Arealink
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Arealink (8914) investor relations material

Arealink Q4 2025 earnings summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
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Q4 2025 earnings summary12 Feb, 2026

Executive summary

  • Achieved double-digit year-over-year growth in all profit types, driven by expansion in the self-storage business, offsetting planned contraction in the land rights consolidation business.

  • Net sales rose 7.0% YoY to ¥26,418 million, operating income up 11.5% YoY to ¥5,470 million, and net income up 15.7% YoY to ¥3,704 million.

  • Opened 16,754 new self-storage units, surpassing the annual target, with strong performance in both direct and partner-managed units.

Financial highlights

  • Self-storage business net sales increased 14.2% YoY, with business profit up 12.2% YoY.

  • Land rights consolidation business sales and profit declined as planned but exceeded projections due to large-scale project sales.

  • SG&A expenses increased 5.4% YoY, mainly from salary and allowance increases.

  • Extraordinary income included gains from sales of investment securities and gold bullion; extraordinary losses included impairment charges.

  • Cash and deposits at year-end totaled ¥16,671 million, with a stable financial base.

Outlook and guidance

  • FY12/26 guidance: net sales projected at ¥28,500 million (+7.9% YoY), operating income at ¥5,850 million (+6.9% YoY), and net income at ¥3,715 million (+0.3% YoY).

  • Plan to open 18,000 new self-storage units in FY12/26, continuing aggressive expansion.

  • Medium-term plan targets 200,000 units under management and ¥33.5 billion in net sales by 2029.

  • The self-storage business is expected to drive growth, with a focus on expanding subscription-based revenue and nationwide store openings.

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Frequently asked questions

Arealink Co., Ltd. provides real estate management and leasing services, specializing in self-storage solutions. The company operates and manages rental storage spaces under its brand, catering to individuals and businesses for storage of personal belongings, inventory, and equipment. The company is headquartered in Tokyo, Japan, and its shares are listed on the TSE.

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