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Isetan Mitsukoshi Holdings (3099) investor relations material
Isetan Mitsukoshi Holdings Q2 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2026 earnings summary13 Nov, 2025
Executive summary
H1 FY2025 profit attributable to owners of parent reached a record ¥29.37 billion, up 15.7% YoY, driven by gains on sale of shares in subsidiaries and associates.
Net sales for H1 were ¥253.87 billion, down 3.9% YoY, with operating profit at ¥31.45 billion, down 9.8% YoY.
Cost structure reforms, SG&A control, and digital transformation initiatives improved profitability.
The company advanced its medium-term plan, focusing on customer engagement and sustainability.
Financial highlights
H1 gross sales: ¥596.2 billion (96.3% YoY); net sales: ¥253.87 billion (96.1% YoY); operating profit: ¥31.45 billion (90.2% YoY); profit: ¥29.37 billion (115.7% YoY).
Basic earnings per share rose to ¥81.75 from ¥67.94 YoY.
SG&A expenses reduced by ¥3.7 billion in H1, mainly from personnel and lease payments.
Cash and cash equivalents at period-end were ¥64.39 billion, up ¥22.55 billion from the previous year-end.
Net assets declined to ¥583.83 billion, mainly due to dividend payments and treasury share purchases.
Outlook and guidance
Full-year operating profit forecast maintained at ¥78.0 billion, a record high.
Profit forecast raised to ¥62.0 billion, also a record.
Gross sales forecast revised to ¥1,305 billion (100.1% YoY); net sales forecast at ¥556.0 billion.
Dividend forecast revised upward to ¥65.00 per share for the fiscal year ending March 31, 2026.
Focus on deepening engagement with domestic customers and stabilizing overseas sales.
Future profit growth drivers beyond one-time gains
Department store segment sales/profit decline reasons?
Capital allocation strategy for Phase I total returns
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Next Isetan Mitsukoshi Holdings earnings date
Q3 20263 Feb, 2026
Next Isetan Mitsukoshi Holdings earnings date
Q3 20263 Feb, 2026
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Frequently asked questions
Isetan Mitsukoshi Holdings Ltd. is a Japanese company engaged in the retail sector, primarily operating department stores. The company manages a network of stores offering a wide range of products, including fashion apparel, accessories, household goods, cosmetics, and food items. It also provides services such as event organization, loyalty programs, and customer-oriented experiences. Additionally, the company is involved in real estate leasing and the management of commercial facilities. The company is headquartered in Tokyo, Japan, and its shares are listed on the Tokyo Stock Exchange.
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