GMO Pepabo raised its full-year net income forecast for the fiscal year ending December 2026 by 79.9% and announced a substantial dividend increase to ¥167 per share, including a special dividend. The stock-based business remains solid, while revenue and operating profit forecasts are unchanged. As new growth opportunities, the company welcomed GMO SmartEC株式会社 and began offering AI agent-related services.
The full-year earnings forecast for the fiscal year ending December 2026 was revised upward, with net income attributable to owners of the parent raised 79.9% from the previous forecast of ¥735 million to ¥1.322 billion, due to the recognition of deferred tax assets following the dissolution of a consolidated subsidiary. Accordingly, the company announced an increase in its dividend from the initial forecast of ¥93 per share to ¥167, including a ¥74 special dividend. Forecasts for revenue, operating profit and ordinary income from the stock-based business were left unchanged.
As the third topic in today's presentation, the company outlined a growth strategy that includes offering services selected by AI agents. GMO SmartEC株式会社 joined as a new member, and high-priced, business-focused new services centered on bundled contracts for Google Workspace and Muumuu Domain have been performing solidly. To support AI agents, the company began offering Zero Trust Link and Deploy Now, following the launch of Lolipop! AI Agent Cloud.