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Overview

Textiles and Apparels

DAIDOH LIMITED

Daido Limited is a Japanese holding company operating primarily in two segments: apparel and real estate leasing. The apparel segment covers the manufacturing and sales of textile materials for business-to-business clients as well as men's and women's ready-to-wear clothing for consumers, including the NEWYORKER brand, with production and sales operations spanning Japan, China, and Italy. The real estate leasing segment manages and leases shopping center stores, office buildings, and hotel facilities.

Activists: Strategic Capital, Inc. 0.00%, Former Murakami Fund group (City Index Eleventh, Reno, Minamiaoyama Real Estate) 0.00%

Market Cap

¥20.2B

US$129M

¥27.1B

US$172M

Stock¥738▲+0.54%

US$1 = ¥157.25 (2026-10-30)

LTM EV/EBITDA

14.2

LTM EV/EBIT

26.6

LTM PER

9.7

LTM PBR

2.3

Stock vs TOPIX (1Y, base=100)vs TOPIX ▼-46.5%pt

Nov 4, 25 – Oct 30, 26StockTOPIX

1Mar 2, 26Concerns over management normalization post-activist confrontation

2Apr 1, 26Upward revision to profit for FY2026 March

MC → EV Bridge

AI Briefing

Dual-engine apparel (NEWYORKER, B2B textiles via Japan/China/Italy) plus commercial real estate leasing under 1879-rooted holding structure. FY26/3 revenue ¥32.5B with OP turning positive to ¥0.4B, a recovery from three straight years of operating losses. Thin margins and fragmented ownership (top holder ソトー at 4.2%) leave re-rating dependent on sustained apparel turnaround.

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Performance & Balance

Revenue 5Y (¥B)

EBITDA 5Y (¥B)

Net Income 5Y (¥B)

Capital Structure

39%

61%

EquityD/E 1.58xDebt

Liquidity vs Debt 5Y (¥B)▼ Net Debt

CashInv. Sec.Debt

Shareholders

Top 10 hold 18.8%

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

SOTOH CO.,LTD.

4.20%

NOMURA PB NOMINEES LIMITED OMNIBUS-MARGIN (CASHPB; Standing Proxy: Nomura Securities Co., Ltd.)

2.30%

Mitsui Sumitomo Insurance Company, Limited

2.27%

Sumitomo Mitsui Trust Bank, Limited

2.25%

Mizuho Bank, Ltd.

2.21%

Meiji Yasuda Life Insurance Company

1.63%

UBS AG LONDON A/C IPB SEGREGATED CLIENT ACCOUNT (Standing Proxy: Citibank, N.A., Tokyo Branch)

1.30%

BNY GCM CLIENT ACCOUNT JPRD AC ISG (FE-AC; Standing Proxy: MUFG Bank, Ltd.)

1.03%

Daido Group Union

0.88%

DAIDOH LIMITED Business Partners' Stock Ownership Association

0.75%

Management

10 officers

Masahiro YAMADA

Representative Director, Chairman, Group CEO

Apr 2000 Joined Chuo Mitsui Trust & Banking Co., Ltd. (now Sumitomo Mitsui Trust Bank, Limited) Jun 2001 Joined PricewaterhouseCoopers Consulting Co., Ltd. (now IBM Japan, Ltd.) Apr 2010 Director in charge of restructuring, Shinko Co., Ltd. Jun 2011 Representative Director and CEO, Strategics Partners Co., Ltd. (now Gemini Strategy Group Co., Ltd.) (current) Sep 2015 Representative Director, President and CEO, Akakura Co., Ltd. Apr 2024 Professor, Graduate School of Management, Tourism Management Major, Ritsumeikan University (current) Jun 2024 Representative Director, Chairman and CEO of the Company; in charge of business strategy and medium-term management plan (current) Feb 2025 Chairman of the Board, Pontetorto S.p.A. (current) Jun 2025 Representative Director, Chairman, Group CEO of the Company; in charge of overseas business and M&A (current) Aug 2025 Representative Director, Chairman and CEO, Japan Blue Co., Ltd. Nov 2025 Representative Director, Chairman and President & CEO, Japan Blue Co., Ltd. (current) Apr 2026 Director, Film Co., Ltd. (current) Jun 2026 In charge of IR and PR (current)

