Japan · Delayed Price · Currency is JPY Daiichi Life Group Earnings Call Transcripts
Fiscal Year 2026
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Adjusted profit hit JPY 551 billion, exceeding estimates, with all segments outperforming. FY 2026 guidance targets a record JPY 560 billion profit, a 32% dividend hike, and strong international recovery, especially at TAL.
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Adjusted profit and ROE exceeded targets, prompting an upward revision of full-year forecasts and FY2030 profit targets. Overseas and non-insurance segments are expanding, while capital efficiency and shareholder returns are set to increase.
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Group adjusted profit for Q1 was JPY 74.2 billion, down 49% year-over-year, with domestic and international segments impacted by bond sales, currency effects, and one-off items. Full-year targets remain on track, and capital adequacy is maintained at a 204% ESR.
Fiscal Year 2025
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Group adjusted profit reached JPY 245.2 billion, 70% of the full-year target, driven by strong domestic and international performance. Sales and new business value surged, with no change to the full-year profit forecast despite an expected extraordinary loss.
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Group adjusted profit reached JPY 144.4 billion in Q1 FY2024, with strong domestic and overseas results and 40% progress toward the full-year plan. Despite market volatility and yen appreciation, the full-year profit forecast remains unchanged, and ESR is maintained above 200%.