LEIFRAS Co., Ltd. · NASDAQ:LFS
LEIFRAS — H1 FY2026 Earnings Presentation
49 slides from LEIFRAS's earnings presentation, Oct 8, 2026
Slide 1: H1 FY2026 Investor Presentation
H1 FY202 6 Investor Presentation LEIFRAS Co., Ltd. (Nasdaq: LFS) ｜ October 202 6
Slide 2: Forward-looking statements disclaimer
1 Copyright © 2026 LEIFRAS CO., LTD. All rights reserved. There is no guarantee that any specific outcome will be achieved. Investments may be speculative, illiquid and there is a ris k o f loss. Past performance is not indicative of future results. This presentation contains forward - looking state
Slide 3: One Year on Nasdaq
2 Copyright © 2026 LEIFRAS CO., LTD. All rights reserved. There is no guarantee that any specific outcome will be achieved. Investments may be speculative, illiquid and there is a ris k o f loss. Past performance is not indicative of future results. October 9, 2026 ONE YEAR ON NASDAQ One Year on Nas
Slide 4: Index
3 Copyright © 2026 LEIFRAS CO., LTD. All rights reserved. There is no guarantee that any specific outcome will be achieved. Investments may be speculative, illiquid and there is a ris k o f loss. Past performance is not indicative of future results. INDEX
Slide 5: Index: Company Profile
4 Copyright © 2026 LEIFRAS CO., LTD. All rights reserved. There is no guarantee that any specific outcome will be achieved. Investments may be speculative, illiquid and there is a ris k o f loss. Past performance is not indicative of future results. INDEX 2. Executive Summary 3. H1 FY2026 Consolidat
Slide 6: Corporate Philosophy/History
5 Copyright © 2026 LEIFRAS CO., LTD. All rights reserved. There is no guarantee that any specific outcome will be achieved. Investments may be speculative, illiquid and there is a ris k o f loss. Past performance is not indicative of future results. Corporate Philosophy/History With the corporate ph
Slide 7: Business Model
6 Copyright © 2026 LEIFRAS CO., LTD. All rights reserved. There is no guarantee that any specific outcome will be achieved. Investments may be speculative, illiquid and there is a ris k o f loss. Past performance is not indicative of future results. Business Model Sports School Business Social Busin
Slide 8: Business Seasonality
7 Copyright © 2026 LEIFRAS CO., LTD. All rights reserved. There is no guarantee that any specific outcome will be achieved. Investments may be speculative, illiquid and there is a ris k o f loss. Past performance is not indicative of future results. Business Seasonality Our business's profit structu
Slide 9: Index: Executive Summary
8 Copyright © 2026 LEIFRAS CO., LTD. All rights reserved. There is no guarantee that any specific outcome will be achieved. Investments may be speculative, illiquid and there is a ris k o f loss. Past performance is not indicative of future results. INDEX 1. Company Profile 3. H1 FY2026 Consolidated
Slide 10: Financial Highlights
9 Copyright © 2026 LEIFRAS CO., LTD. All rights reserved. There is no guarantee that any specific outcome will be achieved. Investments may be speculative, illiquid and there is a ris k o f loss. Past performance is not indicative of future results. 330 474 FY25H1 FY26H1 418 859 FY25H1 FY26H1 418 56
Slide 11: Financial Highlights: Supplementary Explanation
10 Copyright © 2026 LEIFRAS CO., LTD. All rights reserved. There is no guarantee that any specific outcome will be achieved. Investments may be speculative, illiquid and there is a ris k o f loss. Past performance is not indicative of future results. Financial Highlights | Supplementary Explanation
Slide 12: Key Topics of H1 FY2026
11 Copyright © 2026 LEIFRAS CO., LTD. All rights reserved. There is no guarantee that any specific outcome will be achieved. Investments may be speculative, illiquid and there is a ris k o f loss. Past performance is not indicative of future results. Key Topics of H1 FY2026 Steady progress achieved
Slide 13: Index: Financial Results
12 Copyright © 2026 LEIFRAS CO., LTD. All rights reserved. There is no guarantee that any specific outcome will be achieved. Investments may be speculative, illiquid and there is a ris k o f loss. Past performance is not indicative of future results. INDEX 1. Company Profile 2. Executive Summary 4.
