Welcia Holdings (3141.T) JPY 3,160 after hours 06 Jan 2026: earnings set to test valuation
Our earnings spotlight focuses on 3141.T stock after Welcia Holdings Co., Ltd. closed at JPY 3,160.00 in after hours trade on 06 Jan 2026, down 2.86%. Investors head into an earnings announcement on 08 Jan 2026 with mixed recent beats: a JPY 29.36 EPS beat on 08 Jul 2025 and variable quarterly prints earlier. We summarise earnings drivers, valuation (PE 34.25), and what to watch in Japan’s JPX market before the next report.
Recent earnings track record
Welcia reported EPS of JPY 29.36 on 08 Jul 2025 versus an estimate of JPY 18.51, a clear beat that lifted sentiment. Earlier prints were mixed: EPS JPY 0.78 on 07 Apr 2025 (estimate JPY 19.93) and EPS JPY 14.78 on 07 Jan 2025 (estimate JPY 16.92), showing quarter-to-quarter volatility in margin timing.
What moved the stock today
After-hours selling to JPY 3,160.00 followed profit-taking from the July beat and positioning ahead of the 08 Jan 2026 earnings announcement. Trading volume spiked to 7,780,300.00 shares versus an average of 648,065.00, signalling heightened short-term interest on JPX in Japan.
Valuation and key financials
Welcia trades at a PE of 34.25 based on the latest data and delivers EPS TTM of JPY 92.27, while market capitalisation stands at JPY 655,965,433,680.00. The company posts a price-to-sales ratio of 0.50 and PB ratio of 2.61, with dividend yield near 1.14% and payout ratio about 20.70%.
Operational metrics and margin drivers
Inventory turnover is 5.95 and days sales outstanding 23.68, indicating efficient retail operations for a healthcare retailer. Net profit margin is 1.39% and operating profit margin 2.95%, suggesting thin margins where store mix, dispensing revenue, and late-night services move results.
Technical and market context
Technically the stock sits above the 50-day average JPY 2,929.49 and 200-day average JPY 2,580.00, with RSI near 58.86 and ADX 57.59 implying a strong trend. Sector peers in Healthcare on the JPX show average PE around 23.80, making Welcia relatively premium by comparison.
Meyka grade, analyst view and price targets
Meyka AI rates 3141.T with a score of 74.25 out of 100 (B+, BUY). This grade factors in S&P 500 benchmark comparison, sector performance, financial growth, key metrics, and analyst consensus. Independent analyst targets in the market range from near-term support JPY 3,050.00 to conservative targets JPY 4,000.00 based on margin recovery scenarios.
Final Thoughts
Key takeaways: Welcia (Welcia Holdings Co., Ltd., 3141.T) trades at JPY 3,160.00 on JPX ahead of a scheduled earnings release on 08 Jan 2026, and recent results show a mix of meaningful beats and volatile quarterly margins. Operational metrics remain healthy, but valuation at PE 34.25 is above sector averages, making the stock sensitive to guidance and same-store sales. Meyka AI’s forecast model projects a 12-month price of JPY 1,709.43, implying a downside of -46.00% versus the current price, while a nearer-term quarterly projection of JPY 3,054.52 implies a modest downside of -3.34%. Forecasts are model-based projections and not guarantees. Investors should watch guidance, dispensing revenue trends, and Japan retail footfall data before the 08 Jan 2026 report. Meyka AI provides this analysis as an AI-powered market analysis platform; this is informational and not investment advice.
FAQs
Welcia’s next earnings announcement is scheduled for 08 Jan 2026 on the JPX calendar, and the report will include full fiscal results for the period ending 31 May 2025.
At a PE of 34.25 and PB of 2.61, 3141.T trades above the Healthcare sector average PE of 23.80, reflecting premium expectations for growth and resilience in Japan’s drugstore market.
Key risks include weaker-than-expected dispensing revenue, margin pressure from promotions, and a slowdown in same-store sales, any of which could trigger a larger re-rating on JPX.
Clear guidance upgrades, sustained EPS beats, stronger dispensing margins, and higher same-store sales would be the primary catalysts to push the stock above current levels.
Disclaimer:
Stock markets involve risks. This content is for informational purposes only. Past performance does not guarantee future results. Meyka AI PTY LTD provides market analysis and data insights, not financial advice. Always conduct your own research and consider consulting a licensed financial advisor.
