Komori
M

Milbon Co.,Ltd.

4919Materials and ChemicalsMid cap
3,405JPY+4.4%
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Price history
¥3,405Latest-40.9%
Drag across the chart to measure the move between two points.Delayed 15 minutes · monthly closing basis
Business overview

The Group is engaged primarily in the manufacture and sale of cosmetics, including hair-care products, hair-coloring products, permanent-wave products and other cosmetics. It operates in both the Japanese and overseas markets. Consolidated net sales for the six months ended 30 June 2026 were ¥26,878 million (¥26,878,000,000), up 8.3% year on year. In Japan, hair-care products continued to grow steadily, with new products such as Swae performing well, particularly in the retail channel. The premium brands Aujua and Global Milbon also performed well, mainly through retail sales. Overseas demand for hair-care products remained strong, with high growth continuing, particularly in the United States, the EU and South Korea. In hair-coloring products, gray-color products continued to grow strongly in Japan, while sales of fashion-color products such as OrdiVe Addicthy declined. However, steady overseas sales of hair-coloring products resulted in overall growth. By region, overseas markets including the United States, the EU, South Korea and China led the performance. By product category, hair-care products increased by ¥1,525 million (+9.8%) from the previous interim period, hair-coloring products increased by ¥555 million (+7.0%), permanent-wave products increased by ¥35 million (+5.0%), cosmetics decreased by ¥31 million (-9.5%), and Other decreased by ¥14 million (-8.7%). Domestic net sales rose 2.8% year on year to ¥18,993 million, while overseas net sales increased 24.7% to ¥7,884 million, bringing total net sales to ¥26,878 million.

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Key numbersShowing 8 of 20
PER
45.53How many years of earnings it would take to buy the stock. The market average is generally considered to be around 15.
PBR
2.19How many times the company's net assets? Around 1x is generally considered a benchmark.
ROE
4.8%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
¥110bnShare price × number of shares. The value of the entire company.
Equity ratio
83.9%The proportion of assets funded by money that does not have to be repaid.
Operating margin
12.5%The percentage of revenue remaining from the company’s core business.
Revenue growth (3 years)
5.8%The average annual growth in sales over the past three years.
What to watch next
Expansion of the smart salon footprint, including disclosure of progress toward the target scale, and the degree to which salon retail sales menus become established
Upcoming earnings and progress disclosures, quarterly to annualImpact HighLikelihood Medium
Greater clarity on growth indicators for milbon:iD, the digital membership and salon retail infrastructure, including membership, purchase frequency, and the proportion of sales generated through e-commerce
Future disclosures, quarterly to annualImpact MediumLikelihood Medium
Gross-margin resilience to changes in raw material, container and packaging material, energy, and carbon-pricing costs, including price pass-through and mix improvement
From the next earnings release onward, particularly at the full-year and fiscal year-end resultsImpact HighLikelihood High
Whether sales progress for the co-developed product with Panasonic, a serum-mist hair dryer, confirms spillover from demand related to hair-care products
After launch, reportedly scheduled for AprilImpact MediumLikelihood Low
Progress in executing the share buyback, including the ceiling and acquisition period, and subsequent updates to the shareholder return policy
During the acquisition period through the next earnings releaseImpact LowLikelihood Medium
What to watch next
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Who owns itTop holders total 37.1%
Listed holders 37.1%Everyone else 62.9%
The Master Trust Bank of Japan, Ltd. (Trust Account)9.66%
鴻池資産管理株式会社8.75%
株式会社コーセー4.18%
ミルボン従業員持株会2.31%
Custody Bank of Japan, Ltd. (Trust Account).2.19%
RBC IST 15 PCT NON LENDING ACCOUNT-CLIENT ACCOUNT（常任代理人 シティバンク、エヌ・エイ東京支店）2.06%
STATE STREET BANK AND TRUST COMPANY（常任代理人 株式会社みずほ銀行）1.89%
村井　佳比子1.52%
3 other listed holders4.54%
Who owns it
HolderOwnership (%)
The Master Trust Bank of Japan, Ltd. (Trust Account)9.66
鴻池資産管理株式会社8.75
株式会社コーセー4.18
ミルボン従業員持株会2.31
Custody Bank of Japan, Ltd. (Trust Account).2.19
RBC IST 15 PCT NON LENDING ACCOUNT-CLIENT ACCOUNT（常任代理人 シティバンク、エヌ・エイ東京支店）2.06
STATE STREET BANK AND TRUST COMPANY（常任代理人 株式会社みずほ銀行）1.89
村井　佳比子1.52
3 other listed holders4.54
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