Slide 14: Consolidated Statements of Income Highlights
13 Copyright © 2026 LEIFRAS CO., LTD. All rights reserved. There is no guarantee that any specific outcome will be achieved. Investments may be speculative, illiquid and there is a ris k o f loss. Past performance is not indicative of future results. Consolidated Statements of Income Highlights Net
Slide 15: Adjusted income from operations
14 Copyright © 2026 LEIFRAS CO., LTD. All rights reserved. There is no guarantee that any specific outcome will be achieved. Investments may be speculative, illiquid and there is a ris k o f loss. Past performance is not indicative of future results. Adjusted income from operations H1 FY2 ６ H1 FY2 ５
Slide 16: Segment summary
15 Copyright © 2026 LEIFRAS CO., LTD. All rights reserved. There is no guarantee that any specific outcome will be achieved. Investments may be speculative, illiquid and there is a ris k o f loss. Past performance is not indicative of future results. Segment summary Sports school business Social bus
Slide 17: Index: Growth Strategy Progress
16 Copyright © 2026 LEIFRAS CO., LTD. All rights reserved. There is no guarantee that any specific outcome will be achieved. Investments may be speculative, illiquid and there is a ris k o f loss. Past performance is not indicative of future results. INDEX 1. Company Profile 2. Executive Summary 3.
Slide 18: Progress of the Sports School Business
17 Copyright © 2026 LEIFRAS CO., LTD. All rights reserved. There is no guarantee that any specific outcome will be achieved. Investments may be speculative, illiquid and there is a ris k o f loss. Past performance is not indicative of future results. Progress of the Sports School Business Topics Net
Slide 19: Sports School Business II: Expansion to All 47 Prefectures
18 Copyright © 2026 LEIFRAS CO., LTD. All rights reserved. There is no guarantee that any specific outcome will be achieved. Investments may be speculative, illiquid and there is a ris k o f loss. Past performance is not indicative of future results. Progress of the Sports School Business II: Expans
Slide 20: Sports School Business II: Tokai Sports M&A and Synergies
19 Copyright © 2026 LEIFRAS CO., LTD. All rights reserved. There is no guarantee that any specific outcome will be achieved. Investments may be speculative, illiquid and there is a ris k o f loss. Past performance is not indicative of future results. Progress of the Sports School Business II : Tokai
Slide 21: A Paradigm Shift in Education in the Age of AI
20 Copyright © 2026 LEIFRAS CO., LTD. All rights reserved. There is no guarantee that any specific outcome will be achieved. Investments may be speculative, illiquid and there is a ris k o f loss. Past performance is not indicative of future results. A Paradigm Shift in Education in the Age of AI ｜
Slide 22: Progress of Social Business I
21 Copyright © 2026 LEIFRAS CO., LTD. All rights reserved. There is no guarantee that any specific outcome will be achieved. Investments may be speculative, illiquid and there is a ris k o f loss. Past performance is not indicative of future results. Progress of Social Business I Topics Net revenue
Slide 23: Social Business I: Expanding Club Activity Contracts
22 Copyright © 2026 LEIFRAS CO., LTD. All rights reserved. There is no guarantee that any specific outcome will be achieved. Investments may be speculative, illiquid and there is a ris k o f loss. Past performance is not indicative of future results. Progress of Social Business I ： Expanding Club Ac
Slide 24: Contracted government-designated cities and Tokyo special wards
