Japan · Delayed Price · Currency is JPY Nomura Real Estate Holdings Earnings Call Transcripts
Fiscal Year 2026
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Record-high operating revenue and profits were achieved in Q3, with all business units growing year-on-year. Upward revisions were made to full-year profit and dividend forecasts, driven by strong domestic and overseas performance, especially in Vietnam.
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Record-high revenue and profit were achieved, driven by strong housing, hotel, and overseas business, with robust land acquisition and a 14-year streak of dividend increases. FY 2025 guidance projects further growth, supported by strategic investments and a focus on high-end markets.
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Third quarter profit declined year-over-year due to timing of sales and extraordinary losses, but full-year forecasts for business profit, ordinary profit, and dividends were revised upward. Domestic business units performed strongly, offsetting overseas delays.
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First quarter results were in line with forecasts, with stable business profit and a slight net profit decline. Commercial real estate, property brokerage, and management units saw revenue and profit growth, while overseas and residential development faced declines.
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Record-high Q2 revenue and profit were achieved, with strong growth in residential, overseas, and management segments. Full-year guidance remains unchanged, and a share split is planned for April 2025 to enhance liquidity.
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Record operating revenue and profit were achieved, driven by strong domestic housing and commercial real estate, while overseas performance declined due to geopolitical risks. FY March 2027 guidance projects further record highs, with continued dividend growth and robust land banks supporting future expansion.
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Operating revenue rose year-over-year, but profits declined due to extraordinary losses and timing of sales. Full-year guidance is unchanged, with strong progress in contract rates and land bank, and robust demand in Tokyo driving brokerage and CRE growth.
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First quarter revenue and profits declined year-over-year, but progress is on track for full-year record highs. Segment performance was mixed, with residential and CRE units down, but rental housing and property management showing growth. Dividend increases and robust land banks support future outlook.