Welcia Q2 beats lift Welcia Holdings (3141.T, JPX) pre-market 09 Jan 2026: margin recovery to watch
The latest results put 3141.T stock in focus after Welcia Holdings reported a revenue and EPS beat for the fiscal quarter ending 2025-08-31. The company reported EPS JPY 47.22 versus an estimate of JPY 39.11, and revenue of JPY 344,365,000,000.00 versus estimate JPY 331,353,468,500.00. We track the pre-market reaction on JPX with the share price at JPY 3,160.00 and heavy volume as investors reprice growth and margins.
Earnings snapshot: 3141.T stock
Welcia’s fiscal update shows a clear beat on both EPS and revenue for the quarter reported on 2025-10-08. EPS came in at JPY 47.22 versus estimate JPY 39.11, and revenue was JPY 344,365,000,000.00 versus estimate JPY 331,353,468,500.00. Earlier quarters show mixed results: the 2025-07-08 release delivered EPS JPY 29.36 versus estimate JPY 18.51, while two prior releases missed estimates. The pattern suggests improving retail demand plus margin stability in the latest two quarters.
Market reaction and price action
Pre-market on JPX investors adjusted positions after the beat; the stock is trading JPY 3,160.00, down JPY 93.00 or -2.86% on the session with intraday range JPY 3,000.00–3,345.00. Volume spiked to 7,780,300.00 versus average 648,065.00, giving a relative volume of about 12.00. The high turnover shows the market is re-evaluating guidance, store growth and pharmacy dispensing trends ahead of further updates.
Fundamentals and valuation for 3141.T stock
Welcia trades at a trailing PE around 34.25 and a PB of 2.61, with TTM EPS reported at JPY 92.27 and market cap JPY 655,965,433,680.00. Key balance sheet ratios include debt/equity 0.35 and current ratio 1.15, while dividend yield is roughly 1.14% (dividend per share JPY 36.00). Free cash flow metrics are weak (-JPY 140.79 per share TTM), which keeps valuation sensitive to margin recovery and working capital trends.
Meyka AI grade and technical outlook
Meyka AI rates 3141.T with a score of 73.05 out of 100 (Grade B+, Suggestion: BUY). This grade factors in S&P 500 benchmark comparison, sector performance, financial growth, key metrics, and analyst consensus. Technical indicators show an RSI 58.68, ADX 59.73 (strong trend) and Bollinger middle band JPY 3,116.53, which aligns with near-term support around JPY 3,000.00.
Meyka AI’s forecast and price paths
Meyka AI’s forecast model projects a near-term quarterly level of JPY 3,054.52, implying a short-term downside of -3.34% versus the current JPY 3,160.00. The model’s 1-year projection sits lower at JPY 1,709.43, reflecting conservative scenarios if margins revert. Forecasts are model-based projections and not guarantees. Use them together with earnings momentum and store expansion metrics when forming a view.
Risks, catalysts and sector context
Key catalysts include pharmacy dispensing volume, late-night store performance and integration gains from new stores. Risks include weaker operating cash flow, margin pressure from higher wages, and competition from peers such as Tsuruha. The Healthcare sector average PE is about 24.04, making Welcia’s multiple elevated versus peers and sensitive to profit revisions. Monitor same-store sales and dispensing trends as primary catalysts.
Final Thoughts
Welcia (Welcia Holdings Co., Ltd., 3141.T, JPX) posted a clear earnings beat for the quarter ending 2025-08-31 with EPS JPY 47.22 and revenue JPY 344,365,000,000.00, putting 3141.T stock back on investors’ radars. The pre-market price at JPY 3,160.00 reflects short-term profit-taking after the beat, and heavy volume signals active position shifts. Fundamentals show a higher PE of 34.25 and constrained free cash flow, which keeps upside tied to sustained margin improvement. Meyka AI’s model projects a near-term level of JPY 3,054.52 (implied -3.34%) versus the current price, and our technical read flags support near JPY 3,000.00. For investors, the trade is between momentum from recent earnings beats and the need for cash flow recovery; watch next updates on dispensing volume, same-store sales and guidance revisions for a clearer entry point. Meyka AI provides this as an AI-powered market analysis platform and these forecasts are model-based projections, not guarantees.
FAQs
What drove the latest move in 3141.T stock?
The share move followed Welcia’s quarter ending 2025-08-31 where EPS was JPY 47.22 versus estimate JPY 39.11 and revenue beat. Heavy volume and pre-market trading reflected repositioning around margins and dispensing trends.
How does Welcia’s valuation compare to peers for 3141.T stock?
Welcia trades at a trailing PE of about 34.25, above the Healthcare sector average PE near 24.04, making the stock sensitive to profit revisions and cash flow recovery.
What is Meyka AI’s short-term forecast for 3141.T stock?
Meyka AI’s forecast model projects a near-term level of JPY 3,054.52, implying roughly -3.34% versus the current JPY 3,160.00. Forecasts are model-based projections and not guarantees.
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.
