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Overview

Securities and Commodities Futures

UNIVA Oak Holdings Limited

UNIVA・Oak Holdings is a diversified holding company operating across four core segments: Growth Support (investment banking and financial advisory), Renewable Energy (solar power generation including vertical bifacial solar panel systems), Digital Marketing, and Beauty & Health. The company supports portfolio companies through capital, operational expertise, and shared services via its subsidiaries. Its competitive strength lies in its multi-sector investment and business incubation model under the corporate slogan 'Value Co-Creation Enterprise.'

Market Cap

¥7.09B

US$45.2M

¥—B

Stock¥76▼-1.30%

US$1 = ¥156.80 (2026-10-23)

ROE

-7.7%

* LTM NI / end-of-period equity

PBR

3.2

Stock vs TOPIX (1Y, base=100)vs TOPIX ▼-21.3%pt

Oct 24, 25 – Oct 23, 26StockTOPIX

1Mar 17, 26Q3 performance decline & going concern issues

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Performance & Balance

Revenue 5Y (¥B)

EBITDA 5Y (¥B)

Net Income 5Y (¥B)

Capital Structure

59%

41%

EquityD/E 0.69xDebt

Liquidity vs Debt 5Y (¥B)▼ Net Debt

CashInv. Sec.Debt

Shareholders

Top 10 hold 46.9%

as of 2026-03-31 · Source: Annual Securities Report

UNIVA Capital Finance Co., Ltd.

16.30%

NSL DTT CLIENT ACCOUNT 1 (Standing Proxy: Nomura Securities Co., Ltd.)

10.53%

UNIVA Asset Management Co., Ltd.

8.71%

Rakuten Securities, Inc.

2.31%

Seiji NISHIMOTO

2.31%

Atsuhiko SANO

2.21%

Chefko Co., Ltd.

1.49%

Hiroshi YAMAZAKI

1.12%

Hidekazu YOSHIZAWA

1.01%

SBI SECURITIES Co., Ltd.

0.92%

Management

6 officers

Shuji INABA

Representative Director, Chairman and President, Group CEO and Group COO

Apr 1985 Joined Recruit Co., Ltd. Apr 1995 Seconded to Japan External Trade Organization (JETRO) Apr 2004 Director, Recruit Visual Communications Co., Ltd. Mar 2007 Chairman and Group CEO, UNIVA CAPITAL Group, Inc. (current) Director, UNIVA Marketing Limited (Hong Kong) (current) Aug 2015 Manager, UNIVA RESORT, LLC (current) Jun 2018 Manager, Big Island Holdings, LLC (current) Director and Chairman, UNIVA Fusion Co., Ltd. Director, UNIVA Group Investments Limited (Cayman) (current) Director, UNIVA Marketing Limited (Cayman) (current) Jun 2021 Representative Director, President, the Company Sep 2021 Chairman of the Board, Sterling Securities Co., Ltd. (now UNIVA Securities Co., Ltd.) (current) Sep 2021 Representative Director, OAK HAWAII RESORT & GOLF, INC. (current) Dec 2021 Chairman of the Board, CSS Holdings Co., Ltd. May 2022 Chairman of the Board, Karuizawa FM Broadcasting Co., Ltd. (current) Jun 2022 Representative Director, Chairman and President, the Company Jul 2022 Representative Director, Chairman and President, Group CEO, the Company Dec 2023 Representative Director, President, Rizoma Business Co., Ltd. (now UNIVA Rizoma Co., Ltd.) Mar 2024 Representative Director, Chairman, Christofle Japan K.K. Apr 2025 Representative Director, Chairman and President, Group CEO and Group COO, the Company (current) Apr 2025 Chairman of the Board, UNIVA RBL Co., Ltd. (current) Mar 2026 Representative Director, Chairman and President, UNIVA Fusion Co., Ltd. (current)

