Morning Comments No. 6 reported that リクルートＨＤ had extended its share buyback period through the end of March 2027, and also covered the earnings and developments of プログレス, キャスター, ビタブリッド, フライヤー and ネクセラファーマ.
リクルートホールディングス announced that it would extend the share buyback period from the original 30 November 2026 deadline to 31 March 2027. The maximum is 64 million shares and ¥350 billion, with purchases planned through market transactions and ToSTNeT-3. Cumulative purchases have reached 16,384,200 shares for ¥178,135,923,900, representing progress of 25.60% by shares and 50.90% by value. As a result, treasury shares account for 4.58% of issued shares.
プログレス・テクノロジーズ・グループ reported consolidated first-half operating profit of ¥560 million for the fiscal year ending February 2027, down 31.7% year on year. This was largely affected by ¥200 million in compensation received in the previous year; adjusted operating profit excluding the compensation was down 9.6%.
キャスター announced a full-year consolidated operating profit forecast of ¥10 million for the fiscal year ending August 2027, down 79.9% from the previous fiscal year. It plans to expand the business and strengthen external sales of the CASTER NEO series of AI assistants, while optimizing advertising investment, with the aim of stabilizing its earnings base following a return to profitability in the previous fiscal year.
ビタブリッドジャパン reported first-half operating profit of ¥430 million for the fiscal year ending February 2027, supported by strong growth in its core products and new customer acquisition. However, selling prevailed as the release of the material reduced the scope for further positive surprises.
フライヤー reported first-half consolidated operating profit of ¥20 million, revenue of ¥780 million and EBITDA of ¥50 million for the fiscal year ending February 2027. Profit was supported by a recovery in the enterprise business, contributions from two companies acquired through M&A and the easing of integration costs.
ネクセラファーマ entered into an exclusive licensing, supply and commercialization agreement with Taiwan's Synmosa Biopharma for daridorexant, an insomnia treatment, in 8 Asia-Pacific countries. It is entitled to receive upfront payments, milestone payments, royalties and product supply revenue, which are reportedly already reflected in its forecast for the fiscal year ending December 2026.