LIFULL Co.,Ltd. Raises FY2026 Earnings Forecast on HOME'S Strength

LIFULL Co.,Ltd. Raises FY2026 Earnings Forecast on HOME’S Strength

LIFULL Co.,Ltd. (TSE:2120) raised its full-year earnings and dividend guidance for the fiscal year ending September 2026, citing robust performance in its core HOME’S real estate platform and improved cost efficiency from artificial intelligence adoption and internal consolidation.

The company revised operating profit upward to JPY 3.90bn from JPY 3.00bn—a 30% increase—while net profit attributable to parent company shareholders rose to JPY 2.50bn from JPY 1.90bn, a 31.6% gain. Earnings per share (EPS) climbed to JPY 19.50 from JPY 14.10. Revenue was modestly reduced to JPY 29.30bn from JPY 29.70bn, reflecting cautious execution in regional revitalization initiatives involving vacant property utilization, which experienced sales delays. The HOME’S business unit outperformed expectations, offsetting the revenue headwind.

Management attributed the profit expansion to stronger-than-planned HOME’S performance combined with cost discipline. Generative AI deployment and enhanced group synergies through internal development reduced outsourcing expenses materially. The company maintained its medium-term capital allocation strategy while achieving significantly higher profitability than initially projected.

The year-end dividend was increased 29% to JPY 6.72 per share from JPY 5.21, reflecting the upward profit revision and the company’s 30% payout ratio policy. The revision signals competitive strength in the core real estate platform business and demonstrates operational leverage from technology-driven efficiency gains, even as the company pursues growth investments aligned with its medium-term plan.

Source: Original filing (TDnet) | 日本語版

This article is for informational purposes only and does not constitute investment advice. Always verify against the original filing.