Earnings call transcript: ORIX posts record H1 profit, shares slip on volatility concerns By Investing.com

ORIX posted record profit for the first half of fiscal 2027, but its shares slipped amid concerns about how much of the upside depends on volatile investment gains. Net income rose to JPY 856.2 billion, nearly three times the year-ago period, while adjusted profit was JPY 317.5 billion. ORIX kept its full-year net income target at JPY 530 billion, citing uncertainty around KIOXIA’s share price. The company said segment profit climbed to JPY 1,147.4 billion, up 188%, but investors focused on the earnings quality behind the beat. ORIX also reshaped its portfolio, exiting some private equity holdings, selling ORIX Bank and buying AerFin to expand its aircraft aftermarket footprint.