Logotype for KATITAS CO LTD

KATITAS (8919) investor relations material

KATITAS Q1 2026 earnings summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
Logotype for KATITAS CO LTD
Q1 2026 earnings summary7 Aug, 2025

Executive summary

  • Net sales for 1Q FY2025 rose 12.4% year-over-year to ¥35,063 million, with operating profit up 39.4% to ¥4,331 million and net income up 39.5% to ¥2,857 million, driven by strong demand for affordable, renovated homes and record-high sales.

  • Properties sold increased 10.6% to 1,976 units, and properties purchased rose 21.7% to 2,163 units.

  • Gross profit margin improved to 24.0% (adjusted: 24.8%), despite a negative impact from a consumption tax-related litigation ruling.

  • Inventory of real estate increased 18.1% year-over-year, ensuring capacity for continued double-digit growth.

  • The company continues to expand its sales force and invest in productivity improvements, with new graduate hires up and turnover rates stable.

Financial highlights

  • Operating profit for 1Q FY2025 reached ¥4,331 million, up 39.4% year-over-year; net income rose 39.5% to ¥2,857 million.

  • Adjusted gross profit margin (excluding tax litigation impact) was 24.8%, up 2.4pt year-over-year.

  • EPS for 1Q FY2025 was ¥36.55, up 39.1% year-over-year.

  • ROE (LTM) improved to 23.9%, up 1.8pt year-over-year; equity-to-asset ratio increased to 56.8%.

  • Inventory real estate grew to ¥64,998 million, up 18.1% year-over-year.

Outlook and guidance

  • FY2025 full-year guidance: net sales ¥146,000 million (+12.7%), operating profit ¥16,200 million (+13.9%), and net income ¥10,800 million (+13.1%), with EPS forecast at ¥138.11.

  • Dividend payout ratio set at 50% or more, with annual dividend forecast at ¥70 per share; interim dividend forecast raised to ¥35 per share.

  • Management expects continued strong demand for low-priced homes, minimal impact from rising interest rates or U.S. tariffs, and stable cost environment.

  • Inventory of newly built homes may remain below expectations, but ample inventory supports growth targets.

  • No changes to previously announced earnings forecasts.

Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.

Next KATITAS earnings date

Logotype for KATITAS CO LTD
Q2 20267 Nov, 2025
Your earnings 
season toolkit.
Download
Free on both iOS & Android.

Next KATITAS earnings date

Logotype for KATITAS CO LTD
Q2 20267 Nov, 2025

The essential earnings season companion

The #1 app for live earnings calls, transcripts, analyst estimates, 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.

Research anytime, anywhere

Built for professionals. Loved by everyone. Try our free mobile app.

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.
App-store-avatar.png play-store-avatar.png
Leroy DaleyApp Store
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.
play-store-avatar
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
App-store-avatar.png play-store-avatar.png
anuj283App Store
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.
App-store-avatar.png play-store-avatar.png
Leroy DaleyApp Store
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.
play-store-avatar
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
App-store-avatar.png play-store-avatar.png
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
x-avatar
@ankurshah47_ x.com
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.
App-store-avatar.png play-store-avatar.png
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
x-avatar
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
x-avatar
@ankurshah47_ x.com
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.
App-store-avatar.png play-store-avatar.png
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
x-avatar
@theshortbearx.com

Frequently asked questions

KATITAS Co., Ltd. is a Japanese company specializing in the purchase, renovation, and resale of pre-owned homes. The company’s core business involves acquiring older or vacant residential properties, refurbishing them to modern standards, and selling them to individuals and families seeking affordable housing options. KATITAS focuses on revitalizing housing in suburban and rural areas across Japan, addressing the demand for quality housing at lower price points. The company is headquartered in Tokyo, Japan, and its shares are listed on the TSE.

Quartr provides global coverage of all investor relation material from public companies.

  • Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.

  • Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.

  • Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.

Yes, the Quartr mobile app is free on both iOS and Android.

Yes. Quartr provides global, industry-leading live coverage of company events such as regular earnings calls, capital markets days, M&A announcements, and investor conferences. Live with zero delays. Just click and listen.

Yes, capturing important takeaways is as simple as it gets. Even during your lunch run or commute.

Yes. Follow the companies that matter to you. Get a personalized feed with real-time updates, a tailored earnings calendar, and instant alerts when earnings calls go live.

Yes. Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned, regardless of who's talking.

Explore our global coverage