)
Arealink (8914) investor relations material
Arealink Q1 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
Net sales for 1Q FY12/26 decreased 5.0% year-over-year to ¥7,144 million, mainly due to declines in flow-type businesses, while core self-storage management sales and profit increased steadily.
Operating income rose 0.5% year-over-year to ¥1,571 million, with business profit in self-storage management up 0.1% and land rights consolidation up 36.4%.
Net income fell 9.6% year-over-year to ¥1,006 million, reflecting lower non-operating and extraordinary income.
The self-storage business saw a decrease in revenue but a slight increase in profit, while land rights consolidation and other operational services also experienced revenue declines but improved or stable profitability.
Financial highlights
1Q FY12/26 net sales: ¥7,144 million (-5.0% YoY); operating income: ¥1,571 million (+0.5% YoY); net income: ¥1,006 million (-9.6% YoY).
Gross profit margin improved to 35.9% from 33.0% in the prior year; gross profit for Q1 2026 was ¥2,565 million, up from ¥2,485 million in Q1 2025.
Ordinary profit decreased 5.3% year-on-year to ¥1,415 million.
SG&A expenses increased 7.9% year-over-year, with notable rises in salaries and other costs.
Cash and deposits at quarter-end: ¥15.6 billion; net assets: ¥29.6 billion; total assets as of March 31, 2026, were ¥65,441 million, up ¥1,361 million from December 31, 2025.
Basic earnings per share for Q1 2026 was ¥19.79, compared to ¥21.91 in Q1 2025, reflecting a two-for-one share split.
Outlook and guidance
FY12/26 full-year guidance: net sales ¥28.5 billion (+7.9% YoY), operating income ¥5.85 billion (+6.9%), net income ¥3.72 billion (+0.3%), with basic EPS of ¥73.08.
Self-storage business expected to drive growth, with 16,246 new units targeted for FY12/26.
Dividend payout ratio target raised to 35% or higher, with no planned year-on-year reduction; annual dividend for 2026 is planned at ¥26.50 per share, with an interim dividend of ¥13.
No changes have been made to previously announced forecasts.
- Strong profit growth and robust self-storage expansion drive a positive outlook.8914
Q4 202512 Feb 2026 - Strong profit growth led by self-storage, with stable finances and a stock split planned.8914
Q3 202529 Oct 2025 - Self-storage drove double-digit profit growth, with strong outlook and post-split EPS gains.8914
Q2 202530 Jul 2025 - Double-digit profit growth driven by self-storage and a stable outlook.8914
Q3 202413 Jun 2025 - Double-digit sales and profit growth driven by self-storage and share split completed.8914
Q2 202413 Jun 2025 - Self-storage growth fueled 23.2% profit surge, offsetting land rights contraction.8914
Q1 20256 Jun 2025 - Double-digit profit growth and storage expansion drive strong results and positive outlook.8914
Q4 20246 Jun 2025
Next Arealink earnings date
Next Arealink earnings date
The essential earnings season companion
The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
I can't remember the last time an app had such a positive impact on my investment process.
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
I can't remember the last time an app had such a positive impact on my investment process.
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
Frequently asked questions
Explore our global coverage
)
)