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Revision to earnings forecast3769GMO Payment Gateway,Inc.Information and Communications, Services and Others

Summary of Consolidated Financial Results for the Fiscal Year Ended September 2026 [IFRS]

The consolidated results for the fiscal year ended September 2026 were announced, and new earnings forecasts were presented for the cumulative second quarter and full year of the fiscal year ending September 2027. In addition, the year-end dividend forecast for the fiscal year ended September 2026 was raised from ¥170 to ¥187 per share, and a dividend of ¥195 per share is forecast for the fiscal year ending September 2027.

Worth reading
61In focus
0–100. This measures how worthwhile something is to read, not how good or bad the company is.
Direction
Improvement
Direction inferred from the company’s description.
Scale
17
¥ per share (increase in the year-end dividend forecast for the fiscal year ending September 2026)
Wording
Conditional
How definitive the wording is.

Revised forecast

Fiscal year ending September 2027 · Cumulative second quarter and full year
Net Sales—→—million
—
Operating profit—→—million
—
Profit attributable to owners of the parent—→—million
—
Net income per share—→—/ sen
—

The bar length represents the relative magnitude of change, based on the item that changed the most in this document.

Reason for the revision

Earnings forecasts for the fiscal year ending September 2027 were newly disclosed, and no reason was provided for revisions from the previous forecasts. The year-end dividend for the fiscal year ended September 2026 was increased because current-period performance is expected to exceed the figures disclosed in the earnings forecast and to provide returns to shareholders.

Details and amount of extraordinary loss

Impairment loss: — for the fiscal year ended September 2026; ¥19 million for the fiscal year ended September 2025

Previous-period resultsRevenue ¥95,201 million, ¥ and sen / Operating profit ¥37,641 million, ¥ and sen / Profit for the period attributable to owners of the parent ¥25,116 million, ¥ and sen / Basic earnings per share ¥330.76 million, ¥ and sen
Dividend forecast revisionThe year-end dividend forecast for the fiscal year ending September 2026 was increased from ¥170.00 to ¥187.00 per share. A year-end dividend of ¥195.00 per share is forecast for the fiscal year ending September 2027.
Consolidated / non-consolidatedConsolidated
Revised forecast
ItemDetails
Net SalesNot disclosed → Cumulative second-quarter results 50,128 / Full year 105,674(Cumulative second-quarter results 8.8 / Full year 11)
Operating profitNot disclosed → Cumulative second-quarter results 20,456 / Full year 44,040(Cumulative second-quarter results 8.9 / Full year 17)
Profit attributable to owners of the parentNot disclosed → Cumulative second-quarter results 12,054 / Full year 26,793(Cumulative second-quarter results 0.1 / Full year 6.7)
Net income per shareNot disclosed → Cumulative second-quarter results 158.73 / Full year 352.81
Fiscal Period CoveredFiscal year ending September 2027
Period CoveredCumulative second quarter and full year
Previous-period resultsRevenue ¥95,201 million, ¥ and sen / Operating profit ¥37,641 million, ¥ and sen / Profit for the period attributable to owners of the parent ¥25,116 million, ¥ and sen / Basic earnings per share ¥330.76 million, ¥ and sen
Reason for the revisionEarnings forecasts for the fiscal year ending September 2027 were newly disclosed, and no reason was provided for revisions from the previous forecasts. The year-end dividend for the fiscal year ended September 2026 was increased because current-period performance is expected to exceed the figures disclosed in the earnings forecast and to provide returns to shareholders.
Details and amount of extraordinary lossImpairment loss: — for the fiscal year ended September 2026; ¥19 million for the fiscal year ended September 2025
Dividend forecast revisionThe year-end dividend forecast for the fiscal year ending September 2026 was increased from ¥170.00 to ¥187.00 per share. A year-end dividend of ¥195.00 per share is forecast for the fiscal year ending September 2027.
Consolidated / non-consolidatedConsolidated
Items this document does not state (2)
Ordinary incomePublication date of previous forecast

These are items the company does not state in this document. We do not leave them blank, nor fill them in from other sources or by inference.

The reasons the company gives

The company's own explanation, not something inferred from the numbers.

In the fiscal year ended September 2026, revenue and profit increased in the payment processing and financial-related businesses. The company cited the expansion of the e-commerce and cashless payments markets, the acquisition of merchants, in-person payments, and lending for overseas fintech companies as contributing factors. The year-end dividend was increased to return profits to shareholders because current-period performance is expected to exceed the disclosed earnings forecast. For the fiscal year ending September 2027, the company expects market expansion but also cited uncertainty from inflation, a growing tendency among households to economize, and cyberattacks.

How to read this page

This is not the documentKomori reads the disclosure the company filed and writes this summary. Figures are as stated by the company and are not audited.
Weight is not a verdictIt measures how much this changes what the company had already told the market. It is not a view on the shares.
Corrections happenIf the company reissues this disclosure, the page is rebuilt from the corrected version and the revision number moves up.
Summary of Consolidated Financial Results for the Fiscal Year Ended September 2026 [IFRS] | GMO Payment Gateway,Inc. (3769) timely disclosure | Komori