Source disclosure: February 25, 2026
eWeLL Co.,Ltd. [5038.T]
TOKYO, Feb 25 (JST) - eWeLL Co., Ltd. (Code: 5038, Tokyo Growth Market), led by President and CEO Naoyuto Nakano, announced today that video recordings and written transcripts of its earnings presentation and mid-term business plan briefing held on February 13, 2026, have been made available to the public.
The briefing was attended by both institutional and individual investors and provided an overview of the company's fiscal year ended December 2025 as well as its strategic plans moving forward. The event aimed to deepen stakeholders' understanding of the company’s performance and future direction.
In his address, Nakano highlighted the significant growth achieved during the fiscal year 2025, noting that revenue increased by 31.9%, surpassing initial forecasts by 1.3%. Operating income also saw a robust increase of 35.3% compared to the previous period. These results were driven primarily by the launch of new services such as "AI Visit Care Plan & Report" and Business Process-as-a-Service (BPaaS). Additionally, customer churn rate improved by 0.02 percentage points from the prior year, indicating enhanced satisfaction levels among clients.
Regarding dividends, eWeLL has projected a 31.3% increase in dividend payout for the fiscal year ending December 2026, raising it from ¥16 per share to ¥21 per share. This decision reflects the company's confidence in its upcoming financial performance and commitment to balancing reinvestment in growth initiatives with shareholder returns.
Nakano further discussed the impact of the anticipated healthcare reimbursement reform scheduled for 2026, which is expected to result in a comprehensive increase of 3.09% across all medical services. While this change does not directly affect eWeLL's core operations, it underscores the importance of quality care and inter-professional collaboration within home healthcare settings. As a response, eWeLL aims to leverage its ICT solutions like "iBow" and "kealogutto" to support higher standards of patient care and streamline administrative processes for visiting nurses.
Moreover, Nakano outlined the progress of the company's next major growth driver, the "AI Visit Schedule & Route." He confirmed that after rigorous testing and development phases, the service will be officially launched for billing purposes starting July 2026. This move follows extensive user feedback and iterative improvements, ensuring high functionality and usability. By automating scheduling tasks through advanced AI algorithms, eWeLL expects to significantly reduce operational burdens for nursing stations while enhancing service delivery efficiency.
Note: Financial figures from the earnings presentation have been removed pending correction. For accurate figures, refer to the company's earnings summary (kessan tanshin) filed separately on TDNet.
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