1962-10-17

Toshiaki MUNEYUKI

Managing Director

Apr 1984 Joined Mitsui & Co., Ltd. Jul 1989 Mitsui & Co. (U.S.A.), Inc., San Francisco Branch May 1995 Mitsui & Co. (Hong Kong) Ltd. Jan 2001 Head of Power Systems Section III, Power Systems Department, Project Division, Mitsui & Co., Ltd. Oct 2005 Deputy General Manager, DPF Countermeasures Promotion Department, Plastics & Inorganic Chemicals Division, Mitsui & Co., Ltd. Jun 2009 General Manager, Central Japan Projects, Project Division, Mitsui & Co., Ltd. Apr 2014 Director, Mitsui & Co. Plant Systems, Ltd. Jul 2021 Managing Executive Officer, Head of Corporate Strategy Office, the Company Aug 2021 Managing Executive Officer, Head of Corporate Strategy Office and Head of Business Management Department, the Company Aug 2021 Director, North Energy Co., Ltd. Sep 2021 Director, Sterling Securities Co., Ltd. (now UNIVA Securities Co., Ltd.) Sep 2021 Director, OAK HAWAII RESORT & GOLF, INC. (current) Jan 2022 Representative Director, President, Sterling Securities Co., Ltd. (now UNIVA Securities Co., Ltd.) Mar 2022 Director, Christofle Japan K.K. Jun 2022 Managing Director, Head of Corporate Strategy Office and Head of Business Management Department, the Company Jul 2022 Managing Director, Group COO and Head of Corporate Strategy Office, the Company Nov 2022 Representative Director, Ri Dining Co., Ltd. May 2024 Representative Director, President, UNIVA Magnum Co., Ltd. (now UNIVA Energy Co., Ltd.) Jan 2025 Director, UNIVA Magnum Co., Ltd. (now UNIVA Energy Co., Ltd.) Apr 2025 Managing Director, the Company (current) Apr 2025 Director, UNIVA Securities Co., Ltd. Oct 2025 Director, UNIVA FIT Co., Ltd.

1961-05-19

Yosuke SAKUTA

Director, Group CFO

Oct 2001 Joined KPMG Tax Corporation Mar 2004 Registered as Certified Tax Accountant Jan 2007 Representative Director, President, STC International Tax & Accounting Office Co., Ltd. Jun 2011 Director, Okinawa M&A Support Co., Ltd. Jun 2013 Outside Audit & Supervisory Board Member, En Group Okinawa Co., Ltd. (current) Sep 2014 Outside Audit & Supervisory Board Member, Asia Food Concept Co., Ltd. (current) Aug 2016 Outside Audit & Supervisory Board Member, BRIDGES Co., Ltd. Aug 2017 Outside Audit & Supervisory Board Member, 88 International Co., Ltd. (current) Feb 2020 Director, Okinawa Inheritance and Business Succession Support Co., Ltd. May 2020 Outside Audit & Supervisory Board Member, Hokugan Co., Ltd. Jul 2020 Chairman of the Board, STC International Tax & Accounting Office Co., Ltd. Oct 2020 Director, Anshin Inheritance Support Office Co., Ltd. Jun 2021 Full-time Audit & Supervisory Board Member, the Company Sep 2021 Audit & Supervisory Board Member, Sterling Securities Co., Ltd. (now UNIVA Securities Co., Ltd.) Mar 2022 Audit & Supervisory Board Member, North Energy Co., Ltd. (current) May 2022 Audit & Supervisory Board Member, UNIVA Jairon Co., Ltd. (current) May 2022 Audit & Supervisory Board Member, Karuizawa FM Broadcasting Co., Ltd. Jul 2022 Audit & Supervisory Board Member, Rizoma Business Co., Ltd. (now UNIVA Rizoma Co., Ltd.) Nov 2022 Audit & Supervisory Board Member, UNIVA Fusion Co., Ltd. (current) Nov 2022 Audit & Supervisory Board Member, Ri Dining Co., Ltd. Jun 2023 Outside Director (Full-time Audit and Supervisory Committee Member), the Company Jan 2024 Audit & Supervisory Board Member, F-Cube Co., Ltd. (current) Mar 2024 Director, Christofle Japan K.K. Apr 2024 Outside Audit & Supervisory Board Member, Fan Co., Ltd. (current) May 2024 Director, Rizoma Business Co., Ltd. (now UNIVA Rizoma Co., Ltd.) May 2024 Director, Sterling Securities Co., Ltd. (now UNIVA Securities Co., Ltd.) (current) May 2024 Audit & Supervisory Board Member, UNIVA Magnum Co., Ltd. (now UNIVA Energy Co., Ltd.) (current) Jun 2024 Director, Group CFO, the Company (current) Jul 2024 Representative Director, President, UNIVA Rizoma Co., Ltd. (current) Aug 2024 Representative, Yosuke Sakuta Tax Accountant Office (current) Apr 2025 Audit & Supervisory Board Member, UNIVA RBL Co., Ltd. (current) Oct 2025 Audit & Supervisory Board Member, UNIVA FIT Co., Ltd. May 2026 Director, UNIVA FIT Co., Ltd. (current) Jun 2026 Director, Karuizawa FM Broadcasting Co., Ltd. (current)

