GMO Financial Gate (4051) Q2 2026 earnings summary

Executive summary

• Revenue for the first six months ended March 31, 2026, rose 16.2% year-over-year to ¥10,515 million, driven by strong adoption of the cashless platform and growth in transaction volume and GMV.

• Operating profit increased 12.8% year-over-year to ¥1,560 million, with recurring-model revenue growth offsetting a decline in software development sales.

• Profit attributable to owners of parent was ¥1,050 million, up 1.5% year-over-year.

Financial highlights

• Gross profit for the period was ¥3,640 million, up from ¥3,399 million in the prior year.

• Basic earnings per share increased to ¥127.18 from ¥125.09 year-over-year.

• Total assets grew to ¥17,173 million as of March 31, 2026, from ¥13,832 million at the previous fiscal year-end.

• Total equity attributable to owners of parent rose to ¥6,494 million.

Outlook and guidance

• Full-year FY2026 guidance maintained: revenue ¥19,730 million (+10.1% YoY), operating profit ¥2,800 million (+25.5% YoY), profit attributable to owners of parent ¥1,870 million (+14.6% YoY).

• Continued focus on expanding the payment ecosystem and acquiring new merchants and alliance partners.