Reported Earnings • Jul 14
First quarter 2027 earnings released: EPS: JP¥5.61 (vs JP¥13.36 in 1Q 2026) First quarter 2027 results: EPS: JP¥5.61 (down from JP¥13.36 in 1Q 2026). Revenue: JP¥3.19b (down 23% from 1Q 2026). Net income: JP¥69.0m (down 58% from 1Q 2026). Profit margin: 2.2% (down from 4.0% in 1Q 2026). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 7.0% p.a. on average during the next 3 years, compared to a 8.9% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has increased by 52% per year but the company’s share price has only increased by 31% per year, which means it is significantly lagging earnings growth. New Risk • Jun 29
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 6.7% 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 (226% net debt to equity). Share price has been volatile over the past 3 months (6.7% average weekly change). Profit margins are more than 30% lower than last year (2.0% net profit margin). Market cap is less than US$100m (JP¥14.7b market cap, or US$91.1m). Reported Earnings • Jun 03
Full year 2026 earnings: EPS and revenues exceed analyst expectations Full year 2026 results: EPS: JP¥25.41 (down from JP¥33.13 in FY 2025). Revenue: JP¥13.0b (up 21% from FY 2025). Net income: JP¥312.0m (down 23% from FY 2025). Profit margin: 2.4% (down from 3.8% in FY 2025). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 7.8%. Earnings per share (EPS) also surpassed analyst estimates by 13%. Revenue is forecast to grow 4.4% p.a. on average during the next 3 years, compared to a 8.4% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has increased by 77% per year but the company’s share price has only increased by 28% per year, which means it is significantly lagging earnings growth. Valuation Update With 7 Day Price Move • May 29
Investor sentiment improves as stock rises 20% After last week's 20% share price gain to JP¥969, the stock trades at a forward P/E ratio of 42x. Average forward P/E is 20x in the Hospitality industry in Japan. Total returns to shareholders of 96% over the past three years. Duyuru • May 20
j-Group Holdings Corp. to Report Q1, 2027 Results on Jul 10, 2026 j-Group Holdings Corp. announced that they will report Q1, 2027 results on Jul 10, 2026 Duyuru • Apr 11
j-Group Holdings Corp., Annual General Meeting, May 28, 2026 j-Group Holdings Corp., Annual General Meeting, May 28, 2026. Duyuru • Apr 03
j-Group Holdings Corp. to Report Fiscal Year 2026 Results on Apr 10, 2026 j-Group Holdings Corp. announced that they will report fiscal year 2026 results on Apr 10, 2026 Duyuru • Feb 26
j-Group Holdings Corp. (TSE:3063) agreed to acquire Mountain Coffee Co., Ltd. j-Group Holdings Corp. (TSE:3063) agreed to acquire Mountain Coffee Co., Ltd. on February 24, 2026.
For the period ending June 30, 2025, Mountain Coffee Co., Ltd. reported total revenue of ¥384.2 million, EBIT of ¥1.22 million and net income of ¥3.65 million. As of June 30, 2025, Mountain Coffee Co., Ltd. reported total assets of ¥577.84 million and net liabilities of ¥40.9 million.
