T. Kawabe: Notice regarding financial results of unlisted parent companies, etc.
T. Kawabe: Summary of Financial Results for the 3rd Quarter Ending March 31, 2025 [Japanese GAAP] (Consolidated)
Japan Post, Kampo Life Insurance, Japan Post Bank, Tokio Marine (14th) (5571-9989)
The above Calendar is just a schedule and is subject to change due to company circumstances. --------------------------------------- February 14 (Friday) <5571> Excite HD <5582> Grid <5587> Inbound PF <5588> First A <5590> Net Stars <5591> AVILEN <5592> Kusuri no Madoguchi <5616> Rain and Wind and Sun <56
Kawabe --- Although the second quarter sees a decrease in revenue, the fragrance business achieves an increase in revenue.
On November 11, Kawabe <8123> announced its consolidated financial results for the second quarter of the fiscal year ending March 2025 (April-September 2024). Revenue decreased by 2.3% year-on-year to 5.594 billion yen, operating loss was 0.188 billion yen (compared to a loss of 0.09 billion yen in the previous year), ordinary loss was 0.132 billion yen (compared to a loss of 0.046 billion yen in the previous year), and interim net profit attributable to shareholders of the parent company was 0.012 billion yen (compared to a loss of 0.073 billion yen in the previous year). The revenue of the personal products business was 96.0% year-on-year. The sales of handkerchiefs were 96.
T. Kawabe: Interim report - 80th term (2024/04/01 - 2025/03/31)
T. Kawabe: Summary of financial results for the 2nd quarter (interim period) for the fiscal year ending March 31, 2025 [Japanese GAAP] (Consolidated)
Kawanobe -- Although the first quarter saw a decrease in revenue, scarves, mufflers, towels, and other goods have shown a steady trend.
On the 9th, Kawabe <8123> announced its consolidated financial results for the first quarter of the fiscal year 2025 (April-June 24). Revenue decreased 2.3% year-on-year to 2.718 billion yen, operating loss was 0.185 billion yen (loss of 0.156 billion yen in the same period of the previous year), ordinary loss was 0.159 billion yen (loss of 0.132 billion yen in the same period of the previous year), and quarterly net loss attributable to the parent company shareholders was 0.184 billion yen (loss of 0.162 billion yen in the same period of the previous year). The sales of daily necessities business decreased by 97.1% compared to the previous year. The sales of handkerchiefs decreased by 95% compared to the previous year.
T. Kawabe: 1st quarter financial results SMS for the March 2025 period based on Japanese standards (consolidated).
T. Kawabe: (Correction-Numerical Data Correction) Partial Correction of the "Fiscal Year Ending March 2024 Consolidated Financial Results (Japanese Standard)" Short Report
Chikabe Research Memo (9): Activities focused on environment, society, and people for the sake of children 100 years from now.
Regarding sustainability management, we aim to work on the themes of environment, society, and human beings for the sake of children 100 years from now.
Kawabe Research Memo (8): Dividend payout ratio target of 40% or more for the fiscal year ending March 2026.
Kawanabe (8123) follows a basic policy of distributing earnings based on its business performance while strengthening its management foundation and financial health. The distribution is determined taking into account profit levels and dividend payout ratios. For the dividend of March 2024, including special dividends, it will increase by 65 yen compared to the previous period and be 80 yen (50 yen for regular dividends and 30 yen for 100th anniversary commemorative dividends), which will be paid at the end of the term. The dividend payout ratio will be 54.7%. The dividend estimate for March 2025 is excluding commemorative dividends.
Kawanabe Research Memo (5): Achieved a significant increase in profits in the March 2024 period due to increased sales of handkerchiefs and an increase in gross profit margin.
Performance trend: 1. Overview of the consolidated performance for the fiscal year ending March 2024. For the fiscal year ending March 2024, consolidated revenue increased by 4.1% year-on-year to JPY 13,068 million, operating profit increased by 104.9% to JPY 252 million, ordinary profit increased by 73.0% to JPY 355 million, and net income attributable to the parent company's shareholders increased by 114.4% to JPY 266 million. The revised financial estimates, which were announced in February 2024, were JPY 13,113 million in revenue, JPY 183 million in operating profit, JPY 299 million in ordinary profit, and JPY
Kawanabe Research Memo (4): Revenue Characteristics such as Gift Demand and Winter Demand
Overview of Kawabe <8123> Business 4. Revenue characteristics, risk factors and issues and countermeasures. Revenue characteristics and risk factors include seasonal factors, impact of economic and weather conditions on consumer mindset, changes in consumer trends, closed department stores and mass merchandisers that are the main sales targets, and changes in licensing agreements for introduced products. As for seasonal factors, handkerchiefs have mainly famous overseas brands, and gift demand following the start of new life in March is the largest market, while scarves and mufflers are cold-weather commodities.
Kawabe Research Memo (3): Expanding fragrance business as well as daily necessities business as our main pillar.
Kawabe <8123> is primarily engaged in the sale of daily necessities such as handkerchiefs, scarfs/mufflers, towels, and miscellaneous goods, and also operates a fragrance business selling perfumes.
Kawabe Research Memo (2): A long-established specialty trading company for fashion accessories such as handkerchiefs, scarves, and mufflers.
Company overview: Kawabe <8123> is an established specialized trading company that produces, wholesales and retails clothing accessories such as handkerchiefs, scarves/mufflers, fragrances, etc. They focus mainly on wholesale trade with overseas department stores of famous brands. They also have their own retail business, mainly selling bags under their own brand, to meet the various needs of consumers. Their retail business operates under the name "Intermode Kawabe". The company was founded as Kawabe Tomizo Shoten (located in Kikumachi, Nihonbashi, Tokyo) in February 1923, specializing in handkerchief wholesale trade.
Kawanabe - significant increase in profits exceeding the revised financial estimates for the March 2024 period.
Kawabe (8123) is a long-established specialized trading company that manufactures, wholesales, and retails fashion accessories. Operating under the name "Intermode Kawabe," the company sells personal items such as handkerchiefs, scarves and mufflers, towels, and various other miscellaneous goods. They also have a fragrance business selling perfumes and other fragrances. The company celebrated its 100th anniversary in February 2023. As a challenge for their 101st year, they have opened a new concept shop called "Colourless Colours Green," which combines personal items and fragrances.
T. Kawabe: Interim report
T. Kawabe: Confirmatory letter.
T. Kawabe: Securities Report - 79th Fiscal Year (April 1, 2023 - March 31, 2024)
T KAWABE: Notice regarding differences between individual management results for the fiscal year ending 2024/3 and actual values for the previous fiscal year