On 27 May 2026, Sanyo Homes, which is engaged in housing construction contracting and other operations as well as the development and sale of condominiums, held its results briefing for FY03/2026. Toward FY03/2027, it has been revealed that the Housing Business, which is responsible for the development of detached housing construction contracting, real estate solutions (construction contracting for rental apartment buildings, etc.), renovation, renewal distribution (purchase and resale of existing homes), and other operations, is expected to turn profitable. According to the Company, this is expected to be attributable to firm order trends against the backdrop of higher unit prices for detached houses and an expansion in the business scale of renewal distribution, as well as improved profitability in real estate solutions by leveraging the Company’s unique strengths and improvements in the order unit price in renovation, among other factors. Meanwhile, Condominium Business, which is responsible for the development and sale of condominiums and drove the Company’s substantial increases in sales and profit in FY03/2026, is expected to continue securing higher sales, but is expected to be forced to post lower profit. According to the Company, this reflects its assumptions for gross profit margin based on conservative premises that incorporate the fading out of the impact from the rise in selling prices that occurred in FY03/2026 and the sharp increase in materials prices. However, at the operating profit level, this is expected to be more than sufficiently offset by the impact of the Housing Business turning profitable. We plan to obtain further details through interviews with the Company’s management, while also planning to update and release the Company Report again in light of the content thereof.

At INTERLIFE HOLDINGS., which provides total services covering the design and construction of commercial facilities & public facilities, structural reform centered on the transformation of the business portfolio has made significant progress and, supported by a favorable external environment with continued strong market conditions, the Company has achieved a substantial increase in profit driven by the completion of large-scale, highly profitable projects and the recognition of related sales. Looking ahead, while there are issues requiring close attention such as trends in raw material prices amid an unstable international environment, the Company aims to enhance profitability toward 2030 by capturing construction demand in the Tokyo metropolitan area as well as demand related to integrated resort projects in Osaka. The CAGR indicated by the Company stands at 8.9% for sales and 11.4% for operating profit. The core of the growth strategy lies in thoroughly concentrating management resources on business development in the Interior Construction business and the Sound & Lighting Facilities business, which remain after divesting unprofitable and non-core businesses, actively pursuing the receipt and execution of large-scale, highly profitable projects, while at the same time continuing to focus on the development of new products and new business domains that are closely related to these areas. In addition, the Company places importance on advancing management that is conscious of ESG and capital efficiency. Meanwhile, the largest risk factor identified is the securing of human resources responsible for construction and related operations, and the Company is focusing on pursuing solutions in this area, including through M&A.

On 15 May 2026, Fast Accounting, an Enterprise AI Company specializing in the accounting field that provides an integrated offering from the digitization of accounting documents to the automation of judgment through AI agents, announced its results for Q1 (January-March) FY12/2026. Riding the structural tailwind of a shortage of accounting personnel, the Company is expanding its value proposition beyond its conventional OCR and automation domain into “Steward,” an AI product that handles judgment-based tasks. In other words, the Company has effectively positioned as an accounting platform provider for the AI agent era. In Q1 (January-March), the Company achieved substantial increases in sales and profit from the same period of the previous year, while the progress rate against the full-year Company forecast reached 42.6% for operating profit. According to the Company, in addition to sales growth for large corporate clients, the Company is steadily building a stable revenue base, while both the maintenance and improvement of a high gross profit margin and the restraint of increases in SG&A expenses have been achieved. As a specific growth driver looking ahead, the mandatory application of the new lease accounting standard from April 2027 has been cited. The Company expects the monetization of related demand to begin in earnest in the latter half of 2026, and the Company anticipates a further expansion of large-client projects driven by this regulatory change.