The expected completion of the transaction is February 27, 2026. Upcoming Dividend • Feb 19
Upcoming dividend of JP¥2.00 per share Eligible shareholders must have bought the stock before 26 February 2026. Payment date: 15 May 2026. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 0.5%. Lower than top quartile of Japanese dividend payers (3.4%). Lower than average of industry peers (0.9%). Reported Earnings • Jan 14
Third quarter 2026 earnings released: EPS: JP¥1.44 (vs JP¥2.68 in 3Q 2025) Third quarter 2026 results: EPS: JP¥1.44 (down from JP¥2.68 in 3Q 2025). Revenue: JP¥2.92b (up 12% from 3Q 2025). Net income: JP¥17.7m (down 46% from 3Q 2025). Profit margin: 0.6% (down from 1.3% in 3Q 2025). Revenue is expected to decline by 3.6% p.a. on average during the next 3 years, while revenues in the Hospitality industry in Japan are expected to grow by 10%. Over the last 3 years on average, earnings per share has increased by 94% per year but the company’s share price has only increased by 21% per year, which means it is significantly lagging earnings growth. Duyuru • Nov 19
j-Group Holdings Corp. to Report Q3, 2026 Results on Jan 13, 2026 j-Group Holdings Corp. announced that they will report Q3, 2026 results on Jan 13, 2026 Reported Earnings • Oct 11
Second quarter 2026 earnings released: EPS: JP¥0.16 (vs JP¥29.23 in 2Q 2025) Second quarter 2026 results: EPS: JP¥0.16 (down from JP¥29.23 in 2Q 2025). Revenue: JP¥2.94b (up 13% from 2Q 2025). Net income: JP¥2.00m (down 99% from 2Q 2025). Profit margin: 0.1% (down from 14% in 2Q 2025). Revenue is forecast to stay flat during the next 3 years compared to a 10% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has increased by 100% per year but the company’s share price has only increased by 15% per year, which means it is significantly lagging earnings growth. Duyuru • Aug 21
j-Group Holdings Corp. to Report Q2, 2026 Results on Oct 10, 2025 j-Group Holdings Corp. announced that they will report Q2, 2026 results on Oct 10, 2025 Upcoming Dividend • Aug 21
Upcoming dividend of JP¥2.00 per share Eligible shareholders must have bought the stock before 28 August 2025. Payment date: 31 October 2025. Payout ratio is a comfortable 11% and this is well supported by cash flows. Trailing yield: 0.5%. Lower than top quartile of Japanese dividend payers (3.7%). Lower than average of industry peers (0.7%). Reported Earnings • Jul 14
First quarter 2026 earnings released: EPS: JP¥13.36 (vs JP¥11.60 in 1Q 2025) First quarter 2026 results: EPS: JP¥13.36 (up from JP¥11.60 in 1Q 2025). Revenue: JP¥4.12b (up 52% from 1Q 2025). Net income: JP¥163.0m (up 16% from 1Q 2025). Profit margin: 4.0% (down from 5.2% in 1Q 2025). Revenue is forecast to stay flat during the next 3 years compared to a 8.4% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has increased by 99% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth. Reported Earnings • Jun 04
Full year 2025 earnings: Revenues exceed analysts expectations while EPS lags behind Full year 2025 results: EPS: JP¥37.65 (up from JP¥21.01 in FY 2024). Revenue: JP¥10.7b (up 3.0% from FY 2024). Net income: JP¥458.0m (up 85% from FY 2024). Profit margin: 4.3% (up from 2.4% in FY 2024). Revenue exceeded analyst estimates by 1.3%. Earnings per share (EPS) missed analyst estimates by 5.3%. Revenue is forecast to grow 3.7% 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 97% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth. Duyuru • May 18
j-Group Holdings Corp. to Report Q1, 2026 Results on Jul 11, 2025 j-Group Holdings Corp. announced that they will report Q1, 2026 results on Jul 11, 2025 Reported Earnings • Apr 12
Full year 2025 earnings: Revenues exceed analysts expectations while EPS lags behind Full year 2025 results: EPS: JP¥37.65 (up from JP¥21.01 in FY 2024). Revenue: JP¥10.7b (up 3.0% from FY 2024). Net income: JP¥458.0m (up 85% from FY 2024). Profit margin: 4.3% (up from 2.4% in FY 2024). Revenue exceeded analyst estimates by 1.3%. Earnings per share (EPS) missed analyst estimates by 5.3%. Revenue is forecast to grow 5.2% 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 97% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth. Duyuru • Apr 11
