Summary of Financial Results for the Third Quarter of the Fiscal Year Ending December 2026 [IFRS] (Consolidated)
Rakuten Group,Inc. and its consolidated subsidiaries
The 3 reportable segments of Internet Services, FinTech and Mobile; network equipment, the European Marketplace business, the Logistics business, the European Content business and others
In Internet Services, the acquisition of new customers, development of loyal users, promotion of cross-service usage and profitability improvements; in FinTech, expansion of the customer base and transaction volume; in Mobile, growth in the number of contracted lines, expansion of the store network and an increase in the rate of attachment of optional services. The review of the actual usage of network equipment was prompted by a partial review of the capital investment plan.
IFRS operating profit was ¥89,924 million, an increase of ¥88,578 million year on year. The quarterly loss attributable to owners of the parent was ¥73,638 million, compared with a loss of ¥151,294 million in the same period of the previous year. The change in the useful lives of network equipment increased operating profit and quarterly profit before tax for the nine-month consolidated period by ¥26,049 million each. Costs and impairment losses related to the closure of the European Marketplace business and other items amounted to ¥4,231 million, while impairment losses and other items related to the Logistics business amounted to ¥17,000 million.
The nine months ended the third quarter of the fiscal year ending December 2026 (1 January 2026 to 30 September 2026)
No changes were made to the latest published earnings forecast. The company aims for consolidated revenue growth in the high single digits year on year and to turn Non-GAAP operating profit, profit before tax and profit for the year positive.
Company response
Closure of the European Marketplace business
No third-party committee or special investigation committee: not disclosed. A voluntary interim review by a certified public accountant or audit firm was conducted.
Related procedures
The disclosure includes a provision expense and other items related to litigation seeking payment concerning the liabilities of a subsidiary sold in the past.
The company aims to achieve growth and improve profitability in each of its Internet Services, FinTech and Mobile businesses. In Mobile, it will work to improve network quality, develop 4G and 5G base stations and acquire subscribers, with the aim of bringing the Mobile business into the black at an early stage. Effective 1 October 2026, the FinTech business will be reorganized to optimize financing costs and improve profitability.
| Item | Details |
|---|---|
| Event name | Summary of Financial Results for the Third Quarter of the Fiscal Year Ending December 2026 [IFRS] (Consolidated) |
| Date of occurrence | 30 September 2026 (end of the third-quarter consolidated accounting period; earnings summary publication date: 13 November 2026) |
| Subject Entity | Rakuten Group,Inc. and its consolidated subsidiaries |
| Target Locations / Products | The 3 reportable segments of Internet Services, FinTech and Mobile; network equipment, the European Marketplace business, the Logistics business, the European Content business and others |
| Cause | In Internet Services, the acquisition of new customers, development of loyal users, promotion of cross-service usage and profitability improvements; in FinTech, expansion of the customer base and transaction volume; in Mobile, growth in the number of contracted lines, expansion of the store network and an increase in the rate of attachment of optional services. The review of the actual usage of network equipment was prompted by a partial review of the capital investment plan. |
| Amount of Impact on Business Performance | IFRS operating profit was ¥89,924 million, an increase of ¥88,578 million year on year. The quarterly loss attributable to owners of the parent was ¥73,638 million, compared with a loss of ¥151,294 million in the same period of the previous year. The change in the useful lives of network equipment increased operating profit and quarterly profit before tax for the nine-month consolidated period by ¥26,049 million each. Costs and impairment losses related to the closure of the European Marketplace business and other items amounted to ¥4,231 million, while impairment losses and other items related to the Logistics business amounted to ¥17,000 million. |
| Accounting period in which recognized | The nine months ended the third quarter of the fiscal year ending December 2026 (1 January 2026 to 30 September 2026) |
| Impact on Earnings Forecast | No changes were made to the latest published earnings forecast. The company aims for consolidated revenue growth in the high single digits year on year and to turn Non-GAAP operating profit, profit before tax and profit for the year positive. |
| Type of litigation or proceeding | The disclosure includes a provision expense and other items related to litigation seeking payment concerning the liabilities of a subsidiary sold in the past. |
| Suspended operations | Closure of the European Marketplace business |
| Investigation structure | No third-party committee or special investigation committee: not disclosed. A voluntary interim review by a certified public accountant or audit firm was conducted. |
| Outlook | The company aims to achieve growth and improve profitability in each of its Internet Services, FinTech and Mobile businesses. In Mobile, it will work to improve network quality, develop 4G and 5G base stations and acquire subscribers, with the aim of bringing the Mobile business into the black at an early stage. Effective 1 October 2026, the FinTech business will be reorganized to optimize financing costs and improve profitability. |
Items this document does not state (13)
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 Internet Services, the acquisition of new customers, development of loyal users, promotion of cross-service usage and profitability improvements progressed. In FinTech, the customer base and transaction volume expanded. In Mobile, revenue increased as the number of contracted lines grew, the store network expanded and the rate of attachment of optional services rose. In addition, after reviewing the actual usage of network equipment, its useful lives were changed based on estimated economically useful periods that better reflect actual conditions.