2120 20163 3 2015 420151 2 Copyright(c) NEXT Co., Ltd. All Rights Reserved.
IR 2
HOME S 3
20163 3Q 50.6 10,408 12,069 18,180 143 3Q 153 3Q 163 3Q EBITDA 1 2 2,315 3,596 1,272 1,928 153 3Q 163 3Q 4,210 4,690 5,474 143 3Q 153 3Q 163 3Q 56,668 61,133 56,385 143 3Q 153 3Q 163 3Q 10,892 12,035 16,439 143 3Q 153 3Q 163 3Q 55.3 51.5 36.6 7.8 16.7 51.5 1 2 4
20163 3Q +50.6EBITDA+55.3 +51.5 1 2 3 4 5 6 5
20163 3Q 3QEBITDA0.6P19.8 10-12 Lifull MP 4-12 633 878 2.1p 0.4p 0.7p 6 Q 0.4p 1.2p 1.4p EBITDA
20163 3Q HOME S HOME S Lifull 7
20163 3Q 8
20163 3Q 1 2Trovit Lifull ThailandLifull Indonesia 12 9
20163 3Q 2015611 2 1 HOME S 10
20163 3Q 3Q1659 11
Topics Copyright(c) NEXT Co., Ltd. All Rights Reserved. 12
HOME S 672 00 19,000 00 17,000 643 00 00 15,000 13,000 00 11,000 00 00 9,000 7,000 5,000 237 182 0 3,000 ( 1) 2015 12 13
17,000 17,584 12,510 +40.6 14
20163 15
Copyright(c) NEXT Co., Ltd. All Rights Reserved. 16
NEXT Group HOME S Online 17
Realestate Technology ReTech 18
19
PDCA PDCA Trovit4 Lifull HOME S 2 Lifull FinLifull SpaLifull MovLifull FaM Trovit Japan Lifull TraLifull Lifull Australia HOME S HOME S Style Market EC (HOME S (HOME S (HOME S HOME S HOME S 20
ユ ー ザ ー 向 け サ ー ビ ス HOME S HOME S HOME S Style マ ッ チ ン グ HOME S HOME S HOME S HOME S 事 業 者 向 け サ ー ビ ス HOME S LIVE 21
HOME S WEB TEL 201510 22
Technology LEGO(R)3D https://www.gridvrick.homes.co.jp/ 23
HOME S 16150 201510 http://www.homes.co.jp/price-map/ 24
etc JG 20161 25
Lifull FinTech KIND Site A Site B Site C 26
HOME S 27
1997 () 2001.3 2002.3 2003.3 2004.3 2005.3 2006.3 2007.3 2008.3 2009.3 2010.3 2011.3 2012.3 2013.3 2014.3 2015.3 2016.3 20 HOME S 東 証 マ ザ ー ズ へ 上 場 リ ッ テ ル 社 を 1 0 0 % 子 会 社 化 Trovit 海 外 不 動 産 情 報 サ ー ビ ス レ ン タ ー ズ 社 を 1 0 0 % 子 会 社 化 28 Lifull MP
Lifull Bizas Lifull Bizas 4,000 1-8 30 20164 1 NEXT Group Group 29
30
No.1 EBITDA EBITDA J-GAAP IFRS 31
32
Copyright(c) NEXT Co., Ltd. All Rights Reserved. 33
34
19914 19917 19957 19973 20143 20144 35
J -GAAP IFRS 36
5. 00 4. 50 4. 00 3. 50 3. 00 2. 50 2. 00 1. 50 1. 00 0. 50 0. 00 80. 0% 70. 0% 60. 0% 50. 0% 40. 0% 30. 0% 20. 0% 10. 0% 0.0% 2020163 4.71 2.37 2.88 0.62 1.08 20.0 20.0 24.3 20.0% 15.0 2012.3 2013.3 2014.3 2015.3 2016.3 20153IFRSTrovit 100 20163IFRS Lifull MP0.9 2,795 37
38
NEXT Group 39
Copyright(c) NEXT Co., Ltd. All Rights Reserved. 40
http://www.homes.co.jp/ No.1 No.1 HOME S ios HOME S 360 https://theta360.com/s/46j HOME S http://goo.gl/e3kgri 41
42
HOME S 43
WEB WEB UP 44
45 WEB Annex PC 50,00010,000 CRM CRM CRM HOME S HOME S 45
DMPNabiSTAR DMP( ) WEB ()DMP パ ー ソ ナ ラ イ ズ HOME S 46
Trovit http://www.trovit.es 3 A (HOME'S) 47
NEXT Group 46 HOME S 48
MONEYMO EC HOME S Style Market HOME S HOME S Lifull 49
Lifull 50
Lifull TraveRing https://travering.com/ 51
Lifull Scouting MLBNPBBCL Lifull Scouting 52
IR IRTwitter IR 53