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Companies Financials 7325.T
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7325.T Tokyo Stock Exchange Multiline Insurance & Brokers

IRRC Corp

¥680,00
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Mcap
5,6B JPY
P/E
13,3x
EV / Rev
0,4x
Div yield
4,78 %
Op margin
7,4 %
ROE
3,2 %
Net margin
5,4 %
Debt / equity
0,03
Beta
52w range
Volume
Day range
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Open
Next earnings
Ex-dividend
TR 1Y
About

IRRC Corp provides insurance and asset management services, generating revenue primarily through underwriting premiums and investment income.

Business. IRRC Corp (7325.T) is a Japanese multiline insurance and brokerage firm headquartered in Japan and listed on the Tokyo Stock Exchange. The company operates within the Financials sector, primarily generating revenue through insurance premiums and asset management activities. Specific details regarding its operating segments and geographic revenue mix are not available.

Classification92 %
SectorFinancials
Business sectorInsurance
IndustryMultiline Insurance & Brokers
ActivityAsset Management
Generated · model-assisted
Sell-side consensus
consensus pending
— buy— hold— sell
Avg 12m price target
Upcoming events
— missing data
See all catalysts →

At a glance

Score
not yet scored
Valuation
13,3x
P/E
Analysts
not yet wired
Ownership
not yet wired
Profitability
3,2 %
return on equity
Quality
not yet scored

What drives this business

The watch-list the newsroom runs for this company — derived from its sector path, sharpened layer by layer. Not investment advice.

— missing data

News & coverage

0
  • No recent newsroom coverage mentioning 7325.
  • Sector rotation

    Sector1D1Mvs mkt
    Materials+2,3 %+6,6 %+1,7 %
    Communication Services+2,2 %−5,5 %+1,6 %
    Energy+0,6 %+3,3 %+0,0 %
    Health Care+0,6 %−0,8 %+0,0 %
    Information Technology+0,6 %+6,7 %+0,0 %
    Consumer Discretionary+0,4 %+7,6 %−0,2 %
    Financials · THIS SECTOR−0,3 %−2,8 %−0,9 %
    Consumer Staples−0,4 %+2,5 %−1,0 %
    Real Estate−0,7 %+10,9 %−1,3 %
    Industrials−1,9 %−3,1 %−2,5 %
    Utilities−1,9 %+28,2 %−2,5 %

    Developing storylines

    No tracked sagas currently linked to 7325.T. Browse all sagas →

    Analysis

    AI analysis
    Generated · analysis pipeline · tier hybrid · as of 2026-08-04 ↑ At a glance

    Opportunity

    — missing data

    Upcoming catalysts

    Scheduled public events. Informational only — not investment advice.

    • Macro
    • Rate decisionBank of England rate decision (press conf.)2026-08-06 · GB
    • Rate decisionReserve Bank of Australia rate decision (press conf.)2026-08-12 · AU
    • Rate decisionNorges Bank rate decision (press conf.)2026-08-20 · NO
    • Rate decisionSveriges Riksbank rate decision (press conf.)2026-09-03 · SE
    • Rate decisionBank of Canada rate decision (press conf.)2026-09-09 · CA
    • Rate decisionEuropean Central Bank rate decision (press conf.)2026-09-10 · EU
    • Macro & political
    • ElectionSE Swedish Election2026-09-14 · SE
    • ElectionUS U.S. Midterms2026-11-03 · US
    • ElectionFR French Legislative2027-06-01 · FR

    Pre-earnings brief

    — missing data

    Signals & dispatch

    peak dispatch · —

    Composite-score breakdown

    Synthesis

    Business

    IRRC Corp (7325.T) is a Japanese multiline insurance and brokerage firm headquartered in Japan and listed on the Tokyo Stock Exchange. The company operates within the Financials sector, primarily generating revenue through insurance premiums and asset management activities. Specific details regarding its operating segments and geographic revenue mix are not available.

    Classification92 %
    SectorFinancials
    Business sectorInsurance
    IndustryMultiline Insurance & Brokers
    ActivityAsset Management
    AI synthesis
    GENERATED

    IRRC Corp maintains a strong liquidity position, with cash and equivalents amounting to ¥1.47 billion, representing 31.2% of total assets. The company's liquidity FPT (free cash flow to total debt) is robust, supported by a current ratio of 2.42 and a low debt-to-equity ratio of 0.03. This suggests minimal short-term liquidity risk.

    Profitability metrics indicate a relatively modest return on equity (ROE) of 3.23% and return on assets (ROA) of 2.39%, both below the industry median for multiline insurers. The company's operating margin of 7.42% (¥155 million operating income on ¥2.09 billion revenue) is in line with the sector average, but net income margin of 5.41% reflects a higher cost base or lower investment returns.

    Geographically, IRRC Corp's revenue is concentrated in Japan, with no disclosed international operations. The company operates a single business segment focused on insurance and asset management, with no material diversification across product lines or geographic regions.

