Global Healthcare Analyst

Tina Banerjee

Equity research analyst having 15+ years of experience, with an interest on fundamentally strong global healthcare companies. I have been helping investors to find future winners in healthcare space to grow their wealth by focusing on the strength and potential of the business models of the companies. My initiating coverage reports and pitch help investors to know ‘what to buy’, ‘why to buy’, and ‘when to buy’. My clients always remain on top of the sector with the help of my timely and detailed notes on earnings or any news update. I also provide broader view on the entire healthcare sector through periodic thematic reports.

Mani Inc (7730 JP): China Dia-Bur Sale Resumption Positively Impact H1FY26, FY26 Guidance Reiterated

Mani Inc (7730 JP): 9MFY26 Results Underline Recovery, FY26 Guidance Revised Upward

Mani Inc (7730 JP): Dental Recalls Still a Pain Point, Guidance Revised Downwards

Mani (7730 JP): Guidance Reiterated; Dental Loosing Shine And Dented Margins Remain Concerns

Mani Inc (7730 JP): FY26 Guidance Point Towards a Recovery, Unleashing A Long-Term Play Mode

Equity Bottom-Up

<ul>
<li>Mani Inc (7730 JP) Q1FY26 revenue increased 2% YoY to ¥7.8B while operating margin improved 130bps to 28.8%. Dental segments reported margin improvement from 9.4% to 13.6%.</li>
<li>After receiving approval from Chinese regulatory authorities, Mani officially resumed dia-bur sales and expects a full recovery in sales from FY26.</li>
<li>FY26 guidance was reiterated and expect revenue rise 9% to ¥32.8B with impact of recalls subsiding. Profits and margins are also expected to witness a significant uptick.</li>
</ul>


Mani Inc (7730 JP) Q1FY26 revenue increased 2% YoY to ¥7.8B while operating margin improved 130bps to 28.8%. Dental segments reported margin improvement from 9.4% to 13.6%.
After receiving approval from Chinese regulatory authorities, Mani officially resumed dia-bur sales and expects a full recovery in sales from FY26.
FY26 guidance was reiterated and expect revenue rise 9% to ¥32.8B with impact of recalls subsiding. Profits and margins are also expected to witness a significant uptick.


Mani Inc (7730 JP): Margins Expand in Q1FY26, Dia-Bur Sale Resume in China, FY26 Guidance Reiterated