1977-11-10

Satoko SHIMIZU

Full-time Director (Audit and Supervisory Committee Member)

Dec 2004 Joined Fukumoto Takahisa Tax Accountant Office Jan 2008 Advisor, General Affairs & Accounting Department, Acritec Co., Ltd. Dec 2008 Registered as Certified Tax Accountant Sep 2012 Rejoined Fukumoto Takahisa Tax Accountant Office Sep 2016 Member Certified Tax Accountant, Kobiki Tax Accounting Firm Oct 2019 Representative Member Certified Tax Accountant, Kobiki Tax Accounting Firm Jan 2021 Opened Satoko Shimizu Tax Accountant Office, Representative Certified Tax Accountant (current) Dec 2023 Outside Audit & Supervisory Board Member, Ban Kogyo Yohin Co., Ltd. (current) Feb 2024 Outside Audit & Supervisory Board Member, Hamada Seibaku Co., Ltd. (current) May 2024 Audit & Supervisory Board Member, Sterling Securities Co., Ltd. (now UNIVA Securities Co., Ltd.) (current) May 2024 Audit & Supervisory Board Member, Rizoma Business Co., Ltd. (now UNIVA Rizoma Co., Ltd.) (current) Jun 2024 Full-time Outside Director (Audit and Supervisory Committee Member), the Company (current)

1975-08-09

Sonomi UENO

Director (Audit and Supervisory Committee Member)

Oct 2000 Registered as Attorney-at-Law (Tokyo Bar Association) Mar 2005 Sub-partner, Sirius Sogo Law Office (current) Dec 2006 Registered as Certified Public Accountant Jun 2016 Outside Audit & Supervisory Board Member, the Company Aug 2020 Outside Audit & Supervisory Board Member, Super Regional Co., Ltd. Jun 2023 Outside Director (Audit and Supervisory Committee Member), the Company (current)

1966-01-24

Kosuke NATORI

Director (Audit and Supervisory Committee Member)

Apr 1986 Joined Sankyo Co., Ltd. (now Daiichi Sankyo Company, Limited) Apr 2005 Seconded to The Institute of Health Economics and Policy Apr 2007 Returned to Daiichi Sankyo Company, Limited Oct 2008 Seconded to Japan Pharmaceutical Manufacturers Association, Director, Public Relations Department Oct 2010 Head of Procurement Group, Business Department, Daiichi Sankyo Esfa Co., Ltd. Oct 2013 Head of Product Planning Department, Daiichi Sankyo Esfa Co., Ltd. Apr 2018 Head of Business Strategy Department, Daiichi Sankyo Esfa Co., Ltd. Apr 2019 Director, Head of Business Management Department, Daiichi Sankyo Esfa Co., Ltd. Apr 2022 Director, Head of Business Headquarters, Daiichi Sankyo Esfa Co., Ltd. Jun 2024 Advisor, Daiichi Sankyo Esfa Co., Ltd. (current) Jun 2025 Outside Director (Audit and Supervisory Committee Member), the Company (current)

1962-05-26

Large Shareholding Reports

UNIVA Group Investments Limited

2026-04-07

13.51%

Disclosures

No disclosures

Primary Source Filings

TDnet

2026-08-14

Q1 Earnings Flash

FY ending Mar 2027

UNIVA Oak Holdings Limited

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UNIVA Oak Holdings Limited

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