ORIX (IX) Q2 FY26 earnings call

ORIX delivered a strong second quarter, with record first-half net profit driven by robust performance across all segments and successful capital recycling. The company raised its full-year earnings forecast and increased shareholder returns through an expanded share buyback and higher dividend. Strategic initiatives, including a new PE fund with QIA and the acquisition of Hilco Global, aim to further expand asset management and asset-light businesses, despite some headwinds in the US real estate and banking sectors.