Message from the CEO (April 2026)

Since our founding in 1997, our Corporate Credo of Altruism has guided our efforts to realize our Corporate Philosophy: “Create a society where everyone can attain Comfort and Happiness through continuous social innovations.” In December 2023, we transitioned to new leadership for the first time in our history, marking what we consider the second founding of our company. As we embark on this new phase of growth, we remain committed to  solving social issues through our businesses.

For the fiscal year ended September 30, 2025, we achieved record-high profit both on a consolidated basis and within our flagship HOME'S Services segment. To accelerate this momentum, our new Mid-Term Management Plan—launched in October 2025—sets a clear goal: to become the AI leader in the housing sector by leveraging advanced technologies and unlocking deep group synergies. Over the next three years, we will maximize cross-business collaboration among LIFULL HOME'S, Kenbiya and LIFULL Kaigo. This will allow us to provide tailored solutions across a variety of life stages—whether an individual is searching for a new primary residence, exploring investment properties or securing a retirement home for a loved one.

Our technological expertise is one of our greatest competitive advantages. We take particular pride in the speed with which we have integrated AI into our services to pioneer new, highly personalized user experiences. A prime example is our integrated AI agent, LIFULL AI. By combining the vast wealth of housing data we have accumulated over the past thirty years with state-of-the-art AI, we are fundamentally redefining the home search process. We are moving away from traditional searches constrained by rigid filters, transitioning instead to a deeply personalized, consultative experience. We firmly believe this technology grants home seekers greater freedom and transforms the moving process into a more open and exciting journey.

Furthermore, we recently introduced a Shareholder Benefit Program to foster closer ties with our stakeholders. As we grow our businesses, we remain committed to enhancing shareholder returns. We hope to connect with more individuals who align with our vision for the future, cultivating a strong base of long-term supporters.

We view the AI era as a tremendous opportunity to reach our full potential. We will continue to innovate boldly, and we look forward to your continued support along the way.

April 1, 2026

Representative Director, President and Managing Officer