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Arealink (8914) investor relations material
Arealink Q3 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
Achieved double-digit year-on-year growth in all profit types, driven by expansion in the self-storage business, despite planned contraction in the land rights consolidation business.
Net sales for the nine months ended September 30, 2025, rose 7.5% year-over-year to ¥20,734 million, with operating profit up 15.7% to ¥4,374 million and net profit up 17.9% to ¥2,940 million.
Opened 13,113 new self-storage units in 3Q, progressing toward the annual target of 15,000 units.
Financial highlights
Net sales rose 7.5% year-over-year to ¥20,734 million, reaching 79.7% of the full-year plan.
Operating income increased 15.7% year-over-year to ¥4,374 million, 81.8% of the annual target.
Net income grew 17.9% year-over-year to ¥2,940 million, 86.0% of the full-year plan.
Gross profit increased to ¥7,445 million from ¥6,753 million year-over-year.
Basic earnings per share for the period was ¥115.76, up from ¥98.30 in the prior year.
Outlook and guidance
FY12/25 full-year net sales projected at ¥26,000 million (+5.3% YoY), operating income at ¥5,350 million (+9.0% YoY), and net income at ¥3,420 million (+6.8% YoY).
Basic earnings per share forecast for the year is ¥67.31, reflecting the impact of a planned stock split.
Medium-term plan targets 200,000 self-storage units and ¥33.5 billion in net sales by 2029.
Dividend payout ratio target raised to 35% starting FY12/24, with no planned year-on-year reduction.
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