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Edge16 Oct 2026
Winner, Winner: The Chicken McNugget Story
How a 1940s breeding contest, a Cornell food scientist, and a hedge by Ray Dalio helped McDonald's turn the Chicken McNugget into a fast-food icon.
LY (4689) investor relations material
LY Q2 2027 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2027 earnings summary5 Nov, 2026
Executive summary
H1 FY2027 revenue rose 12.3% YoY to ¥1,117.7bn and adjusted EBITDA increased 22.0% to ¥306.5bn, both records for a cumulative second quarter.
Q2 revenue grew 11.5% YoY and adjusted EBITDA rose 20.9%; structural profitability gains were attributed to portfolio transformation, AI-driven efficiency and fixed-cost reductions.
GAAP operating income fell 7.3% and net income attributable to owners declined 32.8%; adjusted net income rose 10.9% to ¥118.6bn.
Financial highlights
H1 revenue increased ¥122.3bn YoY to ¥1,117.7bn; adjusted EBITDA increased ¥55.2bn to ¥306.5bn.
Operating income was ¥198.9bn, down 7.3% YoY; profit before tax was ¥175.9bn, down 7.8%.
Adjusted EPS was ¥17.29, up 13.1% YoY, while basic EPS was ¥13.54, down 31.5%.
Consolidated PayPay adjusted EBITDA rose ¥14.2bn; LY operations’ adjusted EBITDA increased ¥10.4bn.
Outlook and guidance
FY2027 revenue forecast was raised 4.0% to ¥2,330bn; adjusted EBITDA forecast rose 9.4% to ¥640bn and adjusted EPS to ¥35.
Commerce revenue guidance rose by ¥130bn to ¥1.06tn; commerce adjusted EBITDA guidance increased by ¥16bn, with 33.6% YoY growth forecast.
Strategic business adjusted EBITDA is forecast at ¥160bn, up 69.1%; management indicated sustainable adjusted EBITDA growth of at least 10% next fiscal year.
Annual dividend guidance rose from ¥11 to ¥12 per share.
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Latest events from LY
- Record revenue and EBITDA growth, driven by digital payments and strategic partnerships.4689
Q1 2027 - Record revenue and profit, double-digit growth forecast, and higher dividends with AI expansion.4689Q4 2026
- Double-digit growth excluding ASKUL, with Strategic and SaaS segments driving record results.4689Q3 2026
- Record Q2 revenue and EBITDA, higher dividend, and strong AI-driven growth outlook.4689Q2 2026
- Record Q1 revenue and EBITDA driven by fintech, e-commerce, and AI-led digital growth.4689Q1 2026
- Record revenue and EBITDA led to raised guidance, fueled by digital ads and PayPay growth.4689Q2 2025
- Record Q1 revenue and EBITDA, strong segment growth, and major share buyback announced.4689Q1 2025
- Record revenue, double-digit EBITDA growth, and major share buybacks mark FY2024.4689Q4 2025
- Record revenue and EBITDA growth, higher dividend, and BEENOS acquisition boost outlook.4689Q3 2025
Next LY earnings date
Q3 20273 Feb, 2027
Next LY earnings date
Q3 20273 Feb, 2027
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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.