Tama Home Co., Ltd.
Disclosure of Summary of Q&A at the Q2 Financial Results Briefing for the Fiscal Year Ending May 2026 (Telephone Conference)
At the Q2 financial results briefing for the fiscal year ending May 2026, expectations for increased orders and sales improvement through product restructuring were discussed, with recruitment activities continuing. Although there is a time lag in house deliveries for detached housing subdivisions, performance remains solid.
Key Figures
- Order Increase Expectations: Product restructuring started (from January 2026)
- Recruitment Activities: Progressing as planned, effective in improving contract rate
- Detached Housing Subdivision Deliveries: Amount increased, number of units flat (due to time lag)
AI要約
Overview of Business Performance
At the Q2 financial results briefing for the fiscal year ending May 2026, it was indicated that product restructuring has started based on next fiscal year's sales outlook, with expectations for increased orders. Recruitment activities are progressing as planned and have shown a certain effect in improving the contract rate. Although there is a time lag from order to delivery for detached housing subdivisions, the order situation is steadily trending. Delays in building confirmation applications due to changes in regulations are anticipated and being addressed accordingly.
Future Outlook and Dividend Policy
Product restructuring will continue going forward with an expectation of increasing the number of ordered units. While there is no specific mention of dividend policy, the company expresses a united stance to improve performance and return profits. The unit price increase for detached housing subdivisions is attributed to fluctuations in land prices, and sales in urban areas are progressing smoothly.