1977-07-28

Koichiro NARUSE

Representative Director, President and Executive Officer, Group COO

Oct 1997 Joined Opt Inc. Jun 2006 Outside Director, Hotlink Inc. Jun 2007 Director and COO, Hotlink Inc. Jun 2012 Representative Director and President, Garage Buzz Inc. Mar 2013 Representative Director and President, Hotlink Consulting Inc. May 2015 Director, Effyis Inc. Sep 2016 Outside Director, Visits Technology Inc. Jun 2017 Director and Vice President, Warranty Technology Inc. Feb 2018 Director, Warranty Solutions Inc. Jun 2019 Representative Director and President, Warranty Solutions Inc. Jun 2020 Representative Director and President, Warranty Technology Inc. Mar 2022 Management Partner, Gemini Strategy Group Co., Ltd. Jun 2022 Director and COO, Hiramatsu Inc. Jun 2024 Representative Director, President and Executive Officer and COO of the Company; in charge of domestic sales, overseas business and DX promotion; Representative Director and President, Daido Forward Inc.; Representative Director and Chairman, Brooks Brothers Japan Inc. Jun 2025 Representative Director, President and Executive Officer, Group COO of the Company (current) Jun 2025 Representative Director, Chairman and CEO, Brooks Brothers Japan Inc. (current) May 2026 Representative Director and Chairman, Daido Forward Inc. (current) Jun 2026 In charge of AX/DX promotion and corporate culture promotion (current)

1970-01-14

Keiichi SHIRASHIDA

Director, Senior Executive Officer, Group CFO

Apr 1990 Joined the Company Jun 2013 General Manager, Accounting and Finance Department, the Company (now Management Office) Jun 2018 Executive Officer, the Company Jan 2021 Director, Brooks Brothers Japan Inc. (current) May 2023 Director, Pontetorto S.p.A. (current) Jun 2023 Director and Executive Officer in charge of administration, the Company; in charge of diversity promotion (current) Jun 2024 Senior Executive Officer, the Company Jun 2025 Director, Senior Executive Officer, Group CFO of the Company (current) Aug 2025 Director, Japan Blue Co., Ltd. (current) Jun 2026 In charge of corporate administration (current)

1967-12-31

Kazutoshi IMAI

Director and Executive Officer

Apr 1989 Joined the Company Apr 2010 Director, New Yorker Co., Ltd. (now Daido Forward Inc.) Apr 2014 Managing Director, New Yorker Co., Ltd. (now Daido Forward Inc.) Jun 2014 Executive Officer, the Company Jan 2017 Director, Daido Forward Inc. Apr 2022 General Manager, China and Asia Business Promotion Office; in charge of China business legal affairs; Chairman and General Manager, Shanghai New Yorker Garment Sales Co., Ltd. Jun 2024 Director and Executive Officer of the Company; in charge of real estate leasing business; in charge of China and Asia business promotion and General Manager of the office; Vice President, Representative Director, Daido Forward Inc. (current) Jun 2025 In charge of domestic sales business May 2026 Representative Director and President, Daido Forward Inc. (current) Jun 2026 In charge of China manufacturing business (current)

1965-06-24

Taisei KUBOKI

Director

Apr 1982 Joined World Co., Ltd. Jun 2005 Executive Officer and General Manager, Commodity Business Division, World Co., Ltd. Jun 2008 Director, Managing Executive Officer, World Co., Ltd.; Representative Director and President, World Store Partners Co., Ltd. May 2010 Director, Senior Managing Executive Officer and General Manager of Sales Headquarters, Adastria Co., Ltd. Apr 2014 Representative Director and President, Yushin Creation Co., Ltd. Jul 2016 Representative Director and President, BASE Inc. Jan 2019 Established Walls and Bridges Consulting Firm LLC; Representative Member (current) Jun 2024 Outside Director of the Company (current) Feb 2026 Adviser, SAB Japan Co., Ltd. (current)

1959-09-11

Michio OSAWA

Director

Apr 1978 Joined Kashiyama Co., Ltd. (now Onward Holdings Co., Ltd.) Mar 2006 Executive Officer, Onward Kashiyama Co., Ltd. (now Onward Holdings Co., Ltd.) Sep 2007 Managing Director, Onward Shoji Co., Ltd. (now Onward Corporate Design Co., Ltd.) Mar 2009 Representative Director and President, Onward Shoji Co., Ltd. Sep 2012 Managing Executive Officer, Onward Holdings Co., Ltd. Mar 2015 Representative Director and Chairman, Onward Shoji Co., Ltd. Sep 2015 Representative Director and President, Onward J Bridge Co., Ltd. Mar 2016 Director and Senior Managing Executive Officer, Onward Kashiyama Co., Ltd.; Director and Chairman, Onward Shoji Co., Ltd. Mar 2017 Representative Director, President and Executive Officer, Onward Kashiyama Co., Ltd. May 2018 Senior Managing Director, Onward Holdings Co., Ltd. May 2019 Representative Director and Senior Managing Director, Onward Holdings Co., Ltd. Mar 2020 Chairman, Onward Kashiyama Co., Ltd. Jun 2020 Chairman, Textile Industry Distribution Structure Reform Promotion Council Jun 2021 Chairman, Japan Apparel Fashion Industry Association Sep 2021 Audit & Supervisory Board Member, Daisei Printing Co., Ltd. (current) Sep 2022 Special Adviser, Acro Transport Co., Ltd.; Special Adviser, Tokyo Delivery Agency Co., Ltd. Jun 2024 Outside Director of the Company (current) Oct 2025 Special Adviser, First Step Japan Co., Ltd. (current)

