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Overview

Chemicals

KOSE Holdings Corporation

KOSÉ Holdings is a Japanese holding company heading a comprehensive cosmetics group engaged in the manufacture and sale of prestige, mid-range, and mass-market beauty products. The group operates across two primary segments—Cosmetics and Cosmetaries—offering a broad brand portfolio including KOSÉ, Sekkisei, COSME DECORTÉ, ALBION, Jill Stuart, Addiction, tarte, and Pañpuri, targeting diverse consumer segments from luxury to everyday use. The group leverages vertically integrated manufacturing through domestic and overseas production facilities and distributes products across Asia-Pacific, the Americas, and beyond via an extensive network of sales subsidiaries.

Market Cap

¥335B

US$2.14B

¥269B

US$1.72B

Stock¥5,899▲+0.14%

US$1 = ¥156.80 (2026-10-23)

LTM EV/EBITDA

11.1

LTM EV/EBIT

18.1

LTM PER

24.4

LTM PBR

1.2

Stock vs TOPIX (1Y, base=100)vs TOPIX ▼-23.2%pt

Oct 24, 25 – Oct 23, 26StockTOPIX

1Mar 3, 26Market-wide: US inflation concern shock

2Aug 7, 26Q2 FY2026/12 earnings announced

MC → EV Bridge

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Performance & Balance

Revenue 5Y (¥B)

EBITDA 5Y (¥B)

Net Income 5Y (¥B)

Capital Structure

96%

EquityD/E 0.04xDebt

Liquidity vs Debt 5Y (¥B)▲ Net Cash

CashInv. Sec.Debt

Shareholders

Top 10 hold 51.6%

as of 2026-06-30 · Source: Annual Securities Report

KOSE Management General Incorporated Association

10.01%

Wood General Incorporated Association

9.86%

MYM Laboratories General Incorporated Association

9.68%

The Master Trust Bank of Japan, Ltd. (Trust Account)

8.78%

Kazuo KOBAYASHI

3.40%

Custody Bank of Japan, Ltd. (Trust Account)

2.76%

KOSÉ Cosmetology Research Foundation

2.25%

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

1.73%

STATE STREET BANK AND TRUST COMPANY 505103 (Standing Proxy: Mizuho Bank, Ltd.)

1.69%

Mizuho Trust & Banking Co., Ltd. (Retirement Benefit Trust, Mizuho Bank, Ltd. Account; Re-trustee: Custody Bank of Japan, Ltd.)

1.48%

Management

16 officers

Kazutoshi KOBAYASHI

Representative Director, Chairman, Group CEO

Apr 1986 Joined KOSÉ Corporation Mar 1991 Director, KOSÉ Corporation Mar 1995 Managing Director, KOSÉ Corporation Jun 2004 Representative Director, Executive Vice President, KOSÉ Corporation Jun 2007 Representative Director, President, KOSÉ Corporation Jan 2026 Director, Chairman, KOSÉ Co., Ltd. (current) Mar 2026 Representative Director, Chairman, Group CEO, KOSÉ Corporation (current)

1962-08-08

Koichi SHIBUSAWA

Representative Director, President, Group COO

Apr 1984 Joined KOSÉ Corporation Mar 2008 Chairman and General Manager, Kose Cosmetics Co., Ltd.; Chairman and General Manager, Kose Cosmetics Sales (China) Co., Ltd. Mar 2010 General Manager, Accounting Department, KOSÉ Corporation Jun 2010 Corporate Auditor, KOSÉ Cosmetics Sales Co., Ltd. Mar 2011 Executive Officer, General Manager, Accounting Department, KOSÉ Corporation Jun 2011 Corporate Auditor, KOSÉ Cosmeport Corporation Jun 2013 Director, General Manager, Accounting Department, KOSÉ Corporation Jun 2018 Managing Director, General Manager, Office of the President, KOSÉ Corporation Mar 2026 Representative Director, President, Group COO, KOSÉ Corporation (current) Mar 2026 Director, KOSÉ Cosmeport Corporation (current)