j-Group Holdings Corp., Annual General Meeting, May 29, 2025 j-Group Holdings Corp., Annual General Meeting, May 29, 2025. Upcoming Dividend • Feb 20
Upcoming dividend of JP¥2.00 per share Eligible shareholders must have bought the stock before 27 February 2025. Payment date: 02 June 2025. Payout ratio is a comfortable 2.7% and this is well supported by cash flows. Trailing yield: 0.6%. Lower than top quartile of Japanese dividend payers (3.8%). Lower than average of industry peers (0.8%). Duyuru • Feb 15
j-Group Holdings Corp. to Report Fiscal Year 2025 Results on Apr 11, 2025 j-Group Holdings Corp. announced that they will report fiscal year 2025 results on Apr 11, 2025 Reported Earnings • Jan 15
Third quarter 2025 earnings released: EPS: JP¥2.68 (vs JP¥1.22 in 3Q 2024) Third quarter 2025 results: EPS: JP¥2.68 (up from JP¥1.22 in 3Q 2024). Revenue: JP¥2.61b (up 2.3% from 3Q 2024). Net income: JP¥32.7m (up 129% from 3Q 2024). Profit margin: 1.3% (up from 0.6% in 3Q 2024). Revenue is forecast to grow 3.4% p.a. on average during the next 3 years, compared to a 6.9% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has increased by 89% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth. Duyuru • Jan 15
j-Group Holdings Corp. (TSE:3063) completed the acquisition of Edge of Cliff & Comrades Co., Ltd., EOC Classico Co., Ltd. and EOC Brain Co., Ltd. j-Group Holdings Corp. (TSE:3063) agreed to acquire Edge of Cliff & Comrades Co., Ltd., EOC Classico Co., Ltd. and EOC Brain Co., Ltd. on December 9, 2024. The transaction has been approved by the board of directors of j-Group Holdings Corp. The expected completion of the transaction is January 14, 2025.
j-Group Holdings Corp. (TSE:3063) completed the acquisition of Edge of Cliff & Comrades Co., Ltd., EOC Classico Co., Ltd. and EOC Brain Co., Ltd. on January 14, 2025. Duyuru • Nov 13
j-Group Holdings Corp. to Report Q3, 2025 Results on Jan 14, 2025 j-Group Holdings Corp. announced that they will report Q3, 2025 results on Jan 14, 2025 Duyuru • Jul 30
j-Group Holdings Corp. to Report Q2, 2025 Results on Oct 10, 2024 j-Group Holdings Corp. announced that they will report Q2, 2025 results on Oct 10, 2024 Reported Earnings • Jul 13
First quarter 2025 earnings released: EPS: JP¥12.74 (vs JP¥1.47 in 1Q 2024) First quarter 2025 results: EPS: JP¥12.74 (up from JP¥1.47 in 1Q 2024). Revenue: JP¥2.72b (up 5.6% from 1Q 2024). Net income: JP¥154.0m (up JP¥136.9m from 1Q 2024). Profit margin: 5.7% (up from 0.7% in 1Q 2024). Revenue is forecast to grow 4.8% 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 71% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth. Reported Earnings • Jun 06
Full year 2024 earnings: EPS and revenues exceed analyst expectations Full year 2024 results: EPS: JP¥21.01 (up from JP¥57.63 loss in FY 2023). Revenue: JP¥10.4b (up 30% from FY 2023). Net income: JP¥247.0m (up JP¥851.0m from FY 2023). Profit margin: 2.4% (up from net loss in FY 2023). The move to profitability was driven by higher revenue. Revenue exceeded analyst estimates by 4.3%. Earnings per share (EPS) also surpassed analyst estimates by 147%. Revenue is forecast to grow 4.7% 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 74% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth. Duyuru • May 11
j-Group Holdings Corp. to Report Q1, 2025 Results on Jul 10, 2024 j-Group Holdings Corp. announced that they will report Q1, 2025 results on Jul 10, 2024 Duyuru • Apr 12
j-Group Holdings Corp., Annual General Meeting, May 30, 2024 j-Group Holdings Corp., Annual General Meeting, May 30, 2024. Reported Earnings • Apr 11
Full year 2024 earnings: EPS and revenues exceed analyst expectations Full year 2024 results: EPS: JP¥21.01 (up from JP¥57.63 loss in FY 2023). Revenue: JP¥10.4b (up 30% from FY 2023). Net income: JP¥247.0m (up JP¥851.0m from FY 2023). Profit margin: 2.4% (up from net loss in FY 2023). The move to profitability was driven by higher revenue. Revenue exceeded analyst estimates by 4.3%. Earnings per share (EPS) also surpassed analyst estimates by 147%. Revenue is forecast to grow 2.7% p.a. on average during the next 2 years, compared to a 7.2% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has increased by 74% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth. Breakeven Date Change • Feb 29
