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GMO Research&AI, Ordinary Profit Forecast for Last Fiscal Year Revised Upward to an Unexpected 30% Increase, Dividend Revised Upward by 24.94 Yen

Thu Feb 5, 2026 3:31 pm JST Revision

3695 GMO Product Platform,Inc. 【J-GAAP】

Guidance Update Report

GMO Product Platform,Inc. <3695> [TSE Growth] announced a revision to its performance and dividend after the market closed on February 5th (15:31). The consolidated ordinary profit forecast for the fiscal year ending December 2025 has been revised upward 86.7%, from the previous forecast of 173 million yen to 323 million yen (compared to 248 million yen in the previous period), turning to a 30.2% increase in the consolidated ordinary profit outlook.

Based on the upwardly revised full-year plan announced by the company, our calculation indicates that the July to December period (second half) consolidated ordinary profit is expected to increase 2.8 times, from the previous forecast of 84 million yen to 234 million yen (compared to 160 million yen in the same period of the previous year), turning to a 46.3% increase in the consolidated ordinary profit outlook.

In light of the strong performance, the company has significantly increased its planned year-end lump-sum dividend for the last fiscal year from the original plan of 34.58 yen to 59.52 yen (compared to 114.84 yen in the previous period).

Kabutan News

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 3,485 91 84 20 4.5 34.58 Aug 7, 2025 J-GAAP
Jul - Dec, 2025 New 3,649 226 234 166 44.8 59.52 Feb 5, 2026 J-GAAP
Revision Rate +4.7% +148.4% +178.6% +730.0% +889.0%

Full Year Update

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Dec, 2025 Prev 6,654 205 173 9 2.0 34.58 Aug 7, 2025 J-GAAP
Dec, 2025 New 6,818 340 323 155 41.8 59.52 Feb 5, 2026 J-GAAP
Revision Rate +2.5% +65.9% +86.7% +1,622.2% +1,950.5%

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 2,560 165 160 111 68.0 114.84 Feb 12, 2025 J-GAAP
Jul - Dec, 2025 Guidance 3,649 226 234 166 44.8 59.52 Feb 5, 2026 J-GAAP
YoY +42.5% +37.0% +46.3% +49.5% -34.1%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Dec, 2023 5,117 440 428 307 188.2 114.84 Feb 5, 2024 J-GAAP
Dec, 2024 5,025 235 248 183 112.1 114.84 Feb 12, 2025 J-GAAP
Dec, 2025 Guidance 6,818 340 323 155 41.8 59.52 Feb 5, 2026 J-GAAP
YoY +35.7% +44.7% +30.2% -15.3% -62.7%

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