SBI Holdings (8473) Q1 2027 earnings summary

Executive summary

• Achieved record-high consolidated revenue of JPY 571.0 billion (+28.8% YoY), profit before tax of JPY 225.8 billion (+149.9% YoY), and net profit attributable to owners of JPY 148.1 billion (+75.0% YoY), with annualized ROE at 29%.

• All major business segments posted significant growth, with PE Investment and Asset Management showing the highest YoY increases.

• Total comprehensive income increased 56.1% year-over-year to JPY 139.7 billion.

Financial highlights

• Profit before income tax expense surged 149.9% YoY to JPY 225.8 billion, outpacing major competitors.

• PE Investment business pre-tax profit surged 328% YoY to JPY 119.9 billion; Asset Management revenue up 45.5% YoY to JPY 12.5 billion.

• Insurance business profit up 262.7% YoY, with Kyobo Seimei's contribution.

• Basic earnings per share increased to JPY 229.07 from JPY 139.60 YoY, reflecting a two-for-one stock split.

• Total assets grew to JPY 39,187.1 billion as of June 30, 2026.

Outlook and guidance

• Interim dividend forecast for FY ending March 31, 2027 is JPY 30 per share, targeting at least JPY 95 annual dividend per share (post-split).

• Strong progress toward full-year targets, especially in banking and PE investment.