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Financial results briefing materials6037RAKUMACHI,INC.Information and Communications, Services and Others

FY July 2026 Second-Quarter Financial Results Presentation

For the six months ended 31 January 2026, revenue and profit increased on growth in core services such as property listings, with operating profit up 43.4% year on year. Progress against the full-year forecast exceeded 50% for operating revenue, operating profit, ordinary profit and net profit.

Worth reading
46Recurring
0–100. This measures how worthwhile something is to read, not how good or bad the company is.
Direction
Improvement
Direction inferred from the company’s description.
Scale
43.4
Year-on-year change in operating profit (%)
Wording
Conditional
How definitive the wording is.

Contents of this document

Financial results briefing materials2026年7月期 第2四半期累計7 items taken from the company’s own explanation
Financial Results Figures (The key points of this material are explained below)
Net Sales¥1,757 million+14.9%
Operating profit¥972 million+43.4%
Ordinary income¥1,085 million+39.2%
Net income¥721 million+37.7%
Operating profit margin50%以上。前年同期比の増減ポイントはNot disclosed
Full-year earnings forecast
Operating revenue
¥3,500 million
Operating profit
¥1,800 million
Ordinary income
¥2,000 million
Net income for the current fiscal year
¥1,308 million
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。
Operating revenue50.2%
Operating profit54.0%
Ordinary income54.3%
Net income for the current fiscal year55.2%
What the company explained in this material
Self-assessment against the planThe company's self-assessment against its own plan.
Progressing steadily
New initiatives
  • 全社へのAI導入と社員のAI利用率100%
  • 不動産会社向けの物件紹介文AI自動生成
  • AIによる物件提案先の自動検索・提案機能
  • 日本情報クリエイトとの連携による賃料推移データ追加とAI賃料シミュレーションの提供予定
  • 本社併設の撮影スタジオ開設
  • Planned repurchase of treasury shares
  • Issuance of paid stock options
Key KPIsA metric the company considers important as a management benchmark.
  • Property listing service revenue¥883 million+11.1%
  • Number of member stores on the property listing service5,459 stores+9.0%
  • Membership487 thousand customers+12.4%
  • Page views101 million page views+23.2%
  • 楽待プレミアムサービス収益¥81 million+33.7%
  • 楽待プレミアムサービス会員数5,345 people+14.7%
  • YouTube Rakumachi channel subscribers1,454 thousand customers+35.3%
Market Size / Share
Number of taxpayers reporting real estate income約320万人
当社会員数約48万人
Number of real estate transaction businesses約13万社
当社加盟店数5,459店
成長余地会員数約7倍、加盟店数約24倍
Annual Dividend
¥13 per share
Payout ratio
19.67%
Acquisition of treasury shares
Buyback limit25万株、3億円を上限
Period2026年3月16日から2026年6月15日
Actual purchases2025年9月16日～2025年10月3日に500,000株、7.0億円
Contents of this document
ItemDetails
Document typeFinancial results briefing materials
Fiscal Period Covered2026年7月期 第2四半期累計
Net Sales¥1,757 million (YoY +14.9%)
Operating profit¥972 million (YoY +43.4%)
Ordinary income¥1,085 million (YoY +39.2%)
Net income¥721 million (YoY +37.7%)
Operating profit margin50%以上。前年同期比の増減ポイントはNot disclosed
Full-year earnings forecastOperating revenue ¥3,500 million / Operating profit ¥1,800 million / Ordinary income ¥2,000 million / Net income for the current fiscal year ¥1,308 million
Progress against full-year forecastOperating revenue 50.2% / Operating profit 54.0% / Ordinary income 54.3% / Net income for the current fiscal year 55.2%
Self-assessment against the planProgressing steadily
Key KPIsProperty listing service revenue ¥883 million (YoY +11.1%), Number of member stores on the property listing service 5,459 stores (YoY +9.0%), Membership 487 thousand customers (YoY +12.4%), Page views 101 million page views (YoY +23.2%), 楽待プレミアムサービス収益 ¥81 million (YoY +33.7%), 楽待プレミアムサービス会員数 5,345 people (YoY +14.7%), YouTube Rakumachi channel subscribers 1,454 thousand customers (YoY +35.3%)
Annual Dividend¥13 per share
Payout ratio19.67%
Acquisition of treasury sharesBuyback limit 25万株、3億円を上限 / Period 2026年3月16日から2026年6月15日 / Actual purchases 2025年9月16日～2025年10月3日に500,000株、7.0億円
Market Size / ShareNumber of taxpayers reporting real estate income 約320万人 / 当社会員数 約48万人 / Number of real estate transaction businesses 約13万社 / 当社加盟店数 5,459店 / 成長余地 会員数約7倍、加盟店数約24倍
New initiatives全社へのAI導入と社員のAI利用率100%, 不動産会社向けの物件紹介文AI自動生成, AIによる物件提案先の自動検索・提案機能, 日本情報クリエイトとの連携による賃料推移データ追加とAI賃料シミュレーションの提供予定, 本社併設の撮影スタジオ開設, Planned repurchase of treasury shares, Issuance of paid stock options
Items this document does not state (15)
Gross Profit MarginSelling, general and administrative expensesResults for the three months of the current quarterSegment resultsBreakdown of Factors Affecting the ChangeUnit price and quantity metricsNumber of stores and locationsNumber of employeesAssumptions Underlying the Business OutlookRisk amount incorporated into the outlookMedium-term management plan targetsFinancial targetsCapital 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.

主力サービスの成長、物件掲載サービスおよび提案サービスのストック型収益の拡大、タイアップ動画広告の受注本数増加などが理由として示されている。

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.
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Corrections happenIf the company reissues this disclosure, the page is rebuilt from the corrected version and the revision number moves up.
FY July 2026 Second-Quarter Financial Results Presentation | RAKUMACHI,INC. (6037) timely disclosure | Komori