Robot Payment (4374) Q3 2026 earnings summary

Executive summary

• 9M FY2026 revenue rose 13.5% YoY to ¥2,719.5m; operating income increased 15.7% to ¥697.4m and net income rose 19.9% to ¥510.9m.

• Growth reflected recurring revenue gains across both segments, supported by customer additions, higher transaction volumes, pricing changes and expense controls.

Financial highlights

• 9M gross profit was ¥2,500mn, up 14.4% YoY; SG&A was ¥1,802mn, up 13.9%.

• 9M ordinary income was ¥732.7m, up 19.4% YoY; net income was ¥510.9m, up 19.9%.

• Quarterly net sales reached ¥934mn in 26/12 Q3, up 12.0% YoY; operating profit rose 14.4%.

Outlook and guidance

• FY2026 guidance remained unchanged at revenue of ¥3,683m, operating income of ¥850m, ordinary income of ¥850m and net income of ¥587m; 9M progress was 73.8%, 82.0% and 87.0% for sales, operating profit and net profit.

• FY2035 net sales projections are ¥8.0bn under the profit-focused scenario, ¥15.0bn with business investment and ¥21.0bn with additional M&A; operating profit projections are ¥1.8bn, ¥2.4bn and ¥3.1bn, respectively.

• Cross-Border Billing DX was prioritized after customer interviews indicated stronger demand for overseas billing and foreign-currency reconciliation than overseas remittance.