Tama Home sales slump in Q1 amid housing delivery drop

For the first quarter of the fiscal year ending May 2026 (June 1 – August 31, 2025), Tama Home announced consolidated net sales of 29,095 million yen, a 20.8% decrease year-over-year. Operating loss widened to 4,435 million yen from 3,763 million yen in the previous year, and net loss attributable to owners of parent increased to 2,833 million yen from 2,537 million yen. This performance was primarily impacted by a 39.4% decrease in custom-built home deliveries within the housing segment.

Despite the decline in sales, order performance showed mixed trends. For custom-built homes, September 2025 saw a 73% year-on-year change in single-month orders, with cumulative orders at 86%. Detached homes recorded a 117% year-on-year change for September, with cumulative orders at 115%. Home renovation orders remained stable at 102% for September and 99% cumulatively. The company maintains its full-year forecast, projecting 235,000 million yen in net sales and 6,000 million yen in net income attributable to owners of parent.

The balance sheet shows total assets increased by 943 million yen to 93,245 million yen, while net assets decreased by 8,543 million yen to 25,732 million yen, leading to a drop in the equity-to-asset ratio from 37.1% to 27.6%. This was due to an 8,486 million yen decrease in retained earnings, reflecting the net loss. The company has no changes to its full-year dividend forecast of 196.00 yen per share.