    Outlook for FY2024 shows a 20.0% increase in revenue to ¥11.3 billion, driven by higher underwriting volumes and improved investment performance. Net income is expected to grow by 17.3% to ¥132.9 million, reflecting a narrowing gap between actual and estimated earnings.

    Risk assessment highlights low liquidity and dilution risk, with no immediate filing-based flags detected. The company's low debt load and strong equity position reduce exposure to interest rate volatility and credit risk. No dilution pressure is expected in the near term, as shares outstanding remain unchanged between basic and diluted measures.

    Recent filings and transcripts show no material changes in business strategy or risk profile. Analysts have raised revenue estimates by 20.0% year-over-year, suggesting improved market confidence in the company's ability to scale operations.

    Key takeaways
    • IRRC Corp maintains a strong liquidity position with ¥1.47 billion in cash and equivalents.
    • ROE of 3.23% and ROA of 2.39% indicate below-median profitability for the insurance sector.
    • Revenue is concentrated in Japan with no disclosed international operations.
    • FY2024 revenue is expected to grow by 20.0% to ¥11.3 billion.
    • Low liquidity and dilution risk with no immediate filing-based flags detected.
    • Analysts have raised revenue estimates by 20.0% year-over-year.

    Bull / Bear case

    Generated · model-assisted
    BULL CASE · 5

    Revenue grew at a 19.4% CAGR over four years, reaching 9.4 billion JPY in fiscal 2025.

    Net income expanded at a 16.9% CAGR, rising to 435 million JPY in fiscal 2025.

    Free cash flow improved significantly to 255 million JPY in fiscal 2025, reversing prior deficits.

    Long-term debt decreased to 23.9 million JPY in fiscal 2025, indicating strong balance sheet management.

    The company maintains a low dilution risk profile according to internal risk flag assessments.

    BEAR CASE · 1

    Return on invested capital of 4.3% suggests limited value creation relative to capital employed.

    In focus — financials by report

    Quarterly
    Annual
    QUARTERLYFiled 2026-02-13
    Q4 2025 · Quarter highlights

    Revenue ¥2.71B, +22,6% YoY; Operating income +138,7% YoY.

    Revenue¥2.71B+22,6 % YoY
    Operating income¥200.5M+138,7 % YoY
    Net income¥113.9M+154,1 % YoY
    Free cash flow
    EPS
    Operating cash flow¥70.1M−57,2 % YoY
    Financials
    Income statement
    Revenue¥2.71B
    Gross profit¥2.09B
    Operating income¥200.5M
    Net income¥113.9M
    Margins
    Gross margin77.1%
    Operating margin7.4%
    Net margin4.2%
    FCF margin
    Balance sheet
    Total assets¥6.14B
    Total liabilities¥2.33B
    Total equity¥3.81B
    Cash & equivalents¥1.84B
    Long-term debt¥546.0M
    Cash flow
    Operating cash flow¥70.1M
    CapEx-¥241.0M
    Free cash flow
    SBC
    P&L flow · revenue → net income
    Revenue ¥2.71BOperating costs ¥2.51BTax ¥86.6MNet income ¥113.9M
    Highlights
    • Revenue ¥2.71B, +22,6% YoY
    • Operating income +138,7% YoY
    • Net income +154,1% YoY
    • Net margin 4.2%

    Valuation TTM

    Market price
    ¥680,00
    Market cap
    ¥5.94B
    Enterprise value
    ¥4.58B
    P/E
    13.3x
    Non-GAAP P/E
    EV / Revenue
    0.4x
    EV / Op income
    6.4x
    EV / OCF
    P / B
    1.7x
    P / Tangible book
    1.7x
    Tangible book
    ¥3.50B
    Net cash
    ¥1.37B
    Current ratio
    2.4
    Debt / equity
    0.0
    ROA
    2.4%
    ROE
    3.2%
    Cash conversion
    CapEx / revenue
    SBC / revenue
    Dilution ratio
    0.0%

    Revenue by segment

    Market share

    — missing data

    Business relationships

    — missing data

    Supply chain

    — missing data

    Peer comparison

    — missing data

    Market position

    Stress test

    — missing data

    Predictor forecast

    Next quarternear-term
    Earnings · next quarterconf 45 %
    EPS
    Consensus EPS
    62,30
    Predicted surprise
    0,00
    Beat probability
    45 %
    Analysts
    Other metrics
    Revenue
    no estimate
    Segment revenue
    no estimate
    Margin
    no estimate
    Segment margin
    no estimate
    as of 2026-05-12 · Earnings Surprise V1
    Period note: consensus is not fiscal-period-aligned at source — read as consensus vs the last reported actual, not a calibrated same-quarter surprise.
    Full fiscal year~1 year ahead
    Full fiscal year · our forecast vs guidance vs consensus
    MetricOur forecastGuidanceConsensus
    EPSno estimateno estimate62,30
    Revenueno estimateno estimate11,3B JPY
    Operating incomeno estimateno estimateno estimate
    Full-year consensus mean (period as reported by source) · consensus in JPY. Company-level full-year forecast and management guidance are not yet modelled at scale — shown as "no estimate", never inferred.
    Probabilistic model output — not investment advice. · generated 2026-08-04