23 Copyright © 2026 LEIFRAS CO., LTD. All rights reserved. There is no guarantee that any specific outcome will be achieved. Investments may be speculative, illiquid and there is a ris k o f loss. Past performance is not indicative of future results. The number of contracted government - designated
Slide 25: Social Business I: Expanding Contracted Municipalities
24 Copyright © 2026 LEIFRAS CO., LTD. All rights reserved. There is no guarantee that any specific outcome will be achieved. Investments may be speculative, illiquid and there is a ris k o f loss. Past performance is not indicative of future results. Progress of Social Business I ： Expanding Contrac
Slide 26: Social Business II: Expanding into the Childcare Sector
25 Copyright © 2026 LEIFRAS CO., LTD. All rights reserved. There is no guarantee that any specific outcome will be achieved. Investments may be speculative, illiquid and there is a ris k o f loss. Past performance is not indicative of future results. Progress of Social Business II ： Expanding from O
Slide 27: Social Business III: After-School Daycare Services
26 Copyright © 2026 LEIFRAS CO., LTD. All rights reserved. There is no guarantee that any specific outcome will be achieved. Investments may be speculative, illiquid and there is a ris k o f loss. Past performance is not indicative of future results. Progress of Social Business III ｜ After - School
Slide 28: Comprehensive Initiatives in Aichi Prefecture
27 Copyright © 2026 LEIFRAS CO., LTD. All rights reserved. There is no guarantee that any specific outcome will be achieved. Investments may be speculative, illiquid and there is a ris k o f loss. Past performance is not indicative of future results. Achievements of Leifras : Comprehensive Initiativ
Slide 29: Index: Financial Position
28 Copyright © 2026 LEIFRAS CO., LTD. All rights reserved. There is no guarantee that any specific outcome will be achieved. Investments may be speculative, illiquid and there is a ris k o f loss. Past performance is not indicative of future results. INDEX 1. Company Profile 2. Executive Summary 3.
Slide 30: Consolidated BS Highlights
29 Copyright © 2026 LEIFRAS CO., LTD. All rights reserved. There is no guarantee that any specific outcome will be achieved. Investments may be speculative, illiquid and there is a ris k o f loss. Past performance is not indicative of future results. Consolidated BS Highlights Maintaining a sound fi
Slide 31: Consolidated CF Highlights
30 Copyright © 2026 LEIFRAS CO., LTD. All rights reserved. There is no guarantee that any specific outcome will be achieved. Investments may be speculative, illiquid and there is a ris k o f loss. Past performance is not indicative of future results. Consolidated CF Highlights FY ２ 6 H1 FY ２ 5 H1 (i
Slide 32: Index: Full-Year Forecast
31 Copyright © 2026 LEIFRAS CO., LTD. All rights reserved. There is no guarantee that any specific outcome will be achieved. Investments may be speculative, illiquid and there is a ris k o f loss. Past performance is not indicative of future results. INDEX 1. Company Profile 2. Executive Summary 3.
Slide 33: Consolidated Earnings Forecast for FY Ending December 2026
32 Copyright © 2026 LEIFRAS CO., LTD. All rights reserved. There is no guarantee that any specific outcome will be achieved. Investments may be speculative, illiquid and there is a ris k o f loss. Past performance is not indicative of future results. We predict continued growth with no changes to ou
Slide 34: Index: Growth Strategy
33 Copyright © 2026 LEIFRAS CO., LTD. All rights reserved. There is no guarantee that any specific outcome will be achieved. Investments may be speculative, illiquid and there is a ris k o f loss. Past performance is not indicative of future results. INDEX 1. Company Profile 2. Executive Summary 3.
