Investor sentiment deteriorates as stock falls 16% After last week's 16% share price decline to JP¥1,048, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 15x in the Consumer Services industry in Japan. Negligible returns to shareholders over past year. Reported Earnings • Feb 04
First quarter 2023 earnings released: EPS: JP¥66.89 (vs JP¥53.10 in 1Q 2022) First quarter 2023 results: EPS: JP¥66.89 (up from JP¥53.10 in 1Q 2022). Revenue: JP¥1.82b (up 17% from 1Q 2022). Net income: JP¥341.0m (up 13% from 1Q 2022). Profit margin: 19% (in line with 1Q 2022). Revenue is forecast to grow 23% p.a. on average during the next 3 years, compared to a 8.0% growth forecast for the Consumer Services industry in Japan. Reported Earnings • Dec 28
Full year 2022 earnings: EPS exceeds analyst expectations while revenues lag behind Full year 2022 results: EPS: JP¥190 (up from JP¥91.54 in FY 2021). Revenue: JP¥5.32b (up 16% from FY 2021). Net income: JP¥1.02b (up 98% from FY 2021). Profit margin: 19% (up from 11% in FY 2021). Revenue missed analyst estimates by 5.0%. Earnings per share (EPS) exceeded analyst estimates by 2.1%. Revenue is forecast to grow 22% p.a. on average during the next 3 years, compared to a 8.1% growth forecast for the Consumer Services industry in Japan. Announcement • Dec 04
Decollte Holdings Corporation to Report Q1, 2023 Results on Feb 03, 2023 Decollte Holdings Corporation announced that they will report Q1, 2023 results on Feb 03, 2023 Board Change • Nov 16
Less than half of directors are independent No new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 9 experienced directors. No highly experienced directors. 2 independent directors (4 non-independent directors). was the last director to join the board, commencing their role in . The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment. Announcement • Nov 06
Decollte Holdings Corporation, Annual General Meeting, Dec 22, 2022 Decollte Holdings Corporation, Annual General Meeting, Dec 22, 2022. Reported Earnings • Nov 06
Full year 2022 earnings: EPS exceeds analyst expectations while revenues lag behind Full year 2022 results: EPS: JP¥190 (up from JP¥91.54 in FY 2021). Revenue: JP¥5.32b (up 16% from FY 2021). Net income: JP¥1.02b (up 98% from FY 2021). Profit margin: 19% (up from 11% in FY 2021). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 5.0%. Earnings per share (EPS) exceeded analyst estimates by 2.1%. Revenue is forecast to grow 26% p.a. on average during the next 2 years, compared to a 9.0% growth forecast for the Consumer Services industry in Japan. Announcement • Sep 01
Decollte Holdings Corporation to Report Fiscal Year 2022 Results on Nov 04, 2022 Decollte Holdings Corporation announced that they will report fiscal year 2022 results on Nov 04, 2022 Reported Earnings • Aug 05
Third quarter 2022 earnings released: EPS: JP¥44.53 (vs JP¥5.62 in 3Q 2021) Third quarter 2022 results: EPS: JP¥44.53 (up from JP¥5.62 in 3Q 2021). Revenue: JP¥1.49b (up 48% from 3Q 2021). Net income: JP¥228.0m (up JP¥196.0m from 3Q 2021). Profit margin: 15% (up from 3.2% in 3Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 34%, compared to a 7.9% growth forecast for the industry in Japan. Valuation Update With 7 Day Price Move • May 31
Investor sentiment improved over the past week After last week's 17% share price gain to JP¥1,008, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 17x in the Consumer Services industry in Japan. Announcement • May 29
Decollte Holdings Corporation to Report Q3, 2022 Results on Aug 04, 2022 Decollte Holdings Corporation announced that they will report Q3, 2022 results on Aug 04, 2022 Reported Earnings • May 11
Second quarter 2022 earnings: EPS exceeds analyst expectations while revenues lag behind Second quarter 2022 results: EPS: JP¥52.53. Revenue: JP¥1.03b (flat on 2Q 2021). Net income: JP¥291.0m (up JP¥291.0m from 2Q 2021). Profit margin: 28% (up from null in 2Q 2021). Revenue missed analyst estimates by 7.0%. Earnings per share (EPS) exceeded analyst estimates by 22%. Over the next year, revenue is forecast to grow 30%, compared to a 10% growth forecast for the industry in Japan. Valuation Update With 7 Day Price Move • May 11
Investor sentiment deteriorated over the past week After last week's 16% share price decline to JP¥814, the stock trades at a forward P/E ratio of 5x. Average forward P/E is 17x in the Consumer Services industry in Japan. Board Change • Apr 27
Less than half of directors are independent No new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 9 experienced directors. No highly experienced directors. 2 independent directors (4 non-independent directors). was the last director to join the board, commencing their role in . The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment. Announcement • Apr 08
Decollte Holdings Corporation to Report Q2, 2022 Results on May 10, 2022 Decollte Holdings Corporation announced that they will report Q2, 2022 results on May 10, 2022 Reported Earnings • Feb 07
First quarter 2022 earnings: EPS exceeds analyst expectations while revenues lag behind First quarter 2022 results: EPS: JP¥53.09. Revenue: JP¥1.55b (flat on 1Q 2021). Net income: JP¥301.0m (up JP¥301.0m from 1Q 2021). Profit margin: 19% (up from null in 1Q 2021). Revenue missed analyst estimates by 3.3%. Earnings per share (EPS) exceeded analyst estimates by 22%. Reported Earnings • Nov 05
Full year 2021 earnings released: EPS JP¥91.54 (vs JP¥36.43 in FY 2020) The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥4.59b (up 25% from FY 2020). Net income: JP¥515.0m (up 153% from FY 2020). Profit margin: 11% (up from 5.6% in FY 2020). The increase in margin was driven by higher revenue. Valuation Update With 7 Day Price Move • Aug 23
Investor sentiment deteriorated over the past week After last week's 16% share price decline to JP¥1,263, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 21x in the Consumer Services industry in Japan. Valuation Update With 7 Day Price Move • Aug 04
Investor sentiment improved over the past week After last week's 38% share price gain to JP¥1,329, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 23x in the Consumer Services industry in Japan. Announcement • Jun 23
Decollte Holdings Corporation has completed an IPO in the amount of ¥6.323752 billion. Decollte Holdings Corporation has completed an IPO in the amount of ¥6.323752 billion.
Security Name: Common Shares
Security Type: Common Stock
Securities Offered: 3,676,600
Price\Range: ¥1720
Discount Per Security: ¥137.6
Transaction Features: Sponsor Backed Offering