LY Corp
Investor Relations

LY Corp. emerged on the commercial landscape as a quintessential innovator, deftly aligning itself with the digital evolution sweeping through traditional industries. Founded with a vision to integrate cutting-edge technology with daily utilities, the company carved its niche in developing smart home devices. LY Corp. designs and manufactures an extensive range of products — from intelligent thermostats to voice-activated security systems — aiming to make homes smarter, more secure, and energy-efficient. They leverage a robust internet-of-things (IoT) framework that seamlessly connects devices over a single platform, providing users with an integrated solution that simplifies the complexity of managing multiple devices in modern households. The company generates revenue primarily through the sale of these innovative devices, complemented by a subscription-based model for premium services that include advanced analytics, enhanced security features, and continuous system updates. Beyond retail, LY Corp. strategically partners with utility companies, embedding its technology to optimize energy consumption, further ensuring a sustainable agenda. This collaboration not only opens another revenue stream but also strengthens its market presence by aligning with a growing focus on environmental responsibility. Through a compelling combination of product sales and service offerings, LY Corp. has cultivated a robust ecosystem, delivering value and efficiency while fostering a loyal customer base, ultimately driving its financial success.

Show more
Loading...
No Stocks Selected

Compare the stock's returns with its benchmark index and competitors. Gain insights into its relative performance over time.

Select Stock to Compare
Last Earnings Call
Fiscal Period
Q4 2026
Call Date
May 8, 2026
AI Summary
Q4 2026

FY25 result: LY Corporation said revenue rose 6.2% and adjusted EBITDA rose 5.5% year on year, with adjusted EPS of JPY 28.7 hitting guidance. Management said the results were close to the lower end of the initial outlook.

ASKUL impact: The company said the ASKUL system outage temporarily weighed on consolidated performance, but excluding ASKUL, revenue and adjusted EBITDA both grew by double digits.

FY26 outlook: Management guided to revenue of JPY 2.24 trillion, adjusted EBITDA of JPY 585 billion, and adjusted EPS of JPY 30, while saying companywide revenue and profit should grow at double-digit rates.

AI push: LY is accelerating Agent i across consumer and business use cases, but management said FY26 will be more about building usage and validating monetization than booking a large near-term revenue impact.

Returns: The company plans to raise the dividend to JPY 11 per share next fiscal year and reiterated a goal of ROE of 8% or more by FY30.

Search shift: Management said AI answers are reducing search query volume, which is pressuring search ad growth, and said it wants to offset that with new AI-based advertising products.

Commerce reset: Yahoo! JAPAN Shopping will shift from an ad-based model to a royalty and monthly fee model, while ASKUL recovery remains a moving part in the outlook.

Key Financials
Revenue
6.2%
Adjusted EBITDA
5.5%
Adjusted EPS
JPY 28.7
Dividend per share
JPY 11
Media revenue
0.4%
Media adjusted EBITDA margin
38.2%
Account ads revenue
15.3%
Commerce adjusted EBITDA
-12.8%
Strategic business revenue
30.6%
Strategic business adjusted EBITDA margin
21.1%
Strategic business adjusted EBITDA
more than JPY 40 billion
Strategic business adjusted EBITDA
85%
AI cost
about JPY 10 billion
Security measures cost
JPY 8 billion
LYP Premium subscribers
28%
Store target
100,000 stores
Earnings Call Recording
Other Earnings Calls

Management

Contacts

Address
TOKYO-TO
Chiyoda-ku
Kioi Tower, Tokyo Garden Terrace Kioicho, 1-3, Kioi-cho
Contacts
Get AI-powered insights for any company or topic.
Open AI Assistant

Intrinsic Value is all-important and is the only logical way to evaluate the relative attractiveness of investments and businesses.

Warren Buffett