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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.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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