Daiwa House Industry Raises FY2027 Earnings Guidance by 15–17%
Daiwa House Industry Co., Ltd. (TSE:1925) has revised upward its earnings and dividend forecasts for the fiscal year ending March 2027, citing stronger-than-expected first-quarter performance and accelerating business momentum.
| Item | Before | After | Change |
|---|---|---|---|
| Revenue | JPY 5800.0bn | JPY 5900.0bn | +1.7% |
| Operating Profit | JPY 400.0bn | JPY 460.0bn | +15.0% |
| Ordinary Income | JPY 342.0bn | JPY 402.0bn | +17.5% |
| 親会社株主に帰属する当期純利益 | JPY 227.0bn | JPY 266.0bn | +17.2% |
| １株当たり当期純利益 | JPY 183.26/share | JPY 214.74/share | +JPY 31.48/share |
The homebuilder attributed the revision to robust first-quarter consolidated results that exceeded prior expectations. Management noted that underlying business progress is tracking ahead of the previous forecast. The company incorporated headwinds from overseas business environment uncertainties and Middle East geopolitical risks into the revised guidance, signaling a balanced approach to forward visibility.
The upward revision reflects accelerating profitability across operating profit, ordinary income (keijo rieki), and net profit metrics, all rising 15–17 percent. Earnings per share increased JPY 31.48/share to JPY 214.74/share, adjusted for a planned 1-for-2 stock split. Daiwa House also increased its annual dividend by JPY 2.00/share (pre-split basis: JPY 178.00), reinforcing its shareholder return commitment under its capital allocation framework. The combination of stronger earnings and higher payouts underscores management confidence in operational momentum, though the cautious tone on external risks suggests the company is balancing optimism with prudent risk management.
Source: Original filing (TDnet) | 日本語版
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