1960-10-31

Shoichi KOBAYASHI

Vice President, Director

Feb 1988 Joined ALBION Co., Ltd. Mar 1991 Director, ALBION Co., Ltd. Mar 1995 Managing Director, General Manager, Marketing Division, ALBION Co., Ltd. Feb 1999 Managing Director, General Manager, Sales Division, ALBION Co., Ltd. Jun 2004 Representative Director, Executive Vice President, ALBION Co., Ltd. Jun 2006 Representative Director, President, ALBION Co., Ltd. (current) Apr 2014 Visiting Professor, Tokyo University of Agriculture (current) Mar 2026 Vice President, Director, KOSÉ Corporation (current)

1963-12-05

Takao KOBAYASHI

Senior Managing Director

Apr 1993 Joined KOSÉ Corporation Jun 1998 Director, KOSÉ Corporation Mar 2005 Deputy General Manager, International Division, KOSÉ Corporation Jun 2006 Representative Director, President, KOSÉ Cosmeport Corporation (current) Jun 2013 Managing Director, KOSÉ Corporation Jun 2014 Senior Managing Director, KOSÉ Corporation (current) Jan 2026 Representative Director, Vice President, KOSÉ Co., Ltd. (current)

1965-04-06

Shinichi MOCHIZUKI

Managing Director, Group CFO

Apr 1985 Joined The Mitsubishi Bank, Ltd. Sep 2008 General Manager, Project Environment Office, Mitsubishi UFJ Bank, Ltd. Jun 2011 General Manager, CIB Credit Examination Department, Mitsubishi UFJ Bank, Ltd. Nov 2015 Joined KOSÉ Corporation; General Manager, International Business Division, KOSÉ Corporation Mar 2016 General Manager, International Business Management Department, International Business Division, KOSÉ Corporation Mar 2018 Executive Officer, General Manager, Accounting Department, KOSÉ Corporation Mar 2020 Senior Executive Officer, General Manager, Accounting Department, KOSÉ Corporation Jun 2021 Director, General Manager, Accounting Department, KOSÉ Corporation Mar 2024 Full-time Corporate Auditor, KOSÉ Corporation Jan 2026 Full-time Corporate Auditor, KOSÉ Co., Ltd. Mar 2026 Managing Director, Group CFO, KOSÉ Corporation (current) Mar 2026 Managing Director, KOSÉ Co., Ltd. (current)

1961-11-23

Shinji TANAKA

Director

Apr 1989 Joined KOSÉ Corporation Mar 2019 General Manager, SK Business Division, KOSÉ Corporation Mar 2020 General Manager, Strategic Brand Business Division, KOSÉ Corporation Jan 2023 Executive Officer, General Manager, Strategic Brand Business Division, KOSÉ Corporation Jan 2024 Executive Officer, General Manager, Marketing Division; General Manager, DECORTE Business Division, KOSÉ Corporation Mar 2024 Director, General Manager, Marketing Division; General Manager, DECORTE Business Division, KOSÉ Corporation Jan 2026 Director, General Manager, Marketing Group, KOSÉ Corporation (current) Jan 2026 Representative Director, President, KOSÉ Co., Ltd. (current)

1967-02-24

Atsuko OGURA

Director

Apr 1988 Joined KOSÉ Corporation Mar 2015 General Manager, Information Management Division, KOSÉ Corporation Mar 2019 Executive Officer, General Manager, Information Management Division, KOSÉ Corporation Mar 2021 Executive Officer, Director, Research Institute; General Manager, Advanced Technology Research Office, KOSÉ Corporation Mar 2023 Director, Director, Research Institute, KOSÉ Corporation Jan 2025 Director, Deputy General Manager, Product Division; Director, Research Institute, KOSÉ Corporation Jan 2026 Director, General Manager, Product Group, KOSÉ Corporation (current) Jan 2026 Director, KOSÉ Co., Ltd. (current)

1965-08-26

Qiuhua CHANG (Jenny Chang)

