Komori
L

Landix Inc.

2981Real EstateMicro cap
2,132JPY-5.5%
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Price history
¥2,132Latest+28.0%
Drag across the chart to measure the move between two points.Delayed 15 minutes · monthly closing basis
Business overview

Our group is a comprehensive service provider focused on the real estate business. Its core businesses are the sale and brokerage of detached homes for affluent customers and matching services for custom-home construction contracts. In fiscal 2024, the group established LDX Design Cloud, a platform for design and construction, to expand its direct contracting and construction capabilities, and in 2025 began operating its internally developed data-matching system, Mekiki AI. The group has two revenue segments: the sumuzu business, which includes real estate sales and brokerage, matching services for custom-home construction contracts, and the development and sale of income-producing real estate, and the rental business, which manages leased income-producing real estate. With Tokyo's Jonan area, comprising Setagaya, Meguro, Ota, Shinagawa, Shibuya and Minato, as its primary strategic market, the group aims to achieve long-term growth centered on repeat and referral transactions from affluent customers. Going forward, it plans to strategically expand into areas including Bunkyo, Suginami, Toshima and Nakano, strengthen synergies among businesses through M&A, improve sales operations efficiency through digital transformation, and develop new areas such as the third-place business.

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Key numbersShowing 8 of 20
PER
14.1How many years of earnings it would take to buy the stock. The market average is generally considered to be around 15.
PBR
1.15How many times the company's net assets? Around 1x is generally considered a benchmark.
ROE
8.1%Earning power. A figure above 10% is generally considered good.
Dividend yield
0.0%The annual dividend as a percentage of the share price.
Market capitalization
¥12bnShare price × number of shares. The value of the entire company.
Equity ratio
42.5%The proportion of assets funded by money that does not have to be repaid.
Operating margin
17.7%The percentage of revenue remaining from the company’s core business.
Revenue growth (3 years)
28.3%The average annual growth in sales over the past three years.
What to watch next
Following the launch of the “Mekiki AI” tool, whether “outcome metrics” such as conversion rates, lead times, and project value are disclosed
From the next quarter through FY2026 (the timing for quantifying operating results)Impact MediumLikelihood Medium
The extent to which the expansion of direct contracting and construction capabilities by LDX Design Cloud, following the acquisition of a construction business license, contributes to gross profit and project conversions in the sumuzu business
During FY2026 (as operations ramp up and orders and revenue are recorded)Impact HighLikelihood Medium
Whether expansion of the product lineup in the third-place business (vacation homes and brands for affluent customers) translates into progress in sales and earnings, as reflected in sales and delivery results
During fiscal 2026Impact MediumLikelihood Low
How rising material costs, foreign exchange rates, and the interest-rate environment affect procurement and selling prices and the competitive environment, including the impact on earnings and inventory valuation
Quarterly going forwardImpact HighLikelihood Medium
The impact of capital policy measures, including the planned reduction in capital, the level of short- and long-term borrowings, and whether dilution risk materializes, on earnings per share
From September 2026 onward, when the planned measures take effect, plus quarterly updates on funding and liquidityImpact MediumLikelihood Medium
What to watch next
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Who owns itTop holders total 75.8%
Listed holders 75.8%Everyone else 24.2%
Okada Kazuya (岡田 和也)40.82%
エムジェイ・アール合同会社17.75%
Okada Eriko (岡田 英利子)4.21%
岡田 光盛3.33%
Kageyama Kyoichi (蔭山 恭一)2.98%
槇田 重夫2.17%
柴田 健一1.29%
渡邉 光章1.22%
2 other listed holders2.02%
Who owns it
HolderOwnership (%)
Okada Kazuya (岡田 和也)40.82
エムジェイ・アール合同会社17.75
Okada Eriko (岡田 英利子)4.21
岡田 光盛3.33
Kageyama Kyoichi (蔭山 恭一)2.98
槇田 重夫2.17
柴田 健一1.29
渡邉 光章1.22
2 other listed holders2.02
This company's documents
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