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T&D Holdings (8795) investor relations material
T&D Holdings Q1 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
Executive summary
Group adjusted profit for Q1 was ¥39.4 billion, progressing at 27% toward the full-year forecast of ¥146 billion, with strong new policy sales and lower surrender/lapse rates across all three life insurance companies.
Value of new business for the three life insurers reached ¥47.2 billion (28.1% of full-year forecast), with a full-year forecast of ¥168 billion.
Group MCEV rose to ¥4,121.6 billion, ESR at 237%.
Ordinary revenues for Q1 FY2025 were ¥891.6 billion, down 6.4% year-over-year, while profit attributable to owners of parent rose 9.2% to ¥37.3 billion.
Full-year earnings forecasts remain unchanged, reflecting management's confidence despite external uncertainties.
Financial highlights
Ordinary profit increased 4.4% year-over-year to ¥58.6 billion, driven by lower ordinary expenses.
Net income for the quarter was ¥37.3 billion, up 9.2% year-over-year; adjusted EPS was ¥77.49, a 1.4% increase.
Group adjusted profit declined year-over-year, but adjusted EPS increased due to share buybacks.
Value of new business for the quarter was ¥47.2 billion, with a new business margin of 7.8%.
Total assets as of June 30, 2025, were ¥16,822.4 billion, up 0.7% from March 31, 2025.
Outlook and guidance
No changes to the full-year forecast; group adjusted profit forecast for the year is ¥146.0 billion, up 4.2% year-over-year.
Full-year consolidated forecasts: ordinary revenues ¥3,010.0 billion, ordinary profit ¥223.0 billion, net income ¥118.0 billion.
Value of new business forecasted at ¥168.0 billion for the year.
A ¥1 appreciation in the yen is expected to decrease group adjusted profit by ¥670 million.
Management anticipates recovery in alternative assets and equity markets despite Q1 challenges.
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