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ROBOT PAYMENT, Ordinary Profit Forecast for the Fiscal Year Revised Upward by 4%, Raises Record High Profit Forecast, Dividend Revised Upward by 2 Yen

Wed Nov 12, 2025 11:30 am JST Earnings

4374 ROBOT PAYMENT INC. 【J-GAAP】

Earnings Report

ROBOT PAYMENT INC. <4374> [TSE Growth] announced its financial results at noon (11:30) on November 12th. The ordinary profit (non-consolidated) for the cumulative third quarter of the fiscal year ending December 2025 (January to September) expanded 613 million yen, an increase 61.3% compared to the same period last year.

In addition, the full-year forecast for ordinary profit has been revised upward 3.9%, from the previous forecast of 685 million yen to 712 million yen (compared to 480 million yen in the previous period), increasing the growth rate from 42.7% to 48.3%, further surpassing the previous forecast of record-high profits for three consecutive terms.

Based on the full-year plan announced by the company after the upward revision, our estimate of the ordinary profit for the July to December period (second half) is expected to increase 9.0%, from the previous forecast of 300 million yen to 327 million yen (compared to 248 million yen in the same period of the previous year), increasing the growth rate from 21.0% to 31.9%.

In light of the strong performance, the company has increased its planned year-end lump-sum dividend for the current fiscal year from the original plan of 22 yen to 24 yen (compared to 15 yen in the previous period).

In the most recent three-month period, from July to September (3Q), the ordinary profit increased 54.1% from the same period last year, reaching 228 million yen. The operating profit margin rose from 20.7% in the same period last year to 26.1%.

Kabutan News

Actual Performance and Financial Trends

Accumulated Results 3rd Quarter
Fiscal Year Revenue Operating
Profit
Ordinary
Profit
Net
Profit
Adj.
EPS
Progress Rate
vs. First Half
Announce Accounting
Standards
Jan - Sep, 2023
1,603M 181M 181M 125M 33.5 79.0 Nov 14, 2023 J-GAAP
Jan - Sep, 2024
2,019M 380M 380M 263M 70.1 79.2 Nov 14, 2024 J-GAAP
Jan - Sep, 2025
2,395M 602M 613M 426M 115.3 86.1 Nov 12, 2025 J-GAAP
YoY +18.6% +58.4% +61.3% +62.0% +64.5%

Guidance Update

Second Half Update
Fiscal Year Revenue Operating
Profit
Ordinary
Profit
Net
Profit
Adj.
EPS
Adj.
Dividend
Announce Accounting
Standards
Jul - Dec, 2025 Prev 1,639M 301M 300M 179M 48.5 22 Aug 12, 2025 J-GAAP
Jul - Dec, 2025 New 1,674M 316M 327M 209M 56.6 24 Nov 12, 2025 J-GAAP
Revision Rate +2.1% +5.0% +9.0% +16.8% +16.8%
Full Year Update
Fiscal Year Revenue Operating
Profit
Ordinary
Profit
Net
Profit
Adj.
EPS
Adj.
Dividend
Announce Accounting
Standards
Dec, 2025 Prev 3,200M 685M 685M 447M 121.0 22 Aug 12, 2025 J-GAAP
Dec, 2025 New 3,235M 700M 712M 477M 129.1 24 Nov 12, 2025 J-GAAP
Revision Rate +1.1% +2.2% +3.9% +6.7% +6.7%

Current Period Guidance

Second Half Results
Fiscal Year Revenue Operating
Profit
Ordinary
Profit
Net
Profit
Adj.
EPS
Adj.
Dividend
Announce Accounting
Standards
Jul - Dec, 2024
1,457M 247M 248M 160M 42.6 15 Feb 12, 2025 J-GAAP
Guidance
Jul - Dec, 2025
1,674M 316M 327M 209M 56.6 24 Nov 12, 2025 J-GAAP
YoY +14.9% +27.9% +31.9% +30.6% +32.7%
Current Period Guidance
Fiscal Year Revenue Operating
Profit
Ordinary
Profit
Net
Profit
Adj.
EPS
Adj.
Dividend
Announce Accounting
Standards
Dec, 2023
2,213M 229M 229M 148M 39.4 0 Feb 14, 2024 J-GAAP
Dec, 2024
2,762M 479M 480M 320M 85.3 15 Feb 12, 2025 J-GAAP
Guidance
Dec, 2025
3,235M 700M 712M 477M 129.1 24 Nov 12, 2025 J-GAAP
YoY +17.1% +46.1% +48.3% +49.1% +51.4%

Quarterly Results

Fiscal Year Revenue Operating
Profit
Ordinary
Profit
Net
Profit
Adj.
EPS
Operating
Profit Margin
Announce Accounting
Standards
Jul - Sep, 2024
714M 148M 148M 103M 27.5 20.7 Nov 14, 2024 J-GAAP
Oct - Dec, 2024
743M 99M 100M 57M 15.2 13.3 Feb 12, 2025 J-GAAP
Jan - Mar, 2025
747M 159M 161M 111M 30.2 21.3 May 12, 2025 J-GAAP
Apr - Jun, 2025
814M 225M 224M 157M 42.5 27.6 Aug 12, 2025 J-GAAP
Jul - Sep, 2025
834M 218M 228M 158M 42.8 26.1 Nov 12, 2025 J-GAAP
YoY +16.8% +47.3% +54.1% +53.4% +55.8%