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Overview

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SHOBIDO Corporation

Shobido Corporation is a fabless manufacturer originating from a wholesaler, engaged in the planning, development, and sale of cosmetics, beauty accessories, fashion accessories, character goods, and contact lenses targeting retailers, wholesalers, and general consumers. The company conducts integrated in-house operations spanning marketing, planning, design, development, and sales, and also offers OEM manufacturing services for cosmetics and contact lenses through its subsidiaries. Its competitive strengths lie in its speed-to-market capability, flexible transaction formats including proprietary, custom, and OEM products, and a broad portfolio of brand licenses from licensors such as Walt Disney Japan and Sanrio.

Market Cap

¥12.2B

US$78.0M

¥12.4B

US$78.9M

Stock¥968▼-1.53%

US$1 = ¥156.80 (2026-10-23)

LTM EV/EBITDA

5.8

LTM EV/EBIT

6.4

LTM PER

11.2

LTM PBR

1.7

Stock vs TOPIX (1Y, base=100)vs TOPIX ▼-9.8%pt

Oct 24, 25 – Oct 23, 26StockTOPIX

1Mar 4, 26Market-wide: Decline on rate concerns

2Mar 5, 26Rebound buying after prior decline

3Aug 12, 26Q3 FY2026/09 earnings announced

MC → EV Bridge

AI Briefing

Fabless beauty/lifestyle player leveraging Disney & Sanrio licenses across cosmetics, character goods and contact lenses FY25/9 revenue ¥22.1B, OP margin expanded to 6.6% from steady multi-year growth and profitability gains Founder family (Terada) and TCS hold ~56% combined; tightly held register limits float, no tender offer in play

Performance & Balance

Revenue 5Y (¥B)

EBITDA 5Y (¥B)

Net Income 5Y (¥B)

Capital Structure

54%

46%

EquityD/E 0.85xDebt

Liquidity vs Debt 5Y (¥B)▼ Net Debt

CashInv. Sec.Debt

Shareholders

Top 10 hold 67.2%

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

TCS Inc.

29.48%

Ichiro TERADA

15.40%

Masahide TERADA

11.31%

Bell Investment Limited Partnership 1

2.77%

SHOBIDO Corporation Employee Stock Ownership Association

2.31%

Mizuho Bank, Ltd.

1.58%

Hisako TERADA

1.56%

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

1.03%

GOLDOMAN SACHS INTERNATIONAL (Standing Proxy: Goldman Sachs Japan Co., Ltd.)

0.90%

SBI SECURITIES Co., Ltd.

0.88%

Management

7 officers

Ichiro TERADA

Chairman of the Board, Director

Apr 1971 Joined Chori Co., Ltd. Nov 1974 Joined the Company; Senior Managing Director Oct 1983 Representative Director, President, Pioni Co., Ltd. (now the Company) Mar 1985 Representative Director, President, Tokyo Shobido Co., Ltd. (now the Company) Dec 1986 Representative Director, President, Terada Computer Service Co., Ltd. (now TCS Co., Ltd.) Jan 1990 Representative Director, President of the Company Oct 1996 Representative Director, President, Tsubaki Co., Ltd. (now the Company) Jan 2002 Representative Director, President, Pearlstone Co., Ltd. (now the Company) Apr 2003 Representative Director, President, Tsubaki Pioni Co., Ltd. (now the Company) Dec 2013 Director, Chairman of the Board of the Company (current)

1948-10-14

Masahide TERADA

Representative Director, President

Apr 2001 Joined Mizuho Bank, Ltd. May 2004 Joined the Company Nov 2004 Senior Managing Director of the Company Jun 2005 Chairman, Shobido Daily Goods (Shanghai) Co., Ltd. (current) Jul 2006 Senior Managing Director, General Manager of Corporate Division of the Company Apr 2009 Senior Managing Director of the Company Jun 2009 Senior Managing Director, General Manager of President's Office of the Company Oct 2009 Senior Managing Director of the Company Apr 2013 Director (part-time), Mary Site Co., Ltd. (now SHO-BI Labo Co., Ltd.) Dec 2013 Representative Director, President of the Company (current) Oct 2015 Chairman, Taiwan Shobido Co., Ltd. May 2018 Representative Director, President, Mary Site Co., Ltd. (now SHO-BI Labo Co., Ltd.) (current) Apr 2019 Chairman, Yijian Health Technology (Shanghai) Co., Ltd. Dec 2023 Director, Yijian Health Technology (Shanghai) Co., Ltd. (current)

1977-11-18

Yuji TOMODA

Director, General Manager of Business Management Department and Officer in charge of Production Management

Mar 1985 Joined the Company Oct 2015 General Manager of Internal Audit Office of the Company Oct 2016 General Manager of Business Management Department of the Company Oct 2017 Executive Officer, General Manager of Business Management Department of the Company Dec 2020 Director, General Manager of Business Management Department of the Company Dec 2025 Director, General Manager of Business Management Department and Officer in charge of Production Management of the Company (current)

