)
Mitsui Fudosan (8801) investor relations material
Mitsui Fudosan Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
Achieved record highs in revenue, operating income, business income, ordinary income, and net profit for the 9-month/third-quarter period, with all core segments contributing to year-on-year growth.
Upward revisions to full-year forecasts for all major profit metrics, driven by strong property sales to investors and robust management segment performance.
Fiscal 2026 profit targets are now expected to be achieved one year ahead of schedule.
Share repurchase of ¥45.0 billion completed, with cancellation scheduled for February 2026.
Comprehensive income surged 870.6% year-on-year to ¥190,387 million.
Financial highlights
9-month/3Q revenue: ¥1,981.8 billion, up 18.2% year-on-year; operating income: ¥302.6 billion, up 37.2% year-on-year; business income: ¥355.4 billion, up 57.8% year-on-year; ordinary income: ¥247.5 billion, up 43.1% year-on-year; net profit: ¥219.8 billion, up 52.7% year-on-year.
EPS for 3Q FY2025: ¥79.43 (vs. ¥51.59 YoY).
Full-year FY2025 forecast: revenue ¥2,700.0 billion, operating income ¥395.0 billion, business income ¥440.0 billion, ordinary income ¥305.0 billion, net profit ¥270.0 billion.
Progress rates toward full-year guidance: 73.4% (revenue), 80.8% (business income), 81.2% (ordinary income), 81.4% (net profit).
Dividend forecast for the year ending March 31, 2026, is ¥34.00 per share.
Outlook and guidance
Full-year forecasts revised upward, with all major profit metrics expected to reach record highs.
EPS CAGR expected at +11.5% (vs. FY2023 baseline), exceeding the 8% target; ROE target remains at mid-8% level.
Interest-bearing debt projected at ¥4.7 trillion by fiscal year-end, revised due to FX changes.
Dividend payout ratio around 35%; total payout return ratio over 50%.
Fiscal 2026 business income and net profit targets expected to be achieved one year early.
Next Mitsui Fudosan earnings date
Next Mitsui Fudosan 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
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.
Explore our global coverage
)
)