Pola Orbis exits FTSE index and Nomura keeps Pola Orbis stock at Hold

Published on 10/02/2026 at 03:54 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

First-half revenue reached JPY 84.30 billion, up 1.30 percent. Nomura targets Pola Orbis stock at JPY 1,300.

Pola Orbis, JP3855900001, Illustration mit AI erstellt.

On September 21, 2026, Pola Orbis Holdings (JP3855900001) was dropped from the FTSE All-World Index, according to MarketScreener. On September 9, 2026, Nomura/Instinet maintained a Hold rating and set a JPY 1,300.00 target, according to Investing.com.

Half-year revenue edges higher

For the first half of fiscal 2026, Pola Orbis reported revenue of JPY 84.30 billion, up 1.30 percent from JPY 83.30 billion in the same period of fiscal 2025. The figures were published for the six months ended June 30, 2026, in the latest half-year report summarized by Beikabumap.

Operating profit increased to JPY 10.00 billion from JPY 8.20 billion, a 21.10 percent year-over-year gain. The operating margin improved to 11.80 percent from 9.90 percent, giving profit growth more weight than the modest revenue increase.

Analysts remain cautious

The analyst picture is restrained. Investing.com lists 11 analysts, with eight Holds, three Sells and zero Buys; the average 12-month target is JPY 1,298.20. Nomura/Instinet's JPY 1,300.00 target is therefore close to the wider consensus, while the recent index removal adds a separate portfolio-flow consideration.

Pola Orbis generates most of its business through beauty care, with brands including POLA, ORBIS, Jurlique, DECENCIA and THREE. Its real estate division provides an additional earnings stream, but cosmetics remain the central operating activity.

Tokyo quote and euro reference

On the Tokyo Stock Exchange, 4927.T was trading at JPY 1,345.00 on October 2, 2026 at 10:38 a.m. JST, down 1.61 percent from JPY 1,367.00. The market capitalization was JPY 297.6 billion, and the 52-week range was JPY 1,233.00 to JPY 1,434.50 as of October 2, 2026.

The prior close at Lang & Schwarz was EUR 7.73 on September 30, 2026. Pola Orbis stock therefore has a euro reference for German investors, while the Tokyo quotation remains the primary-market context.