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Monthly4015Paycloud Holdings Inc.Information and Communications, Services and Others

Monthly Performance Report for September 2026

In the monthly metrics for September 2026, the MRR growth rate was 102% year on year and gross transaction value was ¥124.0 billion, compared with ¥119.0 billion in the prior year. The cumulative number of IDs, cumulative number of stores, and cumulative digital signage installation area also increased from the previous month.

Worth reading
50Recurring
Scored from 4 of 5 sections
Direction
Improvement
Direction inferred from the company’s description.
Scale
102
% (MRR year-on-year)
Wording
Definitive
How definitive the wording is.

Sales for this month

September 2026Fiscal year ending August 2027
Number of Stores at Period-EndCumulative number of stores: 136,910
Monthly Commentary

The report presents MRR growth rate, transaction volume, cumulative IDs, cumulative store count, and cumulative digital signage installations as its key performance indicators.

Measures from the following month onward

From December 2026, 「おまいりPay®」 is scheduled to support payments for offertory money and purpose-specific donations.

Monthly trend for the same period last year

Monthly trend graphs are provided for the MRR growth rate, gross transaction value, cumulative number of IDs, cumulative number of stores, and cumulative digital signage installation area.

Sales for this month
ItemDetails
Month CoveredSeptember 2026
Fiscal Year CoveredFiscal year ending August 2027
Key KPIsIndicator name MRR growth rate / Value 102 % / Year on year 102%, Indicator name MRR growth rate (cashless services only) / Value 103 % / Year on year 103%, Indicator name Transaction Value / Value ¥1,240 100 million / Year on year ¥119.0 billion in the prior year, Indicator name Cumulative IDs / Value 245 Million IDs / Year on year Not disclosed, Indicator name Cumulative number of stores / Value 136,910 stores / Year on year Not disclosed, Indicator name Cumulative number of digital signage displays installed / Value 75,149 machines / Year on year Not disclosed
Number of Stores at Period-EndCumulative number of stores: 136,910
Monthly CommentaryThe report presents MRR growth rate, transaction volume, cumulative IDs, cumulative store count, and cumulative digital signage installations as its key performance indicators.
Measures from the following month onwardFrom December 2026, 「おまいりPay®」 is scheduled to support payments for offertory money and purpose-specific donations.
Monthly trend for the same period last yearMonthly trend graphs are provided for the MRR growth rate, gross transaction value, cumulative number of IDs, cumulative number of stores, and cumulative digital signage installation area.
Items this document does not state (15)
Scope of aggregationNet sales for the monthYear-on-year change in monthly net salesTotal-store sales, year on yearSame-Store Sales, Year on YearYear-on-Year Change in Customer CountYear-on-Year Change in Average Spend per CustomerCumulative Sales from Start of PeriodCumulative Year-on-Year Change from Start of PeriodYear-on-year change by categorySales by categoryNumber of stores opened during the monthNumber of stores closed during the monthFactors Affecting the ChangeNext Scheduled Disclosure

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.

No reasons for changes in the monthly metrics were provided. The report also states that from December 2026, 「おまいりPay®」 is scheduled to support payments for offertory money and purpose-specific donations.

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.
Monthly Performance Report for September 2026 | Paycloud Holdings Inc. (4015) timely disclosure | Komori