Worth reading
38Recurring
0–100. This measures how worthwhile something is to read, not how good or bad the company is.Direction
Neutral
Direction inferred from the company’s description.Scale
502
Homes (homes sold; 108% year on year)Wording
Conditional
How definitive the wording is.Contents of this document
Summary of Q&AFull year ended August 20264 items taken from the company’s own explanation
Financial Results Figures (The key points of this material are explained below)
Full-year earnings forecast
Net Sales
250 Billions of yen
Number of homes sold
620 buildings
What the company explained in this material
Self-assessment against the planThe company's self-assessment against its own plan.
Revenue and profit both achieved the earnings forecast. Profit exceeded expectations.Key points of the Q&AKey questions raised by investors at the briefing and the company's answers
- Homes sold and contracted: 502 homes sold and 559 homes contracted, with a breakdown by the Kanto and Tokai regions provided.
- Next fiscal year’s supply and sales outlook: the number of homes to be supplied was not disclosed, but the company is targeting approximately 620 homes sold and revenue of around ¥25 billion.
- Naphtha shock: although some component prices have risen and lead times have lengthened, the impact on results is expected to be limited through price pass-through and cost reviews.
- Competitors’ withdrawal from regional markets: the company will concentrate resources in Tokai and Kanto, will not withdraw from Tokai, and plans to assess profitability and capitalize on competitor trends as an opportunity.
- Partnership: all construction work for the Nagoya branch was outsourced to KI-Star Real Estate.
- Selling prices: specific amounts were not disclosed, but prices are trending upward in both Kanto and Tokai.
- Factors affecting results: purchases focused on highly profitable land, a review of procurement standards and improvements to the sales structure contributed.
- First quarter of the fiscal year ending August 2027: progress is steady against the full-year target, and profit is expected to be secured.
Key KPIsA metric the company considers important as a management benchmark.
- Homes sold502 buildingsYear on year against the same period last year108%
- Homes contracted559 buildingsYear on year against the same period last year112%
Unit price and quantity metricsThese figures show sales broken down by price and volume.
The average selling price per home in the Kanto and Tokai regions was not disclosed in specific amounts or year-on-year terms. Prices are trending upward in both Kanto and Tokai.| Item | Details |
|---|---|
| Document type | Summary of Q&A |
| Fiscal Period Covered | Full year ended August 2026 |
| Full-year earnings forecast | Net Sales 250 Billions of yen / Number of homes sold 620 buildings |
| Self-assessment against the plan | Revenue and profit both achieved the earnings forecast. Profit exceeded expectations. |
| Key KPIs | Homes sold 502 buildings, Homes contracted 559 buildings |
| Unit price and quantity metrics | The average selling price per home in the Kanto and Tokai regions was not disclosed in specific amounts or year-on-year terms. Prices are trending upward in both Kanto and Tokai. |
| Key points of the Q&A | Homes sold and contracted: 502 homes sold and 559 homes contracted, with a breakdown by the Kanto and Tokai regions provided., Next fiscal year’s supply and sales outlook: the number of homes to be supplied was not disclosed, but the company is targeting approximately 620 homes sold and revenue of around ¥25 billion., Naphtha shock: although some component prices have risen and lead times have lengthened, the impact on results is expected to be limited through price pass-through and cost reviews., Competitors’ withdrawal from regional markets: the company will concentrate resources in Tokai and Kanto, will not withdraw from Tokai, and plans to assess profitability and capitalize on competitor trends as an opportunity., Partnership: all construction work for the Nagoya branch was outsourced to KI-Star Real Estate., Selling prices: specific amounts were not disclosed, but prices are trending upward in both Kanto and Tokai., Factors affecting results: purchases focused on highly profitable land, a review of procurement standards and improvements to the sales structure contributed., First quarter of the fiscal year ending August 2027: progress is steady against the full-year target, and profit is expected to be secured. |
Items this document does not state (24)
Net SalesOperating profitOrdinary incomeNet incomeGross Profit MarginOperating profit marginSelling, general and administrative expensesResults for the three months of the current quarterProgress against full-year forecastSegment resultsBreakdown of Factors Affecting the ChangeNumber of stores and locationsNumber of employeesAssumptions Underlying the Business OutlookRisk amount incorporated into the outlookMedium-term management plan targetsFinancial targetsAnnual DividendPayout ratioAcquisition of treasury sharesCapital expendituresOrders received and order backlogMarket Size / ShareNew initiatives
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.The company explained that focusing purchases on highly profitable land and continuing to review procurement standards and improve the sales structure contributed to achieving revenue and exceeding profit expectations.
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.