Ergebniskonferenzen

Letzter Earnings Call

Geschäftsperiode
Q1 2027
Datum des Calls
3. Aug 2026
KI-Zusammenfassung
Q1 2027

Strong start: Daiwa Securities Group said first-quarter revenue and profit reached historically high levels, with ROE at 12.7% and gains across all divisions.

Wealth management: Asset-based revenue hit a record JPY 35.8 billion, helped by total asset consulting, wrap accounts, and stronger flow and balance-based revenue.

Market-driven strength: Global Markets benefited from solid client flows and a strong market backdrop, especially in equities, while Investment Banking got a lift from several large deals.

ORIX Bank: Management said the acquisition process is complete, but it has no major new update on timing, capital impact, or integration cost; it is still considering AT1 bonds.

Outlook: Management said uncertainty remains in the market, but Q1 was a good start toward the final year of the medium-term plan and the company is continuing to push its wealth-management-led growth strategy.

Wichtige Finanzkennzahlen
ROE
12.7%
Net operating revenue
JPY 220.3 billion
Ordinary income
JPY 88 billion
Profit attributable to owners of the parent
JPY 56.4 billion
Base income
JPY 62.8 billion
Commission received
JPY 143.4 billion
Brokerage commission
JPY 34.9 billion
Underwriting and secondary offering commissions
JPY 17 billion
Distribution commissions
JPY 9.2 billion
M&A-related commissions
JPY 12.5 billion
SG&A
JPY 142.8 billion
Overseas operations ordinary income
JPY 13.1 billion
Wealth Management net operating revenue
JPY 88.2 billion
Wealth Management ordinary income
JPY 37.2 billion
Asset-based revenue
JPY 35.8 billion
Wrap contract value
JPY 357.7 billion
Wrap net increase
JPY 237.6 billion
Total contracted AUM
JPY 6.765 trillion
Daiwa Next Bank net interest income
JPY 13 billion
Daiwa Next Bank ordinary income
JPY 7.2 billion
Deposit balance
JPY 5.3 trillion
Securities Asset Management net operating revenues
JPY 21.2 billion
Securities Asset Management ordinary income
JPY 15.7 billion
Public investment trust AUM
JPY 43 trillion
Real Estate Asset Management net operating revenues
JPY 13.3 billion
Real Estate Asset Management ordinary income
JPY 9.8 billion
Real estate AUM
JPY 1.8 trillion
Alternative Asset Management net operating revenues
JPY 6.3 billion
Alternative Asset Management ordinary income
JPY 4.8 billion
Global Markets net operating revenues
JPY 53.8 billion
Global Markets ordinary income
JPY 18.1 billion
Global Investment Banking net operating revenues
JPY 22.6 billion
Global Investment Banking ordinary income
JPY 3.2 billion

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