Forecast breakeven date pushed back to 2025 The analyst covering j-Group Holdings previously expected the company to break even in 2024. New forecast suggests the company will make a profit of JP¥170.0m in 2025. Average annual earnings growth of 68% is required to achieve expected profit on schedule. Duyuru • Feb 15
j-Group Holdings Corp. to Report Fiscal Year 2024 Results on Apr 10, 2024 j-Group Holdings Corp. announced that they will report fiscal year 2024 results on Apr 10, 2024 Reported Earnings • Jan 14
Third quarter 2024 earnings released: EPS: JP¥2.39 (vs JP¥19.39 loss in 3Q 2023) Third quarter 2024 results: EPS: JP¥2.39 (up from JP¥19.39 loss in 3Q 2023). Revenue: JP¥2.56b (up 21% from 3Q 2023). Net income: JP¥28.0m (up JP¥235.4m from 3Q 2023). Profit margin: 1.1% (up from net loss in 3Q 2023). Revenue is forecast to grow 4.5% p.a. on average during the next 3 years, compared to a 7.6% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has increased by 68% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth. Duyuru • Nov 17
j-Group Holdings Corp. to Report Q3, 2024 Results on Jan 12, 2024 j-Group Holdings Corp. announced that they will report Q3, 2024 results on Jan 12, 2024 Reported Earnings • Oct 11
Second quarter 2024 earnings released: EPS: JP¥8.97 (vs JP¥21.59 loss in 2Q 2023) Second quarter 2024 results: EPS: JP¥8.97 (up from JP¥21.59 loss in 2Q 2023). Revenue: JP¥2.53b (up 31% from 2Q 2023). Net income: JP¥104.9m (up JP¥324.0m from 2Q 2023). Profit margin: 4.1% (up from net loss in 2Q 2023). The move to profitability was driven by higher revenue. Revenue is forecast to grow 3.5% p.a. on average during the next 3 years, compared to a 8.4% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has increased by 57% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth. Duyuru • Aug 10
j-Group Holdings Corp. to Report Q2, 2024 Results on Oct 13, 2023 j-Group Holdings Corp. announced that they will report Q2, 2024 results on Oct 13, 2023 Reported Earnings • Jul 08
First quarter 2024 earnings released: EPS: JP¥2.66 (vs JP¥5.47 in 1Q 2023) First quarter 2024 results: EPS: JP¥2.66 (down from JP¥5.47 in 1Q 2023). Revenue: JP¥2.57b (up 56% from 1Q 2023). Net income: JP¥31.0m (down 42% from 1Q 2023). Profit margin: 1.2% (down from 3.2% in 1Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.8% p.a. on average during the next 3 years, compared to a 9.2% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has increased by 52% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth. Reported Earnings • Jun 03
Full year 2023 earnings released: JP¥52.38 loss per share (vs JP¥63.25 loss in FY 2022) Full year 2023 results: JP¥52.38 loss per share (improved from JP¥63.25 loss in FY 2022). Revenue: JP¥8.01b (up 70% from FY 2022). Net loss: JP¥549.0m (loss narrowed 11% from FY 2022). Revenue is forecast to grow 16% p.a. on average during the next 2 years, compared to a 9.3% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has increased by 35% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings. Duyuru • May 19
j-Group Holdings Corp. to Report Q1, 2024 Results on Jul 07, 2023 j-Group Holdings Corp. announced that they will report Q1, 2024 results on Jul 07, 2023 Reported Earnings • Apr 08
Full year 2023 earnings released: JP¥52.38 loss per share (vs JP¥63.25 loss in FY 2022) Full year 2023 results: JP¥52.38 loss per share (improved from JP¥63.25 loss in FY 2022). Revenue: JP¥8.01b (up 70% from FY 2022). Net loss: JP¥549.0m (loss narrowed 11% from FY 2022). Revenue is forecast to grow 16% p.a. on average during the next 2 years, compared to a 10% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has increased by 35% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth. Breakeven Date Change • Feb 28
