Premier Anti-aging Co., Ltd. · TSE:4934

Premier Anti-aging — Q2 FY2026 Earnings Presentation

43 slides from Premier Anti-aging's earnings presentation, Mar 12, 2026

Slide 1: FY2026 Q2 Results Briefing Material
FY2026 Q2 Results Briefing Material March 12, 2026 Premier Anti-Aging Co., Ltd. TSE Growth Market 4934
Slide 2: Index
INDEX 01 ｜Executive Summary 02 ｜FY2026 Q2 Results 03 ｜Status by Segment (Anti-Aging Business) 04 ｜Status by Segment (Recovery Business) 05 ｜Sustainability 06 ｜FY2026 Earnings Forecast 07 ｜Appendix Copyright©2026 Premier Anti-Aging Co.,Ltd. 2
Slide 4: Executive Summary
01. Executive Summary Executive Summary 【FY2026 Q2 Results】 Sales down compared to Q2 last year, despite growth in the recovery business, due to lower sales in the anti-aging business. However, company-wide quarterly sales were largely unchanged from Q1 due to the recovery business sales growth Op
Slide 6: Consolidated Statement of Income (compared to same period last year)
02. FY2026 Q2 Results Consolidated Statement of Income (compared to same period last year)  Company-wide sales fell despite growth in the recovery business due to anti-aging business sales declines  Operating profit exceeded projections due to lower-than-expected SG&A expenses, especially on new a
Slide 7: Consolidated Statement of Income (quarterly comparison)
02. FY2026 Q2 Results Consolidated Statement of Income (quarterly comparison)  Company-wide sales largely unchanged from Q1 with lower anti-aging business sales but higher recovery sales  Q2 operating profit in line with expectations after proceeding with advertising investments for new branding i
Slide 8: Consolidated Balance Sheet
02. FY2026 Q2 Results Consolidated Balance Sheet (compared to the end of the previous fiscal year)  Equity ratio of 67.0% shows continued improvements in financial health (Millions of yen) FY2025 FY2026 Increase/ Percentage Q4 Q2 (decrease) change Total assets 10,140 10,488 347 3.4% └ Current asset
Slide 10: Statement of Income
03. Status by Segment (Anti-Aging Business) Statement of Income  Anti-aging sales fell below the previous period. Renewed DUO product sales saw steady progress in the wholesale channel with largely unchanged figures, but declines in the mail order channel, where we don’t yet see improvements in ad
Slide 11: Anti-Aging Business (DUO) Topics
03. Status by Segment (Anti-Aging Business) Anti-Aging Business (DUO)  “The Cleansing Balm Black Repair” maintained 1st place *1 in @cosme user rankings in Cleansing Balm and Other Cleansing Products categories; developed social media outreach and tie-ups with beauty experts  Since the renewal, wh
Slide 12: Anti-Aging Business (CANADEL, clayence) Topics
03. Status by Segment (Anti-Aging Business) Anti-Aging Business (CANADEL, clayence)  In spite of continued high praise for CANADEL products, ongoing downward trend in sales due to tight competition in the all-in-one cosmetics market  Continue to cultivate clayence as a comprehensive hair care bran
Slide 13: Anti-Aging Business (Brands under Cultivation) Topics
03. Status by Segment (Anti-Aging Business) Anti-Aging Business (Brands under Cultivation)  Fast beauty medical concept brand Lalaskin receiving high praise in beauty magazines  Reinca planning launch of new product containing Venex’s proprietary substance PHT; further strengthening group synergie
Slide 15: Status by Segment (Recovery Business)
04. Status by Segment (Recovery Business) Status by Segment (Recovery Business)  Sales reached 1.797 billion yen - the highest for any half-year period to date. Sales growth both online and in department stores and other locations  In the peak busy season in November/December 2025, we invested in
Slide 16: Recovery Business (VENEX)
04. Status by Segment (Recovery Business) Recovery Business (VENEX)  Official recovery wear partnership agreement signed with Real Sociedad - a top European soccer team and home club of Takefusa Kubo  Developed collaborative product with SAVAS, Meiji Co. Ltd.’s protein brand, to support better per
Slide 18: Sustainability Initiatives
05. Sustainability Sustainability Initiatives  Implementing a range of initiatives based on our Basic Sustainability Policy to achieve targets for each materiality toward resolving societal issues Pursuing a collaborative and nurturing Improving wellbeing Improving wellbeing corporate culture 2026
Slide 20: FY2026 Earnings Forecast
06. FY2026 Earnings Forecast FY2026 Earnings Forecast  No change to FY2026 earnings forecast  Q3 onwards, work to achieve targets by implementing efficient investments for new customer acquisitions in the anti-aging business and improved brand recognition in the recovery business (Millions of yen)
Slide 21: FY2026 Earnings Forecast (Key measures for the anti-aging business)
06. FY2026 Earnings Forecast FY2026 Earnings Forecast (Key measures for the anti-aging business)  Aiming to turn around sales in the anti-aging business by revitalizing the mail-order business and introducing new and limited-edition products 1 Reinforcement of the rebuilding of the mail order busin
Slide 23: Company Profile
07. Appendix Company Profile Name Premier Anti-Aging Co., Ltd. Established December 2009 Head office Toranomon Hills Station Tower 34F, 2-6-1 Toranomon, Minato-ku, Tokyo Kiyoshi Matsuura, President and Representative Director Yoichiro Ito, Representative Director and Vice President Executive Officer
Slide 24: Corporate Identity
07. Appendix Corporate Identity  In 2023, we redefined our slogan, purpose and promises Slogan Purpose Corporate Logo Promises Copyright©2026 Premier Anti-Aging Co.,Ltd. 24
Slide 25: Corporate History
07. Appendix Corporate History 2009 ● - December : Established Premier Anti-Aging Co., Ltd. in Toranomon, Minato-ku, Tokyo Started sales of cosmetic products with the launch of the DUO brand and began selling The Cleansing Balm through mail-order/EC 2010 ● - February : service 2012 ● - July : Reloca
Slide 26: Key Brands and Sales Composition Ratio