Director

Apr 1998 Financial Advisor, Personal Banking Division, Citibank Japan Ltd. (now Citibank, N.A.) Nov 1999 Founder and Head of Sales, CitiChinese Feb 2002 Director, China Business Promotion Office, The Hongkong and Shanghai Banking Corporation Oct 2004 Obtained MBA, Bond University Apr 2008 Full-time Professor, Graduate School of Business Administration, Business Breakthrough University (current) Jun 2013 Outside Corporate Auditor, ZACROS Corporation (formerly Fujimori Kogyo Co., Ltd.) Jun 2016 Director, Audit and Supervisory Committee Member, ZACROS Corporation Jan 2025 Completed Doctoral Program in Business Administration, Université Côte d'Azur, France Mar 2026 Director, KOSÉ Corporation (current)

1967-10-13

Minoru OGINOKI

Full-time Corporate Auditor

Apr 1986 Joined KOSÉ Corporation Mar 2018 General Manager, Legal Department, KOSÉ Corporation Mar 2021 General Manager, Internal Audit Office, KOSÉ Corporation Jan 2023 Senior Chief Manager, Internal Audit Office, KOSÉ Corporation Mar 2023 Full-time Corporate Auditor, KOSÉ Corporation (current) Jan 2026 Full-time Corporate Auditor, KOSÉ Co., Ltd. (current) Mar 2026 Corporate Auditor, KOSÉ Cosmeport Corporation (current)

1964-02-02

Masato NAKADE

Full-time Corporate Auditor

Apr 1992 Joined KOSÉ Corporation Mar 2016 General Manager, Basic Research Laboratory, KOSÉ Corporation Mar 2018 General Manager, Dermatological Pharmaceutical Research Laboratory, KOSÉ Corporation Mar 2020 General Manager, Technical Information Management Office, KOSÉ Corporation Jan 2024 Executive Officer, General Manager, Legal Department, KOSÉ Corporation Jan 2026 Senior Advisor, Legal Department, KOSÉ Co., Ltd. Mar 2026 Full-time Corporate Auditor, KOSÉ Corporation (current) Mar 2026 Full-time Corporate Auditor, KOSÉ Co., Ltd. (current) Mar 2026 Corporate Auditor, KOSÉ Industries Co., Ltd. (current)

1966-11-25

Masashi SAITO

Managing Director

Apr 1992 Joined Exxon Chemical Japan Ltd. (Business Analyst, including assignment in the United States) Apr 2004 General Manager, Selective Business Division, L'Oréal Japan, Inc. Oct 2005 General Manager, Business Division (Kérastase, Alexandre de Paris), L'Oréal Japan, Inc. Feb 2008 General Manager, Professional Products Business Division, L'Oréal Singapore Pte. Ltd. Apr 2011 Deputy General Manager, Professional Products Business Division, L'Oréal Japan, Inc. Apr 2012 Representative Executive President, Shakley Japan Co., Ltd. Dec 2014 Representative Director, President and CEO, TSI Holdings Co., Ltd. May 2018 Vice President and General Manager, Professional Products Business Division, L'Oréal Japan, Inc. Oct 2025 Joined KOSÉ Corporation; Corporate Advisor, Office of the President, KOSÉ Corporation Jan 2026 General Manager, Global Business Development Group, KOSÉ Corporation Jan 2026 Managing Director, KOSÉ Co., Ltd. (current) Mar 2026 Managing Director, General Manager, Global Business Development Group, KOSÉ Corporation (current)

1967-03-24

Noriyoshi YUASA

Director

Sep 2003 Registered as Attorney-at-Law Aug 2011 Registered as Attorney-at-Law in New York State Sep 2017 Lecturer, Waseda University Law School Jan 2019 Partner Attorney, Miura & Partners (current) Jun 2019 Director, KOSÉ Corporation (current) Jun 2021 Outside Corporate Auditor, Tokyo Electron Device Limited (current) Jun 2021 Outside Director, Seven Care Holdings Corporation (current) Apr 2024 Vice President, Daini Tokyo Bar Association (Significant Concurrent Positions) Partner Attorney, Miura & Partners Outside Corporate Auditor, Tokyo Electron Device Limited Outside Director, Seven Care Holdings Corporation

