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LY Corporation (4689) investor relations material
LY Corporation Q1 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q1 2026 earnings summary4 Aug, 2025
Executive summary
Consolidated revenue reached a record 489.6 billion yen for Q1, up 5.7% year-on-year, with adjusted EBITDA at a record 125.8 billion yen, up 3.4%, tracking full-year guidance despite Q1's seasonal weakness.
Growth initiatives included phased LINE app revamp, expansion of mini apps, and accelerated AI feature deployment across services to boost engagement and efficiency.
Share repurchase and cancellation programs totaling up to JPY150B were executed to enhance capital efficiency and shareholder returns.
Major acquisitions included BEENOS Inc., LINE Bank Taiwan Limited, and LYST LTD, expanding global e-commerce and fintech reach.
Operating income declined 11.0% year-on-year to 95.0 billion yen due to the absence of prior year's non-cash gain.
Financial highlights
Adjusted EBITDA margin improved to 25.7% in Q1'25 from 24.4% in Q1'24.
Adjusted EPS rose 7.1% year-on-year to 6.05 yen.
E-commerce transaction value reached 1,180.2 billion yen, up 8.1% year-on-year, led by shopping and service-related businesses.
Strategic business (PayPay) revenue increased 22.1% year-on-year to 96.6 billion yen, with adjusted EBITDA up 264% to 20.9 billion yen.
Domestic shopping transaction value rose 5.9% year-on-year, with Yahoo! Shopping up 6.9%.
Outlook and guidance
Q1 results represent 23.3% of annual revenue guidance and 24.7–25.2% of adjusted EBITDA guidance, indicating performance is on track for full-year targets.
Full-year revenue forecast is 2,100.0 billion yen (+9.5% YoY), with adjusted EBITDA guidance of 500.0–510.0 billion yen (+6.2–8.3% YoY).
Continued focus on mid- to long-term growth through digital transformation, AI integration, and platform enhancements.
Dividend per share for FY2025 is set at 7.00 yen.
Updated outlook reflects share repurchases and ongoing efforts to improve capital efficiency.
How did standards revision impact segment figures?
Why did Media Business adjusted EBITDA decline?
Explain the goodwill from BEENOS acquisition.
What's the AI search utilization rate on Yahoo!?
How will LINE's shopping tab boost e-commerce?
Explain the factors driving PayPay's GMV growth.
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Frequently asked questions
LY Corporation is a Japanese company primarily engaged in the operation of online platforms and digital services, often focusing on e-commerce and internet-based solutions. The company manages several digital platforms that facilitate commerce, advertising, and content distribution, catering to a broad consumer base in Japan. LY Corporation’s services typically include mobile applications and web-based platforms, designed to provide users with accessible and user-friendly experiences across retail and digital media sectors. The company is headquartered in Tokyo, Japan, and its shares are listed on the Tokyo Stock Exchange.
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