Retail Trade · Fiscal year end Mar 31

BELLUNA CO.,LTD.

9997

株式会社ベルーナ

FIGI BBG000DHFJ459997.T9997 JPCorp. no. 5030001041663

Latest half-year results

First half · fiscal year to 2026-03 · filed 2025-11-14

For the first half of the fiscal year to 2026-03: Revenue ¥98 billion (+0.9% YoY), Ordinary income ¥4.5 billion (+8.5% YoY), Net income ¥3.3 billion (+29.7% YoY).

	This period	Year on year
Revenue	¥98.0bn	+0.9%
Ordinary profit	¥4.5bn	+8.5%
Net profit to owners	¥3.3bn	+29.7%

From the securities report on EDINET, which states no forecast. History via /v1/companies/9997/earnings-releases.

Financials

Japan GAAP · consolidated · fiscal year to 2026-03-31

Revenue: ¥218.1bn
Net income: ¥11.5bn
ROE: 7.9%
Equity ratio: 44.5%
Dividend / share: ¥38
Employees: 3,844

Revenue · ¥bn

Net income · ¥bn

Fiscal year	Revenue	Net income	Total assets	Net assets	ROE	EPS	Operating CF
2026-03-31	¥218.1bn	¥11.5bn	¥340.1bn	¥151.5bn	7.9%	¥119.94	¥18.5bn
2025-03-31	¥210.9bn	¥8.8bn	¥312.5bn	¥141.7bn	6.4%	¥91.25	¥9.7bn
2024-03-31	¥208.3bn	¥5.8bn	¥300.7bn	¥136.2bn	4.5%	¥60.39	¥12.8bn
2023-03-31	¥212.4bn	¥7.4bn	¥285.6bn	¥126.4bn	6.1%	¥76.71	¥8.2bn
2022-03-31	¥220.1bn	¥10.2bn	¥254.2bn	¥119.0bn	8.8%	¥105.55	¥7.2bn

Indicators

Computed by us from filings · fiscal year to 2026-03-31

Metric	Value	Percentile among listed companies
ROE, %	7.9	44.7
Ordinary margin	0.0746	53.7
Equity ratio, %	44.5	33.6
Revenue growth	0.0343	42.1
Net income growth	0.312	65.8
Operating cash flow / assets	0.0543	43.4

Policy-uncertainty measure2.00 Share of the report's text discussing policy-related uncertainty, by policy area. Proprietary text method.

Trade & tariffs 4 Politics & geopolitics 4

Ownership activity 0 filer(s) stated they may make proposals in 365 days; 0 new 5% holder(s) in 180 days; net stake change +1.12pt in 90 days; 0.6% held by other listed companies.

Results wording balance: +0.40. Proprietary text method; it describes the wording only and does not interpret context.

Interest example: if all ¥145.8bn of reported debt repriced by 50 basis points, a year's interest would rise by ¥729m, 4.0% of operating cash flow. Our arithmetic only, not a forecast: fixed-rate debt and hedges are ignored.

Via /v1/companies/9997/indicators. Descriptive figures, not a rating and not investment advice.

From other filings

As the company states them

Internal control, 2026-06-24: see filing 上記の評価の結果、当事業年度末時点において、当社グループの財務報告に係る内部統制は有効であると判断しました。 Filing

Segments, votes and tender offers

Stated in EDINET filings

Segments: Property, Cosmetics and Health Food Business, Gourmand Business, Nurse Related Business, Kimono Related Business, Apparel and Miscellaneous Goods Business, Other, Database Utilization Business. /v1/companies/9997/segments

Latest voting result: 2026-06-25 · 剰余金処分の件 · passed. /v1/companies/9997/voting

Ownership changes

All companies →

2026-10-07

Increase+1.12pt

Sumitomo Mitsui DS Asset Management Company, Limited raised holdings in BELLUNA CO.,LTD. (9997) to 6.75% from 5.63%.

S100Z6NYFiler profile Original filing (PDF, Japanese)
2026-03-23

New 5% stake

Sumitomo Mitsui DS Asset Management Company, Limited disclosed a 5.63% stake in BELLUNA CO.,LTD. (9997), crossing the 5% reporting threshold.

S100XSF1Filer profile Original filing (PDF, Japanese)
2025-11-26

Increase+0.01pt

individual filer raised holdings in BELLUNA CO.,LTD. (9997) to 48.86% from 48.85%.

S100X4X5Original filing (PDF, Japanese)
2025-04-22

Below 5%−0.88pt

SMBC Nikko Securities Inc. cut holdings in BELLUNA CO.,LTD. (9997) to 4.37% from 5.25%, below the 5% threshold.

S100VMZ3Filer profile Original filing (PDF, Japanese)
2024-09-24

New 5% stake

SMBC Nikko Securities Inc. disclosed a 5.25% stake in BELLUNA CO.,LTD. (9997), crossing the 5% reporting threshold.

S100UEJKFiler profile Original filing (PDF, Japanese)
2023-12-22

Below 5%−1.44pt

FMR LLC cut holdings in BELLUNA CO.,LTD. (9997) to 4.37% from 5.81%, below the 5% threshold.