Forecast breakeven date pushed back to 2024 The analyst covering j-Group Holdings previously expected the company to break even in 2023. New forecast suggests the company will make a profit of JP¥100.0m in 2024. Average annual earnings growth of 115% is required to achieve expected profit on schedule. Duyuru • Feb 17
j-Group Holdings Corp. to Report Fiscal Year 2023 Results on Apr 07, 2023 j-Group Holdings Corp. announced that they will report fiscal year 2023 results on Apr 07, 2023 Reported Earnings • Jan 14
Third quarter 2023 earnings released: JP¥15.52 loss per share (vs JP¥24.26 profit in 3Q 2022) Third quarter 2023 results: JP¥15.52 loss per share (down from JP¥24.26 profit in 3Q 2022). Revenue: JP¥2.10b (up 16% from 3Q 2022). Net loss: JP¥166.0m (down 171% from profit in 3Q 2022). Revenue is forecast to grow 15% 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 14% per year but the company’s share price has fallen by 15% per year, which means it is significantly lagging earnings. Duyuru • Nov 17
j-Group Holdings Corp. to Report Q3, 2023 Results on Jan 13, 2023 j-Group Holdings Corp. announced that they will report Q3, 2023 results on Jan 13, 2023 Board Change • Nov 16
No independent directors No new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. 5 highly experienced directors. No independent directors (6 non-independent directors). Full-Time Corporate Auditor Hiroshi Yasuda was the last director to join the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment. Reported Earnings • Oct 09
Second quarter 2023 earnings released: JP¥21.59 loss per share (vs JP¥2.91 profit in 2Q 2022) Second quarter 2023 results: JP¥21.59 loss per share (down from JP¥2.91 profit in 2Q 2022). Revenue: JP¥1.93b (up 170% from 2Q 2022). Net loss: JP¥219.1m (down JP¥247.4m from profit in 2Q 2022). Revenue is forecast to grow 16% 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 fallen by 2% per year but the company’s share price has fallen by 11% per year, which means it is performing significantly worse than earnings. Duyuru • Aug 18
j-Group Holdings Corp. to Report Q2, 2023 Results on Oct 07, 2022 j-Group Holdings Corp. announced that they will report Q2, 2023 results on Oct 07, 2022 Reported Earnings • Jul 10
First quarter 2023 earnings released: EPS: JP¥6.89 (vs JP¥35.27 loss in 1Q 2022) First quarter 2023 results: EPS: JP¥6.89 (up from JP¥35.27 loss in 1Q 2022). Revenue: JP¥1.65b (up 138% from 1Q 2022). Net income: JP¥67.0m (up JP¥409.0m from 1Q 2022). Profit margin: 4.1% (up from net loss in 1Q 2022). Over the next year, revenue is forecast to grow 87%, compared to a 47% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has fallen by 23% per year but the company’s share price has only fallen by 10% per year, which means it has not declined as severely as earnings. Reported Earnings • Jun 02
Full year 2022 earnings: EPS and revenues miss analyst expectations Full year 2022 results: JP¥63.25 loss per share (up from JP¥249 loss in FY 2021). Revenue: JP¥4.70b (down 30% from FY 2021). Net loss: JP¥613.4m (loss narrowed 74% from FY 2021). Revenue missed analyst estimates by 16%. Earnings per share (EPS) were also behind analyst expectations. Over the next year, revenue is forecast to grow 121%, compared to a 49% growth forecast for the restaurants industry in Japan. Over the last 3 years on average, earnings per share has fallen by 49% per year but the company’s share price has only fallen by 8% per year, which means it has not declined as severely as earnings. Duyuru • May 13
j-Group Holdings Corp. announced that it has received ¥9.2 million in funding from Tokai Tokyo Investment Co., Ltd. On May 11, 2022, j-Group Holdings Corp. closed the transaction. Duyuru • May 04
j-Group Holdings Corp. to Report Q1, 2023 Results on Jul 08, 2022 j-Group Holdings Corp. announced that they will report Q1, 2023 results on Jul 08, 2022 Board Change • Apr 27
No independent directors No new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. 5 highly experienced directors. No independent directors (6 non-independent directors). Full-Time Corporate Auditor Hiroshi Yasuda was the last director to join the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment. Duyuru • Apr 26
