Tama Home Co., Ltd.
Q1 FY2027 Earnings Presentation (Telephone Conference) Q&A Summary
Q1 showed higher revenue but lower profit. Detached-house subdivisions performed well, with many completed properties delivered within two months of contract. Recovery is expected next fiscal year, led by detached-house subdivisions and renovation. Although the impact of tax reform is uncertain, it is assessed to have no negative effect.
Key Figures
- Revenue: Unknown
- Order-to-delivery lead time: Many deliveries within 2 months from contract
- Impact of tax reform: Unknown but considered to have no negative impact
AI要約
Performance Overview
In Q1, revenue decreased year-over-year and profit declined, but progress is analyzed as being in line with the initial plan. Orders and deliveries for detached-house subdivisions are stable, and the renovation business is also performing well. The company expects a recovery from Q2 onward and aims to achieve the full-year plan overall.
Outlook and Drivers
The strength in the detached-house subdivision business is driven by an increase in customers opting for short-term delivery of completed properties amid rising interest rates, and by providing high-quality lots for customers who do not own land. Anticipating increases in material and labor costs, the company will continue appropriate control of selling prices and costs. Assuming recovery from Q2 onward, the company will closely monitor order and delivery trends.
Tama Home Co., Ltd.
Company overview · Stock price · Financial data · All IR