S100SI4MFiler profile Original filing (PDF, Japanese)
2023-11-22

Decrease−1.30pt

FMR LLC reduced holdings in BELLUNA CO.,LTD. (9997) to 5.81% from 7.11%.

S100SBUUFiler profile Original filing (PDF, Japanese)
2023-10-20

Decrease−1.36pt

FMR LLC reduced holdings in BELLUNA CO.,LTD. (9997) to 7.11% from 8.47%.

S100S1RLFiler profile Original filing (PDF, Japanese)
2023-02-27

Increase+0.23pt

individual filer raised holdings in BELLUNA CO.,LTD. (9997) to 48.85% from 48.62%.

S100Q9OWOriginal filing (PDF, Japanese)

Trades by 5% holders

From the 60-day trade tables in 5% reports

Holder	Period	Net shares	Net % of shares	Avg. filed price	Range
individual filer	2026-03-31 – 2026-03-31	0	0.00pt	—	—
individual filer	2026-03-31 – 2026-03-31	0	0.00pt	—	—

Net shares and the average are our calculations. Prices are filed prices as stated by the filer, mostly for off-market trades; they are not market prices. Stock lending, custody transfers and option exercises are excluded from net shares. Every row via /v1/companies/9997/trades.

5% filings

Large shareholding reports on 9997

Filed	Filer	Stake	Change	Stated purpose
2026-10-07	Sumitomo Mitsui DS Asset Management Company, Limited	6.75%	+1.12pt	pure investment
2026-03-31	individual filer	48.86%	0.00pt	management participation
2026-03-23	Sumitomo Mitsui DS Asset Management Company, Limited	5.63%	—	pure investment
2025-11-26	individual filer	48.86%	+0.01pt	management participation
2025-08-04	individual filer	48.85%	0.00pt	management participation
2025-04-22	SMBC Nikko Securities Inc.	4.37%	−0.88pt	—
2024-09-24	SMBC Nikko Securities Inc.	5.25%	—	—
2024-04-30	individual filer	48.85%	0.00pt	management participation
2024-03-26	individual filer	48.85%	0.00pt	management participation
2023-12-22	FMR LLC	4.37%	−1.44pt	—

Cross-shareholdings

From the annual report's status of shareholdings

Listed strategic holdings: 3 issues
Book value: ¥383m
Sold in the year: — — issues
Bought in the year: — — issues
Mutual, both reports: 3
Held by listed cos.: 6

Holds	Book value	Shares vs. prior year	Mutual
KYORITSU CO., LTD. 7795	¥220m	0.0%	both reports
Mullion Co.,Ltd. 3494	¥158m	0.0%	both reports
BIPROGY Inc. 8056	¥4m	0.0%	both reports

Held by: KYORITSU CO., LTD. 7795, Mullion Co.,Ltd. 3494, BIPROGY Inc. 8056, KITANO CONSTRUCTION CORP. 1866, YAMATO CORPORATION 1967, WellcoHoldings Corporation 7831

Purposes, all holdings and mutual flags via /v1/companies/9997/cross-holdings. Share changes include stock splits.

Major shareholders

As of fiscal year end 2026-03-31

Shareholder	Shares	Ratio
株式会社フレンドステージ	41,383,000	42.99%
日本マスタートラスト信託銀行株式会社（信託口）	4,876,000	5.06%
individual holder	2,916,000	3.03%
individual holder	2,914,000	3.02%
株式会社日本カストディ銀行（信託口）	2,832,000	2.94%
株式会社三井住友銀行	2,246,000	2.33%
野村信託銀行株式会社（退職給付信託三菱ＵＦＪ銀行口）	1,968,000	2.04%
individual holder	1,688,000	1.75%
株式会社日本カストディ銀行（信託口４）	1,136,000	1.18%
ベルーナ従業員持株会	1,013,000	1.05%

U.S. funds holding 9997

SEC Form N-PORT, reports to 2026-07-31

43 U.S. funds held 3,920,131 shares worth $25.6m.

Fund	Shares	Value	% of fund	As of
DFA INTERNATIONAL SMALL CAP VALUE PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC	781,952	$5.3m	0.037%	2026-07-31
VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND VANGUARD STAR FUNDS	632,897	$4.3m	0.001%	2026-07-31
VANGUARD DEVELOPED MARKETS INDEX FUND VANGUARD TAX-MANAGED FUNDS	445,388	$2.6m	0.001%	2026-06-30
Dimensional International Small Cap Value ETF Dimensional ETF Trust	367,385	$2.5m	0.050%	2026-07-31
THE JAPANESE SMALL COMPANY SERIES DFA INVESTMENT TRUST CO	237,700	$1.6m	0.040%	2026-07-31

Up to 25 funds per stock via the API.

Get this as JSON

GET /v1/companies/9997
GET /v1/companies/9997/financials
GET /v1/companies/9997/details
GET /v1/companies/9997/segments
GET /v1/companies/9997/voting
GET /v1/companies/9997/tender-offers
GET /v1/companies/9997/indicators
GET /v1/companies/9997/earnings-releases
GET /v1/events?ticker=9997
GET /v1/companies/9997/trades         
GET /v1/companies/9997/cross-holdings 
GET /v1/companies/9997/brief

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