TBS HOLDINGS, INC. (9401) Stock Price

Market cap
¥941.4B
P/E ratio
17.1x
TBS Holdings operates television and radio broadcasting, program production, and media technology services alongside retail, cosmetics, and real estate businesses in Japan.

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Business Overview

TBS Holdings operates primarily through three business segments. In its Media and Content business, the company engages in television and radio broadcasting, program production, video technology, art direction, VFX, audio technology, lighting technology, camera operations, and research services. Key affiliated companies include TBS Radio, TBS Television, BS-TBS, and TBS Sparkle.

In its Lifestyle business, the company handles general merchandise retail, cosmetics manufacturing and sales, and educational services. Major affiliated companies include Styling Life Holdings, CP Cosmetics, and Yaru-ki Switch Group Holdings. Through these operations, the company provides products and services closely integrated with daily life.

In its Real Estate and Other business, the company operates real estate leasing, maintenance, and service operations. These include studio management, HVAC management, parking lot management, equipment leasing, insurance agency services, and real estate leasing. TBS Television, Midoriyama Studio City, and TBS Planning are involved in this segment. This diversified portfolio establishes a stable revenue base.

Management Policy

TBS Holdings has established a corporate mission to "create content and services beloved by people worldwide across generations and contribute to realizing a society where diverse values are respected." To achieve this mission, the company has set a brand promise of "Creating Tomorrow's World at the Perfect Moment" and aims to deliver emotionally resonant content.

The company's growth strategy is based on VISION2030, a ten-year plan through 2030 divided into three phases to pursue long-term growth. The strategy emphasizes strengthening content production capabilities and advancing original IP development. Additionally, the company is pursuing the "EDGE" strategy to expand digital content offerings and enter overseas markets.

Under the Medium-Term Management Plan 2026, the company will continue investing in growth areas while targeting revenue of 450 billion yen and operating profit of 24 billion yen. The company is particularly focused on expanding global business and establishing infrastructure to bring TBS-created content IP to worldwide audiences. This approach aims to achieve growth independent of fluctuations in the broadcast advertising market.

Furthermore, TBS Holdings is advancing ESG management and strengthening initiatives toward realizing a sustainable society. The company has established a Sustainability Committee to address key issues including climate change mitigation and human rights respect. Through these efforts, the company aims to achieve sustained enhancement of corporate value and fulfill its social mission.

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