Casa, Inc. · TSE:7196
Casa — Q3 FY2026 Earnings Presentation
15 slides from Casa's earnings presentation, Dec 10, 2025
Slide 1: Casa Inc. Briefing Material for the third quarter financial results
Ticker code: 7196 Casa Inc. Fiscal Year ending January 2026 Briefing Material for the third quarter financial results Co pyright © 2025 Cas a Inc.
Slide 2: Towards a society where everyone can live in peace
The value that Casa provides Based on the spirit of "Sampo-yoshi (Win-Win-Win)," we provide services that are valuable to all people involved with us. Landlord Customers /real estate Society Employee Customer-oriented hospitality Towards a society where Infrastructure that contributes everyone can l
Slide 3: Casa | Company Profile
Casa | Company Profile ◆ Sales data ◆ Financial data ◆ Employee data Sales JPY 12.1 billion Total assets JPY 15.7billion Number of employees (group total) 441 Including temporary employees Number of agents 14,000 Equity ratio 47.6% Number of business sites 17 No. of applications per year 200,000 EBI
Slide 4: Consolidated income statement
Consolidated income statement (JPY million) 3Q of FY 2024 3Q of FY 2025 Compared to FY ended Jan. 2025 FY ending Jan. 2026 previous period 4Q plan 【 3Q results】 Sales 9,050 9,539 105% 12,768 Sales increased 5% year-on-year to JPY 9,539 million due to growth in Initial guarantee fee 4,536 4,590 101%
Slide 5: Optimizing the provision of allowances for doubtful accounts and strengthening the collection system
Optimizing the provision of allowances for doubtful accounts and strengthening the collection system Trends in reimbursement claims and allowance for doubtful accounts (JPY million) Allowance for doubtful accounts as 【 3Q results】 Reimbursement claim Allowance for doubtful accounts a percentage of c
Slide 6: Strengthening the collection system
Strengthening the collection system Improve operational Developing and strengthening 【 3Q review】 Improving collection power efficiency human resources ✓ We will develop a training system to strengthen our organizational Visualizing the collection Strengthening collection capabilities by using AI to
Slide 7: Main KPI
Main KPI New contract Contracts in force Obtained agency contract 106,254 contracts 676,566 contracts 14,882 companies As new contracts increase, the number of By strengthening our sales strategies targeting Applications increased 7% year-on-year due to small and medium-sized property management con
Slide 8: Strengthening sales capabilities
Strengthening sales capabilities Developing and strengthening Trends in rent guarantees （JPY million) human resources for commercial properties Strengthening personnel structure, focusing on major cities Percentage of rent guarantee for 4,870 ■Total of new We will prioritize the allocation of human
Slide 9: Casa group
Casa group Co pyright © 2025 Cas a Inc.
Slide 10: Strengthening customer attraction for self-managed landlords
Strengthening customer attraction for self-managed landlords WEB customer Value appeal Providing information Promotion of usage Sharing information acquisition • Providing information such as "Rent • Sharing rental property management • Expanding awareness on LP and • Introducing "Examples of solvin
Slide 11: Sales activities for self-managed landlords
Sales activities for self-managed landlords Digital native generation Main age group 30s～50s Owning one Sectional YouTube Property building ownership Owning a detached house channel owned 39% 28% 33% Characteristics features of Number of contacts 10,000 contacts/year landlords Eye-opening! The busy
Slide 12: Child support guarantee activities
Child support guarantee activities Survey by questionnaire Event Participants 443people Survey on the actual situation of single-parent families 1 Chronic shortages of living 2 Child support arrangements 3 Stress from contacting expenses and fragile household finances and receipt status ex-partners
Slide 13: Participated in the industry group Japan Single Parent Employment Promotion Council
Participated in the industry group "Japan Single Parent Employment Promotion Council" Participated in “the Japan Single Parent There are many issues that need to Employment Promotion Council” be resolved for single parents to become independent. × Current issues Proposal for nationwide expansion of
Slide 14: Creating society where everybody can live with peace of mind
Casa s h a l l d o i t s u t m o s t e ff o r t t o m a i n t a i n safe living environment for people, contribute to improvement of livelihood culture, and realize prosperous society Creating society where everybody can live with peace of mind Co pyright © 2025 Cas a Inc. 13
Slide 15: Matters to be noted
Matters to be noted ⚫ In addition to our business and industry trends, this document also refers to our future prospects based on our current plans, estimates, forecasts or projections. ⚫ These forward-looking statements carry various risks and uncertainties. ⚫ Already known or unknown risks, uncert