1956-02-02

Maako KIDO

Director

Feb 1979 Joined Yoshida Hiroshi Office Co., Ltd. Apr 1997 Member, Traditional Crafts Industry Council, Ministry of Economy, Trade and Industry Sep 2006 Founder and Head, Gakken Maako Kido Art School (current) Apr 2007 Member, Broadcasting Program Review Committee, TV Tokyo Corporation Jul 2007 Member, CSR Advisory Council, Central Nippon Expressway Company Limited Oct 2007 Adviser, Central Japan International Airport Co., Ltd. Dec 2012 Outside Director, Gakken Holdings Co., Ltd. Apr 2015 Member, BPO Committee on Broadcasting and Human Rights Jun 2017 Director, Tanaka Chiyo Gakuen School Corporation Jun 2021 Outside Audit & Supervisory Board Member of the Company Jun 2023 Outside Director, Central Japan International Airport Co., Ltd. (current) May 2025 Member of the Board of Councilors, Tanaka Chiyo Gakuen School Corporation (current) Jun 2025 Outside Director of the Company (current)

1961-08-28

Kiyokazu NAITO

Full-time Audit & Supervisory Board Member

Apr 1986 Joined the Company Mar 2016 General Manager, Public Relations Office, the Company Apr 2019 Executive Officer, General Manager, Corporate Planning Office, the Company Oct 2021 Internal Auditor, Internal Audit Office, the Company Aug 2022 Assistant to Audit & Supervisory Board Members, the Company Apr 2025 Audit & Supervisory Board Member, Brooks Brothers Japan Inc. (current) May 2025 Audit & Supervisory Board Member, Daido Forward Inc. (current) Jun 2025 Audit & Supervisory Board Member of the Company (current) Aug 2025 Audit & Supervisory Board Member, Japan Blue Co., Ltd. (current)

1963-04-04

Masakuni TAKEDA

Audit & Supervisory Board Member

Apr 1984 Assistant Judge, Yokohama District Court Apr 1986 Attorney-at-law (registered with Daini Tokyo Bar Association) Jun 2011 Outside Audit & Supervisory Board Member of the Company (current)

1956-05-09

Tomoko SHIMADA

Audit & Supervisory Board Member

Apr 2000 Joined Ota Showa Century Audit Corporation (now EY ShinNihon LLC), Tokyo Office Sep 2017 Representative, Shimada Certified Public Accountant Office (current) Jun 2025 Outside Audit & Supervisory Board Member of the Company (current)

1977-10-31

Large Shareholding Reports

Soto Co., Ltd.

2026-03-17

5.62%→4.60%

Correction filing (name/detail fix only) — ratio carried over from the original filing

Annual report (as of 2026-03-31): 4.20%

Soto Co., Ltd.

2026-03-13

5.62%→4.60%

Annual report (as of 2026-03-31): 4.20%

―

2024-07-12

0.21%→0.00%

Strategic Capital, Inc.

2024-07-12

24.85%→0.00%

―

2024-07-04

4.93%

Strategic Capital, Inc.

2024-04-02

23.81%→24.85%

Strategic Capital, Inc.

2024-03-27

22.77%→23.81%

Strategic Capital, Inc.

2024-03-14

21.70%→22.77%

Strategic Capital, Inc.

2024-02-28

20.62%→21.70%

Strategic Capital, Inc.

2024-02-15

19.56%→20.62%

Strategic Capital, Inc.

2024-02-06

18.50%→19.56%

Strategic Capital, Inc.

2024-01-22

17.49%→18.50%

Strategic Capital, Inc.

2023-11-24

16.43%→17.49%

Strategic Capital, Inc.

2023-10-06

15.43%→16.43%

Strategic Capital, Inc.

2023-08-16

14.38%→15.43%

Strategic Capital, Inc.

2023-06-22

13.37%→14.38%

Strategic Capital, Inc.

2023-04-20

12.24%→13.37%

Strategic Capital, Inc.

2023-04-12

11.17%→12.24%

Strategic Capital, Inc.

2023-03-23

10.98%→11.17%

Strategic Capital, Inc.

2023-03-17

10.23%→10.98%

Strategic Capital, Inc.

2023-03-13

9.77%→10.23%

Strategic Capital, Inc.

2023-01-24

9.13%→9.77%

Strategic Capital, Inc.

2022-12-12

8.09%→9.13%

Strategic Capital, Inc.

2022-11-25

6.77%→8.09%

Strategic Capital, Inc.

2022-11-25

6.77%

Disclosures

No disclosures

Primary Source Filings

TDnet

2026-08-07

Q1 Earnings Flash

FY ending Mar 2027

DAIDOH LIMITED

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