07. Appendix Key Brands and Sales Composition Ratio  In the anti-aging business, skin care brands "DUO" and “CANADEL" and hair care brand “clayence" drive sales  The recovery business operated through subsidiary Venex Co., Ltd. is steadily growing Anti-aging Business Recovery Business Skin Care Ha
Slide 27: Total Number of Mail-order Customers and Changes in Cross-Selling Rate
07. Appendix Total Number of Mail-order Customers and Changes in Cross-Selling Rate  The number of members supporting the subscription sales model has steadily increased, with the total number of members exceeding 3.9 million  Cross-selling rate remained steady due to aggressive CX promotion Numbe
Slide 28: Major Brands: Premier Anti-Aging
07. Appendix Major Brands: Premier Anti-Aging  The core brand since inauguration, DUO continues  Being fostered as the second brand following DUO, to drive sales as the pioneer in the cleansing balm CANADEL focuses on the busy modern women’s market needs for spending less time on skin care DUO is
Slide 29: Major Brands: Premier Anti-Aging
07. Appendix Major Brands: Premier Anti-Aging  A home hair care brand that focuses on young  A cosmetics brand for sensitive skin with cica generation with graying hair, clayence was developed substance in all products by applying the brand nurturing know-how gained through DUO and CANADEL A hair
Slide 30: Major Brands: Premier Anti-Aging
07. Appendix Major Brands: Premier Anti-Aging  With DUO men, we newly entered the fast-growing  "Recovery Beauty*2" born from cutting-edge skin men’s cosmetics market by taking advantage of the research high awareness of DUO brand While staying true to DUO’s brand concept of “Beauty is reborn from
Slide 31: Major Brands: Premier Anti-Aging
07. Appendix Major Brands: Premier Anti-Aging  Developing inner care brand based on the  A high-concentration vitamin skin care brand for development philosophy of “response with “consumers with high beauty information literacy” results” who pursue reliable effects Based on the idea that bodily se
Slide 32: Major Brands: Premier Anti-Aging
07. Appendix Major Brands: Premier Anti-Aging  New skincare brand, fast beauty medical concept of “trends” x “cutting-edge ingredients” x “affordability” As interest in beauty medicine grows among both men and women, this brand aims to make it easier to incorporate beauty ingredients used in beauty
Slide 33: Major Brands: VENEX
07. Appendix Major Brands: VENEX RECOVERYWEAR VITALISE  As a pioneer in the recovery field, Venex has  We propose recovery products other than clothing developed products using fabrics made with its that contain the "original nano-platinum-based unique patented technology mineral material" used in
Slide 34: Market Size of the Domestic Cosmetics Market
07. Appendix Market Size of the Domestic Cosmetics Market  The domestic cleansing market, which includes our core product, cleansing balm, totaled 142.5 billion yen in 2024 Supplements Cosmetics Cosmetics market 3,224.5 billion yen*¹ Makeup Skin care (of which the H/B foods market (functional foods
Slide 35: Domestic Market Size for Cosmetics and Skin Care
07. Appendix Domestic Market Size for Cosmetics and Skin Care  The domestic cosmetics market, which declined significantly due to the COVID-19 outbreak, has been recovering moderately since 2020 Trends in the domestic market size Cosmetics excluding skin care for cosmetics and skin care Skin care (
Slide 36: Domestic Market Size for Cleansing and All-in-one Cosmetics
07. Appendix Domestic Market Size for Cleansing and All-in-one Cosmetics  The cleansing market has been slowly expanding after 2021 due to the change in its position as a skin care product during the COVID-19 outbreak  The all-in-one market, which expanded mainly due to mail-order manufacturers re
Slide 37: Brand Share for Cleansing (Balm type) and All-in-one Cosmetics
07. Appendix Brand Share for Cleansing (Balm type) and All-in-one Cosmetics  Established a competitive position with cleansing (balm type) by DUO and all-in-one by CANADEL Cleansing (Balm type) All-in-one Premier A 15.9% 42.1% Anti-Aging B 5.4% A 20.1% C 5.3% B 4.8% D 5.3% C 4.2% E 4.5% D 4.0% F 3.
Slide 38: Domestic Market Size for Hair Color and Female Scalp Care
07. Appendix Domestic Market Size for Hair Color and Female Scalp Care  The hair color market remains strong from 2021 onwards, with the entry of highly convenient color treatments for gray hair  The female scalp care market has expanded rapidly during the COVID-19 outbreak, but has since leveled
Slide 39: Domestic Market Size for Recovery Wear
07. Appendix Domestic Market Size for Recovery Wear  Recovery (rest and anti-fatigue) market estimated to reach 7.6 trillion yen in 2025, 1.27 times the size of 6.0 trillion yen in 2024  The rest solutions (clothing) market is estimated to reach 270.8 billion yen in 2025, accounting for 3.7% of th
Slide 40: Basic Sustainability Policy
07. Appendix Basic Sustainability Policy  In April 2023, we established the "Basic Sustainability Policy," which describes our group's basic approach to sustainability ～Enabling unique pathways through life～ Forever vivid. Untether time. As humanity approaches the era of 100-year live spans, we aim
Slide 41: Initiatives for Each Materiality – Progress toward Goals
07．Appendix Initiatives for Each Materiality – Progress toward Goals ■Scope: Premier Anti-Aging Group Based on the Greenhouse Gas (GHG) Protocol—the international standard for measuring and reporting GHG emissions—we revised our calculation standards and scope retroactively to FY2023 to reflect our
Slide 42: Disclaimers and Notes on Forecasts and Projections
Disclaimers and Notes on Forecasts and Projections  The document and information provided in our results briefing include forward-looking statements, which are based on our current expectations, forecasts and assumptions involving risks. As such, there are uncertainties that may cause actual result

