Japan · Delayed Price · Currency is JPY ORIX Corporation Earnings Call Transcripts
Fiscal Year 2026
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Net income and pre-tax profits reached record highs for the nine months, driven by strong gains in investments, operations, and finance. Share buybacks progressed, and the full-year outlook remains unchanged, with management focused on capital efficiency and risk management.
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First-half net income hit a record JPY 271.1 billion, up 48% year-over-year, prompting a raised full-year profit forecast and expanded shareholder returns. All business segments except ORIX USA saw profit growth, with major gains from asset sales and portfolio optimization.
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Q1 net income rose 24% year-over-year to JPY 107.3 billion, with strong gains from asset sales and robust segment performance. The outlook is positive for H1, but full-year guidance is under review due to macroeconomic uncertainty and H2 exit timing.
Fiscal Year 2025
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Net income for FY 2025 rose 2% year-over-year to JPY 351.6 billion, with record profits despite missing the Greenko sale and recording significant impairments. FY 2026 guidance targets JPY 380 billion net income, higher dividends, and expanded share buybacks, with a long-term vision of JPY 1 trillion net profit by 2035.
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Net income rose 24% year-over-year to JPY 271.8 billion, with strong gains in investments and operations, and a record nine-month result. The Greenko divestment is key to achieving the full-year profit target, while capital recycling and asset management remain strategic priorities.
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First half net income rose 42.8% year-over-year to a record JPY 180 billion, with strong progress toward the full-year target. Segment profits grew across most areas, supported by robust asset sales, tourism, and energy investments, while maintaining a conservative financial stance.
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Q1 net income rose 38% year-over-year to JPY 86.7 billion, with strong gains in insurance, airport concessions, and PE exits. Capital gains and inbound tourism-related profits surged, and full-year capital gains are expected to exceed last year.