Aoyama Zaisan Networks Company,Limited held a briefing on its results for the second quarter of the fiscal year ending December 2026. Having revised down its full-year results forecast on 7 August, the company lowered its revenue outlook for the current fiscal year due to weak sales of its core products and a decline in real estate transactions. It announced higher revenue from wealth consulting and an enhanced AI/DX strategy. Expectations for large-scale projects and an improvement in real estate sales were cited as recovery factors for the second half.
Aoyama Zaisan Networks Company,Limited held a briefing on its results for the second quarter of the fiscal year ending December 2026, explaining the details and background of the full-year forecast revision announced on 7 August. The company said sales of Advantage Club, its core product, had remained sluggish due to the impact of tax reforms, and that revenue from real estate transactions was expected to decline from ¥26.7 billion to ¥16.06 billion.
Meanwhile, revenue from wealth consulting was raised to ¥12.66 billion, compared with the initial forecast of ¥12.3 billion. The gross margin for wealth consulting was expected to be 53.2%, while that for real estate transactions was expected to improve to 12.9%. Consolidated revenue for the interim period was ¥13.3 billion, and operating profit was ¥1.758 billion rather than ¥758 million, representing progress rates of 46.4% and 36.6%, respectively. The company expressed confidence in achieving its full-year plan, anticipating large-scale M&A transactions and a recovery in real estate sales in the second half.
Regarding the AI/DX strategy, a key pillar of its medium-term management plan, the company announced that it would raise its productivity improvement target from 1.5x to 2x and seek to increase consulting revenue by up to 1.2x by FY2028. The Q&A session covered issues including the challenges facing the wealth succession fund, delays in hiring, the expected increase in AI adoption, and consideration of share buybacks in light of cash and deposits.
In conclusion, the company emphasized that expectations for a recovery in the second half and increased investment in AI/DX would be reflected in its medium-term plan.