ORIX Corporation (IX) Q3 2026 Earnings Call February 9, 2026 2:30 AM EST
Company Participants
Sachiko Nakane
Kazuki Yamamoto – Head of Corporate Planning & Investor Relations
Conference Call Participants
Atsuro Takemura – Morgan Stanley, Research Division
Masao Muraki – SMBC Nikko Securities Inc., Research Division
Kazuki Watanabe – Daiwa Securities Co. Ltd., Research Division
Naruhiko Sakamaki – Mizuho Securities Co., Ltd., Research Division
Futoshi Sasaki – Nomura Securities Co. Ltd., Research Division
Natsumu Tsujino – BofA Securities, Research Division
Presentation
Sachiko Nakane
It’s time to begin. Thank you for joining us despite your busy schedule today for ORIX’s earnings call for 9 months ended December 31, 2025. My name is Nakane from Investor Relations, Sustainability Department. I’ll be the master of ceremony. Thank you for this opportunity. Today, we have Operating Officer responsible for IR, Kazuki Yamamoto. And he will provide you with an explanation for about and it will be followed by Q&A and the whole program is scheduled to be approximately 1 hour. Yamamoto-san, the floor is yours.
Kazuki Yamamoto
Head of Corporate Planning & Investor Relations
Thank you for the introduction. Thank you very much for taking the time out of your busy schedule to attend the ORIX Group’s earnings presentation. I am Kazuki Yamamoto, responsible for Corporate Planning, Investor Relations and Sustainability. Let me explain the financial results for the third quarter of the fiscal year ending March 2026. Page 2 of the handout contains the key points we want to convey today. The first point is net income.
Net income for the 9-month period was JPY 389.7 billion, up by JPY 117.9 billion from the same period last year. This was our highest third quarter cumulative net profit level. We achieved 89% of our revised full year forecast of JPY 440 billion announced at the time of first half results call. The second