1963-02-21

Masaki SAITO

Director, General Manager of Administration Division, General Manager of General Affairs and Human Resources Department, and General Manager of Accounting Department

Mar 1987 Joined Fuji Bank, Ltd. (now Mizuho Bank, Ltd.) Apr 2010 Business Promotion Manager, Corporate Business Department, Mizuho Bank, Ltd. Apr 2011 Deputy General Manager, Head Office Sales Department No. 18, Mizuho Bank, Ltd. Dec 2017 Seconded to the Company as Manager, General Affairs and Human Resources Department Oct 2018 Joined the Company as General Manager, General Affairs and Human Resources Department Feb 2019 General Manager, General Affairs and Human Resources Department and General Manager, Accounting Department of the Company Oct 2019 Executive Officer, Deputy General Manager of Administration Division, General Manager of General Affairs and Human Resources Department, and General Manager of Accounting Department of the Company Dec 2019 Executive Officer, General Manager of Administration Division, General Manager of General Affairs and Human Resources Department, and General Manager of Accounting Department of the Company Dec 2020 Director, General Manager of Administration Division, General Manager of General Affairs and Human Resources Department, and General Manager of Accounting Department of the Company (current)

1964-07-14

Yoshihiro SAKATANI

Director, Audit and Supervisory Committee Member

Oct 1979 Joined Nissin Audit Corporation (now EY ShinNihon LLC) Mar 1982 Registered as Certified Public Accountant Aug 1998 Senior Partner, Century Audit Corporation (now EY ShinNihon LLC) Jul 2002 Head of Osaka Public Offering Services, ShinNihon Audit Corporation (now EY ShinNihon LLC) Jul 2004 Representative Director, Japan Management Consulting Co., Ltd. (current) Jun 2005 Outside Audit & Supervisory Board Member, SRG Takamiya Co., Ltd. (now Takamiya Co., Ltd.) Feb 2006 Outside Audit & Supervisory Board Member, Hokkei Co., Ltd. (current) Mar 2011 Audit & Supervisory Board Member of the Company Jun 2015 Outside Director (Audit and Supervisory Committee Member), Plesance Corporation (current) Nov 2015 Outside Director (Audit and Supervisory Committee Member), Watts Co., Ltd. (current) Dec 2015 Director (Audit and Supervisory Committee Member) of the Company (current) Mar 2022 Outside Director (Audit and Supervisory Committee Member), Kuriyama Holdings Co., Ltd. (current) Jun 2022 Outside Director (Audit and Supervisory Committee Member), Takamiya Co., Ltd. (current)

1957-03-11

Toru WATANABE

Director, Audit and Supervisory Committee Member

Mar 1993 Completed Legal Training and Research Institute Apr 1993 Registered as Attorney at Law; joined Kitahama Law Office Jan 1998 Partner, Kitahama Law Office (current) Jun 2007 Outside Audit & Supervisory Board Member, Owell Co., Ltd. Dec 2009 Director of the Company Jun 2013 Outside Audit & Supervisory Board Member, Aoyama Trading Co., Ltd. Dec 2015 Director (Audit and Supervisory Committee Member) of the Company (current) Jun 2019 Outside Director, Aoyama Trading Co., Ltd. Jan 2020 Senior Partner, Kitahama Law Office Corporation Jun 2020 Outside Director, Owell Co., Ltd. (current) Apr 2025 Representative, Kitahama Law Office Corporation (current)

1966-02-02

Misa KITAZAWA

Director, Audit and Supervisory Committee Member (to be appointed)

Apr 1989 Joined Edwin Co., Ltd., Marketing Department Jun 1999 Joined Uniqlo Co., Ltd., Marketing Department, PR Manager Sep 2010 Joined Link Theory Japan Inc., PLST Business Division, EC Team Leader Jun 2018 Representative, MK Commerce & Communication (current) Dec 2025 Director (Audit and Supervisory Committee Member) of the Company (to be appointed)

1966-03-08

Large Shareholding Reports

Masahide TERADA

2026-05-15

10.34%→10.65%

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

Annual report (as of 2026-03-31): 11.31%

TCS Co., Ltd.

2026-05-13

27.78%→27.78%

Annual report (as of 2026-03-31): 29.48%

Ichiro TERADA

2026-04-07

15.96%→14.47%

Annual report (as of 2026-03-31): 15.40%

Ichiro TERADA

2026-03-25

15.96%→14.47%

Annual report (as of 2026-03-31): 15.40%

Disclosures

No disclosures

Primary Source Filings

TDnet

2026-08-12

Q3 Earnings Flash

FY ending Sep 2026

SHOBIDO Corporation

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