Lib Work Co.,Ltd.
Explanation of Medium-Term Management Plan and Business Portfolio Announcing Evolution into a Housing OS Company
The company announced a medium-term plan that advances high profitability centered on the housing business while progressively expanding the Housing OS and commercializing 3D-printed homes. The 2026/6 fiscal year results were driven by the housing business. Over the next three years, the company will increase contributions from Housing OS and 3DP, targeting ROE of 20%, operating profit margin above 10%, and ROA above 15% by 2029. Overseas expansion will proceed cautiously through staged investments.
Key Figures
- Net sales for fiscal year ended June 2026: 156 hundred million yen 80 million yen
- Gross margin: 30.97%
- ROE: 2.2%
- Housing business gross margin: 30.0%→31%→33%→35% target (based on 2026/6 results)
- ROA: 2.3% (benchmark)
AI要約
Key Points of Growth Strategy
Link three businesses (detached housing business, Housing OS, 3D-printed housing) through data to turn the shrinking housing market into an opportunity. Under a three-stage roadmap of Foundation / SCALE / Monetize, establish the foundation in the 2026/7–2027/6 period, and complete nationwide and overseas rollout and multi-layered monetization in the 2028/6–2029/6 period. Housing OS will expand as a platform integrating My Home Robo, IP licensing, and AI-driven customer acquisition. 3DP housing will promote domestic franchise openings, overseas demonstrations, and monetization of material data.
Investment, Financial Policy and Risk Management
Capital allocation priority is: improving profitability of the housing business → expanding Housing OS → 3DP housing and overseas expansion. Financial discipline targets an equity ratio above 40% and borrowing dependence below 30%; funds will be deployed via staged investments and gate reviews. Identified risks include material price and interest rate fluctuations, delays in 3DP certification, and uncertainties in overseas expansion, with specified mitigation measures for each factor.
Lib Work Co.,Ltd.
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