The following is a summary of the ORIX Corporation (IX) Q1 2025 Earnings Call Transcript:

Financial Performance:

• Q1 net income increased 38% year-over-year to JPY86.7 billion, representing 22% of the full-year net income target of JPY390 billion.

• Finance category showed robust quarterly performance, contributing JPY47.2 billion to segment profits.

• Business segments related to inbound tourism displayed particularly strong performance, with profits up 78% to JPY6.9 billion from year-over-year.

Business Progress:

• Orix is seeing significant contributions from investment exits and capital gains, particularly from domestic private equity exits.

• Enhanced market position in airport concession businesses and aircraft leasing due to rising lease rates and tight supply-demand dynamics.

• Capital recycling initiatives led to JPY35 billion in capital gains for the quarter, forecasting ongoing strategic investments.

Opportunities:

• Expansion in aircraft leasing and sales markets presents ongoing earnings growth, supported by elevated lease rates and aircraft prices.

• Upcoming EXPO 2025 in Osaka expected to boost inbound travel further, positively impacting airport concessions and related real estate operations.

Risks:

• Economic uncertainties, including potential U.S. rate cuts and eurozone monetary policies, may affect investment profitability and segment performance.

More details: ORIX IR

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