Marko Yamashita CH Q&A blog

AnyColor Inc (5032) Q1 FY2027/4 Earnings Dashboard ANYCOLOR Inc. (5032.T) — Q1 FY2027/4 Quarterly Earnings Dashboard — May–July 2026 · Disclosed September 9, 2026 TSE Prime: ¥2,855 (-2.99%) Reporting Period: May 1 – July 31, 2026 Yamashita Family Think Tank Revenue (Net Sales) ¥16,620M +5.4% YoY Beat (+¥1,020M vs Guide) Operating Profit ¥6,390M -8.8% YoY Beat (+¥700M vs Guide) Operating Margin 38.5% -6.0 pt YoY (vs 44.4%) Beat (+1.95 pt vs Guide) Net Income ¥4,365M -10.6% YoY Beat (+¥468M vs Guide) ✅ Net Profit Margin Floor: 26.3% — PASS (12–14% structural floor) Clears the strict 12–14% net profit margin floor by over 1,200 bps. Down from 31.0% in Q1 FY26 (-4.7 pt YoY) but substantially above our structural baseline. QoQ rebound of +9.5 pt from the 16.8% seasonal trough in Q4 FY26. Section 1 — Core ...

Cover Corp (5253) Q1 FY2027/3 Earnings Dashboard Cover Corporation (5253.T) — Q1 FY2027/3 Quarterly Earnings Dashboard — April–June 2026 ¥1,630 Close 2026/08/12 · +1.24% Yamashita Family Think Tank Revenue ¥8,825M -8.3% YoY Below Pace Operating Profit ¥651M -33.0% YoY Below Pace Operating Margin 7.38% vs 10.1% Q1 PY Compressed Key Signal 44.8% Contribution Margin +1.7pt Licensing Mix ↑ ⚠️ Net Profit Margin Floor: 4.70% — FAIL (12–14% structural floor) Misses the un-distorted baseline by 730–930 bps. Q1 FY2026 delivered ~7.2% net margin on the same seasonal trough. The widening gap is not fully explained by seasonality — fixed cost absorption on a declining revenue base is the primary driver. Income Statement — Q1 Results & H1 Implied Remainder Line Item Q1 FY27 Actual ...

AnyColor Inc. — FY2026/4 Full-Year Valuation Workbench v2 AnyColor Inc. 5032.T FY2026/4 Full-Year Confirmed · Non-consolidated · Japanese GAAP · anycolor_valuation_v2 ✓ Full-Year Actuals Confirmed June 10, 2026 · 本決算 ✅ v2 Update — June 10, 2026 本決算 Confirmed: All figures below reflect confirmed full-year FY2026/4 actuals from the official IR presentation and GAAP filing. Q3 annualized estimates have been replaced with audited results. Full-year revenue ¥55,681M (+29.9% YoY). Operating profit ¥20,172M (+23.9%). Operating CF ¥15,678M (+40.2%) — strongest in company history. Zero debt. ¥22,050M cash fortress. Fast Action Signals · FY2026/4 Confirmed Actuals Revenue (Full Year) ¥55,681M FY2025/4: ¥42,876M ▲ +29.9% YoY · Beat analyst consensus Operating Profit (Full Year) ¥20,172M F...