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Dai-ichi Life Holdings (OTCPK:DLIC.Y) Earnings Call Presentation
2026-01-20 04:00
Domestic Insurance Business - The domestic insurance business remains a core business, steadily generating cash with a new contract value of 288.1 billion yen and adjusted profit of 439.5 billion yen[10] - The market for protection-type products exceeds 1 trillion yen annually[10] - The number of newly hired life design designers in January 2026 reached 1,213[20] - New contract ANP contribution from corporate insurance, etc, accounted for 29% in the first half of fiscal year 2025[20] - The company aims to reduce fixed business expenses by 354 billion yen by fiscal year 2026 compared to fiscal year 2020 through reorganization and office streamlining[21] Asset Formation and Succession Business - The company aims for adjusted profit of 700 billion yen in 2030, with the asset formation and succession business leading portfolio transformation by expanding spread business profits and enhancing fee business[40] - The company aims to increase assets under management to 14 trillion yen by fiscal year 2026 and 18 trillion yen by fiscal year 2030[51] - First Frontier Life (DFL) aims for approximately 300 billion yen in new yen-denominated contracts in 2021 and approximately 470 billion yen in the first half of fiscal year 2025[56] - The company projects asset management profits to increase steadily towards fiscal year 2030 through strategic initiatives and growth of asset management subsidiaries[63] - The company aims to increase real estate assets under management (AUM) to 3 trillion yen, a top-tier level in the domestic real estate industry[81]