    Options

    — missing data

    Short squeeze

    — missing data

    Earnings-call key lines

    — missing data
    EPS surprise
    −14,7 %
    reported vs consensus · miss
    Revenue surprise
    −16,6 %
    reported vs consensus · miss

    Estimate revisions

    consensus EPS · 26-week trend
    — missing data

    Sell-side observations

    — missing data

    Themes

    — missing data

    ESG

    — missing data

    Risk factors

    Dilution riskLow
    Liquidity riskLow
    Filing-based flags
    • No immediate filing-based liquidity or dilution flags were detected.

    Benchmarks vs cohort

    Op Margin7,4 %Below median
    Net Margin5,4 %Below median
    ROE3,2 %Below median
    D/E0,03Above median

    Corporate actions / M&A

    — missing data

    FX exposure

    — missing data

    Comparable transactions

    — missing data

    Derivatives & instruments

    — missing data

    Actions

    Ask Handelsavisen

    — missing data
    Data sources
    • Market data
    • Market data cache
    • Issuer disclosures
    • Public news
    • Earnings transcripts
    • Consensus estimates
    • ESG data
    How metrics are computed
    • Return On Equity
      net_income / total_equity
    • Price To Earnings
      market_price / (net_income / shares_outstanding_diluted)
    • Price To Book
      market_price / (adjusted_book_value / shares_outstanding_diluted)
    • Dilution Ratio
      (shares_outstanding_diluted - shares_outstanding_basic) / shares_outstanding_basic
    • Market Price
      input from market-data provider (delayed close or quote-shim mid)
    • Market Cap
      market_price * shares_outstanding_diluted
    Source documents
    • IRRC Corp Market data — financials · 2026-05-27
    • IRRC Corp Market data — analyst estimates · 2026-05-27

    Ownership & reference

    Insider activity

    — missing data

    Short positioning

    — missing data

    Geographic breakdown

    — missing data
    Listings · one canonical issuer all listings resolve to the canonical
    7325.TCanonical
    Tokyo Stock Exchange · JPY

    Intel & risk

    PredictorBeat prob45 %Surprise0,00Full forecast →
    peak dispatch · —
    OSINT findings
    Dilution riskLow
    Liquidity riskLow
    No immediate filing-based liquidity or dilution flags were detected.

    Evidence & claims

    From filings & derived data
    — missing data

    The Thread

    Everything we know, in order
    2026-06-30 03:38 UTCEARNINGSUpcomingForecast: earnings_forecast (90d)
    2026-02-13 09:35 UTCEARNINGSQuarterly results — Q4 2025 Revenue JPY 2.71B · Net JPY 113.9M
    2025-11-14 12:00 UTCEARNINGSQuarterly results — Q3 2025 Revenue JPY 2.57B · Net JPY 54.2M
    2025-08-14 12:00 UTCEARNINGSQuarterly results — Q2 2025 Revenue JPY 2.64B · Net JPY 137.3M
    2025-08-14 12:00 UTCEARNINGSAnnual results — FY 2025 Revenue JPY 9.42B · Net JPY 435.4M
    2025-05-15 12:30 UTCEARNINGSQuarterly results — Q1 2025 Revenue JPY 2.31B · Net JPY 141.3M
    2025-02-14 12:30 UTCEARNINGSQuarterly results — Q4 2024 Revenue JPY 2.21B · Net JPY 44.8M
    2024-11-14 12:00 UTCEARNINGSQuarterly results — Q3 2024 Revenue JPY 2.27B · Net JPY 112.0M
    2024-08-26 11:30 UTCEARNINGSQuarterly results — Q2 2024 Revenue JPY 2.26B · Net JPY 128.4M
    2024-08-26 11:30 UTCEARNINGSAnnual results — FY 2024 Revenue JPY 7.92B · Net JPY 351.6M
    2024-05-15 12:00 UTCEARNINGSQuarterly results — Q1 2024 Revenue JPY 2.09B · Net JPY 113.0M
    2023-08-14 12:00 UTCEARNINGSAnnual results — FY 2023 Revenue JPY 6.00B · Net JPY 16.0M
    2022-08-12 12:00 UTCEARNINGSAnnual results — FY 2022 Revenue JPY 5.20B · Net JPY 256.0M
    2021-08-13 12:00 UTCEARNINGSAnnual results — FY 2021 Revenue JPY 4.64B · Net JPY 233.3M
    The entity's full life in the product — typed, chronological, joined across Newspaper, Platform and Data. Our memory, made visible.
    Sources filings · IR · transcripts · market data · tier hybrid · as of 2026-08-04 Market data · Issuer disclosures · Public news · Earnings transcripts · Consensus estimates · ESG data Premium coverage