Ayala Corp.

Restructuring · Asia

Paper Boat parent Hector Beverages reported 13.8% revenue growth to Rs 760 Cr in FY26, but profit collapsed 96% to Rs 2 Cr as operating expenses surged 22%. Shift toward lower-margin traded goods (75% of revenue) and sharp increases in COGS, advertising spend (+55.6%), and job work charges indicate aggressive cost-cutting and operational restructuring underway.

Restructuring · Asia

Knya is aggressively scaling its retail footprint from 30+ current stores to 55-60 by end of FY27 and 100+ by FY28. The company is treating stores as strategic customer acquisition and experience channels beyond pure revenue generation.

Restructuring · Asia

Fujifilm announced a partial spinoff of Fujifilm Business Innovation (formerly Fuji Xerox), which generates ~35% of consolidated sales. Company plans to retain <20% stake while distributing rest to shareholders via in-kind dividend and listing on Tokyo Stock Exchange within 2-3 years.

Restructuring · Asia

Club Med Cherating (Asia's first Club Med resort) is closing for comprehensive renovation from October 11, 2026, repositioning as an all-inclusive resort with new signature experiences, sustainability initiatives, and upgraded facilities.

Restructuring · Asia

Kioxia announced a three-for-one stock split and ¥800 billion ($4.95 billion) buyback program following weaker-than-expected guidance. Operating income forecast for current quarter at ¥1.89 trillion, below analyst expectations, after prior quarter miss.

Restructuring · Asia

Fujifilm is considering a partial spinoff and IPO of its multifunction printer business, signaling strategic portfolio restructuring and potential separation of the device division.