AI Partners Financial Inc.
Earnings Presentation Materials
Released consolidated results for the second quarter (interim) of the fiscal year ending March 2027. Assets under mediation (AUM) were 485,015 million yen, up 20.5% year-over-year. Financial product brokerage revenue increased, and total revenue rose 19.7% year-over-year. Insurance agency business was terminated, while the firm emphasizes the profitability and growth of IFA-related operations. On an interim basis, sales and profits reached record highs.
Key Figures
- AUM: 485,015 million yen (Up 20.5% YoY)
- Revenue: 2,305 million yen (Up 19.7% YoY)
- Financial product brokerage revenue: 2,167 million yen (Up 30.4% YoY)
AI要約
Performance Highlights
This document discloses the consolidated results overview for the second quarter (interim) of the fiscal year ending March 2027. Assets under mediation (AUM) achieved growth of more than 20% compared with the previous year, and the number of affiliated IFAs remained stable at 226. Financial product brokerage revenue reached a record high, and total revenue increased by approximately 19.7%. Insurance agency operations ceased new solicitations at the end of March 2026, but the company continues its growth strategy through a platform-based IFA business.
Growth Strategy and Outlook
Against the backdrop of the government's asset management promotion plan, the company will expand its platform-based financial product brokerage centered on IFAs who pursue the best interests of clients. It aims to achieve stable AUM growth while optimizing ROA and plans a net increase of about 12 IFAs per year. For the fiscal year ending March 2029, the long-term target assumes maintaining AUM growth at an annual rate of about 20% and an ROA around 0.92%.
Operating Income Trend
Assets under Mediation (AUM) Trend
ROA Trend
Number of Affiliated IFAs Trend
AUM per IFA
AI Partners Financial Inc.
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