1974-08-18

Miwa SUDO

Director

Apr 1988 Joined Hakuhodo Inc. Oct 1991 Joined Arthur Andersen Apr 1995 Registered as Certified Public Accountant Oct 1996 Joined Schroder PTV Partners K.K. Jan 2001 Partner, Bain & Company Apr 2006 Representative Director, Planet Plan Inc. (current) Jun 2017 Director, Japan Volleyball Association Apr 2019 Project Professor, Graduate School of Policy and Media Studies, Keio University Mar 2020 Outside Director (Audit and Supervisory Committee Member), ASICS Corporation Jun 2021 Outside Director, Katitas Co., Ltd. (current) Jun 2021 Director, Japan Olympic Committee (current) Mar 2023 Director, KOSÉ Corporation (current) Jun 2023 Outside Director, Kanden Engineering Corporation (current) Jun 2023 Vice President, Japan Volleyball Association (current) Mar 2024 Outside Director, ASICS Corporation (current) Mar 2024 Director, Japan Football Association (current) (Significant Concurrent Positions) Representative Director, Planet Plan Inc. Outside Director, ASICS Corporation Outside Director, Katitas Co., Ltd. Outside Director, Kanden Engineering Corporation

1963-08-17

Kumi KOBAYASHI

Director

Mar 2006 Registered as Certified Public Accountant Sep 2006 Joined GCA Corporation Sep 2015 Representative, Kobayashi CPA Office (current) Apr 2017 Representative Director, Tokyo Athletes Office Inc. (current) Jun 2019 Director, Spocacchi Inc. (current) Jun 2020 Corporate Auditor, KOSÉ Corporation Jun 2022 Outside Corporate Auditor, Oisix ra daichi Inc. Jun 2023 Outside Corporate Auditor, ITOCHU Corporation (current) Mar 2024 Director, KOSÉ Corporation (current) (Significant Concurrent Positions) Representative, Kobayashi CPA Office Representative Director, Tokyo Athletes Office Inc. Director, Spocacchi Inc. Outside Corporate Auditor, ITOCHU Corporation

1979-11-02

Toru FUKAYAMA

Corporate Auditor

Apr 1998 Registered as Attorney-at-Law Oct 2006 Established Fukayama Law Office (current) Jun 2019 Corporate Auditor, KOSÉ Corporation (current) Aug 2020 Outside Corporate Auditor, Ozu Sangyo Co., Ltd. (current) Jun 2022 Outside Director (Audit and Supervisory Committee Member), Ricoh Leasing Company, Ltd. (current) (Significant Concurrent Positions) Representative Attorney, Fukayama Law Office Outside Corporate Auditor, Ozu Sangyo Co., Ltd. Outside Director (Audit and Supervisory Committee Member), Ricoh Leasing Company, Ltd.

1964-02-26

Nobuko TAKAGI

Corporate Auditor

Oct 2002 Joined Tohmatsu & Co. (Deloitte Touche Tohmatsu) May 2006 Registered as Certified Public Accountant Nov 2007 Joined GCA Corporation Mar 2011 Joined NEC Corporation Jul 2017 Representative, Nobuko Takagi CPA Office (current) Jul 2017 Outside Corporate Auditor, I-ne Co., Ltd. Apr 2018 Representative Director, COEING AND COMPANY Inc. (current) Jun 2022 Outside Director (Audit and Supervisory Committee Member), M&A Consulting... SMS Co., Ltd. (current) Mar 2024 Corporate Auditor, KOSÉ Corporation (current) (Significant Concurrent Positions) Representative Director, COEING AND COMPANY Inc. Representative, Nobuko Takagi CPA Office Outside Director (Audit and Supervisory Committee Member), SMS Co., Ltd.

1977-10-22

Large Shareholding Reports