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Presentation materials for financial results3624AXEL MARK INC.Information and Communications, Services and Others

Notice Regarding Q&A from the Earnings Briefing for the Second Quarter of the Fiscal Year Ending September 2026

At the briefing on financial results for the second quarter of the fiscal year ending September 2026, management disclosed its assessment of the lessons learned from five years of weak performance and delays in launching businesses. Management also expressed the view that support from コンヴァノ社 would be a turning point for the healthcare business.

Worth reading
62In focus
Scored from 3 of 6 sections
Direction
Mixed performance
Direction inferred from the company’s description.
Scale
1132
¥ million
Wording
Avoiding a definitive answer
How definitive the wording is.

Contents of this document

Summary of Q&ASecond quarter of the fiscal year ending September 20262 items taken from the company’s own explanation
What the company explained in this material
Key points of the Q&AKey questions raised by investors at the briefing and the company's answers
  1. Lessons learned from five years of weak performance: the Company was unable to keep the advertising business on track after the COVID-19 pandemic, while the healthcare and trading card businesses were in the investment phase and unable to secure funding independently.
  2. Review of capital policy: the Company raised a cumulative ¥1,132 million through the 29th and 30th Stock Acquisition Rights, but was unable to sufficiently grow the performance of the acquired subsidiaries.
  3. Speed of business operations: the Company was slow to determine which businesses would serve as its core businesses, and establishing business models and accumulating operational expertise in new fields took time. Going forward, the Company expects the healthcare business to grow with support from コンヴァノ社.
New initiatives
  • Support from コンヴァノ社 for the healthcare business
Contents of this document
ItemDetails
Document typeSummary of Q&A
Fiscal Period CoveredSecond quarter of the fiscal year ending September 2026
Key points of the Q&ALessons learned from five years of weak performance: the Company was unable to keep the advertising business on track after the COVID-19 pandemic, while the healthcare and trading card businesses were in the investment phase and unable to secure funding independently., Review of capital policy: the Company raised a cumulative ¥1,132 million through the 29th and 30th Stock Acquisition Rights, but was unable to sufficiently grow the performance of the acquired subsidiaries., Speed of business operations: the Company was slow to determine which businesses would serve as its core businesses, and establishing business models and accumulating operational expertise in new fields took time. Going forward, the Company expects the healthcare business to grow with support from コンヴァノ社.
New initiativesSupport from コンヴァノ社 for the healthcare business
Items this document does not state (27)
Net SalesOperating profitOrdinary incomeNet incomeGross Profit MarginOperating profit marginSelling, general and administrative expensesResults for the three months of the current quarterFull-year earnings forecastProgress against full-year forecastSelf-assessment against the planSegment resultsBreakdown of Factors Affecting the ChangeKey KPIsUnit price and quantity metricsNumber of stores and locationsNumber of employeesAssumptions Underlying the Business OutlookRisk amount incorporated into the outlookMedium-term management plan targetsFinancial targetsAnnual DividendPayout ratioAcquisition of treasury sharesCapital expendituresOrders received and order backlogMarket Size / Share

These are items the company does not state in this document. We do not leave them blank, nor fill them in from other sources or by inference.

The reasons the company gives

The company's own explanation, not something inferred from the numbers.

In the advertising business, the operating structure was changed after the stay-at-home demand during the COVID-19 pandemic, and the Company was unable to keep the business on track. The healthcare and trading card businesses were still in the investment phase, and the Company was unable to secure funding independently or grow the performance of subsidiaries acquired with the funds raised. Time and other constraints also affected the launch of the trading card business's earnings base and the securing of funds when acquiring shares in ウェルネスモアラボラトリーズ株式会社.

How to read this page

This is not the documentKomori reads the disclosure the company filed and writes this summary. Figures are as stated by the company and are not audited.
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Corrections happenIf the company reissues this disclosure, the page is rebuilt from the corrected version and the revision number moves up.
Notice Regarding Q&A from the Earnings Briefing for the Second Quarter of the Fiscal Year Ending September 2026 | AXEL MARK INC. (3624) timely disclosure | Komori