j-Group Holdings Corp. announced that it expects to receive ¥9.2 million in funding from Tokai Tokyo Investment Co., Ltd. j-Group Holdings Corp. announced a private placement of 20,000 2nd stock acquisition right at issue price of ¥460 per stock acquisition right for gross proceeds of ¥9,200,000 on April 25, 2022. The transaction includes participation from Tokai Tokyo Investment Co., Ltd. The rights can be exercised to purchase common shares of the company at a initial exercise price of ¥559 per share. The transaction is expected to close on May 11, 2022. The rights can be exercised from May 12, 2022 to May 12, 2025. The transaction has been approved by the board of directors of the company. Duyuru • Apr 10
j-Group Holdings Corp., Annual General Meeting, May 26, 2022 j-Group Holdings Corp., Annual General Meeting, May 26, 2022. Reported Earnings • Apr 10
Full year 2022 earnings: EPS and revenues miss analyst expectations Full year 2022 results: JP¥62.08 loss per share (up from JP¥249 loss in FY 2021). Revenue: JP¥4.70b (down 30% from FY 2021). Net loss: JP¥602.0m (loss narrowed 74% from FY 2021). Revenue missed analyst estimates by 16%. Earnings per share (EPS) were also behind analyst expectations. Over the next year, revenue is forecast to grow 106%, compared to a 68% growth forecast for the restaurants industry in Japan. Over the last 3 years on average, earnings per share has fallen by 49% per year but the company’s share price has only fallen by 9% per year, which means it has not declined as severely as earnings. Duyuru • Feb 11
j-Group Holdings Corp. to Report Fiscal Year 2022 Results on Apr 08, 2022 j-Group Holdings Corp. announced that they will report fiscal year 2022 results on Apr 08, 2022 Duyuru • Jan 12
j-Group Holdings Corp. announced that it expects to receive ¥1 billion in funding from DBJ Regional Investment Co., Ltd. j-Group Holdings Corp. announced a private placement of 1,000 class B shares at a price of ¥1,000,000 per share for the gross proceeds of ¥1,000,000,000 on January 11, 2022. The transaction will include participation from DBJ Food and Beverage / Lodging Support Fund L.P., a fund managed by DBJ Regional Investment Co., Ltd.. The transaction has been approved by board of directors. The payment date is February 28, 2022. The company will raise the funds through third-party allotment method. The company will pay issue expenses of ¥13,000,000 in the transaction. The company will receive ¥987,000,000 net proceeds in the transaction. Reported Earnings • Jan 09
Third quarter 2022 earnings: Revenues exceed analysts expectations while EPS lags behind Third quarter 2022 results: EPS: JP¥25.04 (up from JP¥56.53 loss in 3Q 2021). Revenue: JP¥1.82b (up 18% from 3Q 2021). Net income: JP¥242.8m (up JP¥779.8m from 3Q 2021). Profit margin: 13% (up from net loss in 3Q 2021). Revenue exceeded analyst estimates by 4.0%. Earnings per share (EPS) also surpassed analyst estimates. Earnings per share (EPS) surpassed analyst estimates. Over the next year, revenue is forecast to grow 119%, compared to a 56% growth forecast for the industry in Japan. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 57 percentage points per year, which is a significant difference in performance. Reported Earnings • Oct 09
Second quarter 2022 earnings released: EPS JP¥3.30 (vs JP¥28.14 in 2Q 2021) The company reported a poor second quarter result with weaker earnings, revenues and profit margins. Second quarter 2022 results: Revenue: JP¥716.0m (down 80% from 2Q 2021). Net income: JP¥32.0m (down 88% from 2Q 2021). Profit margin: 4.5% (down from 7.2% in 2Q 2021). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 76 percentage points per year, which is a significant difference in performance. Reported Earnings • Jul 11
