Why is LY Corp. ?
1
Company has very low debt and has enough cash to service the debt requirements
2
Healthy long term growth as Net Sales has grown by an annual rate of 12.74%
3
With a growth in Net Sales of 0.62%, the company declared Very Positive results in Dec 25
- NET PROFIT(HY) Higher at JPY 146,192.57 MM
- ROCE(HY) Highest at 7.02%
- RAW MATERIAL COST(Y) Fallen by -6.61% (YoY)
4
With ROCE of 7.45%, it has a expensive valuation with a 1.19 Enterprise value to Capital Employed
- The stock is trading at a premium compared to its peers' average historical valuations
- Over the past year, while the stock has generated a return of -24.72%, its profits have risen by 50.4% ; the PEG ratio of the company is 0.3
- At the current price, the company has a high dividend yield of 103.3
5
Majority shareholders : FIIs
6
Below par performance in long term as well as near term
- Along with generating -24.72% returns in the last 1 year, the stock has also underperformed Japan Nikkei 225 in the last 3 years, 1 year and 3 months
How much should you hold?
- Overall Portfolio exposure to LY Corp. should be less than 10%
- Overall Portfolio exposure to Computers - Software & Consulting should be less than 30%
(If sector exposure > 30%, please use optimiser tool to see which are the best stocks to hold in Computers - Software & Consulting)
When to exit? - We will constantly monitor the company and suggest at the appropriate time to exit from the stock
Is LY Corp. for you?
Low Risk, High Return
Absolute
Risk Adjusted
Volatility
LY Corp.
-24.72%
406.85
31.89%
Japan Nikkei 225
36.73%
1.30
28.24%
Quality key factors
Factor
Value
Sales Growth (5y)
12.74%
EBIT Growth (5y)
12.30%
EBIT to Interest (avg)
100.00
Debt to EBITDA (avg)
0.29
Net Debt to Equity (avg)
0.22
Sales to Capital Employed (avg)
0.40
Tax Ratio
25.47%
Dividend Payout Ratio
33.33%
Pledged Shares
0
Institutional Holding
0.16%
ROCE (avg)
6.53%
ROE (avg)
4.29%
Valuation Key Factors 
Factor
Value
P/E Ratio
18
Industry P/E
Price to Book Value
1.23
EV to EBIT
15.97
EV to EBITDA
10.06
EV to Capital Employed
1.19
EV to Sales
2.27
PEG Ratio
0.29
Dividend Yield
103.32%
ROCE (Latest)
7.45%
ROE (Latest)
7.04%
Technical key factors
Indicator
Weekly
Monthly
MACD
Mildly Bullish
Bearish
RSI
No Signal
No Signal
Bollinger Bands
Bearish
Mildly Bearish
Moving Averages
Bearish (Daily)
KST
Mildly Bullish
Mildly Bearish
Dow Theory
Mildly Bullish
No Trend
OBV
No Trend
Bearish
Technical Movement
9What is working for the Company
NET PROFIT(HY)
Higher at JPY 146,192.57 MM
ROCE(HY)
Highest at 7.02%
RAW MATERIAL COST(Y)
Fallen by -6.61% (YoY
DEBTORS TURNOVER RATIO(HY)
Highest at 2.48 times
-3What is not working for the Company
INVENTORY TURNOVER RATIO(HY)
Lowest at 14.71 times
CASH AND EQV(HY)
Lowest at JPY 2,209,836 MM
Here's what is working for LY Corp.
Net Profit
Higher at JPY 146,192.57 MM
than preceding 12 month period ended Dec 2025MOJO Watch
In the half year the company has already crossed Net Profit of the previous twelve months
Net Profit (JPY MM)
Net Profit
At JPY 146,192.57 MM has Grown at 92.27%
Year on Year (YoY)MOJO Watch
Near term Net Profit trend is positive
Net Profit (JPY MM)
Debtors Turnover Ratio
Highest at 2.48 times
in the last five Semi-Annual periodsMOJO Watch
Company has been able to sell its Debtors faster
Debtors Turnover Ratio
Raw Material Cost
Fallen by -6.61% (YoY)
MOJO Watch
The company's ability to pass on the cost of raw materials to customers has improved; this may lead to a rise in profit margin
Raw Material Cost as a percentage of Sales
Depreciation
Highest at JPY 45,178 MM
in the last five periodsMOJO Watch
The expenditure on assets done by the company may have gone into operation
Depreciation (JPY MM)
Here's what is not working for LY Corp.
Inventory Turnover Ratio
Lowest at 14.71 times and Fallen
In each half year in the last five Semi-Annual periodsMOJO Watch
Company's pace of selling inventory has slowed
Inventory Turnover Ratio
Cash and Eqv
Lowest at JPY 2,209,836 MM
in the last six Semi-Annual periodsMOJO Watch
Short Term liquidity is deteriorating
Cash and Cash Equivalents






