Komori
Other Disclosures6238FURYU CORPORATIONMachinery

Analyst Report (Omega Investment)

Omega Investment analyzed FURYU CORPORATION's (6238) business structure, performance and share price valuation, and indicated an investment view of increasing its holdings over the medium to long term. It estimates a fair share price range of ¥1,350–¥2,250, with a midpoint of ¥1,800.

Worth reading
64In focus
0–100. This measures how worthwhile something is to read, not how good or bad the company is.
Direction
Improvement
Direction inferred from the company’s description.
Scale
1800
Yen (midpoint of fair share price)
Wording
Conditional
How definitive the wording is.

Announced details

Photo boothsPictlink (photo-sticker service)Crane game prizesOverseas merchandise salesPremium-priced hobby productsGamesAnimeFashion BrandsIP Print (intellectual-property print service)Oshi-katsu print stickers
Applicable field (uses covered by this announcement)
Character merchandisingAmusement facilitiesPhoto stickersMember subscriptionsOverseas merchandise salesPremium-priced hobby productsConsole and PC gamesAnimation productionFashion Brands
What the company reported numerically
Quantitative Effects

Operating profit for the fiscal year ending March 2026: ¥3.315 billion

Operating profit for the fiscal year ending March 2026: up 48.1% year on year

Operating profit for the first quarter of the fiscal year ending March 2027: up 52.8% year on year

Fair share price: ¥1,350–¥2,250, with a midpoint of ¥1,800

Usage history

Total plays in the fiscal year ending March 2026: 27.87 million

Pictlink paid members in the fiscal year ending March 2026: 1.27 million

For July 2026, total plays from April through July: 8.46 million

Pictlink paid members in July 2026: 1.17 million

Relationship between the counterparty and the company
FURYU CORPORATION6238
Relationship with the Company

At FURYU CORPORATION's request, Omega Investment prepared a report based on its own research and analysis, referring to FURYU CORPORATION's disclosure materials and other sources.

CounterpartyFURYU CORPORATION (Tokyo Stock Exchange Prime Market, securities code 6238)

A comprehensive entertainment company that operates businesses including photo-sticker machines, character merchandise, crane-game prizes, overseas merchandise sales, premium hobby products, games, anime and fashion brands. It was established in April 2007 after acquiring all businesses from Omron Entertainment.

Impact on Business Performance

The company plans net sales of ¥48.0 billion, operating profit of ¥4.0 billion and net income attributable to owners of the parent of ¥2.5 billion for the fiscal year ending March 2027. For the fiscal year ending March 2028, it is targeting operating profit of ¥6.0 billion and ROE of at least 15.0%.

The company does not address Contract Value / Offering price.

Source (materials cited by the company)

FactSet Fundamentals

Company materials

FURYU CORPORATION's disclosure materials

Announced details
ItemDetails
Names of Products / Services CoveredPhoto booths, Pictlink (photo-sticker service), Crane game prizes, Overseas merchandise sales, Premium-priced hobby products, Games, Anime, Fashion Brands, IP Print (intellectual-property print service), Oshi-katsu print stickers
CounterpartyFURYU CORPORATION (Tokyo Stock Exchange Prime Market, securities code 6238)
Counterparty overviewA comprehensive entertainment company that operates businesses including photo-sticker machines, character merchandise, crane-game prizes, overseas merchandise sales, premium hobby products, games, anime and fashion brands. It was established in April 2007 after acquiring all businesses from Omron Entertainment.
Relationship with the CompanyAt FURYU CORPORATION's request, Omega Investment prepared a report based on its own research and analysis, referring to FURYU CORPORATION's disclosure materials and other sources.
Applicable areaCharacter merchandising, Amusement facilities, Photo stickers, Member subscriptions, Overseas merchandise sales, Premium-priced hobby products, Console and PC games, Animation production, Fashion Brands
Quantitative EffectsOperating profit for the fiscal year ending March 2026: ¥3.315 billion, Operating profit for the fiscal year ending March 2026: up 48.1% year on year, Operating profit for the first quarter of the fiscal year ending March 2027: up 52.8% year on year, Fair share price: ¥1,350–¥2,250, with a midpoint of ¥1,800
Usage historyTotal plays in the fiscal year ending March 2026: 27.87 million, Pictlink paid members in the fiscal year ending March 2026: 1.27 million, For July 2026, total plays from April through July: 8.46 million, Pictlink paid members in July 2026: 1.17 million
Impact on Business PerformanceThe company plans net sales of ¥48.0 billion, operating profit of ¥4.0 billion and net income attributable to owners of the parent of ¥2.5 billion for the fiscal year ending March 2027. For the fiscal year ending March 2028, it is targeting operating profit of ¥6.0 billion and ROE of at least 15.0%.
SourceFactSet Fundamentals, Company materials, FURYU CORPORATION's disclosure materials
Items this document does not state (9)
Contract ValueOffering priceContract DateLaunch dateAward/certification nameAwarding / certifying bodyRegistration number and expiry dateLocationLocation scale

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.

Because growth in the Worldview business and improved profit margins, sustained high profitability in the Girls Trend business, reduced losses in the Furyu New business, and improved capital efficiency through the use of net cash are expected.

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.
Analyst Report (Omega Investment) | FURYU CORPORATION (6238) timely disclosure | Komori