Komori
SBI Leasing Services (5834) · FactUpdate to actual and forecast market sizeLatest Earnings presentation (2026-07-29): "Restated"

Recovery and Expansion of Japan’s Operating Lease Market

First written in FY2024. 1 of 7 entries say "Advanced", first in 2026-04-28. Latest entry: 2026-07-29.

7entries
3years
3from disclosures
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How it moved
ProgressHeldSoftenedWorseOtherFY2024 – FY20252024: 220242025: 120252026: 42026
Same theme, other companies
Recovery and Expansion of Japan’s Operating Lease MarketA theme 1 companies write about · 0 as a headwind · 1 as a tailwind

No other company in this theme has enough history to compare yet.

Full recordFilings, disclosures and news, newest first
  1. FY2026Update to actual and forecast market sizeAnnual report

    「The market is expected to exceed ¥1 trillion in fiscal 2025 and continue expanding steadily from fiscal 2026 onward.」

    The company disclosed a forecast that the Japanese operating lease market would exceed ¥1 trillion in fiscal 2025 and continue expanding steadily from fiscal 2026 onward.
  2. 2026-04-28AdvancedEarnings presentation

    「The market is expected to expand steadily from fiscal 2025 onward. Some forecasts project that it will exceed ¥1 trillion in fiscal 2026.」

    The outlook for expansion of the JOL and JOLCO market from fiscal 2025 onward was presented, with the fiscal 2026 market size updated to ¥1,094.0 billion on the chart.
  3. FY2025Update to actual and forecast market sizeAnnual report

    「Following the resumption of economic activity, the market reached approximately ¥850 billion in fiscal 2024, exceeding its pre-pandemic size. The market is expected to continue expanding steadily from fiscal 2025, with some forecasts placing it above ¥1 trillion in fiscal 2026.」

    The JOL and JOLCO market expanded to approximately ¥850 billion in fiscal 2024, and a forecast above ¥1 trillion in fiscal 2026 was newly disclosed.
  4. FY2025-H1Update to actual market conditionsAnnual report

    「JOLCO product sales reached a record high for an interim period because sufficient product inventory was built up at the end of the previous fiscal year and proactive sales activities were pursued.」

    Although the market-size forecast for JOL and JOLCO was not repeated, the company disclosed record-high interim sales of JOLCO products.
  5. FY2024First statedAnnual report

    「The Japanese operating lease market, comprising JOL and JOLCO, was approximately ¥620 billion in fiscal 2019 but contracted sharply to the ¥370 billion range in fiscal 2020 and fiscal 2021. However, following the resumption of economic activity after the COVID-19 pandemic, the market recovered to approximately ¥700 billion in fiscal 2023 and is expected to exceed its pre-pandemic size at approximately ¥800 billion in fiscal 2024 and return to a growth trajectory.」

    The company newly disclosed expectations that the JOL and JOLCO market would recover and expand to approximately ¥700 billion in fiscal 2023 and ¥800 billion in fiscal 2024 after contracting during the pandemic.
Moved together

None of this company's other threads moved the same way in the same document twice or more.

When this could move next
SBI Leasing Services's next results are scheduled for 2026-10-28. Read the earnings preview It last moved in the Earnings presentation of 2026-07-29: "Restated".
News
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