First quarter 2022 earnings released: JP¥35.27 loss per share (vs JP¥176 loss in 1Q 2021) The company reported a decent first quarter result with reduced losses and improved control over expenses, although revenues were weaker. First quarter 2022 results: Revenue: JP¥693.0m (down 10% from 1Q 2021). Net loss: JP¥342.0m (loss narrowed 79% from 1Q 2021). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 91 percentage points per year, which is a significant difference in performance. Reported Earnings • Jun 02
Full year 2021 earnings released: JP¥249 loss per share (vs JP¥19.09 loss in FY 2020) The company reported a poor full year result with increased losses, weaker revenues and weaker control over costs. Full year 2021 results: Revenue: JP¥6.70b (down 53% from FY 2020). Net loss: JP¥2.35b (loss widened JP¥2.18b from FY 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 107 percentage points per year, which is a significant difference in performance. Duyuru • Jun 01
j-Group Holdings Corp. announced that it has received ¥300 million in funding from Newfield Ltd. On May 31, 2021, j-Group Holdings Corp. (TSE:3063) closed the transaction. Reported Earnings • Apr 11
Full year 2021 earnings released: JP¥249 loss per share (vs JP¥19.09 loss in FY 2020) The company reported a poor full year result with increased losses, weaker revenues and weaker control over costs. Full year 2021 results: Revenue: JP¥6.70b (down 53% from FY 2020). Net loss: JP¥2.35b (loss widened JP¥2.18b from FY 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 108 percentage points per year, which is a significant difference in performance. Duyuru • Feb 03
j-Group Holdings Corp. to Report Fiscal Year 2021 Results on Apr 09, 2021 j-Group Holdings Corp. announced that they will report fiscal year 2021 results on Apr 09, 2021 Is New 90 Day High Low • Jan 25
New 90-day high: JP¥502 The company is up 2.0% from its price of JP¥491 on 27 October 2020. The Japanese market is up 14% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Hospitality industry, which is up 3.0% over the same period. Analyst Estimate Surprise Post Earnings • Jan 19
Revenue and earnings miss expectations Revenue missed analyst estimates by 49%. Earnings per share (EPS) were also behind analyst expectations. Over the next year, revenue is expected to shrink by 4.5% compared to a 12% growth forecast for the Hospitality industry in Japan. Reported Earnings • Jan 16
Third quarter 2021 earnings released: JP¥56.53 loss per share The company reported a poor third quarter result with increased losses and weaker revenues and control over expenses. Third quarter 2021 results: Revenue: JP¥1.54b (down 52% from 3Q 2020). Net loss: JP¥537.0m (loss widened JP¥484.0m from 3Q 2020). Over the last 3 years on average, earnings per share has fallen by 128% per year but the company’s share price has only fallen by 19% per year, which means it has not declined as severely as earnings. Analyst Estimate Surprise Post Earnings • Jan 16
Revenue and earnings miss expectations Revenue missed analyst estimates by 49%. Earnings per share (EPS) were also behind analyst expectations. Over the next year, revenue is expected to shrink by 4.5% compared to a 12% growth forecast for the Hospitality industry in Japan. Reported Earnings • Jan 09
Third quarter 2021 earnings released: JP¥56.53 loss per share The company reported a poor third quarter result with increased losses and weaker revenues and control over expenses. Third quarter 2021 results: Revenue: JP¥1.54b (down 52% from 3Q 2020). Net loss: JP¥537.0m (loss widened JP¥484.0m from 3Q 2020). Over the last 3 years on average, earnings per share has fallen by 128% per year but the company’s share price has only fallen by 19% per year, which means it has not declined as severely as earnings. Analyst Estimate Surprise Post Earnings • Jan 09
Revenue and earnings miss expectations Revenue missed analyst estimates by 49%. Earnings per share (EPS) were also behind analyst expectations. Over the next year, revenue is forecast to grow 5.8%, compared to a 11% growth forecast for the Hospitality industry in Japan. Duyuru • Aug 31
j-Group Holdings Corp. to Report Q2, 2021 Results on Oct 09, 2020 j-Group Holdings Corp. announced that they will report Q2, 2021 results on Oct 09, 2020