Daiichi Life Group Inc (TSE:8750)
円 1,791 +12.5 (+0.7%) Market Cap: 6.45 Tn Enterprise Value: 5.82 Tn PE Ratio: 14.94 PB Ratio: 1.51 GF Score: 72/100

Q3 2026 Dai-ichi Life Holdings Inc Earnings Call Transcript

Feb 13, 2026 / 07:55 AM GMT
Release Date Price: 円1488 (+1.43%)

Key Points

Positve
  • Dai-ichi Life Holdings Inc (DLICY) reported a group adjusted profit of JPY422.2 billion for the third quarter, achieving 90% of the full-year plan.
  • The company raised its full-year group adjusted profit forecast to a record high of JPY500 billion.
  • Dividend per share (DPS) was increased to JPY52, reflecting a JPY1 rise.
  • The domestic business achieved a high performance with an 85% achievement ratio, driven by higher-than-expected income from interest and dividends.
  • The company successfully managed its portfolio yield through rebalancing, contributing JPY1,224 billion over this and the next fiscal year.
Negative
  • The frontier business segment showed a lower progress rate of 60% due to regulatory changes.
  • An impairment of JPY8 billion was recognized in Vietnam related to bank assurance fees.
  • FX risk has increased due to international business expansion, now constituting 13% of market risk.
  • The company is closely monitoring potential increases in lapse rates for yen lump sum products without MVA.
  • Credit risk remains a concern, with 91% related to asset management and 9% to business operations.


Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

8750.T - Dai-ichi Life Holdings Inc
Q3 2026 Dai-ichi Life Holdings Inc Earnings Call
Feb 13, 2026 / 07:55AM GMT

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Presentation
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Unidentified_1 [1]
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Much for coming to, and I'd like to take this opportunity to extend my heart welcome and appreciation for your continued support. And also regarding the the issue of information takeout in our group company, we extend our apologies to all parties we caused the troubles and concerns. We will go all the way to recover our trust by implementing preventative measures.

So, based on the 3rd quarter earnings, I would like to give you some overview. Please go to page 3. There are 3 main pillars. The first, regarding the group adjusted profit.

The group adjusted profit for the third quarter is JPY422.2 billion. The achievement ratio for full year plan is 90%.

Ta life's income from interest and dividend
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