Worth reading
50Recurring
0–100. This measures how worthwhile something is to read, not how good or bad the company is.Direction
Mixed performance
Direction inferred from the company’s description.Scale
11.8
％Wording
Conditional
How definitive the wording is.Results for this period
Full year1 February 2025–31 January 2026ConsolidatedIFRSNet Sales18,640¥ millionYear on year +11.8%Progress 90.5%
Operating profit5,957¥ millionYear on year +11.8%Progress 87.6%
Ordinary income5,623¥ millionYear on year +14.5%Progress 86.5%
Net income attributable to owners of the parent3,783¥ millionYear on year -5.3%Progress 86.0%
The width of the band at each stage is based on revenue. The narrower it becomes toward the bottom, the smaller the proportion of revenue that remains as profit. The dotted outline is the full-year forecast and the band inside it is the result for this period. The progress rate is the result divided by the forecast.
Net income per share156.82円
Operating Margin32.0％
Financial position at period-end
Total assets39,911¥ million
of which net assets 18,187 ¥ millionEquity ratio 45.6%vs. prior year-end +3.3pt
塗りつぶした部分が自己資本比率です。総資産のうち、返済のいらない自前の資金がどれだけかを表します。The thin vertical line indicates the level at the end of the previous fiscal year.
Cash inflows and outflows
Operating+5,363
Investment-1,422
Financials-4,856
Net change-915
Stacked from zero: upward is an increase in cash, downward a decrease (in ¥ million).The net change represented by the dotted line is the total of three items, calculated from figures provided by the company.
Cash and cash equivalents at end of period¥3,054 million
Segment revenueKaneko Optical business ¥12,469 million (YoY +15.5%), Four Nines business ¥6,171 million (YoY +5.1%)
Segment profitKaneko Optical business ¥4,686 million (YoY +15.0%), Four Nines business ¥1,855 million (YoY +4.6%)
Outlook and shareholder returns
Full-year earnings forecast
Net Sales¥20,600 million (YoY +10.5%)
Operating profit¥6,800 million (YoY +14.2%)
Ordinary income¥6,500 million (YoY +15.6%)
Net income¥4,400 million (YoY +16.3%)
Annual Dividend Forecast¥84 per share → ¥86 per share（+2.4%）
Payout ratio47.2％
Shareholder Return PolicyConsolidated dividend payout ratio of approximately 40%
Factors Behind Changes in Business Performance
国内外における新規出店の推進、フレーム販売価格の見直し等を通じた一式単価の上昇、インバウンド需要の確実な獲得。金子眼鏡事業では店舗販売が堅調に推移し、フォーナインズ事業では価格改定と高い顧客支持が寄与した一方、国内卸売上ではOEM売上の後ろ倒しや一部取引先の事情による受注減があった。当期利益の減少は、前期の繰延税金資産の追加計上による反動。
Disclosure regarding the going concern assumption
該当事項なし（記載すべき事項はありません）
Change in accounting policy
基準改正に伴う変更 Noそれ以外の変更 No見積りの変更 No修正再表示 Not disclosed
Changes in the scope of consolidationNew 1社：Japan Eyewear Holdings Taiwan Co., Ltd. / Excluded 0 companies
Material subsequent eventsシンジケートローン契約。既存借入金の借り換えのため、2026年2月24日付で三菱UFJ銀行をエージェントとする契約を締結。タームローンA47.5億円、タームローンB72億円、コミットメントライン借入枠10億円。
Impairment loss26百万円（対象資産：Not disclosed）
Depreciation and amortization¥1,911 million
Availability of Supplementary Financial Results MaterialsYes
Availability of Financial Results BriefingHeld (対象者：Not disclosed)
Issued Shares at Period-End24,133,560株
Treasury Shares at Period-End80 shares
| Item | Details |
|---|---|
| Fiscal Period Classification | Full year |
| Accounting standards | IFRS |
| Consolidated / non-consolidated | Consolidated |
| Period Covered | 1 February 2025–31 January 2026 |
| Net Sales | ¥18,640 million (YoY +11.8%) |
| Operating profit | ¥5,957 million (YoY +11.8%) |
| Ordinary income | ¥5,623 million (YoY +14.5%) |
| Profit attributable to owners of the parent | ¥3,783 million (YoY -5.3%) |
| Net income per share | 156.82円 |
| Operating Margin | 32.0％ |
| Equity ratio | End of the current fiscal period 45.6％ / End of previous period 42.3％ |
| Total assets | ¥39,911 million |
| Net assets | ¥18,187 million |
| Cash flows from operating activities | ¥5,363 million |
| Cash flows from investing activities | ¥-1,422 million |
| Cash flows from financing activities | ¥-4,856 million |
| Cash and cash equivalents at end of period | ¥3,054 million |
| Full-year earnings forecast | Net Sales ¥20,600 million (YoY +10.5%) / Operating profit ¥6,800 million (YoY +14.2%) / Ordinary income ¥6,500 million (YoY +15.6%) / Net income ¥4,400 million (YoY +16.3%) |
| Annual Dividend Forecast | ¥84 per share → ¥86 per share（+2.4%） |
| Payout ratio | 47.2％ |
| Shareholder Return Policy | Consolidated dividend payout ratio of approximately 40% |
| Segment revenue | Kaneko Optical business ¥12,469 million (YoY +15.5%), Four Nines business ¥6,171 million (YoY +5.1%) |
| Segment profit | Kaneko Optical business ¥4,686 million (YoY +15.0%), Four Nines business ¥1,855 million (YoY +4.6%) |
| Depreciation and amortization | ¥1,911 million |
| Impairment loss | 26百万円（対象資産：Not disclosed） |
| Disclosure regarding the going concern assumption | 該当事項なし（記載すべき事項はありません） |
| Change in accounting policy | Changes due to revisions to standards No / Other changes No / Change in accounting estimate No / Restatement Not disclosed |
| Changes in the scope of consolidation | New 1社：Japan Eyewear Holdings Taiwan Co., Ltd. / Excluded 0 companies |
| Material subsequent events | シンジケートローン契約。既存借入金の借り換えのため、2026年2月24日付で三菱UFJ銀行をエージェントとする契約を締結。タームローンA47.5億円、タームローンB72億円、コミットメントライン借入枠10億円。 |
| Availability of Supplementary Financial Results Materials | Yes |
| Availability of Financial Results Briefing | Held (対象者：Not disclosed) |
| Issued Shares at Period-End | 24,133,560株 |
| Treasury Shares at Period-End | 80 shares |
| Factors Behind Changes in Business Performance | 国内外における新規出店の推進、フレーム販売価格の見直し等を通じた一式単価の上昇、インバウンド需要の確実な獲得。金子眼鏡事業では店舗販売が堅調に推移し、フォーナインズ事業では価格改定と高い顧客支持が寄与した一方、国内卸売上ではOEM売上の後ろ倒しや一部取引先の事情による受注減があった。当期利益の減少は、前期の繰延税金資産の追加計上による反動。 |
Items this document does not state (4)
Revision to Earnings ForecastRegional salesOrders received and order backlogBreakdown of extraordinary income (loss)
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.国内外の新規出店、フレーム販売価格の見直しなどによる一式単価の上昇、インバウンド需要の獲得により売上収益と営業利益が増加しました。当期利益の減少は、前期に繰延税金資産を追加計上し、前期の当期利益が約500百万円上振れしていた反動によるものです。
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.
Weight is not a verdictIt measures how much this changes what the company had already told the market. It is not a view on the shares.
Corrections happenIf the company reissues this disclosure, the page is rebuilt from the corrected version and the revision number moves up.