ORIX Corporation (IX) Q2 2026 Earnings Call

Investor webinar replay

Replay transcript excerpt

Now that it's time, I would like to begin the Oryx Corporation's second quarter financial results briefing for fiscal year ending in March 2026. Thank you for joining us. I'll be the facilitator. I'm from IR, Sustainability Promotion Department. My name is Nakane. We have two speakers today. We have a director, representative executive officer, president and COO, Hidetake Takahashi, as well as our operating officer, head of IRR, Kazuki Yamamoto. First half will be presented by Takahashi, second half by Yamamoto. Then we'll have a Q&A session. We are planning to have 60 minutes for this briefing session. Takahashi-san? Thank you very much. for taking the time out of your busy schedule to attend the OX Group's financial results briefing today. I'm Hidetake Takahashi, OX Group's COO. I'll explain the key initiative is business progress toward achieving the long-term vision announced in May this year, which is making impact through alternative investments and operation and business solutions, as well as management indicators of 15% ROE and 1 trillion yen in net profit for the fiscal year ending March 2035. And following this, Kazuki Yamamoto, who is in charge of management planning and IR, will explain the second quarter financial results for the fiscal year ending March 2026. If you could please refer to the page three, there are five points that I would like to convey today. First, I'd like to discuss the revision to our earnings forecast. Our first half, all three categories, finance, operation, investment, performed well, and capital recycling is also progressing smoothly. As a result, we decided to raise the net profit forecast from the previous 380 billion yen to 440 billion yen. We also revised the 4-year dividend forecast per share from ¥132.13 based on a net pro...