Worth reading
48Recurring
0–100. This measures how worthwhile something is to read, not how good or bad the company is.Direction
Deterioration
Direction inferred from the company’s description.Scale
-1884
¥ million (year-on-year change in net sales)Wording
Avoiding a definitive answer
How definitive the wording is.Contents of this document
Presentation materials for financial resultsThird quarter of the fiscal year ending June 20268 items taken from the company’s own explanation
Financial Results Figures (The key points of this material are explained below)
Net Sales¥9,506 million-16.5%
Operating profit¥-114 million
Ordinary income¥-303 million
Net income¥-267 million
Gross Profit Margin
Rate30%
Full-year earnings forecast
Net Sales
150 Hundreds of millions of yen
Progress against full-year forecast 通期の予想に対して、いまどこまで進んだかの割合です。
Net Sales63.3%
What the company explained in this material
Breakdown of Factors Affecting the ChangeReasons cited by the Company for the change in the figures.
- Extension of construction periods and deferral of revenue recognition due to amendments to the Building Standards Act
- Higher SG&A expenses due to the development of 3D-printed homes, advertising and promotional expenses, and investment in human resources
- Bitcoin valuation loss¥187 million
Assumptions Underlying the Business OutlookThe assumptions used by the company in preparing its forecast.
Fourth-quarter scheduled handoversApproximately 170 homes across the Group
New initiatives
- Launch of domestic sales of the 3D-printed home “Lib Earth House”
- Overseas expansion and partner development, primarily in ASEAN
- Absorption-type merger of タクエーホーム株式会社
- Generative AI project to automate home design with Maket Technologies Inc.
Key KPIsA metric the company considers important as a management benchmark.
- Cumulative inquiries for 3D-printed homes1,500 over downloads
- Number of My Home Robo plans10,000 Plans
- Appointment rate from portals15%Year on year against the same period last yearImproved from 3%
- Visitor rate2xYear on year against the same period last yearImproved
- Cost per visitor to niko and ... EDIT HOUSE¥7,142
- Number of entries for 2026 graduates3,043 People
Unit price and quantity metricsThese figures show sales broken down by price and volume.
Cost per visitor: ¥7,142; appointment rate from portals: 3% to 15%; visitor rate: 2x. However, a complete comparison with volume is Not disclosed.Medium-term management plan targets
The medium-term management plan “NEXT STAGE 2026” is mentioned, but comparisons of target figures and target-year figures are Not disclosedMarket Size / Share
Approximately 35,000 housing companies and builders; ranked 19th overall and 1st in housing and real estate in the Kyushu and Okinawa region employment popularity rankingsNumber of employees
Number of Employees355 People
Reference dateAs of June 2025
Hiring plan40 people
| Item | Details |
|---|---|
| Document type | Presentation materials for financial results |
| Fiscal Period Covered | Third quarter of the fiscal year ending June 2026 |
| Net Sales | ¥9,506 million (YoY -16.5%) |
| Operating profit | ¥-114 million |
| Ordinary income | ¥-303 million |
| Net income | ¥-267 million |
| Gross Profit Margin | Rate 30% / Year-on-year change (points) Not disclosed |
| Full-year earnings forecast | Net Sales 150 Hundreds of millions of yen |
| Progress against full-year forecast | Net Sales 63.3% |
| Breakdown of Factors Affecting the Change | Factors Extension of construction periods and deferral of revenue recognition due to amendments to the Building Standards Act / Amount Not disclosed, Factors Higher SG&A expenses due to the development of 3D-printed homes, advertising and promotional expenses, and investment in human resources / Amount Not disclosed, Factors Bitcoin valuation loss / Amount ¥187 million |
| Key KPIs | Indicator name Cumulative inquiries for 3D-printed homes / Value 1,500 over downloads / Year on year against the same period last year Not disclosed, Indicator name Number of My Home Robo plans / Value 10,000 Plans / Year on year against the same period last year Not disclosed, Indicator name Appointment rate from portals / Value 15% / Year on year against the same period last year Improved from 3%, Indicator name Visitor rate / Value 2x / Year on year against the same period last year Improved, Indicator name Cost per visitor to niko and ... EDIT HOUSE / Value ¥7,142 / Year on year against the same period last year Not disclosed, Indicator name Number of entries for 2026 graduates / Value 3,043 People / Year on year against the same period last year Not disclosed |
| Unit price and quantity metrics | Cost per visitor: ¥7,142; appointment rate from portals: 3% to 15%; visitor rate: 2x. However, a complete comparison with volume is Not disclosed. |
| Number of employees | Number of Employees 355 People / Reference date As of June 2025 / Hiring plan 40 people |
| Assumptions Underlying the Business Outlook | Fourth-quarter scheduled handovers Approximately 170 homes across the Group |
| Medium-term management plan targets | The medium-term management plan “NEXT STAGE 2026” is mentioned, but comparisons of target figures and target-year figures are Not disclosed |
| Market Size / Share | Approximately 35,000 housing companies and builders; ranked 19th overall and 1st in housing and real estate in the Kyushu and Okinawa region employment popularity rankings |
| New initiatives | Launch of domestic sales of the 3D-printed home “Lib Earth House”, Overseas expansion and partner development, primarily in ASEAN, Absorption-type merger of タクエーホーム株式会社, Generative AI project to automate home design with Maket Technologies Inc. |
Items this document does not state (14)
Operating profit marginSelling, general and administrative expensesResults for the three months of the current quarterSelf-assessment against the planSegment resultsNumber of stores and locationsRisk amount incorporated into the outlookFinancial targetsAnnual DividendPayout ratioAcquisition of treasury sharesCapital expendituresOrders received and order backlogKey points of the Q&A
These are items the company does not state in this document. We do not leave them blank, nor fill them in from other sources or by inference.
The reasons the company gives
The company's own explanation, not something inferred from the numbers.Some projects were extended due to amendments to the Building Standards Act, deferring the timing of revenue recognition. In addition, SG&A expenses increased due to the development of 3D-printed homes, advertising and promotional expenses, and investment in human resources. The decline in bitcoin prices resulted in a valuation loss of ¥187 million.
How to read this page
This is not the documentKomori reads the disclosure the company filed and writes this summary. Figures are as stated by the company and are not audited.
Weight is not a verdictIt measures how much this changes what the company had already told the market. It is not a view on the shares.
Corrections happenIf the company reissues this disclosure, the page is rebuilt from the corrected version and the revision number moves up.