ARR Planner Co., Ltd. (TSE: 2983), a custom-home builder and real-estate developer headquartered in the Nagoya region, reported a strong start to its fiscal year ending January 2027, posting first-quarter results (the three months from February 1 to April 30, 2026) on June 9, 2026. Consolidated revenue rose 23.3% year-on-year to ¥12,635 million, while operating profit jumped 53.7% to ¥1,004 million, ordinary profit climbed 56.4% to ¥945 million, and net profit surged 61.8% to ¥666 million, up from ¥412 million a year earlier. Earnings per share rose to ¥62.49 from a split-adjusted ¥38.77.
The double-digit revenue gain reflects resilient demand for design-build detached housing across ARR Planner's core Tokai market and its expanding presence in other metropolitan areas. Profit growth substantially outpaced the top line, pointing to improved project mix, pricing discipline and operating leverage as completed-home volumes climbed.
Custom-home demand drives revenue across the Nagoya and metropolitan markets
ARR Planner (アールプランナー) operates across the residential value chain: design-build custom housing (chumon jutaku), ready-built homes and related real-estate services, anchored in the Nagoya / Tokai region and expanding into other metropolitan markets. The quarter's acceleration was led by strong order intake and home completions in the custom-home business, where the company's design-led model commands healthy margins. The result lifted the operating margin to roughly 7.9% of revenue, underscoring how volume growth translated into outsized profit gains. The company is listed on both the Tokyo and Nagoya stock exchanges.
2-for-1 stock split completed; dividend forecast reflects the new share count
ARR Planner executed a 2-for-1 stock split effective February 1, 2026, with all per-share figures restated on the new basis. Reflecting the split, the company forecasts a full-year dividend of ¥45.00 per share (¥20 interim + ¥25 year-end) for the year ending January 2027; the prior year's ¥80 dividend was on a pre-split basis. Total assets stood at ¥37,189 million and net assets at ¥8,216 million at quarter-end, for an equity ratio of 22.1% — a capital structure consistent with a homebuilder carrying sizeable land and work-in-progress inventories.
Full-year guidance points to continued double-digit revenue growth
For the full year ending January 2027, ARR Planner guides for revenue of ¥54,500 million (+12.1%) and operating profit of ¥4,050 million (+8.1%), with ordinary profit of ¥3,770 million (+7.0%) and net profit of ¥2,650 million (+7.8%), equivalent to EPS of ¥248.30. With first-quarter net profit already representing about 25% of the full-year target, the company enters the remainder of the year with momentum behind its custom-home pipeline.
| Metric | Q1 FY1/2027 | Q1 FY1/2026 | YoY |
|---|---|---|---|
| Revenue (¥ million) | 12,635 | 10,245 | +23.3% |
| Operating profit (¥ million) | 1,004 | 653 | +53.7% |
| Ordinary profit (¥ million) | 945 | 604 | +56.4% |
| Net profit (¥ million) | 666 | 412 | +61.8% |
| EPS (¥) | 62.49 | 38.77 | +61.2% |
| Total assets (¥ million) | 37,189 | — | — |
| Net assets (¥ million) | 8,216 | — | — |
| Equity ratio | 22.1% | — | — |
| Annual dividend forecast (¥) | 45.00 | — | — |
| FY guidance — revenue (¥ million) | 54,500 | — | +12.1% |
| FY guidance — operating profit (¥ million) | 4,050 | — | +8.1% |
| FY guidance — net profit (¥ million) | 2,650 | — | +7.8% |
JapanStockPulse provides informational content only and does not constitute investment advice. Figures are taken from the company's published earnings short report and may be subject to subsequent revision.