Premier Anti-Aging — Q2 FY2026 Earnings Presentation on 6ix

Premier Anti-aging — Q2 FY2026 Earnings Presentation

Slide 1: FY2026 Q2 Results Briefing Material

Slide 2: Index

Slide 3: 01 Executive Summary

Slide 4: Executive Summary

Slide 5: 02 FY2026 Q2 Results

Slide 6: Consolidated Statement of Income (compared to same period last year)

Slide 7: Consolidated Statement of Income (quarterly comparison)

Slide 8: Consolidated Balance Sheet

Slide 9: 03 Status by Segment (Anti-Aging Business)

Slide 10: Statement of Income

Slide 11: Anti-Aging Business (DUO) Topics

Slide 12: Anti-Aging Business (CANADEL, clayence) Topics

Slide 13: Anti-Aging Business (Brands under Cultivation) Topics

Slide 14: 04 Status by Segment (Recovery Business)

Slide 15: Status by Segment (Recovery Business)

Slide 16: Recovery Business (VENEX)

Slide 17: 05 Sustainability

Slide 18: Sustainability Initiatives

Slide 19: 06 FY2026 Earnings Forecast

Slide 20: FY2026 Earnings Forecast

Slide 21: FY2026 Earnings Forecast (Key measures for the anti-aging business)

Slide 22: 07 Appendix

Slide 23: Company Profile

Slide 24: Corporate Identity

Slide 25: Corporate History

Slide 26: Key Brands and Sales Composition Ratio

Slide 27: Total Number of Mail-order Customers and Changes in Cross-Selling Rate

Slide 28: Major Brands: Premier Anti-Aging

Slide 29: Major Brands: Premier Anti-Aging

Slide 30: Major Brands: Premier Anti-Aging

Slide 31: Major Brands: Premier Anti-Aging

Slide 32: Major Brands: Premier Anti-Aging

Slide 33: Major Brands: VENEX

Slide 34: Market Size of the Domestic Cosmetics Market

Slide 35: Domestic Market Size for Cosmetics and Skin Care

Slide 36: Domestic Market Size for Cleansing and All-in-one Cosmetics

Slide 37: Brand Share for Cleansing (Balm type) and All-in-one Cosmetics

Slide 38: Domestic Market Size for Hair Color and Female Scalp Care

Slide 39: Domestic Market Size for Recovery Wear

Slide 40: Basic Sustainability Policy

Slide 41: Initiatives for Each Materiality – Progress toward Goals

Slide 42: Disclaimers and Notes on Forecasts and Projections

Slide 43: Copyright©2026 Premier Anti-Aging Co.,Ltd.