RENAISSANCE,INCORPORATED (2378)

Price history

¥997Latest-11.7%

Drag across the chart to measure the move between two points.Delayed 15 minutes · monthly closing basis

Business overview

The Group’s primary businesses are the operation of sports clubs and related activities, with facilities operated in Japan and overseas, centered on its sports club operations. From 2025 onward, it made Kaede no Kaze a wholly owned subsidiary and, in 2026, made BEACH TOWN a wholly owned subsidiary. It has set fiscal 2030 targets of revenue of ¥77.0 billion, operating profit of ¥3.5 billion, ROIC of 6.0%, a dividend payout ratio of 40.0%, an operating margin of 4.5%, an equity ratio of 20.5% and ROE of 10.0%. Over the medium to long term, it is pursuing a recovery in its financial position and the development of growth drivers.

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Key numbersShowing 8 of 20

PER

289.48How many years of earnings it would take to buy the stock. The market average is generally considered to be around 15.

PBR

2.24How many times the company's net assets? Around 1x is generally considered a benchmark.

ROE

0.8%Earning power. A figure above 10% is generally considered good.

Dividend yield

0.0%The annual dividend as a percentage of the share price.

Market capitalization

¥21bnShare price × number of shares. The value of the entire company.

Equity ratio

16.6%The proportion of assets funded by money that does not have to be repaid.

Operating margin

2.2%The percentage of revenue remaining from the company’s core business.

Revenue growth (3 years)

16.5%The average annual growth in sales over the past three years.

What to watch next

Confirmation of additional members and revenue following the acquisition, effective 1 July 2026, of 8 facilities including comprehensive sports clubs operated by 東急スポーツシステム

From July 2026 onward, based on the degree of quarterly consolidationImpact MediumLikelihood Medium

A bottoming out or improvement in profitability, particularly the operating margin, after the lump-sum booking of facility closure costs associated with the closure of 1 store and the planned closure of 5 stores

During fiscal 2026, with costs booked first and improvement expected thereafterImpact HighLikelihood Medium

Stabilization of utilization and profit contributions at existing facilities through expansion of the rehabilitation care business, including new 元氣ジム facilities, the acquisition of the business involving 5 マイリハ facilities, and the conversion of 楓の風 into a wholly owned subsidiary

Second half of 2026 to 2027Impact HighLikelihood Medium

A renewed acceleration in the rollout and retention of facilities using ICT solutions such as Smart Swimming Lessons, including whether quantitative disclosure on continued adoption is provided

Progress disclosures in the next and subsequent earnings releases or annual securities reportsImpact MediumLikelihood Low

Confirmation that preparations for the lease accounting standard, effective from the beginning of the fiscal year ending March 2028, are progressing and that disclosure and implementation costs will remain limited

The preparation period spanning 2025 to 2028Impact LowLikelihood Low

What to watch next

Who owns itTop holders total 51.4%

Listed holders 51.4%Everyone else 48.6%

DIC株式会社17.81%

AAGS S3, LP9.95%

SOMPO Holdings, Inc.7.63%

The Master Trust Bank of Japan, Ltd.5.66%

住友生命保険相互会社4.76%

ルネサンス従業員持株会2.02%

齋藤敏一1.66%

SMBC Nikko Securities Inc.0.72%

2 other listed holders1.19%

Who owns it
Holder	Ownership (%)
DIC株式会社	17.81
AAGS S3, LP	9.95
SOMPO Holdings, Inc.	7.63
The Master Trust Bank of Japan, Ltd.	5.66
住友生命保険相互会社	4.76
ルネサンス従業員持株会	2.02
齋藤敏一	1.66
SMBC Nikko Securities Inc.	0.72
2 other listed holders	1.19

This company's documents

Filings

Timely disclosures