Slide 35: Expansion of sports school business: issues and strategies
34 Copyright © 2026 LEIFRAS CO., LTD. All rights reserved. There is no guarantee that any specific outcome will be achieved. Investments may be speculative, illiquid and there is a ris k o f loss. Past performance is not indicative of future results. Increase in graduates (withdrawals) due to curren
Slide 36: Club activities: market size and national policy roadmap I
35 Copyright © 2026 LEIFRAS CO., LTD. All rights reserved. There is no guarantee that any specific outcome will be achieved. Investments may be speculative, illiquid and there is a ris k o f loss. Past performance is not indicative of future results. Expanding the share of club activities | Market s
Slide 37: Club activities: market size and national policy roadmap II
36 Copyright © 2026 LEIFRAS CO., LTD. All rights reserved. There is no guarantee that any specific outcome will be achieved. Investments may be speculative, illiquid and there is a ris k o f loss. Past performance is not indicative of future results. Expanding the share of club activities | Market s
Slide 38: Competitive advantage I (barriers to entry)
37 Copyright © 2026 LEIFRAS CO., LTD. All rights reserved. There is no guarantee that any specific outcome will be achieved. Investments may be speculative, illiquid and there is a ris k o f loss. Past performance is not indicative of future results. Number of school clubs managed : Repeat rate (con
Slide 39: Competitive advantage II (network with the national government)
38 Copyright © 2026 LEIFRAS CO., LTD. All rights reserved. There is no guarantee that any specific outcome will be achieved. Investments may be speculative, illiquid and there is a ris k o f loss. Past performance is not indicative of future results. Japan Private Education Council Expanding the sha
Slide 40: Expanding market share in club activity programs: strategies by phase
39 Copyright © 2026 LEIFRAS CO., LTD. All rights reserved. There is no guarantee that any specific outcome will be achieved. Investments may be speculative, illiquid and there is a ris k o f loss. Past performance is not indicative of future results. Expanding market share in club activity programs
Slide 41: Human Capital Strategy II
40 Copyright © 2026 LEIFRAS CO., LTD. All rights reserved. There is no guarantee that any specific outcome will be achieved. Investments may be speculative, illiquid and there is a ris k o f loss. Past performance is not indicative of future results. By offering direct employment and clear career pa
Slide 42: Improving operating profit margin: factors, measures, outlook
41 Copyright © 2026 LEIFRAS CO., LTD. All rights reserved. There is no guarantee that any specific outcome will be achieved. Investments may be speculative, illiquid and there is a ris k o f loss. Past performance is not indicative of future results. Improving operating profit margin | Factors, meas
Slide 43: Index: Capital Allocation
42 Copyright © 2026 LEIFRAS CO., LTD. All rights reserved. There is no guarantee that any specific outcome will be achieved. Investments may be speculative, illiquid and there is a ris k o f loss. Past performance is not indicative of future results. INDEX 1. Company Profile 2. Executive Summary 3.
Slide 44: Capital Allocation
43 Copyright © 2026 LEIFRAS CO., LTD. All rights reserved. There is no guarantee that any specific outcome will be achieved. Investments may be speculative, illiquid and there is a ris k o f loss. Past performance is not indicative of future results. Improving corporate value to achieve our mission
Slide 45: Index: Reference Materials
44 Copyright © 2026 LEIFRAS CO., LTD. All rights reserved. There is no guarantee that any specific outcome will be achieved. Investments may be speculative, illiquid and there is a ris k o f loss. Past performance is not indicative of future results. INDEX 1. Company Profile 2. Executive Summary 3.
Slide 46: Adjusted Income from Operations
45 Copyright © 2026 LEIFRAS CO., LTD. All rights reserved. There is no guarantee that any specific outcome will be achieved. Investments may be speculative, illiquid and there is a ris k o f loss. Past performance is not indicative of future results. Adjusted Income from Operations FY ２ 6 H1 FY ２ 5
Slide 47: Supplementary materials on national policy 1
46 Copyright © 2026 LEIFRAS CO., LTD. All rights reserved. There is no guarantee that any specific outcome will be achieved. Investments may be speculative, illiquid and there is a ris k o f loss. Past performance is not indicative of future results. Supplementary materials on national policy ① <Sou
Slide 48: Supplementary materials on national policy 2
47 Copyright © 2026 LEIFRAS CO., LTD. All rights reserved. There is no guarantee that any specific outcome will be achieved. Investments may be speculative, illiquid and there is a ris k o f loss. Past performance is not indicative of future results. Supplementary materials on national policy ② <Sou
Slide 49: Contact LEIFRAS IR Department
For inquiries, please contact LEIFRAS Co., Ltd. / IR Department : Email : ir@leifras.co.jp