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Investor Relations14 Oct 2025
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Welcia Holdings (3141) investor relations material
Welcia Holdings Q2 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2026 earnings summary8 Oct, 2025
Executive summary
Revenue and profit rose year-over-year, driven by M&A, existing store growth, improved gross margin, and effective SG&A control despite higher system investments and labor costs.
Private brand sales grew 18.4% YoY, now comprising 10.1% of total sales, with notable gains in food and health categories; private brand lineup expanded to 451 items.
Dispensing business expanded, supported by digital initiatives and increased number of prescriptions, with gross margin improvement despite NHI drug price revisions; dispensing pharmacies increased to 2,287 stores.
Store operations were streamlined through digital tools, new POS systems, and labor hour management, reducing personnel cost ratio by 0.3 pts YoY.
Integration with TSURUHA Holdings Inc. is planned, with delisting scheduled for November 27, 2025.
Financial highlights
Net sales: ¥678,793 million (+7.6% YoY), operating income: ¥22,809 million (+20.8% YoY), net income: ¥15,923 million (+35.9% YoY), ordinary income: ¥25,418 million (+21.6% YoY), net income per share: ¥76.62.
Gross profit margin improved to 30.5% (+0.4 pts YoY); EBITDA reached ¥35,898 million (+16.4% YoY).
Dispensing pharmacy sales: ¥152,104 million (+11.2% YoY); number of prescriptions: 14,324 thousand (+8.4% YoY).
Category sales (YoY): OTC ¥119,604m (+3.5%), cosmetics ¥109,371m (+7.9%), household goods ¥91,314m (+6.3%), food ¥160,553m (+9.6%), dispensing ¥152,104m (+11.2%).
SG&A expenses rose 7.7% YoY, but the ratio to sales remained flat at 27.1%.
Outlook and guidance
H1 FY2026 projections: net sales ¥685.1 billion (+8.6% YoY), operating income ¥20.5 billion (+8.6% YoY), net income ¥12.5 billion (+6.7% YoY).
Focus on opening new pharmacies, renovations, and expanding private brand product ratio to 11.0%.
No full-year forecast due to planned integration with TSURUHA Holdings Inc. and upcoming delisting.
Why no full-year forecast for FY2026?
Care Capsule performance since March 2025?
Impact of NARCIS store transfer to MASAYA?
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Next Welcia Holdings earnings date
Q3 20266 Jan, 2026
Next Welcia Holdings earnings date
Q3 20266 Jan, 2026
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Frequently asked questions
Welcia Holdings Co Ltd is a Japan-based company engaged in the operation of drugstores and pharmacies. The company offers a wide range of products and services, including pharmaceuticals, cosmetics, daily necessities, food, and health-related items. It also provides prescription dispensing services through in-store pharmacies. Welcia operates a large network of stores across Japan and integrates retail and healthcare services. The company is headquartered in Tokyo, Japan, and its shares are listed on the TSE.
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