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GENDA (9166) investor relations material
GENDA Q2 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
Executive summary
Revenue for the six months ended July 31, 2025, rose 49.3% year-over-year to ¥73,973 million, driven by aggressive M&A and expansion in core entertainment businesses.
Adjusted EBITDA before one-off M&A expenses increased 51.2% year-over-year to ¥9,252 million; adjusted EBITA up 34% to ¥5,490 million, excluding one-off M&A expenses.
Net income before amortization of goodwill was ¥2,652 million (up 7.3% year-over-year) before M&A expenses.
The group executed 15 M&A transactions, expanding both domestically and internationally, and now operates about 400 amusement arcades in Japan and 200 abroad.
A "BBB+" credit rating was assigned, and financing was diversified through a follow-on offering and bond issuance.
Financial highlights
Revenue for 2Q YTD rose 49% year-over-year to ¥73.97bn; adjusted EBITDA increased 51% to ¥9.25bn; adjusted EBITA up 34% to ¥5.49bn; adjusted net income before goodwill amortization up 7% to ¥2.65bn.
M&A-related expenses totaled ¥0.93bn for 2Q YTD, impacting operating income and below.
2Q results exceeded targets, with adjusted EBITDA on pace for ¥23.8bn, above the FY2026/1 target of ¥22.4bn.
Balance sheet shows total assets at ¥180.05bn, net debt/EBITDA at 2.5x, and capital adequacy ratio at 32.8%.
Net income attributable to owners of parent fell 77.8% year-over-year to ¥310 million, impacted by higher income taxes and M&A-related expenses.
Outlook and guidance
FY2027/1 forecast: revenue ¥200.0bn, EBITDA ¥27.0bn, net income before goodwill amortization ¥10.4bn, assuming no further M&A.
Full-year revenue is forecast at ¥157,000 million, up 40.4% from the previous year.
Operating income is projected at ¥10,500 million (up 32.6%), and net income at ¥5,000 million (up 53.7%).
EBITDA is expected to reach ¥22,000 million, a 54.9% increase year-over-year.
North American business targets FY2030/1 revenue of ¥72.5bn, EBITDA of ¥11.0bn, and net income before goodwill amortization of ¥4.0bn.
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