Rohto Pharmaceutical (Hada Labo, Melano CC)

The Japan read

From the company's own filing for Q1 (Apr–Jun 2026) · reported 2026-08-06 · the filing ↗

• JapanJapan sales rose 5.2% to ¥42.86bn and segment profit 8.8% to ¥6.87bn. At the parent company Hada Labo grew 10.5% after an April price rise and high-priced eye drops 17.7%, while Melano CC slipped 4.5% and sunscreens fell 9.7%.
• InboundThe company says inbound (visitor) demand in Japan hit a record in the quarter, but gives no figure. For the full year it calls inbound demand uncertain while expecting domestic consumption to hold firm.

Other callouts in the filing

• SegmentAsia sales rose 19.7% to ¥35.60bn and profit 18.8% to ¥5.68bn, led by Vietnam, China, Malaysia, Myanmar and Eu Yan Sang; the weaker yen added ¥2.41bn to Asian sales. Europe grew 19.9%, helped by Hadalabo Tokyo at Poland's DAX Cosmetics.
• SegmentSkincare, its biggest category, grew 11.0% to ¥51.28bn: up 6.0% to ¥23.85bn in Japan and 14.9% to ¥17.87bn in Asia. Eye care rose 21.8% to ¥10.87bn.
• One-offNet income fell 9.5% and ordinary profit 10.1% to ¥14.49bn because the year-earlier quarter included one-off dividend income. Some advertising and R&D spending in Japan slipped into later quarters, the company says.
• OutlookIt raised its full-year forecast to sales of ¥372.3bn (+8.3%), operating profit of ¥45.0bn (+9.4%) and net income of ¥35.2bn (+2.8%), citing a weaker yen and stronger-than-planned Asia, Japan and Europe.

floortok's reading of the filing, in our own words. Figures are the company's own; where a growth rate is our arithmetic, it says so.